Strategic Proposal

Asset Management Function

Driving Performance & Growth

Prepared by

Kimberly M. Sisney, CPM®

Confidential

Purpose

We establish a disciplined asset management function that drives consistent portfolio performance, aligns operations with ownership strategy, and enables scalable growth across P3's platform.

Framework

Asset Management Value Framework

01

Ownership Strategy

Defines investment goals, return expectations, and risk tolerance.

02

Asset Management Function

KPI tracking, financial oversight, operational alignment, and risk mitigation.

03

Ensure Property Management Execution

Day-to-day operations, leasing, maintenance, and resident experience.

04

Result

Increased NOI, stronger occupancy, controlled expenses, and enhanced asset value.

Strategic Role

The Bridge BetweenVision & Execution

Sisney Advisory Group serves as the critical link between ownership intent and operational execution. We ensure assets are actively managed against defined financial and operational objectives — translating high-level strategy into measurable, on-the-ground results.

Impact

  • We assist in converting strategy into measurable performance
  • We drive accountability across property management teams
  • We help enable proactive, data-driven decision-making
  • We help create consistency across a growing portfolio
Outcomes

Measurable Impact

Performance

  • NOI growth through revenue optimization and expense control
  • Stronger budget integrity through forecasting and variance management
  • Early risk identification and strategic capital planning

Operational

  • Standardized expectations across assets
  • Improved occupancy and retention
  • Stronger vendor oversight
  • Enhanced compliance readiness
Scalability

Enabling Scalable Growth

We provide the structure required to scale effectively — without sacrificing performance or increasing risk. Our approach grows with your portfolio, maintaining discipline at every stage of expansion.

Why We're the Right Partner for P3

1

We sustain performance across an expanding portfolio

2

We enable consistency across markets

3

We position P3 to pursue new opportunities with confidence

Background

Relevant Experience

Kimberly M. Sisney

Kimberly M. Sisney, CPM®

Sisney Advisory Group

30+ years of leadership in affordable housing operations across multi-state portfolios

At Sisney Advisory Group, we bring over three decades of leadership experience in affordable housing operations. Our work is grounded in firsthand experience managing property management teams, navigating turnover challenges, and balancing compliance requirements with operational realities — so we understand what P3 faces at every level of the portfolio.

Program Experience Includes

  • LIHTC (4% and 9%), RAD, Section 8, HOME, Section 202/811, Housing Trust Fund programs, as well as other federal, state, regional, and local programs
  • Organizational restructuring and staffing model design
  • Operational performance improvement and workforce pipeline development
  • Multi-state portfolio oversight and compliance management
Investment

Asset Management Fee Structures

Percentage of Gross Revenue

Fee Range0.75% – 2.0%of Gross Potential Revenue

Higher End

Complex affordable housing, tax credit deals, scattered-site portfolios, or heavy compliance oversight.

Lower End

Stabilized conventional Class A/B assets.

Next Step

We look forward to discussing how our approach can support P3's current portfolio and future growth.

Kimberly M. Sisney, CPM®

President and Principal Consultant

Sisney Advisory Group

Confidential · Prepared for P3

© 2026 Kimberly M. Sisney