Quarterly review · free download
The Portfolio Health Checklist
The 24 things every private owner should review every quarter. Per-asset checks, portfolio-wide checks, and an action priority framework. Most owners skip half. The half they skip is usually where the money is.
What's inside
- 8 per-asset checks: real net yield, cashflow reconciliation, operator statement verification, tenancy status, loan reversion, insurance, service charge, capex pipeline
- 8 portfolio-wide checks: blended yield, rolling cashflow, currency and geographic concentration, leverage, off-plan handovers, document completeness, tax records
- Action priority framework — red / amber / yellow / green, with timing rules for each tier
- How each check maps to AssetCentral's automation (and which ones still need you)
📄 PDF · 4 pagesFreeNo card required
Who this is for: Private owners with 2–50 properties who want a structured, repeatable quarterly review.