The Real Estate Performance Review Template serves as a crucial tool for property professionals in England and Wales to conduct systematic evaluations of real estate assets. This document is particularly valuable when conducting regular performance assessments, preparing reports for stakeholders, or making strategic decisions about property management. It incorporates requirements from relevant UK legislation, including the Landlord and Tenant Act 1954 and Energy Performance Regulations, while following RICS professional standards. The template provides a structured approach to analyzing both operational and financial performance metrics.
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1. Property Information: Basic details including property address, size, type, and current use classification
2. Performance Metrics Overview: Summary of key performance indicators including occupancy rates, rental income, and operating costs
3. Compliance Status: Assessment of current compliance with regulatory requirements, including health and safety, fire safety, and building regulations
4. Physical Condition Assessment: Detailed evaluation of the property's current physical condition, maintenance status, and identified repair needs
5. Energy Performance: Analysis of energy efficiency, current EPC rating, and compliance with Minimum Energy Efficiency Standards
6. Risk Assessment: Evaluation of current and potential risks relating to the property's condition, compliance, and performance
7. Recommendations: Specific recommendations for improvements, maintenance, and compliance actions
1. Sustainability Analysis: Detailed assessment of environmental performance, sustainability features, and certification status - used for properties with specific environmental targets or requirements
2. Market Comparison: Comparative analysis against similar properties in the market - included when benchmarking performance against market standards is required
3. Tenant Satisfaction Analysis: Review of tenant feedback and satisfaction metrics - relevant for multi-let properties or where tenant retention is a key concern
4. Cost Optimization Review: Detailed analysis of operating costs and potential savings - useful for properties with high operating costs or seeking efficiency improvements
1. Schedule A - Energy Performance Certificate: Current EPC documentation and historical ratings
2. Schedule B - Maintenance Records: Detailed log of maintenance history and scheduled works
3. Schedule C - Compliance Certificates: Copies of all relevant safety and regulatory certificates including fire safety, asbestos, and electrical safety
4. Schedule D - Financial Performance Data: Detailed financial metrics including income, expenditure, and historical performance trends
5. Schedule E - Property Plans: Current floor plans, site plans, and any relevant technical drawings
6. Schedule F - Photographic Evidence: Contemporary photographs documenting property condition and notable features
Relevant legal definitions
Clauses
Relevant Industries
Relevant Teams
Relevant Roles
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