Introduce to the team and organizational structure
This task is to introduce the new Property Investment Manager to the team and familiarize them with the organizational structure. It is important to ensure that the new member feels welcome and understands the different roles within the organization. By the end of this task, the Property Investment Manager should have a good understanding of who they will be working with and how the team is structured. Are you excited to meet your new colleagues and learn about the organization? Let's get started!
Overview of property types under management
In this task, we will provide the new Property Investment Manager with an overview of the different property types that are under management. This will include residential, commercial, and industrial properties. By the end of this task, the Property Investment Manager should have a good understanding of the different property types and their specific requirements. Are you ready to dive into the world of property management? Let's get started!
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Residential
2
Commercial
3
Industrial
1
Tenant screening process
2
Maintenance and repairs
3
Lease agreements
1
Vacation rentals
2
Mixed-use properties
3
Retail spaces
Setup office space & issue tools (Laptop, ID card, keys)
In this task, we will set up the office space for the new Property Investment Manager and issue them with the necessary tools. This includes providing them with a laptop, an ID card, and keys to the office. By the end of this task, the Property Investment Manager should have a fully functional workspace and all the tools they need to carry out their duties. Are you ready to get your workspace set up? Let's get started!
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Arrange desk and chair
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Connect laptop to network
3
Ensure printer is working
Provide company email & systems access
This task is to provide the new Property Investment Manager with a company email address and access to the systems they will need for their role. This includes granting them access to the company's email system, property management system, and any other relevant software. By the end of this task, the Property Investment Manager should have a functioning company email and access to all necessary systems. Are you ready to start communicating with your colleagues and accessing the company's systems? Let's get started!
Introduction to Property Management System
In this task, we will introduce the new Property Investment Manager to the Property Management System (PMS) used by the company. The PMS is a software tool that helps manage property portfolios, track lease agreements, and handle maintenance requests. By the end of this task, the Property Investment Manager should have a basic understanding of how to navigate the PMS and use its key features. Are you excited to learn about the PMS? Let's get started!
Review company policies and Code of Ethics
This task is to review the company policies and Code of Ethics with the new Property Investment Manager. It is important for the Property Investment Manager to understand and adhere to these policies to ensure compliance and ethical behavior. By the end of this task, the Property Investment Manager should have a good understanding of the company's policies and Code of Ethics. Are you ready to familiarize yourself with the company's policies? Let's get started!
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Employee Code of Conduct
2
Privacy Policy
3
Anti-Discrimination Policy
Understanding the property investment process
In this task, we will provide an overview of the property investment process to the new Property Investment Manager. This includes the different stages involved in acquiring and managing investment properties. By the end of this task, the Property Investment Manager should have a good understanding of the property investment process and their role in it. Are you excited to learn about the intricacies of property investment? Let's get started!
Explain budgeting and financial reporting systems
This task is to explain the budgeting and financial reporting systems used by the company to the new Property Investment Manager. It is important for the Property Investment Manager to understand how budgets are prepared and financial reports are generated. By the end of this task, the Property Investment Manager should have a good understanding of the budgeting and financial reporting systems. Are you ready to dive into the world of numbers and financial analysis? Let's get started!
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Excel spreadsheets
2
Accounting software
3
Custom software
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Income statement
2
Balance sheet
3
Cash flow statement
Meeting with the finance department
In this task, the new Property Investment Manager will have a meeting with the finance department to discuss budgeting, financial reporting, and any other financial matters related to their role. By the end of this task, the Property Investment Manager should have had a productive meeting with the finance department and gained clarity on financial processes. Are you ready to meet with the finance department and discuss numbers? Let's get started!
Approve IT system access credentials
This task is to approve the IT system access credentials for the new Property Investment Manager. It is important to ensure that the Property Investment Manager has the necessary access rights to carry out their duties. By the end of this task, the Property Investment Manager should have the approved IT system access credentials. Are you ready to get access to the company's IT systems? Let's get started!
Introduction to Tenancy laws & regulations
In this task, we will introduce the new Property Investment Manager to the tenancy laws and regulations that govern the rental market. It is important for the Property Investment Manager to have a good understanding of these laws to ensure compliance and avoid legal issues. By the end of this task, the Property Investment Manager should have a basic understanding of tenancy laws and regulations. Are you ready to delve into the legal aspects of property management? Let's get started!
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Residential Tenancies Act
2
Fair Housing Act
3
Landlord and Tenant Board
Introduction to current investment portfolios
Tour of key properties under management
Introduction to key contacts (Clients, Solicitors, Contractors)
Discussing the roles & responsibilities
Reading and understanding legal agreements/contracts