Portfolio · CapEx Forecast
108 assets · 10-year horizon
What capital is coming — and what should we pre-empt?
Plan replacements before they become emergencies. Investors hate surprises; a buyer's engineer will price them in.
Next 3 yrs
$3.54M
all trades
Next 5 yrs
$5.38M
all trades
10-yr total
$9.81M
34 assets ≤2y RUL
The finding
Concentration in the next 36 months
CapEx · Mechanical
· Sunset Terrace +othersHVAC and roof replacement cliff inside 36 months
$3.13M of HVAC and roofing reaches end-of-life within 3 years. Concentration in pre-2010 rooftop units with documented service strain.
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
Evidence · Asset register
Sorted by expected replacement year
| Asset | Property | Trade | Installed | RUL (yrs) | Replacement | Year |
|---|---|---|---|---|---|---|
| Cooling tower | Mesa Ridge Apartments | HVAC | 1992 | 0 | $94.0k | 2026 |
| Air handler unit | Mesa Ridge Apartments | HVAC | 1991 | 0 | $45.0k | 2026 |
| Cooling tower | Highland Tower | HVAC | 2001 | 0 | $95.0k | 2026 |
| Backup generator | Riverside Industrial | Electrical | 1998 | 0 | $159.0k | 2026 |
| Air handler unit | Peachtree Crossing | HVAC | 2005 | 0 | $74.0k | 2026 |
| Cooling tower | Bayshore Residences | HVAC | 2001 | 0 | $134.0k | 2026 |
| Membrane roof | Bayshore Residences | Roofing | 1988 | 0 | $323.0k | 2026 |
| Air handler unit | Music Row Plaza | HVAC | 1991 | 0 | $40.0k | 2026 |
| Main switchgear | Music Row Plaza | Electrical | 1995 | 0 | $301.0k | 2026 |
| Domestic water risers | Northgate Office Park | Plumbing | 1989 | 0 | $141.0k | 2026 |
| Rooftop chiller | Sunset Terrace | HVAC | 1996 | 0 | $169.0k | 2026 |
| Air handler unit | Sunset Terrace | HVAC | 1994 | 0 | $84.0k | 2026 |
| Backup generator | Sunset Terrace | Electrical | 1997 | 0 | $160.0k | 2026 |
| Cooling tower | Oakwood Trails | HVAC | 2003 | 0 | $141.0k | 2026 |
| Rooftop chiller | Mesa Ridge Apartments | HVAC | 1990 | 0 | $238.0k | 2027 |
| Membrane roof | Mesa Ridge Apartments | Roofing | 1993 | 0 | $418.0k | 2027 |
| Rooftop chiller | Highland Tower | HVAC | 1998 | 0 | $130.0k | 2027 |
| Boiler system | Highland Tower | HVAC | 2001 | 0 | $130.0k | 2027 |
| Air handler unit | Highland Tower | HVAC | 2003 | 0 | $50.0k | 2027 |
| Rooftop chiller | Riverside Industrial | HVAC | 1998 | 0 | $306.0k | 2027 |
| Air handler unit | Riverside Industrial | HVAC | 2000 | 0 | $62.0k | 2027 |
| Rooftop chiller | Bayshore Residences | HVAC | 2003 | 0 | $168.0k | 2027 |
| Boiler system | Bayshore Residences | HVAC | 2001 | 0 | $178.0k | 2027 |
| Rooftop chiller | Music Row Plaza | HVAC | 2006 | 0 | $266.0k | 2027 |
| Boiler system | Music Row Plaza | HVAC | 1992 | 0 | $173.0k | 2027 |
| Cooling tower | Northgate Office Park | HVAC | 2003 | 0 | $91.0k | 2027 |
| Air handler unit | Northgate Office Park | HVAC | 1990 | 0 | $87.0k | 2027 |
| Membrane roof | Northgate Office Park | Roofing | 1991 | 0 | $264.0k | 2027 |
| Cooling tower | Sunset Terrace | HVAC | 1993 | 0 | $97.0k | 2027 |
| Boiler system | Crescent Marketplace | HVAC | 2002 | 1 | $80.0k | 2027 |