Landlord Advisory

Manage your properties proactively. Avoid costly surprises.

Property health checks, system tracking, and capital forecasting for landlords with one to ten units. Our Portfolio Health Report gives you a clear picture of where each property stands and what's coming next — so you budget based on facts, not guesses.

Get a Portfolio Review Why This Matters
The Problem

Most landlords don't know what's about to fail.

You know the age of your tenants' leases. You probably don't know the age of your roof shingles, your furnace, or your hot water tank — let alone when they'll need replacing and what that'll cost.

That's how landlords end up with emergency repairs in February, insurance claims they didn't see coming, and capital expenses that blow up their annual budget. The information existed — it just wasn't tracked.

We fix that. Our Portfolio Health Report documents the condition and remaining life of every major system across your properties, with cost forecasts so you can plan replacements before they become emergencies.

What Proactive Looks Like

A landlord with three properties might discover:

  • Property A: Furnace is 18 years old (avg. life 20 years). Budget $4,500–$6,000 for replacement within 2 years.
  • Property B: Roof shingles showing granule loss at 15 years. Plan for re-roofing ($8,000–$12,000) within 3–5 years.
  • Property C: All major systems in good condition. No capital expenses expected for 5+ years.

That's the difference between budgeting $12,500–$18,000 over three years and getting hit with a $6,000 emergency in January.

What's Included

A complete picture of your portfolio's health.

We inspect each property in your portfolio using the same thorough process as our standard property inspection — diagnostic tools, system age documentation, and condition grading for every major component. Then we compile the findings into a single Portfolio Health Report that gives you a cross-property view.

This isn't just a stack of individual inspection reports. The Portfolio Health Report is designed for landlords who need to make budget decisions across multiple properties.

  • Per-Property Condition SummaryEach property gets its own section with condition grades, photos, and identified issues — same quality as a standalone Axiom Report.
  • System Age & Life TrackingRoof, furnace, hot water tank, electrical, plumbing — we document the age, condition, and estimated remaining life of each system.
  • Capital ForecastingEstimated replacement costs and timelines across your entire portfolio, so you can plan your capital budget year by year.
  • Compliance Risk IdentificationWe flag potential issues with insurance requirements, fire safety, and building code compliance across your properties.
Your Deliverable

The Portfolio Health Report

One document. Every property. A clear view of what's working, what's aging, and what's coming next. The report is structured so you can make informed decisions about maintenance, capital investment, and risk mitigation across your entire portfolio.

  • Individual condition summary for each property
  • Cross-portfolio system age comparison
  • Prioritized risk flags by severity and urgency
  • 5-year capital expenditure forecast
  • Compliance and insurance risk notes
  • Photos and diagnostic images for every finding
Portfolio Health Report — Sample
12 Maple St (Unit 1-2)
Roof (asphalt, 2012) Fair
Furnace (oil, 2008) Action Needed
Electrical (200A, updated) Good
45 Pine Rd
Roof (metal, 2019) Good
Furnace (oil, 2017) Good
Foundation (minor crack) Monitor
Portfolio 5-yr capital forecast: $14,800–$22,200
Who This Is For

Designed for self-managing landlords with real portfolios.

🔑

1–3 Properties

You manage a few rentals and want to stay ahead of maintenance. A Portfolio Health Report gives you a system-level view you've never had before.

🏘️

4–10 Properties

At this scale, a surprise furnace replacement can wreck a quarter's cash flow. Capital forecasting across your portfolio lets you plan and budget properly.

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Growing Portfolios

Thinking about your next acquisition? A pre-purchase inspection combined with portfolio-level advisory tells you what you're really buying into.

The Process

How landlord advisory works.

We work around tenant schedules and deliver a single, consolidated report.

1

Scope

Tell us about your portfolio — number of properties, ages, any known issues. We'll confirm scope and scheduling logistics.

2

Inspect

We visit each property on a schedule that works for you and your tenants. Full inspection with diagnostic tools at every site. We document system ages, conditions, and remaining life.

3

Report

Receive your Portfolio Health Report — per-property summaries, cross-portfolio comparison, and your 5-year capital forecast.

4

Plan

We walk through the findings and help you prioritize. You leave with a clear maintenance and capital investment plan.

Know what's coming before it costs you.

Get a Portfolio Health Report for your rental properties. Plan your capital budget with real data instead of guesswork.

Get a Portfolio Review Email Us