Templates and Tools

Here are the most popular asset management template and tools used in CHAM’s classes.

CHAM Templates and ToolsThe Affordable Housing Asset Management Responsibilities matrix describes the main duties of the work - financial analysis, risk management, compliance, managing the manager, green strategies and mission outcomes.

Use the Affordable Housing Asset Management Responsibilities worksheet to start a strategic conversation in your organization how you deliver your asset management services. Who does each asset management task at your organization? Which are not assigned to anyone? Who ideally should be assigned?

Measuring Property Performance – What’s Behind the Numbers is a handy sheet of frequently-used formulas that asset managers employ to assess and analyze property and portfolio performance.

Real Estate Finance Glossary of Basic Terms and Calculations provides terms and calculations frequently used by asset managers. Thanks to Viva Consulting for sharing this resource with CHAM.

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