This demonstrates the output format for a corporate real estate portfolio.
Organization: Sample Corp Real Estate
Type: Corporate Occupier
Portfolio Size: 2M - 10M SF
Property Types: Office, Industrial
Score: 61/100 — Occupancy tracked. Cost per SF monitored. Benchmarking limited.
Score: 44/100 — Spreadsheet-based tracking. Critical date alerts manual. ASC 842 compliance gaps.
Score: 58/100 — Work order system in place. Preventive maintenance inconsistent. Energy tracking basic.
Score: 39/100 — Reactive CapEx decisions. No long-term reserve study. Deferred maintenance accumulating.
Lease data incomplete for accounting standards. 23% of leases missing required data elements. Audit risk elevated.
Estimated $4.2M in deferred maintenance across portfolio. No prioritization framework. Capital planning reactive.
Strong visibility into space utilization. Opportunity to optimize with post-COVID workplace strategy.
Centralize lease data for ASC 842 compliance. Automate critical dates. Expected: Audit-ready in 90 days.
Assess all properties. Build 10-year CapEx forecast. Prioritize based on risk and ROI.
Implement utility tracking. Target Energy Star certification. Expected savings: 10-15% energy costs.
Frameworks: BOMA Standards, IFMA Facility Management Standards, FASB ASC 842
Data Sources: BOMA Experience Exchange 2024, IFMA Benchmarking Report, CBRE Market Data