One dashboard, one source of truth.
The asset management dashboard is a single HTML command center that shows every property, every loan, every CapEx dollar, and every investor-facing number for the Silver Lands / Studio 168 portfolio. It replaces the spreadsheet-and-email shuffle with one page that everyone shares.
48
Property detail pages
11
Live data domains
75
Reconciliation checks
Daily
Auto-refresh
What each person gets from it
Asset Managers
Primary users
Portfolio rollups, per-property detail, CapEx pacing, occupancy and rent roll by community.
Operations
Main Street live ops users
Daily KPIs fed from Main Street, work-order visibility, occupancy trends, rent roll health.
Acquisitions
Deal pipeline
Comp data, valuations, UW model outputs, loan terms for comparison with live deals.
Finance & IR
Monthly / quarterly
NOI, debt balance, valuation, CapEx spend — everything needed for investor updates and distribution notices.
The test: If two people look at the same metric from two different views, they see the same number. Not close — exactly the same. That's the rule that makes the whole thing trustworthy.
Two clicks to get started.
The dashboard is a local HTML file. No login, no VPN, no browser extensions. Just open the file.
- Open the Asset Management Master folder.It lives in your shared Drive or local workspace. If you don't see it, ask Chris for the shortcut.
- Double-click
asset-management-master.html.It opens in whatever browser you use by default. Chrome and Safari both render cleanly. - Bookmark it.You'll open it enough that a dock shortcut or bookmark is worth it.
Don't edit the HTML file directly. Changes get overwritten the next time the pipeline regenerates it. If something looks wrong, tell Chris — the fix happens upstream, not on the page itself.
Twelve tabs. Each one has a job.
The command center at the top of the dashboard has a row of tabs. You don't need to know all of them — most people live in two or three.
- Investment. Top-line portfolio KPIs. Units, occupancy, revenue, debt, equity, valuation.
- Operations. Same table but operations-focused — occupancy, vacant units, evictions, work-order counts.
- Performance. Per-property performance against budget and underwriting. Green/yellow/red badges.
- Rent Roll. Property-by-property rent roll detail. 2,656 lot-level records across 16 communities.
- Debt. Loan ledger — balance, rate, maturity, IO expiry, DSCR, lender.
- Valuations. The real-time source of truth for valuation metrics. Cost seg, market backfill, MH values.
- Insurance & Taxes. Premiums, coverage, property tax assessments.
- CapEx. Plan vs actual across the portfolio. Spend to date, pacing, variance by property.
- Inspections. Physical inspection records, DD status, zoning info.
- Portfolio Groups. Drill-down views by group (The Collective, Lone Star, GP Homes, etc.).
- Monthly Review. Month-over-month comparison. Used in the monthly close cycle.
- Property Detail. Click any property name anywhere on the dashboard to go to its detail page.
Pro tip. Every property name on every tab is clickable. Click it to open that property's own detail page — same data, more depth.
Where each role spends most of their time.
You don't need to read the whole dashboard. You need the three or four views that power your job.
Asset Managers
- Investment + Performance tabs daily — what moved, what's off pace.
- CapEx tab weekly — are we spending to plan, are actuals catching up to budget.
- Per-property pages on demand — click into any property to see its tabs (Overview, Plan, Actuals, Variance, Timeline, Forecast for Lakeside-level pages).
Operations
- Operations tab daily — KPI cards at the top are fed from Main Street late-afternoon pull.
- Rent Roll tab for occupancy / vacancy / eviction counts.
- Inspections tab when planning site visits or scoping work.
Acquisitions
- Valuations tab — current portfolio valuations as comp data for live deals.
- Debt tab — loan terms on comparable assets.
- Per-property pages for deal similarity checks.
Finance & IR
- Monthly Review tab during close — NOI, YTD variance, distributions.
- CapEx tab for investor-facing spend rollups.
- Debt tab for lender compliance checks.
- Per-property pages when drafting investor letters.
Ten minutes each morning.
The dashboard refreshes itself around 4:30 PM every afternoon, so Tuesday-Friday mornings you're looking at yesterday's numbers. Monday morning includes the full weekly pull.
The 10-minute check
- Open the dashboard.Investment tab loads first.
- Scan the top KPI cards.These are fed from the live Main Street data. Look for anything that moved sharply from yesterday.
- Check the Performance tab.Red / yellow badges on any property mean something is off pace. Click into the property page.
- Check Rent Roll if you own ops.Occupancy changes, new evictions, NTVs all show up here.
- Flag anything unusual.Post in the team chat or email Chris. The dashboard shows what — the follow-up is human.
Refresh cadence. The dashboard re-pulls Main Street every weekday at 4:30 PM. CapEx, GL, and GP Master overlay runs on Mondays at 4:30 PM. Rent roll updates weekly.
Close cycle and investor reporting.
Monthly close and investor reporting run off the same data the daily dashboard shows, plus a few month-end snapshots.
Close week checklist
- GL + GP Master update. Around the 15th, the latest GL export and GP Master consolidated workbook get dropped into
_sources/gl/and_sources/gp-master/. The Monday afternoon pipeline picks them up automatically. - CapEx reconciliation. After the Monday pull, check the CapEx tab. Portfolio LTD and YTD should match what finance has in the books.
- Budget variance review. Monthly Review tab shows NOI variance vs budget. Anything over 10% needs a narrative.
- Distributions. The distribution notice template pulls property-level NOI, debt service, and free cash from the dashboard.
Investor report prep
- Portfolio rollup from the Investment tab.
- Per-property commentary built from each property's detail page.
- CapEx progress from the CapEx tab (community, POH, and DD splits).
- Valuations from the Valuations tab — updated as new appraisals come in.
Four steps. Mostly automatic.
When a new deal closes, the property appears on the dashboard after these steps.
- Add the property to the roster.Chris edits
_data/properties.jsonto add the new property name under the right portfolio group (e.g. Lone Star Portfolio, The Collective, GP Homes). - Run the page stamp.Chris runs
python _scripts/stamp_property_pages.py— this auto-generates the property detail page using whatever data is already available. Empty sections just show "no data yet." - Drop in any data you have.If the property has a UW model, loan docs, appraisal, or CapEx plan, those go in the matching
_sources/folder. Next pipeline run picks them up. - Verify.Open the dashboard, confirm the new property shows up on the Investment tab and has a detail page you can click into.
Sub-properties. If it's a sub-property of an existing asset (like Carmel and DeVille/Wolfin under West Oaks), add it to
SUB_PROPS in properties.json. It inherits the parent's group automatically.
Where every data source lives and how it flows in.
All data has one path: source file → _sources/ → pipeline → _data/ → dashboard. Nothing is ever edited directly in the HTML.
What goes where
| Source | Cadence | Drop location |
|---|---|---|
| Main Street live ops | Daily, auto | Pulled by the daily scheduled task at 4:30 PM. No manual step. |
| General ledger (AppFolio) | Monthly, 15th | _sources/gl/general_ledger-YYYYMMDD.csv |
| GP Master consolidated | Monthly, after close | _sources/gp-master/GP_Master_Consolidated*.xlsx |
| Cash flow statement | Monthly | _sources/cash-flow/cash_flow*.xlsx |
| Rent roll (AppFolio) | Weekly | _sources/rent-roll/rent_roll-YYYYMMDD.xlsx |
| Monday boards (DD / Homes) | Ad-hoc | Pulled via MCP in a session, or CSV export to _sources/monday/ |
| Appraisals / cost seg | Ad-hoc | Edit _data/valuations.json with the new value (Chris does this) |
| UW models | At close | Edit _data/uw-models.json (Chris does this) |
Golden rule. Never edit files in
_data/ by hand if a pipeline stage produces them (CapEx, rent roll, Main Street). The next run will overwrite your changes. For ad-hoc fields like valuations, edit the JSON and tell Chris so the edit gets committed.
Three common cases, each with a fix.
The system catches most problems automatically. Here's what each warning means and what to do.
Dashboard shows blank page or "undefined" valuessevere
Numbers look right but feel stalemoderate
Validation banner showing on master dashboardpipeline
Nothing wrong, just want to force-refresheasy
Blank page / "undefined" values
Usually means a data file failed to load. Refresh the browser first (Cmd-R). If still broken, the pipeline may have produced a corrupt JSON. Tell Chris — a rollback backup from asset-management-master.2026-04-18*.backup.html can restore in 60 seconds.
Numbers feel stale
Check the top of the CapEx tab — the "as of" date should be within the last 7 days. If older, the scheduled task didn't run or a source file is missing. Chris can run python _scripts/refresh.py manually to force a refresh.
Validation banner on master
Means validate.py flagged a reconciliation issue in the last pipeline run — usually a CapEx number that doesn't add up or a property page file that got deleted. The banner links to the log. Send it to Chris.
Force a refresh yourself
# From the Asset Management Master folder:
python _scripts/refresh.py
# Just regenerate the JS wrappers (no ingest, no validate):
python _scripts/regenerate_wrappers.py
# Run validation only:
python _scripts/validate.py
One table. Pin it.
When-to-use quick reference across the whole team.
| Role | When | Do this |
|---|---|---|
| Asset Manager | Every morning, 10 min | Investment + Performance tabs. Flag anything off pace. |
| Asset Manager | Weekly Monday | CapEx tab after 5 PM. Review spend pacing across portfolio. |
| Operations | Every morning, 5 min | Operations tab. Occupancy / vacancy / eviction KPI cards. |
| Operations | Before site visits | Property detail page + Inspections tab for that property. |
| Acquisitions | New deal screening | Valuations + Debt tabs. Comp data from similar assets. |
| Finance | Month-end close | Monthly Review tab. NOI variance narratives. |
| Finance | Distribution run | Per-property detail pages. Pull NOI, DS, free cash. |
| IR | Monthly investor update | CapEx tab + per-property detail pages. Narrative material. |
| IR | Quarterly letter | Portfolio rollup from Investment tab + Valuations tab. |
| Anyone | Found a bug | Screenshot + Slack Chris. Don't edit HTML directly. |
Questions. If anything here doesn't match what you see on the dashboard, the dashboard is right and this guide is out of date. Tell Chris so we can update it.