Required inputs
Approved business plan, debt schedule, valuation assumptions, transaction-cost assumptions and reviewer-defined alternatives.
Quarterly / Q3
Hold, Sell or Refinance Review
Which strategic path deserves further underwriting?
Q3 / Quarterly / Product design
A clear scope.
A useful output.
Prepare a structured review of agreed alternatives using the property's plan and approved assumptions.
Review output
An assumption-led comparison pack with missing inputs and questions for further underwriting.
The human decision
Choose which alternative to underwrite further. The review does not authorize a transaction.
Dependencies before conclusions
Make the gaps visible.
Upstream
What comes first.
Q1 Business Plan/Forecast Review; M1 Loan Review; M2 Comp Review; M3 Valuation Review
Required dependency
What must be accepted.
Accepted plan, debt and value assumptions; approved alternatives; transaction costs and refinance terms
If an input is missing
What stays open.
Comparison remains incomplete and unranked when a required alternative lacks terms.
Required dependency identified; source availability and reviewer acceptance not yet confirmed. Core is separate Consulting; OS contains the data/context foundation.
Separate fictional scenario
Show the evidence.
Bound the conclusion.
This illustration is specific to this workflow. Its properties, ledger figures and assumptions are not joined to the Morning Portfolio Review or other examples.
Illustration
The fictional comparison lists hold, sale and refinance assumptions. Refinance terms and transaction costs are missing, so it marks the comparison incomplete and gives no ranked recommendation.
What a reviewer should check
Keep assumptions visible and versioned; flag missing terms; no invented valuation, return or optimal strategy.
Start with one useful review
Bring the question.
And the context.
Show us the property, the inputs your team has and the decision the review needs to support. We can discuss fit and a scoped pilot.
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