Vantage West
Portfolio Command Center
BB
Vantage West · Active Real Estate
Your portfolio, in one glance
Everything you own, everything in flight, the capital behind it, and the initiatives moving each forward. The page keeps itself current from your sources, so the first thing you see each morning is what needs you.
Synced · H1 2026
3 assets · 49 units · 1 raise
Puget Sound · Tri-Cities
Connected sources Outlook OneDrive / SharePoint Consolidated financials CoStar Protocol PM
Needs you
Aaron Ridge · $4.0M raise 62% committed
Cascade Crown · 7/1 renewals lift rents to $30.7K/mo
Rainier Flats · rate resets Apr 2028
Distributions · Q2 investor run due Jul 15
Portfolio Value
$10.2M
Estimated · 3 owned assets
Units Owned
49
Seattle + Kent
In-Place NOI
$499K
H1 2026, annualized
Occupancy
95.9%
47 of 49 units leased
Active Raise
$4.0M
Aaron Ridge · Q3 close
Portfolio map
Owned + in flight · click a pin
Operating
Raising
Underwriting
Sourcing
Puget Sound · Tri-Cities
In-place NOI by asset · annualized
Debt maturity & reset timeline
All holdings
Click a row for the full workbook
Asset
Units
NOI (ann.)
Occ.
Rent / mo
Deal pipeline
Sourcing → exited · full lifecycle
Sourcing
Underwriting
Operating
Exited
Lead deal
Aaron Ridge · Richland
Aaron Ridge · capital raise
$4.0M LP equity · Q3 2026 close
Commitments
Committed amount and the LP roster are illustrative placeholders. Wire from your investor tracker to make this live.
Distributions owned portfolio
PeriodAmountStatus
Q1 2026$71,400Paid
Q2 2026$74,900Due Jul 15
Q3 2026$76,200Projected
Q4 2026$78,000Projected
Illustrative distribution schedule · replace with your actuals.
Close Aaron Ridge
In flight
Complete the ~$4M LP equity raise and close on the $9.15M agency mortgage. Target Q3 2026.
Tied to Aaron Ridge · owner: Z. Fosseen
Portfolio roll-up
This build
Every asset's rent roll, T-12, and pipeline in one live view, refreshing from your consolidated workbooks rather than by hand.
Owner: BrokerLens · from consolidated financials
Manager accountability rhythm
Queued
A standing cadence so Protocol PM is actively steered. Cascade renewals and Kent vacancies surface here first.
Owner: Z. Fosseen · monthly refresh
Source two acquisitions a year
Queued
Build a sourcing pipeline toward the three-year plan of six assets. Quality-basis operator strategy.
Owner: Z. Fosseen · feeds Positions

Claude workflows

Three agents that run on your real portfolio data. Each reads the connected sources, does the work, and hands back a draft for your approval. Press run.

Investors
Draft the quarterly investor update.
Pulls the rent rolls and T-12s, computes NOI and occupancy, and drafts the letter in your voice.
Operations
Rent-roll variance check.
Reads Protocol PM reporting against budget and flags where rent, occupancy, or expenses drift.
Acquisitions
First-draft IC memo · Aaron Ridge.
Reads the OM, pulls comps, runs the returns, and drafts an investment-committee memo with a recommendation.
Vantage West · Portfolio Command Center
Illustrative prototype · all properties, figures, distributions, and the investor roster are example data for demonstration only.