REPORTS
-According to the investor´s requirements, the periodic reports
can approach the following main topics/data:
Financial Planning
Accounting and
finance:
Capital calls
P&L
Loans statements
CF
Metrics
requirements
(multiple, IRR, Cap
rate, ROI, etc)
Budgets, Actuals vs
budgets
Development
Milestones and
progress activities for:
Predevelopment
activities
Licenses and
permits
Architectural design
Construction activity
Budgets and
applications for
payment
Services feasibilities
Activities Programs
Actual Photos
If BTS, leasing,
promotion,
agreements status,
etc.
Acquisitions/
Disposition
Pipeline for sites or
assets
Market information
Business strategy
General financial
program
General activities
program
Due diligence status
Portfolio and Leasing
Portfolio metrics
•Occupancy, WALT,
Rent, Renewal rate,
assets value
•CAPEX activities
•Top tenants
•Assets
characteristics
Leasing/Promotion
•Pipeline
•Renewals
•Lease agreements
status
