Operator's Circle
Do you know the real profit for each building within 5 days after month-end?
*
Yes
No
Maybe
Monthly Clarity & Execution
Do you hold a monthly review (with property manager/partners) that covers occupancy, collections, concessions, renewals, delinquencies, expenses vs budget, and upcoming risks, and produces action items?
*
Yes
No
Maybe
Monthly Clarity & Execution
Do you track effective rent (asking rent minus concessions) weekly, and adjust pricing/terms based on real comps and actual traffic/leases?
*
Yes
No
Maybe
Market Awareness & Revenue Control
Do you have rules for concessions (who qualifies, duration, cap, approval process) and do you measure whether concessions are improving net lease results (leases signed, retention, vacancy days) rather than just “feeling necessary”?
*
Yes
No
Maybe
Market Awareness & Revenue Control
Do you review the monthly P&L and identify variance drivers (top 5 issues), then implement corrective actions within 14 days?
*
Yes
No
Maybe
Expense Discipline & NOI Protection
In the last 90 days, have you completed at least one meaningful cost action in a major line item (examples: utilities audit, vendor rebids, insurance review, payroll efficiency, turn-cost reduction, maintenance parts standardization)?
*
Yes
No
Maybe
Expense Discipline & NOI Protection
Do you know your maturity date, current rate, covenants, and have a forward view of DSCR/debt service for the next 12 months (based on real NOI, not hope)?
*
Yes
No
Maybe
Loan Reset & Capital Readiness
Do you have an updated lender package (T‑12, trailing financials, rent roll, capex plan, business plan narrative) and are you having lender conversations 6–12 months before a reset/maturity?
*
Yes
No
Maybe
Loan Reset & Capital Readiness
Do you have a consistent monthly support touchpoint (advisor/operator group/mentor call) where you bring your top issues and leave with clear steps for the month?
*
Yes
No
Maybe
Tools, Support System & Accountability
Are you actively using and updating simple tools monthly (at minimum: KPI dashboard, concessions tracker, make‑ready/turn tracker, capex tracker, debt calendar) to run decisions from data rather than memory?
*
Yes
No
Maybe
Tools, Support System & Accountability