Platform

Portfolio Strategy & Critical Dates

Get a clear view of critical dates and portfolio performance to reduce risk and support strategic decisions.

DealSumm Dashboard showing a US map with property locations, summary metrics including total properties, tenants, leasable area, annual rent, and average PSF, along with bar and donut charts detailing rent by state and area and rent by use type.
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Functionality & Features

Critical Dates Calendar

All date provisions (expiration, base rent end, termination rights) are organized into a calendar view.

Dynamic Date Filtering

You can select a specific date category, such as "Premise Expiration," to see exactly how many critical dates fall within a specific month.

Interactive Portfolio Map

A global map displays all properties; clicking a location instantly filters the entire dashboard to show relevant metrics like leasable area and PSF for that state.

Top Earner Analysis

A dedicated table highlights your top-earning tenants and allows for filtering by property use (e.g., Medical Offices).

Benefits

Risk Mitigation

Ensure you never miss a critical deadline by having every date provision at your fingertips.

Strategic Insight

Instantly visualize your portfolio distribution by rent or square footage across different geographic regions.

Deep Drill-Down

Transition from a high-level calendar count to a detailed table of specific tenant provisions with one click.

Watch a Demo of Portfolio Strategy & Critical Dates Features

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See It For Yourself!

Contact us to share your lease data challenges and see how DealSumm can help.

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