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Monthly asset report commentary

Write the commentary for a property's monthly report from the numbers and what happened.

Last tested 2026-10-19 Its example inputs were run through Claude Haiku 5.5, and an AI judge (Jev) scored the reply 72/100 for following the rules and doing the task.

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Rule packs

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Example output

I wrote this by hand on 2026-10-19 from the made-up inputs below, to show what a good result looks like. Your results will vary, so read every draft before you use it.

Example inputs
  • Property: Northgate Plaza, 64K SF retail center
  • Actual vs budget (occupancy, revenue, NOI, big variances): Occupancy 91% (budget 93%). Revenue $118K vs $121K budget. NOI $79K vs $80K. R&M $9.4K vs $6K budget. Utilities $5.1K vs $5.0K.
  • What happened this month: Suite 12 (2,400 SF) vacated as planned. Parking lot pothole repairs after storms. LOI signed with a PT clinic for Suite 12.
Summary
Northgate Plaza ended the month at 91% occupancy against a 93% budget, after Suite 12 moved out as planned. NOI was $79K, $1K under budget. We signed an LOI with a physical therapy clinic for Suite 12.

Variances
- Revenue: $118K vs $121K budget (-2.5%). Under the 5% threshold; mostly the Suite 12 vacancy.
- Repairs and maintenance: $9.4K vs $6K budget (+57%). Pothole repairs in the parking lot after the storms.

Leasing
Suite 12 (2,400 SF) is vacant. LOI signed with a PT clinic; lease drafting is next.

Capital projects
None this month.

Next month
Negotiate the Suite 12 lease and price a full parking lot sealcoat.

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