Required inputs
Two weekly rent rolls, stable unit and lease IDs, leasing events, signed-lease dates and plan targets.
Weekly / W1
What changed this week, and is leasing on plan?
W1 / Weekly / Product design
Compare dated rent rolls and leasing activity with the property's weekly plan.
Required inputs
Two weekly rent rolls, stable unit and lease IDs, leasing events, signed-lease dates and plan targets.
Review output
Matched unit and lease changes, funnel movements, plan gaps and unmatched-record exceptions.
The human decision
Choose where to investigate and agree the leasing team's next priorities.
Dependencies before conclusions
Upstream
OS rent-roll and leasing source pack
Required dependency
Two stated weekly snapshots; stable IDs; dated application/signature/move-in events; leasing plan
If an input is missing
No matched-change conclusion without two snapshots or reliable IDs.
Required dependency identified; source availability and reviewer acceptance not yet confirmed. Core is separate Consulting; OS contains the data/context foundation.
Separate fictional scenario
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
Between October 2 and October 9, fictional occupied units increase from 92 to 93. One signed lease for C-014 has a future move-in date; it is not counted as current occupancy.
What a reviewer should check
Report occupied-unit change as +1 unit and +1 percentage point for 100 units; keep approvals, signatures and move-ins distinct.
Start with one useful review
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.
Book a demo