Portfolio Lifecycle

A Property Record Is Only Useful While It Is Current

Field intelligence is established once, then verified and updated as conditions change. Four phases, one methodology, the same standard at every stage.

Field-VerifiedGPS-StampedTimestampedChain of Custody
The Four Phases

Establish, Maintain, Update, Respond

Every phase produces raw, field-verified data. No phase produces scores, recommendations, or interpretation.

1

Establish

Create the baseline record. Every location visited on site, every attribute captured under one methodology.

  • COPE: construction, occupancy, protection, exposure
  • NatCat exposure indicators and AIR primary and secondary modifiers
  • Fire protection, life safety, and mechanical systems
  • GPS-stamped photo documentation at every attribute
  • Full portfolio coverage before any phase that follows
2

Maintain

Verify the conditions that change between visits. Measured against the baseline, not captured in isolation.

  • Roof condition and building envelope
  • Thermal imagery with documented ambient conditions
  • Pavement, parking, and exterior lighting
  • Slip-trip-fall walkway conditions
  • Workers' compensation hazard observations
  • Equipment presence and condition verification
3

Update

Refresh only what changed. Static attributes are not re-surveyed, and the change is recorded against the existing record rather than replacing it.

  • Remodels and buildout changes
  • Equipment replacement
  • Occupancy and use changes
  • Acquisitions and divestitures
  • Ownership and operator changes
4

Respond

Deploy after an event to document site conditions while they are still current.

  • Post-storm and post-catastrophe site documentation
  • Dated, GPS-stamped photo evidence
  • Full chain of custody from capture through delivery
  • Deployment aligned to the window in which conditions are still observable
Sequence

Why Establish Comes First

Programs begin at Establish. Maintain and Update are measured against the baseline, so they follow it rather than run alongside it. A portfolio with no verified starting point has nothing to compare against.

One Baseline

Every location captured under the same methodology before any refresh cycle begins, so later comparisons measure real change rather than inspector variance.

One Record

Updates are written against the existing portfolio record. The history stays intact, and every change is traceable to a visit, an inspector, and a timestamp.

One Standard

The same fields, the same capture logic, and the same quality control at every phase, whether the deployment is a full baseline or a single-site response.

Deliverables

What Each Phase Produces

Structured data and per-site documentation, delivered in formats your existing workflows already accept.

Baseline Record

The full portfolio dataset and per-site reports produced during Establish, covering every location under one standard.

Condition Record

Dynamic condition data captured during Maintain, tied to the baseline attributes it corresponds to.

Change Log

A record of what changed, when it was observed, and who captured it, produced during Update.

Event Documentation

Dated site documentation captured during Respond, with photo evidence and full chain of custody.

One record. Verified in the field. Current when it matters.