Portfolio Command Center — Stonebridge Residential

🖥️ You're viewing a condensed mobile layout. This dashboard is built for desktop — open it on a computer for the full view with wide tables and charts.

Needs Your Attention

Critical Dates · Next 12 Months

— upcoming

Property Performance

Click column headers to sort · click property name to see source files

Property ▾	Units ▾	Occupancy ▾	MTM ▾	Budget: MTD / YTD ▾	TTM NOI ▾	DSCR ▾	Senior Debt ▾	Maturity ▾

Rent Roll Explorer · — units

Every unit in the portfolio · from rent-roll.csv · filter, search, sort

Property	Unit	Plan	SqFt	Market	Actual	Tenant	Move-in	Lease Start	Lease End	Status	Balance

NOI · Actual vs Budget · YTD by Property

Jan–May 2026 · from t12.csv vs budget.csv · green = beating, red = missing

Lease Expirations · Next 12 Months

renewed/signed vs still-open · from leasing-pipeline.csv

Occupancy by Property · Trailing 12 Months

Each line = one property · occupied + notice ÷ units ·

Monthly Data Sources

Drop these 5 files in your Valinor folder each month · everything above is built from them. View setup mapping

Deal UnderwriterPlus tier

Drop in an offering memorandum — get the populated model and a one-page deal screen

📄

The Crossing at Ellison Park — Offering Memorandum.pdf

48 pages · OM + T12 + rent roll exhibits · received from broker this morning

Demo: a sample OM is preloaded and the deal is fictional. In production you drop any OM here — the model lands in your own Excel template.

Investors · — across 7 dealsPlus tier

Computed from each entity's cap table & distribution log · click a column to sort · click an investor for positions & reports

Investor	Class	Deals	Capital In	Distributions	DPI	Avg CoC	Status

Stonebridge Residential Partners