| 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.
|
