Executive Summary
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Budget vs YTD Spend by Region
Portfolio Variance — On vs Over Budget
🔴 Immediate Action Items
📊 Watch List
⭐ Manual Watch List
Lender Items Due Next (90 Days)
| Property | Scope | CM | Due Date | Days | Status |
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Critical Projects
| Property | Category | CM | Budget | YTD | Status |
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Variance Report
Top 12 by Budget
Variance by CM
Budget by Region
Budget by Subgroup
Property Variance Detail 0
| Property | Code | CM | Region | Budget | YTD Spend | WIP | Future | Variance $ | Var % | BTL | Status |
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Lender Report
Items by Urgency
Items by Status
Lender Repair Items — Due Next First 0
| Property | Scope of Work | CM | AM | Dept | Due Date | Days | Urgency | Status | Vendor |
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Project Status
Status Distribution
Spend by Status
Line Items 0
| Property | GL Code | Category | Budget | YTD | Variance | Team | Vendor | Status | Est. Comp. | CM | ★ | Set Status | Note / Latest Update |
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Over-Budget Projects
Top Over-Budget Properties (Variance $)
Over-Budget Count by CM
Over-Budget Properties 0
| Property | CM | Region | Budget | YTD | Variance $ | Var % | WIP | BTL |
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Closeout & 1st Call Status
Portfolio Project Status Mix
Avg % Complete by PM
Property Closeout Tracker 0
| Property | PM | Total | Complete | Open | At Risk | % Complete | Status | Next Target |
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Critical Projects
Critical Items by Property
Budget Exposure
Critical Line Items 0
| Property | GL Code | Category | Budget | YTD | CM | Status | Est. Comp. | Notes | ★ | Set Status | Note / Latest Update |
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CM Fees
Top 12 CM Fees by Property
CM Fees by Region
CM Fee Detail 0
| Code | Property | CM | Total Spend | Initial Spend | Init % | Init Fee | Ongoing Spend | Ong % | Ong Fee | Total CM Fee |
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Site List
Properties by Region
Properties by Decade Acquired
All Properties 0
| Property | Code | Year | Units | City | State | Region | CM | AM | Acquired | Bldgs |
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📋 All Projects — Master Editable Data
All Line Items ✏ EDIT MODE — click cells to edit 0
| Property | GL Code | Category | Budget | Contract | YTD | Team | Vendor | Status | Est. Comp. | Lender | Critical | ★ | Set Status | Note / Latest Update |
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Investor One-Pager
Per-property capital summary & GL detail. Pick a property to repopulate.
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Upload a weekly Banner Custom Report to populate the investor one-pager.
📊 Aaron EOY — Contract-Aware Per-GL
Per-property GL-level Expected EOY spend & variance. Pick a property to repopulate; toggle V5/V4 to switch the EOY engine.