
Multi-Property Portfolio Inspection


The Challenge
A property management company overseeing five multifamily communities across Orange County needed all properties inspected for SB-721 compliance before the end of the year. With 840 total units and over 1,200 exterior elevated elements, the management team needed a single vendor who could handle the entire portfolio consistently and deliver reports in a standardized format for their board presentations.
Our Approach
We created a phased inspection schedule that rotated crews across all five properties over six weeks. Every element was inspected using the same methodology and documented in our standardized digital reporting system. Each property received its own compliance report, and the management company received a portfolio-level summary showing compliance status, priority repairs, and estimated costs across all five communities.
Results
- All 5 properties achieved SB-721 compliance on schedule
- 1,200+ exterior elevated elements assessed with consistent methodology
- Portfolio summary report enabled the board to approve repairs across all properties in a single meeting
- Standardized format reduced management company review time by 60%
- Ongoing compliance tracking dashboard provided for future inspection cycles
Services Performed
- Portfolio-Wide SB-721 Inspection Program
- Standardized Digital Reporting Across All Properties
- Cloud-Based Photo Documentation (8,500+ Photos)
- Priority-Ranked Repair Schedules Per Property
- Portfolio Summary Report for Board Presentations
- Ongoing Compliance Tracking Dashboard
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