Portfolio Overview

Metro Property Solutions • 8 Buildings • Last updated: Today at 9:45 AM

Total Portfolio Value

🏢

$47.2M

+2.3% from last quarter

Reserve Fund Health

⚠️

64%

3 buildings need attention

Critical Alerts

🚨

2 urgent, 3 upcoming

Potential Savings

💰

$1.8M

Through proactive planning

Building Portfolio

Building	Reserve Health	Next Major Expense	Alert Level	Projected Cost	Action Required
Maple Estates 123 Maple St, Toronto, ON	78%	Roof Replacement (2027)	Low	$235,000	Schedule assessment
Park Towers 456 Park Ave, Toronto, ON	52%	HVAC System (2025)	High	$180,000	Immediate planning
Lakeside Manor 789 Lake Dr, Mississauga, ON	31%	Elevator Modernization (2025)	High	$320,000	Crisis prevention plan
Sunset Place 321 Sunset Blvd, Toronto, ON	89%	Balcony Repairs (2028)	Low	$95,000	Continue monitoring
River View Condos 654 River St, Toronto, ON	58%	Windows & Caulking (2026)	Medium	$475,000	Board presentation needed

Reserve Fund Trends

📈 Interactive Chart: 5-Year Reserve Fund Projections
Shows current trajectory vs. optimal funding levels

Risk Distribution

🥧 Portfolio Risk Breakdown
Visual risk assessment across all properties

🤖

AI-Powered Insights

🚨 Immediate Action Required

Lakeside Manor's reserve fund will be insufficient for planned elevator modernization. Recommend monthly increase of $89/unit starting next month to avoid $4,200/unit special assessment. ← Click to see AI analysis

📋 Source Document Analysis

Reserve Fund Study 2024 - Page 23
"Component: Elevator System (2 cars)
Remaining Useful Life: 12 months
Replacement Cost: $320,000
Current Reserve Allocation: $98,000
Funding Status: CRITICAL SHORTFALL"

🤖 AI-Generated Analysis

Our AI has identified a critical funding gap. With only $98,000 in reserves against a $320,000 elevator replacement cost due in 12 months, the building faces a $222,000 shortfall. The recommended monthly increase of $89/unit would generate $166,644 annually (156 units × $89 × 12), which combined with current reserves would cover the expense while maintaining a healthy reserve buffer.

💰 Cost Optimization Opportunity

Bundling Park Towers HVAC and River View window projects could save $47,000 through contractor economies of scale. Optimal timing: Q2 2025.

📊 Portfolio Performance

Your portfolio's reserve health (64%) is above industry average (52%). Sunset Place and Maple Estates are excellent examples of proactive reserve management.