Deal Workspace
Ownership Handoff Workspace
Rental portfolio / Rental portfolio / 14-unit example
Ownership readiness1 missing itemsJun 18 ownership handoff
Readiness score
86%
Critical path
Tax backup and vendor transition
Missing
1
items blocking readiness
Needs review
2
items awaiting decision
Readiness gaps
Property tax bill
Controller / tax
Rent roll
Manager / lease
Inspection report
Inspector / legal
Parties involved
buyer Operator
Eastline Residential
lender
Civic Lending
broker
Onyx Realty Partners
attorney Title
Hale Title
insurance
Tandem Risk
Readiness brief
Portfolio ownership package is nearly ready. Remaining work is concentrated in tax backup and vendor transition documentation, with no critical lender blocker currently open.
Deal materials
Documents, links, and notes tied to lender, insurance, entity, tax, lease, and legal requirements.
Consolidated rent roll
Portfolio rent roll with deposits and lease dates.
leasedocumentToday
Readiness checklist
entity
2 itemsOperating agreement
Responsible: Operator
Authorized signer confirmation
Responsible: Attorney
insurance
1 itemUpdated insurance quote
Responsible: Insurance
lender
1 itemFinal lender conditions
Responsible: Lender
tax
1 itemProperty tax bill
Responsible: Controller
lease
1 itemRent roll
Responsible: Manager
legal
1 itemInspection report
Responsible: Inspector
AI Readiness Preview
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