Engagement
Quarterly Portfolio Briefing
A recurring briefing that updates occupancy, lease events, and portfolio movement so your next owner meeting starts from shared figures.
For: Owners who want steady portfolio visibility without building an in-house reporting desk
Format: Retainer-style quarterly pack with a live briefing call
Timeline: Ongoing, delivered each quarter
Where: Remote delivery; live call or Tan Phu meeting room
Pricing: From 9,500,000 VND per quarter
Included
- Updated occupancy and lease-event visuals
- Two-page written summary for partners or lenders
- 30-minute briefing call each quarter
- Archive of prior packs for year-over-year comparison
Outside this scope
- Daily operational property management
- Accounting or tax filing
How the work unfolds
- Agree a fixed data cutoff each quarter
- We refresh charts from your latest rolls
- You receive the pack three business days before the call
- Briefing focuses on changes since last quarter
Preparation
Keep rent rolls and vacancy logs in a consistent folder structure each quarter.
Ready to discuss this engagement?
Send a note with property count, location mix, and the decision the review needs to support. We reply within one business day.
Plan a quarterly briefing