01 Business plan
- Assets
- 12
- Monthly targets
- 144
- Owner of each
- Named
The plan, month by month
The OS Asset Managers · Asset management teams
Every asset on plan, every quarter.
Business plans, budgets, leasing, capex, debt and investor reporting in one place.
- Month close12 assets, operating statementsIn
- PlanEach line against the business planCompared
- MovesLines off by more than 5%7 found
- WhyOne line on each moveWritten
Variance report
NOI 1.8% under plan: insurance
- Assets
- 12
- Lines explained
- 7
- Biggest
- +$41k
What firms like yours got.
What our clients got, without their names, and what our runs found.
- Owner-operatorClient result3 h 42 minFrom its rent roll to the building revalued on actual rents.The review found two apartments not paying.
- Office tower · New YorkFound on our runs$2.53BValue concluded for a 2.81M sq ft tower, from the address alone.NOI $108.1M, occupancy 88.7%.
- Landmark office · New YorkFound on our runs$530MValue concluded, with 22 comparables behind the range.NOI $7.32M on 183,449 sq ft.
The OS Asset Managers, in one minute.
One system. One goal.
Every step of your work runs through one system, toward the numbers you are paid on.
- 01Business plan
- 02Budget and variance
- 03Leasing strategy
- 04Tenant credit
- 05Capex
- 06Valuation
- 07Debt
- 08Investor reporting
The OS Asset ManagersOne system for the firmRunning 24/7
- 6:30 amSeptember closed for 12 assets
- 10:05 am7 variances explained
- 2:50 pmRefinance options for Asset 7 ready
Assets on plan10 of 12
Late reports0
The goal
NOIUp
Asset valueUp
Your workflow, end to end.
8 steps, one system. Pick a step to see what it hands back.
Measured, not promised.
Medians of our production runs over the last 30 days, from the request to the delivered files.
- About 30 minutesUp to 10 properties valued at once
- About 40 minutesValue opinion
- About 1 hourUnderwriting with its live Excel model
It works inside the firm you already have.
Nothing to move, nothing to replace. Our team connects The OS to your stack.
- Excel
- Your CRM
- Data room
- Shared drive
The OS Asset ManagersReads, checks, writes
- Your inbox
- Your Excel model
- Your CRM
- Your memo template
Your stack, anyEmail, Excel, your CRM, your data room. Nothing to move, nothing to replace.
Answers where you workIn your inbox, in Excel, in your CRM. Every number traced to its document.
Learns your formatYour memo, your model, your checklist. The more it does, the closer it gets.
Running on your work in 72 hours.
- Day 1MapWe sit with the person who does the work and write the process down: what comes in, what gets checked, your template, who signs.
- Day 2BuildOur team connects it to your stack (where the work arrives, your models, your CRM or warehouse) and to your template, then runs it on the work already arriving.
- Day 3Run and measureYour team runs it on live cases. Together we time each one and check every figure against its source.
- ThenAn annual agreementThe process keeps running and we tune it to your team. The next process is mapped, built and measured the same way.
Book a demo.
We run the demo on your kind of work, start to finish.
- Your workflow, the way your team runs it
- Your formats: your memo, your model
- Who signs, and what changes for the team