Loading...
Asset management and ongoing surveillance
Effective asset management requires more than reporting. It requires continuous oversight, disciplined analysis and the ability to identify issues early and respond with clarity. Mount Street’s asset management and surveillance services provide lenders and investors with structured monitoring and actionable insight across complex commercial real estate loan portfolios.
Our teams focus on performance, compliance and emerging risk, supporting both day‑to‑day oversight and longer‑term portfolio strategy.
Asset management and ongoing surveillance
Effective asset management requires more than reporting. It requires continuous oversight, disciplined analysis and the ability to identify issues early and respond with clarity. Mount Street’s asset management and surveillance services provide lenders and investors with structured monitoring and actionable insight across complex commercial real estate loan portfolios.
Our teams focus on performance, compliance and emerging risk, supporting both day‑to‑day oversight and longer‑term portfolio strategy.
Structured oversight across the life of the loan
Mount Street delivers a comprehensive surveillance framework designed to support active portfolio management. Through regular review cycles, defined escalation protocols and clear reporting, we help clients maintain visibility into loan performance while ensuring obligations and controls remain aligned with contractual requirements.
Our approach balances consistency and judgment, enabling clients to respond efficiently as conditions change.
1
Financial performance and covenant analysis
We collect and review borrower, guarantor, and property‑level financial reporting, testing results against loan covenants and performance thresholds. Failed tests, exceptions and material deficiencies are identified promptly and escalated with clear context and supporting analysis.
2
Cash management status and trigger monitoring
We monitor cash management structures and trigger events, including springing mechanisms and changes to waterfall priority. Performance shifts are tracked against loan terms, supporting timely execution and informed lender decisions when thresholds are breached or cured.
3
Critical dates and compliance tracking
Structured surveillance that supports portfolio performance
Credit operations aligned through structured oversight
A disciplined approach to credit operations supports consistent performance across complex portfolios. Mount Street provides structured oversight across loan administration, cash management and related operational functions, helping lenders and investors maintain control, visibility and alignment with contractual requirements.
Through defined review cycles, proactive monitoring and experienced judgment, we support informed decision‑making and effective risk management across the life of the loan.
Supporting portfolio performance
Early identification of performance trends, structured compliance monitoring and consistent analysis enable portfolios to remain aligned with defined risk parameters and performance objectives. Our approach emphasizes clarity, discipline and timely escalation where issues emerge.
Supporting stability through experience
With over a decade of experience across U.S. and international markets, Mount Street supports institutional clients with consistent delivery and operational rigor. Our teams apply proven frameworks and disciplined execution to help stabilize outcomes and support long‑term portfolio objectives.
Discover how disciplined monitoring and performance analysis can support long‑term portfolio stability.
Book a consultation
