Portfolio Report
Quarterly Portfolio Performance Report
A full-cycle review of income, vacancy, expense ratios, and lease events across your holdings, delivered as a bound analytical brief with chart folios.
What is included
- Occupancy and effective rent roll reconciliation
- Operating expense ratio benchmarks against asset class peers
- Lease expiry ladder and renewal risk notes
- Capital expenditure reserve guidance
- 90-minute executive walkthrough with annotated charts
Not included
- Legal title review or appraisal certification
- Tax filing or accounting ledger maintenance
- Ongoing property management duties
Process
- Initial scope call to confirm asset list and reporting period
- Secure receipt of rent rolls, opex statements, and lease abstracts
- Analyst review and chart preparation in our Gwangju studio
- Draft folio sent for factual verification
- Final delivery with in-person or video briefing
Preparation
Provide rent rolls and operating statements in Excel or CSV at least ten business days before the draft deadline.
Who prepares this
Led by a senior portfolio analyst with eight or more years in Korean commercial and residential asset reporting.