Quarterly portfolio briefing

Some owners do not want a one-off report that yellows in a drawer. They want the same plates walked every quarter, with the new vacancies, the new arrears, and the leases that moved. The quarterly briefing is that sitting.

What “portfolio” means here

A named list of buildings — typically two to six — under the same owner or the same family office. We do not accept an open-ended “everything we might buy.” The list is written into the letter of commission. Adding a building is a new fee sketch, not a courtesy.

Each quarter

You send the quarter’s collections, any new leases, and a note of units that emptied or filled. We update the occupancy and arrears plates, mark lease movement, and bind a thin folio. Then we sit for about an hour. The conversation is about the pages, not about the weather.

The first quarter is heavier: it either follows a full occupancy and operating report, or it includes enough reconstruction that the later quarters have a spine to hang on. We will say which, before you pay a deposit.

What stops the arrangement

If papers stop arriving, the sitting is postponed, not invented. If you miss a booked briefing without notice, the folio is still due; the sitting is rebooked once. Cancellation terms are in the refund page and in the letter of commission.

This is a human sitting, not a login. If that is not what you want, do not commission it.