Method
How a portfolio engagement moves from files to briefing
Owners often ask what happens between sending a rent roll and sitting down for findings. This page outlines the sequence we use for occupancy reviews and related work.
Intake & scope lock
We confirm property count, questions to answer, and which files you can share. A short scope note lists deliverables, timeline, and fees before analysis starts.
Reconciliation
Unit IDs, vacancy codes, and lease dates are normalized. Gaps and contradictions go back to your contact with specific questions rather than assumptions.
Charts & tables
Occupancy trends by property and floor plate, renewal windows, and—when commissioned—lease performance comparisons take shape from the cleaned tables.
Briefing
You receive annotated visuals plus a written briefing. A live walkthrough covers findings and agreed follow-up monitoring if you want a quarterly cadence.
Field count
When books and buildings disagree, we schedule a site visit, reconcile unit status, and issue a memo listing mismatches for your admin team.
Start with a review or a quarterly pack
If your next owner meeting needs clearer occupancy or lease figures, request a scope note from the studio.