Venture Health IQ Real Estate
Meridian Real Estate Partners · 4 assets
LIVE
MP
88/100

Healthy — Strong Performer

Occupancy and rent collection are solid. NOI trending up 4.2% YTD.

Quick Stats
📈 NOI — Last 12 Months
◎ Live Signals
$ Net Operating Income (NOI)
$34,180
Revenue minus all operating expenses
↑ 4.2% YTD
⚠ Delinquency Rate
2.1%
% of rent unpaid or late this month
↓ from 3.4% last mo.
÷ Expense Ratio (OER)
38.4%
Operating Expenses ÷ Gross Income
— Stable vs. last quarter
📊 Revenue vs. Expenses — 6mo
💳 Delinquency Trend
Unit 12A – Johnson
45 days
Unit 08C – Martinez
27 days
Unit 31B – Williams
15 days
⊡ Occupancy Rate
96.5%
136 of 142 units occupied
↑ from 94.2% last month
📅 Avg. Days to Lease
11
Average re-letting time (days)
↓ from 18 days last quarter
↩ Renewal Rate
74%
Tenants renewing vs. vacating
↑ from 68% YoY
📈 Occupancy — 12 Month Trend
📋 Current Vacancies (6 units)
UnitTypeVacant SinceStatus
04B1BR/1BA18 daysShowing
11A2BR/2BA9 daysApplication In
22CStudio6 daysApplication In
31D2BR/1BA31 daysNo Activity
38A1BR/1BA4 daysShowing Today
41B3BR/2BA2 daysListed
⚙ Maint. Cost Per Unit
$87
Monthly average per occupied unit
↓ $12 vs. last month
⏱ Avg. Work Order Turnaround
2.8 days
Submission to resolution (avg.)
↑ from 1.9 days — investigate
📋 Open Work Orders
14
3 high · 8 medium · 3 low
↑ 5 new this week
⚠ High & Medium Priority Work Orders
Unit 07C — Water leak under sink
Active drip; mold risk if unresolved. Plumber scheduled today.
4 daysHIGH
Unit 19A — HVAC not cooling
Unit staying at 84°F. Technician dispatch pending.
3 daysHIGH
Common Area — Pool pump fault
Pool closed. Parts on order.
6 daysHIGH
Unit 33B — Garbage disposal
Not functioning. Scheduled Thursday.
2 daysMED
Unit 12A — Door lock stiff
Deadbolt difficult to turn. Lubrication or replacement.
1 dayMED
Unit 28D — Paint touch-up
Post-turnover touch-up requested by incoming tenant.
1 dayLOW
↩ Tenant Turnover Rate
14.1%
Annualized · industry avg 47%
↓ Excellent retention
⭐ Satisfaction Score
4.4/5
Annual survey · 89% response rate
↑ from 4.1 last year
🌐 Google Rating
4.3/5
142 reviews · Apartments.com 4.5
— Stable 90 days
📅 Leases Expiring (90d)
18
12 renewing · 6 undecided
— Outreach active
📋 Upcoming Lease Expirations — Next 60 Days
UnitTenantExpiresRentStatus
03ARodriguez, M.Jul 31$1,450Renewing
09BChen, L.Aug 1$1,625Renewing +3%
14CThompson, D.Aug 15$1,390Undecided
21DPatel, A.Aug 15$1,550Undecided
29AWilliams, K.Aug 31$1,200Not Renewing
36BGarcia, T.Sep 1$1,725Renewing
ADR (Avg. Daily Rate)
$154
↓ from $172 last year
Occupancy Rate
61%
↓ from 78% last quarter
ADR × Occ %
= RevPAR

$154 × 61%
=
RevPAR
$94
↓ −22% over 90 days (was $121)
GOP Margin: 24.1%
vs. 38.4% same period last year
📈 RevPAR — 12 Month Trend
RevPAR This Year Prior Year
OTA Platform Rankings — Competitive Set
Booking.com
#30
↓ 18 positions in 60 days
Score: 7.2 / 10 · 312 reviews
TripAdvisor
#14
↓ 7 positions in 60 days
Score: 3.4 / 5 · 198 reviews
Expedia / Hotels.com
#9
— No change (30 days)
Score: 7.8 / 10 · 89 reviews
Review Platform Breakdown
Google
3.2
★★★☆☆
284 reviews
↓ from 4.4 in 90 days
Booking.com
7.2
★★★★☆
312 reviews
↓ from 8.6 · 90 days
TripAdvisor
3.4
★★★☆☆
198 reviews
↓ from 4.1 · 60 days
Expedia
7.8
★★★★☆
89 reviews
— Stable
Department P&L Snapshot
Rooms
Revenue$267K
Expenses$112K
Dept. Profit$155K
Margin58.1%
F&B
Revenue$48K
Expenses$61K
Dept. Profit−$13K
Margin−27.1% ⚠
👥 Management & Staff Signals
General Manager — Departed
LinkedIn updated "Open to Work" · 45 days ago
45dCRITICAL
Front Desk Supervisor — Departed
No replacement confirmed
38dCRITICAL
F&B Manager — Status Unknown
No LinkedIn activity · dept running at a loss
?WATCH
Housekeeping Lead — Departed
Cleanliness complaints correlate with this departure
22dWATCH
Competitive Set — RevPAR Index (MPI)
MPI > 100 = outperforming the market. The Brenton is 38 points below the set.
PropertyIndexMPI
Hyatt Place
128
Marriott Courtyard
118
Hilton Garden Inn
109
Holiday Inn
101
The Brenton ◀
62
MPI 62 is severe underperformance. The market is healthy — this is an operator execution failure, not a demand problem.
AI Hotel Analysis — The Brenton
Verdict: CRITICAL (29/100) — Management breakdown confirmed. Four departures in 45 days. F&B losing $13K/mo. MPI 38 points below comp set. Comp set demand is healthy. Respond now or face a structural RevPAR reset taking 2–3 quarters to reverse.
◎ All Signals — Portfolio-Wide
The Brenton Hotel
OTA ranking dropped 18 positions in 30 days
Booking.com rank fell #12→#30. 6 recent 1-star reviews mentioning cleanliness and slow check-in.
2h ago
The Brenton Hotel
GM departure confirmed on LinkedIn
GM and front desk supervisor both "Open to Work." Two senior departures in 45 days.
1d ago
Westview Commons
Turnover rate rose to 28% annualized
7 move-outs in 60 days vs. 3 in same period last year. Exit survey response rate low.
2d ago
Harbor Point Plaza
Anchor retail tenant (3,200 sq ft) listed on LoopNet
Suite 101 — lease expires Oct 2025. Represents 18% of commercial revenue. Confirm renewal intent.
3d ago
Riverside Arms
Google rating held at 4.3 — 3 new positive reviews
Maintenance responsiveness praised this week. No negative reviews in 45 days.
4d ago
Riverside Arms
Permit filed: Building exterior re-paint (cosmetic)
City permit #2025-08841. No compliance concerns. Estimated 2-week completion.
5d ago
Harbor Point Plaza
Residential occupancy reached 91.2%
Three new lease signings this week — highest since Q2 2023.
6d ago
AI Property Analysis
$ FFO
$312K
Net income + D&A excl. depreciation
↑ 6.1% YoY
$ AFFO
$274K
FFO − CapEx − leasing commissions
↑ 3.8% YoY
⊡ Portfolio NOI
$94.2K
Total revenue − operating expenses
↑ 2.4% MoM
% Blended Cap Rate
6.8%
Portfolio NOI ÷ Market Value
— vs. 6.9% market
📋 Asset Health — All Properties
PropertyTypeHealthOccupancyNOI/MoCap RateSame-Store NOISignal
Riverside ArmsMultifamily8896.5%$34.2K7.1%+4.2%Healthy
Harbor Point PlazaMixed-Use7491.2%$28.9K6.4%+1.8%Watch
Westview CommonsMultifamily5183.0%$18.8K5.9%−1.1%Watch
The Brenton HotelHotel2961%$12.3K4.2%−8.4%Critical
AI Portfolio Briefing — Meridian Real Estate Partners
Portfolio Verdict: WATCH (65/100) — Three of four assets stable or improving. The Brenton Hotel is a material risk: RevPAR −22%, OTA ranking collapsed 18 positions, four management departures in 45 days. Westview needs a leasing audit. Harbor Point anchor retail renewal unconfirmed for Oct 2025.
Portfolio Strengths
  • FFO up 6.1% YoY — solid growth
  • Riverside Arms above all benchmarks
  • Blended cap rate 6.8% competitive
  • AFFO payout coverage at 1.14×
Risk Flags
  • Brenton — operator breakdown confirmed
  • Westview — same-store NOI negative
  • Harbor Point anchor lease Oct 2025
  • Portfolio D/E at 1.8 — monitor rates
30-Day Actions
  • Initiate Brenton operator review now
  • Audit Westview leasing strategy
  • Confirm Harbor Point anchor in writing
  • Model AFFO impact of Brenton on Q3 dividend
FFO
$312K
Net income + D&A − gains on sale
↑ 6.1% YoY
AFFO
$274K
FFO − CapEx − leasing commissions
↑ 3.8% YoY
CapEx (YTD)
$38K
Capital expenditures this year
— On budget
FFO Payout Ratio
87.9%
Dividends as % of FFO
— Near 90% taxable income rule
📈 FFO vs. AFFO — Quarterly
🏗 CapEx by Property
Riverside Arms
$12.2K
Harbor Point
$9.1K
Westview Commons
$7.6K
The Brenton Hotel
$9.1K
AFFO = FFO − CapEx − Leasing CommissionsAFFO is the truest measure of distributable cash — it subtracts real cash spent maintaining and re-leasing properties.
$ Portfolio NOI
$94.2K
Revenue − Operating Expenses (excl. debt)
↑ 2.4% MoM
% Blended Cap Rate
6.8%
NOI ÷ Market Value ($48.2M)
— vs. 6.9% market comp
📊 Same-Store NOI Growth
+1.4%
Props held >12mo · excl. Brenton drag
Brenton dragging portfolio −2.1%
⊡ NOI & Cap Rate by Asset
PropertyMonthly RevenueOperating ExpensesMonthly NOIMarket ValueCap RateSame-Store NOI
Riverside Arms$55.1K$20.9K$34.2K$5.8M7.1%+4.2%
Harbor Point Plaza$46.8K$17.9K$28.9K$5.4M6.4%+1.8%
Westview Commons$33.2K$14.4K$18.8K$3.8M5.9%−1.1%
The Brenton Hotel$28.4K$16.1K$12.3K$3.5M4.2%−8.4%
⚖ Debt-to-Equity
1.82×
Total Debt ÷ Total Equity
— Moderate; monitor rate increases
÷ Debt-to-Total Assets
64.5%
Total Debt ÷ Total Asset Value
— Within REIT norms (<65%)
$ Interest Coverage Ratio
2.8×
EBITDA ÷ Interest Expense · Target >2.0×
↑ from 2.4× last year
📋 Debt Schedule by Property
PropertyLoan BalanceRateMaturityLTVAnnual Debt ServiceStatus
Riverside Arms$3.48M4.25%Jan 202960.0%$211KCurrent
Harbor Point Plaza$3.24M4.75%Sep 202760.0%$198KCurrent
Westview Commons$2.47M5.10%Mar 202665.0%$163KRefi Due
The Brenton Hotel$2.10M5.50%Jun 202860.0%$138KDSCR Watch
Westview loan matures Mar 2026 — begin refi by Q4 2025. Brenton DSCR below 1.2× — review covenant triggers with lender before Q3.
◉ Dividend Yield
6.4%
Annual dividend ÷ share price
— Above avg. residential REITs
% FFO Payout
87.9%
Dividends ÷ FFO
— Compliant with 90% rule
% AFFO Payout
100.4%
Dividends ÷ AFFO · >100% flagged
⚠ Marginally above AFFO
$ Q2 Distribution
$274K
Total distributed to LPs
↑ 3.8% vs. Q2 last year
📋 Distribution Analysis

AFFO Payout at 100.4% — Action Required
Distributing marginally above AFFO due to Brenton underperformance. Sustainable short-term — but model Q4 at 96–98% of AFFO if RevPAR doesn't stabilize in 90 days.

Westview Refi Risk
March 2026 maturity at ~6.8% vs. 5.1% existing will compress AFFO by $18–22K annually. Factor into Q1 2026 distribution modeling.

NOI Contribution to Portfolio
Riverside Arms
36%
Harbor Point Plaza
31%
Westview Commons
20%
The Brenton Hotel
13%
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Financial Performance
Gross Revenue
Total rental income collected
Operating Expenses
Total operating costs (excl. debt)
Unpaid / Late Rent
Amount currently delinquent
Occupancy & Leasing
Total Units
Total leasable units in property
Occupied Units
Currently rented units
Avg. Days to Lease
Average vacant days before new tenant
Renewals This Month
Count of leases renewed
Maintenance
Total Maintenance Cost
Sum of all maintenance spend
Open Work Orders
Count of unresolved work orders
Hotel Fields (leave N/A if not applicable)
RevPAR
Revenue per available room
ADR
Average daily rate
GOP Margin %
Gross operating profit margin
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