01 / Income & debt
Which lease decisions shape your next refinance?
See expiries, renewal windows, rent changes and loan maturities together. Understand the sequence before making the next commitment.
Leases + amendments + loan notes
For owners with more to keep track of
Your documents.
The whole picture.
What needs your attention.
Your leases, loans, guaranties, insurance and tax records each tell part of the story. REOI reads them together—so you can see where obligations overlap, what is still unclear, and which decisions come next.
No sign-up or purchase to explore the sample. It is an anonymized example, not an analysis of your own documents. A few lines about your properties is enough to start a conversation.
An owner’s perspective
For property portfolios that have grown more complex than the files keeping track of them.
What becomes clear
The important detail is often
between the documents.
A date alone is a reminder. Read alongside the right lease, loan or policy, it becomes a decision you can prepare for.
02 / Obligations & evidence
Do the documents name the right owner?
A certificate can be current and still name a former owner. Bring the ownership record, lease requirements and insurance evidence into the same review.
Entity records + leases + insurance
03 / Ownership & exposure
What have you personally put behind the property?
Set your ownership interest alongside the guaranties supporting each loan. Identify the terms and missing documents that deserve an advisor’s attention.
Ownership records + loans + guaranties
A finding you can follow back
Know what is documented.
Know what still needs checking.
Key figures carry the document and provision behind them. The assessment distinguishes stated information, calculations and gaps in the record, so you and your advisors can check the basis.
See the evidence in the sample portfolioInside an assessmentFrom the sample portfolio
Insurance evidence needs a closer look.
On file
A current tenant certificate names the former owner.
Read with
The ownership record and the lease’s insurance requirements.
Still needed
Corrected evidence and the relevant endorsement for your insurance advisor to review.
Status
Evidence incomplete
From scattered files to a working picture
Start with what you have.
You do not need to build a new filing system before the assessment begins. Explore first, then agree what the review should cover.
01
Explore the sample
Open the anonymized sample portfolio without registration or purchase. It shows the format of an assessment, not an analysis of your own documents.
02
Discuss your portfolio
Tell us about your properties and the decisions ahead. REOI outlines an initial scope and the basis on which the fee is set.
03
Engage, then send your documents
Once the engagement terms are in place, upload the files and folders as you have them. The portal records what was received.
04
Confirm the scope, then the findings
REOI lists the documents received; you confirm that inventory and the fee before analysis begins. Then work through the findings, follow the evidence and ask REOI questions in writing.
Useful on screen. Yours to work with.
A clear overview.
The detail behind it.
Your private portal brings the portfolio into view. Downloadable reports and worksheets let you carry the discussion into meetings with partners, lenders and professional advisors.
Your assessment stays available in your portal. Subscribe when you want REOI to keep it current.
Open the sample portfolio- Comprehensive assessmentProperty detail, findings, obligations and the documents behind them.
- Executive briefingA shorter read for the priorities and decisions ahead.
- Portfolio workbookRent, debt, guaranties, insurance, taxes and dates in working schedules.
- Open questionsWhat remains uncertain and the information needed to firm it up.
The first assessment. The dates after it.
An assessment you keep.
Monitoring when you need it.
Your completed assessment remains available in your portal, with findings, supporting evidence and downloadable deliverables as of the assessment date. Subscribe for ongoing updates and reminders within an agreed monitoring scope.
Start here
Portfolio assessment
A defined review of your documents, the obligations they record and the questions they leave open. A useful starting point for an upcoming refinance, a change of management, or simply getting the portfolio into order.
Scope, timing and fee agreed for your portfolio. The completed assessment stays available in your portal, dated as of the assessment.
Optional ongoing service
Portfolio monitoring
Review of newly supplied documents within an agreed scope, updated findings, and advance reminders for the dates tracked in your assessment: renewal notices, rate resets, maturities, tax installments, insurance renewals and rent steps. Choose your lead times in the portal.
A separate subscription, agreed with REOI. Not required to keep your assessment.
Before you begin
A few practical
questions.
Is this for a portfolio like mine?
REOI is designed around the owner’s obligations across properties, tenants, lenders and entities. It is particularly relevant when several sets of documents affect the same decision. Tell us what you own and what needs attention so we can determine a useful scope.
What if my files are incomplete or unsorted?
Send what you have. Folders and unsorted documents are welcome. Missing or incomplete evidence stays visible in the assessment, along with the information still needed. A gap in the file should remain a gap until it is resolved.
Does REOI replace my property manager or advisors?
Your manager and professional advisors remain responsible for their work and advice. REOI gives you an organized analytical record to support those conversations. It does not provide legal, tax, accounting or investment advice.
How is this different from a lease summary?
A lease summary organizes one part of the record. REOI brings leases together with loans, guaranties, ownership, insurance and tax documents, looking at the obligations and decisions that connect them.
Do I need a subscription to access my assessment?
No. Your paid assessment remains accessible in your portal, dated as of the assessment. A subscription adds ongoing monitoring, reminders, and agreed document updates.
What does an assessment cost?
The scope depends on the properties, tenancies, financing arrangements and documents involved. Start with a brief description of your portfolio. REOI will discuss what an assessment would cover, with the fee and timing agreed before work begins.
How do I review the findings?
The portal presents key figures with their source details and keeps unresolved questions visible. Download the reports and workbook for your own review. The analysis is AI-assisted and can contain errors; check material conclusions with the source documents and your professional advisors.
Bring the documents into focus
What would you like to understand
about your portfolio?
Tell us about your properties and the decision ahead. We will start with what an assessment could help you see.