Operator's Council
Do you have a written 12 month operating and capital plan that accounts for rent trends, expenses, capex timing, and financing changes?
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Yes
No
Maybe
Long-Range Planning & Foresight
Have you stress-tested your portfolio for at least two downside scenarios (rent pressure, expense spikes, tighter debt terms) and identified response strategies?
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Yes
No
Maybe
Long-Range Planning & Foresight
Do you regularly track leading indicators (rent growth slowdown, concessions, absorption, supply pipeline) and adjust strategy before they show up in NOI?
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Yes
No
Maybe
Market Intelligence & Strategic Adjustments
Are rent, concession, and renewal strategies set intentionally based on portfolio goals, not delegated entirely to property management without owner oversight?
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Yes
No
Maybe
Market Intelligence & Strategic Adjustments
Do you have a clear, documented view of all loan maturities, rate changes, covenants, and DSCR projections across the next 12 months?
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Yes
No
Maybe
Capital Structure & Loan Readiness
Are refinancing, extensions, or capital raises being planned well in advance, with updated lender packages and optional paths identified?
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Yes
No
Maybe
Capital Structure & Loan Readiness
Do you have a trusted circle of experienced operators where you can discuss real numbers, challenges, and decisions privately?
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Yes
No
Maybe
Operator Network & Private Advisory Access
Before major strategic moves, do you pressure-test decisions with people who have operated through cycles, not just advisors selling services?
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Yes
No
Maybe
Operator Network & Private Advisory Access
Do you actively use and update tools for long-range planning, debt tracking, capex timing, and portfolio-level KPIs rather than relying on memory or ad-hoc spreadsheets?
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Yes
No
Maybe
Tools, Discipline & Strategic Execution
When a strategic decision is made, do you follow through with clear ownership, timelines, and accountability rather than letting it drift?
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Yes
No
Maybe
Tools, Discipline & Strategic Execution