Portfolio · Asset & CapEx Plan
108 assets · 12 properties
What capital is coming — and what we should pre-empt?
Investors hate surprises. This page sequences the next 5–10 years of replacement spend, flags assets past 80% of useful life, and ranks where operational risk is concentrated.
Next 3 yrs
$3.54M
all trades
Next 5 yrs
$5.38M
all trades
Past-life exposure
$7.13M
34 assets ≤2y
The Findings
Where the capital plan is concentrated
CapEx · Mechanical
· Sunset Terrace +othersHVAC and roof replacement cliff inside 36 months
The play · Field-tag survey to confirm tonnage; sequence into next two CapEx cycles before deferral becomes emergency.
Capital need
$3.13M
Evidence · 10-year forecast
Replacement spend by trade
$9.81M cumulative across the next decade.
Evidence · Property risk register
Composite score from age, condition, emergencies, complaints, deferred maintenance
| Property | Risk | Emergencies | Repeat rate | NOI margin |
|---|---|---|---|---|
| Sunset Terrace Dallas · built 1991 | 69 | 23 | 32.4% | 67.6% |
| Bayshore Residences Tampa · built 1983 | 68 | 15 | 22.6% | 64.6% |
| Highland Tower Denver · built 1991 | 64 | 29 | 25.7% | 62.6% |
| Northgate Office Park Austin · built 1982 | 64 | 19 | 26.5% | 65.5% |
| Riverside Industrial Atlanta · built 1978 | 63 | 27 | 26.8% | 30.3% |
| Mesa Ridge Apartments Phoenix · built 1988 | 60 | 25 | 28.2% | 56.1% |
| Crescent Marketplace Denver · built 1993 | 58 | 19 | 27.3% | 53.5% |
| Music Row Plaza Nashville · built 1991 | 54 | 14 | 24.1% | 57.6% |
| Oakwood Trails Phoenix · built 1999 | 50 | 18 | 19.3% | 39.3% |
| Lakeview Commons Dallas · built 2008 | 45 | 13 | 24.7% | 64.3% |
The Play · Surprise exposure
Assets with ≤2 years remaining useful life
These are the line items most likely to fail before the next budget cycle. Sequence into next two CapEx cycles.
| Asset | Property | Trade | Installed | RUL (yrs) | Replacement |
|---|---|---|---|---|---|
| Cooling tower | Mesa Ridge Apartments | HVAC | 1992 | 0 | $94.0k |
| Air handler unit | Mesa Ridge Apartments | HVAC | 1991 | 0 | $45.0k |
| Cooling tower | Highland Tower | HVAC | 2001 | 0 | $95.0k |
| Backup generator | Riverside Industrial | Electrical | 1998 | 0 | $159.0k |
| Air handler unit | Peachtree Crossing | HVAC | 2005 | 0 | $74.0k |
| Cooling tower | Bayshore Residences | HVAC | 2001 | 0 | $134.0k |
| Membrane roof | Bayshore Residences | Roofing | 1988 | 0 | $323.0k |
| Air handler unit | Music Row Plaza | HVAC | 1991 | 0 | $40.0k |
| Main switchgear | Music Row Plaza | Electrical | 1995 | 0 | $301.0k |
| Domestic water risers | Northgate Office Park | Plumbing | 1989 | 0 | $141.0k |
| Rooftop chiller | Sunset Terrace | HVAC | 1996 | 0 | $169.0k |
| Air handler unit | Sunset Terrace | HVAC | 1994 | 0 | $84.0k |