Portfolio research and capital planning · Field guide · October 9, 2026
Review the evidence behind portfolio concentration
Two properties may share exposure through demand seasonality, management capacity or funding commitments even when their addresses differ. A concentration review identifies those connections using documented operating facts. It organizes questions for the owner rather than assigning an unsupported diversification score.
Evidence to assemble
Gather the source records before completing the worksheet. A missing record should remain an open question. Keep the original alongside any summary so the next person can trace the decision.
| Input | Record with it |
|---|---|
| Property operating calendars | Record the source, document date, reviewer and unresolved question. |
| Manager and vendor assignments | Record the source, document date, reviewer and unresolved question. |
| Financing schedules | Record the source, document date, reviewer and unresolved question. |
| Owner liquidity commitments | Record the source, document date, reviewer and unresolved question. |
Work through the decision
- List shared operating dependencies.
- Compare timing of seasonal cash needs.
- Identify reliance on the same providers.
- Record which proposed changes require further evidence.
For each action, name the person responsible for preparing the response and the person who approves it. Record what evidence would close the item. If new information changes cost, timing or scope, update the affected plan and identify who needs the revised version.
Common failure to avoid
Do not assume different postal addresses establish independent risks. Describe the actual shared dependency and the effect you want to investigate.
Worked example
An illustrative portfolio uses one manager and the same peak booking season for two homes. The review treats those as shared dependencies while separately examining each property’s budget and vendor coverage.
This is an illustrative workflow, not a client case study or a forecast. Replace the example’s facts with the records for your own project.
Complete your planning worksheet
Use the fields to connect evidence, action and approval. Your entries stay in this page and are included only when you choose to download them. They are not sent to a server and are not saved after a page reload.
Close the handoff
A finished worksheet should identify the result, its evidence and any remaining owner. If the result is uncertain, record the next action instead of marking the whole task complete. Keep the worksheet with the relevant source file and tell the receiving person which version applies.