REAL ESTATE PORTFOLIO PERFORMANCE REVIEW CHECKLIST 2026

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--- FINANCIAL PERFORMANCE & REVENUE ANALYSIS ---
[ ] Gross Potential Rent (GPR) Total
[ ] Actual Rental Income Collected
[ ] Vacancy Loss Amount
[ ] Revenue Performance Status (Above Budget, At Budget, Below Budget)
[ ] Variance Explanation
[ ] Monthly Profit & Loss Statement

--- OPERATING EXPENSE AUDIT ---
[ ] Total Monthly Operating Expenses
[ ] Expense Variance Status (Under Budget, On Budget, Over Budget)
[ ] Budget Variance Explanation
[ ] Expense Categories Reviewed (Utilities, Property Taxes, Repairs & Maintenance, Landscaping & Snow Removal, Insurance Premiums, Management Fees)
[ ] Expense Ledger/Receipts
[ ] Audit Completion Date

--- OCCUPANCY & LEASE LIFECYCLE REVIEW ---
[ ] Current Occupancy Rate (%)
[ ] Next Lease Expiration Milestone
[ ] Lease Renewal Status (Renewed, Pending Negotiation, Notice to Vacate Received, Expired/Vacant)
[ ] Tenant Retention Risk Factors (Unresolved Maintenance Issues, Rent Increase Impact, Competitor Incentives, No Identified Risk)
[ ] Lease Renewal Strategy Notes
[ ] Updated Rent Roll Document

--- PROPERTY MAINTENANCE & CAPITAL EXPENDITURES ---
[ ] Last Scheduled Maintenance Date
[ ] Total Capital Expenditure (CapEx) Spent YTD
[ ] Completed Maintenance Tasks (HVAC Servicing, Roof Inspection, Plumbing Repairs, Electrical Upgrades, Landscaping/Grounds Care)
[ ] Summary of Major Repairs & Improvements
[ ] Maintenance Invoices & Receipts
[ ] Next Scheduled Capital Project Priority (High Priority, Medium Priority, Low Priority)
[ ] Property Manager Approval

--- TENANT SATISFACTION & RETENTION METRICS ---
[ ] Current Tenant Retention Rate (%)
[ ] Total Number of Maintenance Requests Received
[ ] Average Response Time to Requests (< 24 Hours, 24-48 Hours, 3-5 Days, > 5 Days)
[ ] Summary of Recent Tenant Complaints
[ ] Top Drivers of Tenant Dissatisfaction (Maintenance Delays, Noise/Neighbor Issues, Billing/Rent Errors, Common Area Cleanliness, Security Concerns)
[ ] Tenant Survey Results Report

--- MARKET COMPETITIVENESS & RENT COMPS ---
[ ] Primary Competitor Name
[ ] Competitor Average Rent ($)
[ ] Market Trend Direction (Increasing, Stable, Decreasing)
[ ] Competitor Amenity Comparison (Fitness Center, Smart Home Technology, Parking/Garage, Pet Friendly Policy, In-unit Laundry)
[ ] Competitive Gap Analysis
[ ] Market Research Documentation

--- RISK MANAGEMENT & COMPLIANCE AUDIT ---
[ ] Last Safety Inspection Date
[ ] Compliance Certifications Verified (Fire Marshal Permit, Certificate of Occupancy, Elevator Safety Certification, Boiler/Pressure Vessel Inspection, Backflow Prevention Test)
[ ] Insurance Policy Expiry Status (Current & Active, Expiring Soon (< 30 days), Renewal Required, Action Needed)
[ ] Identified Liability Risks & Mitigation Plan
[ ] Upload Updated Insurance Certificate
[ ] Auditor Verification Signature

--- ASSET VALUE & EQUITY ASSESSMENT ---
[ ] Current Estimated Market Value per Asset
[ ] Outstanding Mortgage Balance
[ ] Calculated Net Equity
[ ] Property Valuation Trend (Increasing, Stable, Decreasing)
[ ] Last Appraisal Date
[ ] Supporting Valuation Documents
[ ] Equity Growth Strategy Notes

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