01 /
Portfolio
Ask your assistant
- Give me the Monday briefing for the portfolio, ranked by dollars at stake.
- Which properties dropped a Signal Scan tier this week, and which measure moved?
- Compare occupancy and leased occupancy by property against the same week last year.
- Which property needs the most attention this month, and why?
- Summarize what changed at Signal House since last Monday.
02 /
Financials
Ask your assistant
- Which properties missed NOI budget last month, and which GL accounts drove it?
- Why is repairs and maintenance over budget at Everfield in September? Show the vendors.
- Compare Q3 NOI to Q3 last year by property.
- Which vendors were paid more than $10,000 across the portfolio this quarter?
- What is open in payables over 60 days, by vendor?
03 /
Leasing and renewals
Ask your assistant
- How did tours, applications and notices compare with the prior week at each property?
- Which leases expire in the next 90 days with no renewal offer?
- Explain the recommended renewal offer for unit 04-118 at Marlowe Park.
- What was our renewal rate by original expiration month for the last six months?
- Which units have been vacant more than 30 days, and are they ready?
04 /
Collections
Ask your assistant
- Who is late for the first time this month after three or more on-time months?
- Which properties have current-resident AR over 30 days above $5,000?
- How has collections percentage trended at Signal House over the last 12 weeks?
- Separate current-resident balances from past-resident balances at each property.
- Which delinquent residents have a manager note, and which do not?
05 /
Maintenance
Ask your assistant
- Which buildings have repeat water, roof or hot-water tickets this quarter?
- Summarize the open work orders at Signal House by building condition.
- Which work orders were reopened after being completed in the last 60 days?
- Is the drain issue in Everfield building C getting worse?
- What did we spend on plumbing by property this year?
06 /
Comps and pricing
Ask your assistant
- Where is our asking rent above the comp set’s effective rent, by unit type?
- Which comps started or ended a special this week?
- What is each comp’s special worth per month after netting it to rent?
- Which of our floor plans have the longest days on market?
- Add this listing link to the Marlowe Park comp set.
07 /
Reports and investors
Ask your assistant
- Draft the Q3 overview for Northline from the figures and my notes.
- Which report sections still have open review flags?
- Tighten the Signal House overview to under 100 words.
- List the distributions paid this quarter by property.
- Preview the Q3 report and tell me what is missing.
08 /
Action Center
Ask your assistant
- What is still open with the Signal House PM?
- File these three findings for the PMs, due Friday, with the source rows attached.
- Which PM responses are waiting on my review?
- Move the roof item to next week and add a note that the repair is scheduled for Oct 28.
- Which follow-ups are overdue across the portfolio?