Transition Advisory

Seamless preparation and execution for a successful community launch

Preparing for and launching a new community requires diligent planning and execution to bring a positive resident move-in experience. We work closely with the developer and the community association board throughout every step, from the grand opening to the continued arrival of new residents.

Our comprehensive transition advisory services include:

• Pre-management preparation
   
• Transition services to FirstService Residential local office
   
  • Knowledge transfer to the managing party
     
  • Local market readiness and service delivery strategy
     
  • Management support to promote a smooth transition
     
  • Leadership liaison 


• Grand opening support
   
  • Event presentation and materials
     
  • Partnership with sales and marketing teams

Developer Services

Developer Services is an expert resource and advocate for our developer and builder partners. Servicing accurate and timely implementation of a successful community launch through build-out, Developer Services is engaged for all development phases supporting  the developer, builder, and board needs for a smooth transition. We have developed proprietary tools to manage the entire process, from start to finish, and on an ongoing basis.

• Legal compliance
   
  • We understand the importance of risk management and achieving the vision for legal agreements between the master developer, homeowner association, and various entities are implemented timely, and accurately. Our expert team will review all agreements are set up appropriately at launch, monitoring terms and expirations on behalf of the builders and board.


• Title and escrow
   
  • We collaborate with your Title and Escrow teams for initial sales and closings, creating an efficient closing process for new homeowner move-ins.


• DRE compliance
   
  • With extensive knowledge of DRE regulations, we offer a centralized team dedicated to helping to oversee that all annexation, budget, and reporting needs are met through each phase of development for all builders.


• Assessment, common area and subsidy bond tracking
   
  • We understand the upfront expense, holding costs, and time tracking required bonds.  Our expert team has the tools and resources to monitor all phasing activity to proactively see that bonds are tracked and released, issuing recommendation letters to the board when the developer or builder obligations have been met

Developer Transition

The transition from developer control to resident governance represents one of the most critical phases in a community's lifecycle— as this is the moment to establish operational foundations that can influence community satisfaction and financial stability for years to come. Our transition advisory team provides tailored and expert support to help navigate this complex approach, helping developers create positive first impressions while establishing sustainable management practices.

Our approach focuses on proactive planning and clear communication between all stakeholders. By addressing potential challenges before they arise, we help create a positive experience for new residents while protecting the interests of developers during this sensitive period. Our methodology incorporates lessons learned from thousands of successful transitions across diverse community types.

• Help establish a smooth transition plan to the homeowner board
   
• Acting as a liaison between the residents and developer board members that helps mitigate disagreement and potential litigation
   
• Educate residents on the responsibilities of the board and developer during the transition/turnover phase

Ready to elevate your next residential project?

Contact our expert team today to discuss how we can help bring your vision to life. Whether you're planning a master-planned community or aiming for the sky with a supertall high-rise, we have the experience to support you and make it happen.

Contact us now!