Well-Oiled Machine

Our Award-Winning Team

Patti Satira-Jones

Patti Satira-Jones

Partner / Property Management

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Ellie Wagner

Ellie Wagner

Property Manager

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Michael Barnes

Michael Barnes

Property Manager

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Hannah Carty

Hannah Carty

Accounting

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Kari Wilkinson

Kari Wilkinson

Account Manager

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Nikki Morarie

Nikki Morarie

Property Management Lliason

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Sarah Harris

Sarah Harris

Accounting

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Comprehensive Services

Strategic Financial Management for Your Property

At Sun Coast Partners Commercial, we provide strategic financial management services to ensure your investment property remains profitable and efficient. Our team is dedicated to maintaining financial transparency while maximizing returns on your investment. We offer a full range of accounting services, including budgeting, forecasting, and detailed expense tracking, to ensure you’re always in control of your property’s financial health.

Key services we provide:

  • Budgeting and forecasting: We create customized financial plans that support long-term profitability and growth.
  • Expense tracking and reporting: Detailed reports on operating expenses to help you stay on top of costs.
  • Competitive bidding: We manage vendor bids to secure the best prices for maintenance, repairs, and improvements.
  • Tax compliance support: We help ensure that your property’s financial records are up-to-date and compliant with tax regulations.

By entrusting your property’s financial management to our team, you gain the peace of mind that comes with knowing your investment is being handled with professionalism and care.

Experts in Tenant Placement and Retention

We understand that the quality of tenants is one of the most critical factors in the success of your investment property. Our expert team conducts thorough tenant screenings to ensure we place responsible, long-term tenants who will care for your property and pay rent on time. We also focus on tenant retention by maintaining open lines of communication, addressing issues promptly, and creating a positive living or working environment. By carefully managing tenant relationships, we reduce turnover, minimize vacancies, and ensure your property remains a stable source of income.

Finance & Administration

  • Property reviews including site visits and proactive tenant relations
  • Property and financial reporting including balance sheet and P&L coordination with owners’ accountants
  • Annual Common Area Maintenance reconciliation
  • Establish and maintain operating and trust accounts
  • Review and pay vendor invoices
  • Prepare annual operating budgets
  • Rent Collection
  • Budgeting, bidding and expense management through Yardi property management software
  • Property Owner’s Association Management

Maintenance

  • Single point of contact
  • On-call 24 hours a day, 7 days a week
  • Expert maintenance technicians
  • Retention ponds
  • Chemical licensure
  • Demolition
  • Emergency response and preparedness
  • Perform monthly maintenance inspections
  • Procure, coordinate and manage vendors and utility services
  • Schedule inspections and submit reports
  • Project management
  • General and preventative maintenance

Customer Testimonial

David was excellent to work with through the entire process. He kept us up to date on all items. He was always willing to assist us with different options. Very knowledgeable on stages throughout the entire contract. He was always available when we had questions or needed his assistance. We plan to continue to work with David on other transactions in the future.

- George Galloway, of Brecourt Manor

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