Insight
Reports
Professional deliverables formatted for owners, asset managers, lenders, and investment committees.
Tenant Drawing Review Status Report
Every open submission by property, type, reviewer, and required date.
Open Tenant Review Issues
Unresolved comments by discipline with tenant response status.
Tenant Review Turnaround Times
Reviewer performance against the landlord's review standard.
Tenant Criteria Revision Report
Version history and requirement changes across all manuals.
Property Condition Report
Full survey narrative with photos, ratings, and recommended actions.
Capital Investment Report
Observations, priorities, and estimated costs for a single property.
Five-Year Capital Plan
Year-by-year spend schedule suitable for budget approval.
Portfolio Capital Investment Forecast
Roll-up of all properties by horizon and building system.
Property Executive Summary
One-page asset summary for ownership and lender reporting.
Five-Year Capital Plan Preview
Projected spend by property and recommended completion year
| Property | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | Total |
|---|---|---|---|---|---|---|---|---|
| Northgate Town Center | $62K | $1.2M | $410K | $96K | $68K | — | — | $1.8M |
| Harbor Point Crossing | $145K | $694K | $88K | — | — | — | $290K | $1.2M |
| Westline Commons | — | $92K | $78K | $135K | $340K | $210K | — | $855K |
| Cedar Mill Marketplace | $185K | $1.4M | $320K | — | — | — | — | $1.9M |
| Portfolio Total | $392K | $3.3M | $896K | $231K | $408K | $210K | $290K | $5.8M |
Scheduled Distributions
Recurring reports sent to ownership
- Investment Committee
Portfolio Capital Investment Forecast
Quarterly · next Oct 1, 2026
- Asset Management
Tenant Drawing Review Status Report
Weekly · Mondays 7:00 AM
- Ownership & Lender
Property Executive Summary
Monthly · first business day
Last portfolio export: Aug 1, 2026