The Relm Portfolio Health Check
A single, authoritative view of how your portfolio is positioned and performing in aggregate. We run full Relm Reports across every property in the book, then layer in cross-portfolio analysis benchmarked against your stated investment strategy and market positioning. The result surfaces risks, inconsistencies, and opportunities that are invisible when properties are evaluated in isolation.
What's in every Portfolio Health Check
Built for portfolio-level decisions
Asset managers
Standardize asset reviews across the portfolio. The same data, the same models, the same sourced numbers — annual reviews and refi conversations grounded in current reality, not last quarter’s underwriting.
Fund managers
A defensible portfolio diagnostic for the IC, the LP letter, the audit committee, and the lender. Cross-property benchmarking that makes risk concentration and strategy drift visible.
Operating teams
See where actual performance diverges from underwrite — at the asset level and the portfolio level. Surface the cohort of properties that warrant the most attention next quarter.
How it works
Step 1
Strategy alignment call
Book a 45-minute call to walk us through your investment strategy, target metrics, hold periods, and the questions you want the report to answer.
Step 2
We deploy across the portfolio
Our agents run a full Relm Report on every property in scope — pulling tax records, market comps, tenant data, and any documents you share for each asset.
Step 3
Cross-portfolio synthesis
A Relm analyst layers in portfolio-level analysis: concentration risk, strategy fit per asset, performance vs. underwrite, and outlier flags worth a closer look.
Step 4
Human review and delivery
Every finding is reviewed by a Relm expert before delivery. You receive a polished PDF or a formatted slide deck — built so you can drop it into your IC or LP report.
How billing works
The Portfolio Health Check is scoped and priced per engagement — based on portfolio size, asset types, and reporting depth. We confirm scope, timeline, and total cost on the strategy call before any work begins, and bill via invoice on delivery. An active Relm Pro subscription is required so your team has ongoing access to the underlying property workspaces.