Start using this Workflow
Real Estate Portfolio Review Checklist
Financial Performance Review
Analyze rental income and compare to market rates
Review operating expenses and identify cost-saving opportunities
Evaluate net operating income and cash flow
Property Condition Assessment
Conduct a physical inspection of properties
Review maintenance records and identify recurring issues
Assess the need for capital improvements or repairs
Market Analysis
Research current market trends and forecasts
Compare property performance to similar assets in the market
Identify opportunities for asset repositioning or redevelopment
Tenant Relations and Lease Review
Assess tenant satisfaction and retention rates
Review lease terms and ensure compliance with agreements
Identify opportunities for lease renewals or rent adjustments
Regulatory and Compliance Check
Ensure properties comply with local zoning and building codes
Review environmental regulations and compliance status
Verify adherence to health and safety standards
