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The Diagnostic

The asset, measured. Before risk becomes expensive.

We find where the asset sits, score it on the three levers that drive value, and put a dollar figure on what's recoverable.

2 TO 4 WEEKS  ·  FIXED FEE  ·  CREDITED TOWARD THE ENGAGEMENT THAT FOLLOWS
Lifecycle Position
62
SOUND BUT LEAKING
AT RISKUNDERPERFORMINGLEAKINGTO POTENTIAL
Gap to potential: ~$340K annual NOI · ~$5.6M implied value at a 6.0% cap rate.
What it measures

Three levers. One number. Weighted to where the asset sits.

Every asset is scored across the same three levers, but the weighting shifts with the lifecycle phase. A lease-up is judged on velocity. A stabilized asset is judged on NOI. The score reflects the phase, not a generic checklist.

Lever A

Occupancy Velocity

Protects the revenue ramp
  • Leasing / absorption pace
  • Marketing infrastructure
  • Pricing & concession discipline
  • Brand & positioning
  • Retention & renewal
Lever B

NOI Protection

Protects the margin
  • OpEx efficiency vs. benchmark
  • Expense leakage
  • Revenue capture
  • Systems & reporting maturity
  • Delinquency & collections
Lever C

Asset Value

Protects the thesis and the exit
  • Performance vs. underwriting
  • Capital-plan alignment
  • Governance & transparency
  • Capital-structure fit
  • Exit / value-narrative readiness
How to read the score

A position, and what it asks of you.

The Lifecycle Position is a single 0 to 100 score. The band tells you how urgent the work is, and which kind of engagement fits.

80–100Performing to potentialProtect & optimize
60–79Sound but leakingFix the leaks
40–59UnderperformingHands-on turnaround
<40At riskUrgent, multi-lever
The number that matters

Gap to Potential

We model the delta between current and achievable performance, expressed in annual NOI and implied asset value at your cap rate. It is the figure that tells you whether action is worth it, and it frames every item on the roadmap.

Modeled upside, sample asset
$5.6M
~$340K ANNUAL NOI · 6.0% CAP RATE
What you receive

A branded assessment you can act on.

01

Lifecycle Position

The phase, the score, and the band, plotted clearly.

02

Three-lever scorecard

Sub-dimension scores with notes, so you see exactly where the asset is strong and where it leaks.

03

Quantified upside

The NOI and value the asset is leaving unrealized, modeled at your cap rate.

04

Prioritized roadmap

Sequenced actions, each tagged with lever, effort, expected impact, and the engagement that addresses it.

05

Scope recommendation

An honest go or no-go, and the engagement that fits if there is one.

06

Readout

A working session with you and, where relevant, your capital partners.

The four weeks

Quick, structured, and out of your team's way.

Week 01

Intake & data room

Week 02

Scoring & benchmarking

Week 03

Roadmap & gap modeling

Week 04

Readout

Owners, capital, operators

One assessment. Three audiences.

Owners

The score and the gap in the terms you own: NOI and asset value.

Allocators

An independent read of the thesis, with performance measured against the underwriting.

Operators

A prioritized punch list and a clean decision record to execute against.

Start with the number.

Give us the asset and where it sits. We'll confirm scope and fee, run the diagnostic, and hand you a position you can act on, whether or not you engage us further.

FIXED FEE, SCOPED TO ASSET SIZE · CREDITED TOWARD THE ENGAGEMENT THAT FOLLOWS
Request a diagnostic