quarterly-portfolio-review

name	Quarterly Portfolio Review
slug	quarterly_portfolio_review
version	0.1.0
status	draft
category	residential_multifamily
subsystem	residential_multifamily
pack_type	workflow
targets	["claude_code"]
stale_data	Market trend references, concentration thresholds, benchmark sets, watchlist scoring weights, and fund-level target returns drift. Every trend statement cites a reference.
applies_to	{"segment":["middle_market"],"form_factor":["garden","walk_up","wrap","suburban_mid_rise","urban_mid_rise"],"lifecycle":["stabilized","renovation","lease_up","recap_support"],"management_mode":["self_managed","third_party_managed","owner_oversight"],"role":["asset_manager","portfolio_manager","coo_operations_leader","cfo_finance_leader","ceo_executive_leader"],"output_types":["operating_review","kpi_review","memo","dashboard"],"decision_severity_max":"action_requires_approval"}
references	{"reads":["reference/derived/role_kpi_targets.csv","reference/normalized/occupancy_benchmarks__{market}_mf.csv","reference/normalized/collections_benchmarks__{region}_mf.csv","reference/normalized/watchlist_scoring.yaml","reference/derived/same_store_set__{org}.yaml","reference/normalized/approval_threshold_defaults.csv"],"writes":[]}
metrics_used	["same_store_noi_growth","occupancy_by_market","delinquency_by_market","turn_cost_by_market","portfolio_concentration_market","asset_watchlist_score","budget_attainment","forecast_accuracy","noi","noi_margin","dscr","debt_yield","blended_lease_trade_out","capex_spend_vs_plan","renovation_yield_on_cost","stabilization_pace_vs_plan"]
escalation_paths	[{"kind":"portfolio_risk_concentration","to":"portfolio_manager -> executive"},{"kind":"fund_covenant_breach_risk","to":"portfolio_manager -> cfo_finance_leader"},{"kind":"board_submission","to":"executive + finance/reporting lead -> approval_request(row 16)"}]
approvals_required	["board_final_submission","investor_quarterly_final_submission"]
description	Portfolio-level quarterly review covering same-store trend, market concentration, watchlist distribution, capex progress, lease-up status, forecast discipline, covenant posture, and fund-level context. Produces the board and investor narrative drafts.

Quarterly Portfolio Review

Workflow purpose

Roll the monthly AM outputs into a quarterly portfolio view. Narrative, not transactional. Provides the portfolio_manager, COO, CFO, and CEO with a view of trend, concentration, risk, and the board / investor story for the quarter.

Trigger conditions

• Explicit: "quarterly portfolio review", "Q2 portfolio pack", "board packet", "LP quarterly".
• Implicit: quarter close; fund calendar; watchlist distribution shift; concentration threshold crossed.
• Recurring: quarterly.

Inputs (required / optional)

Input	Type	Required	Notes
AM reviews (3 months)	packs	required	from workflows/monthly_asset_management_review
Same-store set definition	yaml	required	frozen per quarter
Market references	csv	required	trend views
Watchlist scoring	yaml	required
Fund-level debt schedule	yaml	required	for fund covenant view
Investor report template	md	required	overlay-driven
Board packet template	md	required	overlay-driven

Outputs

Output	Type	Shape
Portfolio KPI dashboard	dashboard	same-store, market, watchlist, covenant
Trend narrative	memo	quarter over quarter, year over year
Concentration review	memo	market, segment, vintage
Watchlist movers	kpi_review	top movers up / down
Capex program summary	kpi_review	portfolio capex_spend_vs_plan, renovation_yield_on_cost