Institutional Owners
Which Assets Earn Their Capital
A portfolio held for return eventually accumulates assets that are carried out of habit — the ones nobody has modelled recently, where the hold decision was made under different rates, different rents, and a different capital plan.
What We Do For Institutional Owners
- Asset Strategy
- Hold, reposition, or dispose per asset, with the numbers and the threshold at which each call flips.
- Facility Condition Assessment
- What the physical plant actually costs to carry — usually the input the hold model is missing.
- Capital Planning & Compliance Reporting
- Capital sequenced across the portfolio by return and urgency, with the model disclosed to your investors.
- Geospatial & GIS
- Concentration and exposure rendered spatially, for portfolios where geography is the risk.
Your Documents, Reconciled Into A Portfolio Record
The analysis starts where the data actually lives: appraisals, rent rolls, operating statements, closing statements, purchase agreements. We extract the fields, and where two documents disagree — which they routinely do on price, square footage, and NOI — the conflict is surfaced and resolved on the record rather than silently averaged.
What comes out is a portfolio record where every field has a source, and a hold-or-dispose analysis you can put in front of an investment committee with the reasoning attached.
- Reconciled
- Conflicting documents are resolved explicitly, with the decision recorded.
- Traceable
- Every figure carries its source document, page, and how it was confirmed.
- Yours To Keep
- The portfolio record and the system built on it stay with you.
We Don’t Publish Our Clients
Owner engagements are private and stay private. We don’t publish client names, portfolio details, or case studies, and we don’t reference an engagement without written consent. References are provided directly, in a proposal, on request.
Debt Service Coverage
Current DSCR
1.69x
Covenant Min
1.25x
(assumed)
Headroom
+0.44x
Avg Monthly NOI
$114,207
-0.4%