How we work
From first call to the briefing table
This page describes the rhythm of a typical Portfolio Occupancy Study. Smaller engagements skip some steps; quarterly packs reuse a fixed template after the first quarter.
- Briefing call. We confirm addresses, decision questions, language of the report, and who can grant building access.
- Document intake. You send rent rolls, tenancy schedules, and any known vacant-unit lists. We return a gap checklist within a few business days.
- Field notes. Where keys or caretaker escorts are arranged, we walk floors that matter to the vacancy story. If access stalls, desk work continues and the calendar adjusts honestly.
- Draft for your nominated contact. One reviewer inside your group sees the draft before co-owners receive the final pack.
- Final pack and briefing. We deliver the written study and hold one session—on site in Hong Kong or by video—to walk through floors, lease windows, and open mismatches.
What you prepare
Exports beat screenshots. Spreadsheet rent rolls with unit codes, lease end dates, and occupied/vacant flags save the most time. If unit codes no longer match door plates, tell us early.
What we will not do
We do not place tenants, draft legal notices, or certify market value. Those sit with agents, solicitors, and valuers. Our job stops at a clear occupancy narrative you can hand to those professionals.