Estate Concierge
Property Management

Live in New York but have a house in Orange County? We are here to help!

Laguna Beach | Newport Beach | Corona del Mar | Dana Point | San Clemente | Coto de Caza

4130 Calle Isabella

Featured Property

This gorgeous one-of-a-kind estate is located in the Cyprus Shore neighborhood in San Clemente. Next door to the Western White House, this majestic Spanish Colonial Estate sits on top of 2.6 acres overlooking the Pacific Ocean. This property defines California Dreaming.

Flat Rate
(Based on property size & scope of work)

Property Concierge & Up-Keep

Monthly (or Weekly) Inspections of Property
Landscaping and Housekeeping Services
Gutter & Home Exterior Up-keep
Mail Collection (and shipping if needed)
Garbage in-take
Monthly Flushing of Pipes
Restocking of Essentials
Pool & Amenity Servicing
Leak Detection
Monitoring of all Light Fixtures & Detectors
HVAC Servicing
Appliance Monitoring
Pest Control
HOA Coordination
24-Hour Emergency Service
Additional Services as Needed
Make your home ready for your arrival

Financial Reporting and Accounting

Collection, negotiation, and payments of all invoices including:

- Vendor invoices
- Utility Bills
- HOA Bills
- Mortgage Payments
- Third Party Services

Comprehensive financial reporting

- Monthly Owner Statements with every invoice for the month
- Income Statement
- 12-Month Cash Flow
- General Ledger

Additional reports can be added at Client’s request.
End of Year 1099 & IRS filings
Quarterly IRS filings (depending in needs)
We Use Appfolio management software
All funds flow threw a trust account & are insured up to $250,000 per owners

Our accounting staff includes professionals with backgrounds and degrees in accounting and finance.

Maintenance

Full-service property management staff
Share our preferred vendors list and enjoy discounted maintenance thru licensed and insured vendors
Handle & track maintenance requests from residents.
Utilize a customer service ticket system to ensure requests from residents are responded to in a timely manne
Invoices are never marked up. Our fee is the fee quoted in our maintenance agreement. There are never any hidden fees or participation payments collected from the vendors.

Our maintenance staff includes experienced contractors and designers that know what is best for your property, how to get the best for your buck.

24 Hour Emergency Services

Residents can always reach a live person instead of dealing with answering machines. Our after hours service will respond to emergencies any time our office is closed. Technicians familiar with our portfolio and your property are on call to handle any emergency.

Comprehensive Owners Platform

We utilize a full-service cloud-based property management software designed to simplify your needs as an owner when it comes to understanding the status of your property, any work being done on it, and a comprehensive financial report system.