Capital Planning
Spend smarter, not just less
Multi-year CapEx forecasting with priority scoring based on ROI, urgency, and portfolio impact. Track reserve balances, plan acquisition timelines, and sequence capital projects across your entire portfolio.
5-year capital plan · Portfolio
$8,400cumulative through 2026
HVAC — 305 Market
$8,400
Component age 18 yrs (lifespan 15-20). FCI rising rapidly.
Click any year — see what's planned, soon, or urgent
CapEx Forecast — 2026
CapEx Forecasting
Build multi-year capital expenditure forecasts for each property. Aggregate to portfolio-level planning.
Project Priorities
Roof Replacement — 88 Pine
HVAC Upgrade — 305 Market
Parking Resurface — 142 Oak
Lobby Refresh — 27 Elm
Priority Scoring
Score and rank capital projects by urgency, ROI, and strategic importance. Focus resources where they matter most.
Reserve Status
Reserve Balance
$42,000
Planned Spend
$66,500
Reserve Tracking
Monitor capital reserve levels against planned expenditures. Ensure you are adequately funded for upcoming needs.
ROI Analysis
Roof Replacement
Expected ROI
18%
Payback Period
4.2 yrs
HVAC Upgrade
Expected ROI
24%
Payback Period
3.1 yrs
Lobby Refresh
Expected ROI
12%
Payback Period
5.8 yrs
ROI Modeling
Model expected returns from capital improvements. Compare projects to identify highest-value investments.
Project Timeline — 2026
Timeline Visualization
See planned expenditures on a timeline. Coordinate projects and manage cash flow requirements.
Outcomes
Sequence five years of capex without the panic spreadsheet
32%
Of repairs are preventable emergencies
Industry data — and exactly what condition scoring + capital planning are designed to eliminate.
2–5×
Reactive vs. planned cost ratio
A planned roof replacement costs a fraction of an emergency one — sequence the work, save the money.
60 mo
Forecast horizon, per asset
Component lifecycle, FCI trajectory, and reserve drawdown projected month by month.
See Capital Planning in action
View Capital Plan
View Capital Plan
Start with your portfolio-wide capital expenditure forecast. See planned spending by period and property.
Capital Plan — 2026
Budget: $70K • Planned: $66.5K95% of budget allocated
Prioritize Projects
Prioritize Projects
Review and adjust project priorities based on urgency, budget, and strategic alignment.
Project Priorities
Roof Replacement — 88 Pine
HVAC Upgrade — 305 Market
Parking Resurface — 142 Oak
Lobby Refresh — 27 Elm
Model Project Returns
Model Project Returns
Run ROI analysis on proposed capital projects. Compare options to make informed investment decisions.
ROI Analysis — HVAC Upgrade
Project Cost
$18,500
Expected ROI
24%
Payback
3.1 yrs
Projected Annual Savings
Ready to see your portfolio differently?
We'll walk it on your numbers — and free covers your first 3 properties.
Use cases
When to use Capital Planning
Real scenarios where Capital Planning delivers value
Create detailed capital expenditure budgets for each property with portfolio-level aggregation.
Outcome: Comprehensive capital budgets that align with strategic priorities.
Evaluate competing capital projects to determine which deliver the best risk-adjusted returns.
Outcome: Allocate capital to highest-value improvements.
Track reserve balances against planned expenditures to ensure adequate funding.
Outcome: Avoid funding shortfalls for critical capital needs.
Generate professional capital plans with clear rationale for spending priorities.
Outcome: Get buy-in on capital allocation decisions with transparent analysis.
Common questions
Each major component (roof, HVAC, water heater, parking lot, exterior paint) has a typical lifespan and condition score. We track install date, current condition, and FCI trajectory — flagging items entering the replacement window 12–18 months out.
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Ready to get started?
Talk to our team about your portfolio — onboarding, pricing, and a walkthrough on your own numbers.