Operation Plan Template (Excel)

The operating phase begins once a property is stabilized, shifting the focus from lease-up to long-term performance and value creation. The primary goals are to optimize operating expenses and maximize rental income, ensuring the asset consistently meets or exceeds proforma targets. 

It enables portfolio managers to track performance, evaluate variances, and make informed decisions in coordination with the Operations Director, while also providing a clear, investor-facing summary of how the asset is performing financially over 10 years time. 

Template Includes:

• KPI's & Occupancy
• Operational Budget
• Annual Operational Cost
• NOI and AAR over 10 years