Portfolio Review
Review concentration, leverage, lazy equity, pipeline mix, and report readiness.
Purpose
Portfolio Review turns multiple saved deals into a cross-deal risk and opportunity dashboard.
When to use it
You have multiple saved deals.
You need a portfolio memo.
You want concentration and missing-input prompts.
Inputs needed
Saved deals
Property types
Geography
Values
NOI
Debt
Statuses
How to read the output
Flags show where concentration or readiness deserves review.
Ready deals can move into reports.
Draft-heavy pipelines need more underwriting before conclusions.
Common mistakes
Comparing draft and modeled deals without labels.
Ignoring geography concentration.
Treating portfolio output as complete when inputs are missing.
Next steps
Portfolio memo
Complete assumptions
Reports and exports
Professional note
Portfolio analytics are only as reliable as the deals and assumptions included.