Our experienced, professional team creates customized preventative maintenance programs and offers 24/7/365 availability for all afterhours, weekends and holidays for peace of mind. The team strives to create cost-effective operations consistent with maintaining tenant and landlord satisfaction. Constant communication is vital to understanding our client’s needs. LineageCRE uses TSheets App and MRI WorkSpeed


  • On call 24 hours a day, 7 days a week
  • GPS time tracking of building engineers (TSheets)
  • Web-based service requests and preventative maintenance (MRI WorkSpeed)
  • Setup inspections (backflow, fire/life safety, insurance, deferred maintenance)
  • Weekly or monthly preventative maintenance inspection walk-throughs
  • Customized preventative maintenance program (HVAC, plumbing, roof, janitorial, landscaping)
  • Control and maintain energy management systems
  • Turnkey capabilities on capital and tenant improvement projects
  • Construction management solutions
  • Maintain warranties and certificates of occupancy or completion


Accounting and Financial Reporting

LineageCRE provides tailored, on-time property accounting services through MRI accounting software (Click Here). Clients can choose from the following assortment of activities:


  • Setup ownership entity
  • Setup utilities and bank accounts
  • Create rent roll
  • Develop annual budget
  • Import invoice codes
  • Process, pay and provide invoicing services
  • Audit and appeal property taxes
  • Import mortgage data and provide required reporting
  • Receive account and rent payments
  • Manage cash flows for draws and distributions
  • Distribute monthly financial reports (income statement, balance sheet, accounts receivables, delinquency notices, variance reports, forecast reports)
  • Compile year-end operating expense reconciliations
  • Deliver year-end reports for accountants
  • 1099 applicable vendors


Tenant Affairs

Constant visibility and communication with our tenants is key to retention and creating long-term value for our clients. LineageCRE strives to address all tenant issues quickly and build a professional relationship in which we can provide our clients with necessary feedback guarantying the tenant’s needs have been exceeded, not just met. LineageCRE goes above and beyond expectations for our tenants!


  • Quarterly feedback requests
  • Detailed explanation of CAM reconciliations and budgets
  • Represent and negotiate ownership interests in renewals and amendments
  • Prepare documents for execution (work with legal counsel when necessary)
  • Administer and abstract leases, amendments, CC&R’s, and regulations and rules
  • Retain essential insurance and certificates
  • Request tenant improvement drawings and signage
  • Obtain tenant financial reporting documentation


Service Contractors and Vendors

LineageCRE passes on our preferred pricing from our vendors whom we’ve formed strong relationships with over time. We only work with ethical, relationship-based service providers, all of whom are required to be licensed, insured, and/or bonded.


  • Established service providers with published track record
  • Cost-effective and efficient
  • Retain vendor insurance and licenses
  • Require W-9’s and lien waivers on all work
  • Maintain all invoices and cancelled checks
  • Annual bidding of service contracts
  • Oversight of vendor work
  • Reporting to ownership