At Crystal View Capital, reviewing budget vs. actuals isn’t just a routine task, it’s a key part of how we drive results and protect investor capital.

In this behind-the-scenes video, our VP of Operations, Jess Stender and our Director of Capital Raising and Investor Relations, Ben Brundage share how our vertically integrated team tracks performance across every asset and uses real-time data to stay accountable, agile, and aligned with proforma projections.

Key Highlights:

Monthly Deep Dives
We review income, expenses, and capital improvements line-by-line, identifying key variances and what’s driving them.

Vertical Integration = Speed
Because we operate our assets in-house, we can address issues fast, optimize spending, and adjust strategy quickly.

Proforma to Budget to Actuals
Each review loops back into our underwriting assumptions helping us refine future projections and drive stronger returns.

Investor Impact
Tighter controls and real-time decision-making allow us to stay ahead of budget deviations and maximize asset performance.

Want to learn how we turn strategy into execution across our portfolio? Schedule a call with our team.