Required inputs
Accepted Comp Review, closed-month financial/NOI pack, prior valuation, approved valuation method and assumptions, and market evidence for any adopted cap rate.
Monthly / M3
Valuation Review
How has the indicated value changed, and which assumptions drive it?
M3 / Monthly / Product design
A clear scope.
A useful output.
Review a dated valuation scenario against accepted financials, market context and approved methodology.
Review output
A versioned valuation review with assumption bridge, sensitivity and missing-evidence flags.
The human decision
Approve assumptions and decide whether an appraisal or further underwriting is needed.
Dependencies before conclusions
Make the gaps visible.
Upstream
What comes first.
M2 Comp Review; accepted closed-month financial/NOI pack; prior valuation
Required dependency
What must be accepted.
Accepted comps and NOI; approved method; versioned assumptions; valuation date; cap-rate evidence or explicit scenario-only label
If an input is missing
What stays open.
Only an assumption-labelled scenario when market support is absent; no approved valuation conclusion.
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
In a purely fictional scenario, annualizing monthly NOI of 80,000 gives 960,000. At an illustrative assumed 6% cap rate, indicated value is 16 million. Annualization is not a forecast, and the cap rate has no market validation in this example.
What a reviewer should check
960,000 ÷ 0.06 = 16,000,000; label the valuation date, methodology and assumptions; no appraisal or market-supported value claimed when evidence is missing.
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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