Executive posture summary
One-page opening for board or family council meetings.
- Effective occupancy vs. prior quarter
- NOI variance bridge with footnoted drivers
- Top three lease events in the next ninety days
- Capex reserve recommendation
Sample folios
What arrives in the binder after each engagement
These section outlines show the structure of our printed folios. Figures are illustrative — your report uses your portfolio data exclusively.
Occupancy & rent roll charts
Unit-level grids and trend lines from validated rent rolls.
- Physical vs. economic occupancy comparison
- Effective rent per square metre trend (8 quarters)
- Concession and free-rent annotation table
- Arrears aging histogram
Operating expense benchmark
Normalized ratios against peer assets you approve.
- Opex ratio by asset with HVAC normalization notes
- Management fee extraction from bundled line items
- Repairs & maintenance spike identification
- Quartile positioning chart
Lease expiry ladder
Timeline bars separated by retail, office, and residential use.
- Fixed expiry dates and conditional break clauses
- Renewal discussion flags from manager notes
- Concentration warning when >25% expires same quarter
- Recommended outreach calendar
Acquisition due diligence appendix
Included in pre-close engagements only.
- Three-year income reconstruction tables
- Tenant concentration and covenant summary
- Deferred maintenance estimate from site walk
- Vacancy and rent growth sensitivity scenarios
Data appendix & source log
Granular tables for reviewers who challenge a chart.
- Unit-level rent roll extract (redacted for third parties)
- Opex line item mapping to chart categories
- Document receipt dates and version notes
- Analyst sign-off and revision history
Printed delivery is standard
Every engagement includes one bound copy couriered to your office. Digital PDFs are delivered simultaneously through a secure link with thirty-day access.
During the executive briefing, your analyst walks folio by folio — pausing on charts where your questions concentrate. Optional annotation sheets let you mark revisions before the final print run.