Sample report
Stag Site Property · Sample Report. Property-level records and portfolio-level visibility — illustrative sample, not a client file.
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Owner Action Register
| ID | Finding | Condition | Required timing | Workflow status | Allowance |
|---|---|---|---|---|---|
| DCK-01 | Verify guard; replace deteriorated boards Rear deck and exterior stair approach | condition: Action needed | timing: Before peak season | status: Quote needed | $1,500–$3,000 |
| INT-02 | Renew failed sealant; verify dry substrate Hall bath | condition: Action needed | timing: Before peak season | status: New | $250–$600 |
| DRN-01 | Redirect downspout; stabilize erosion Rear drainage | condition: Action needed | timing: 0–6 months | status: Quote needed | $600–$1,500 |
| MEC-01 | Document/treat condenser corrosion at service Exterior HVAC | condition: Monitor | timing: 0–12 months | status: Monitor | $400–$900 |
| PAV-01 | Crack sealing and edge preservation Driveway | condition: Monitor | timing: Off-season 2027 | status: Plan | $1,000–$2,000 |
Finding Detail
DCK-01 · Rear deck and exterior stair approach
Qualified deck/carpentry contractor — hands-on guard verification and localized board replacement
Allowance $1,500–$3,000 · Confidence Medium · Visual quantity and regional planning allowance; contractor quote required
INT-02 · Hall bath
Maintenance renews sealant and verifies substrate is dry
Allowance $250–$600 · Confidence High · Visible sealant separation; concealed condition unknown
DRN-01 · Rear drainage
Landscaper quote for redirection and localized stabilization this off-season
Allowance $600–$1,500 · Confidence Medium · Visible discharge at eroded area
MEC-01 · Exterior HVAC
Treat/document during scheduled HVAC service; do not replace based on this visual review
Allowance $400–$900 · Confidence Low · Visible coastal corrosion; no technical testing performed
PAV-01 · Driveway
Preserve edges and seal cracks on the 2027 off-season plan
Allowance $1,000–$2,000 · Confidence Medium · Surface cracking only
Capital and Reserve Plan
Fictional illustrative sample data for a single vacation property. Allowances are planning tools, not bids.
| Year | Item | Type | Range | Confidence | Estimate basis | Acceleration trigger |
|---|---|---|---|---|---|---|
| 2026 | Gutter discharge regrading at north downspout | Maintenance | $800–$1,400 | Moderate | Local comparable allowance · visual extent | Standing water after storms |
| 2026 | Deck guardrail fastener and baluster repair | Maintenance | $1,200–$2,200 | Moderate | Visible hardware condition · typical coastal labor | Loose sections or guest-facing risk |
| 2027 | HVAC outdoor unit replacement (specialist evaluation first) | CapEx | $6,500–$11,000 | Low–moderate | Visual wear · age reported by manager · not tested | Failure during occupancy · refrigerant leak |
| 2028 | South-elevation siding and sealant campaign | CapEx | $9,000–$16,000 | Low | Visible weathering · area estimate only | Moisture staining at interior window returns |
Annual Change Record
Fictional illustrative sample for one property. Dates are internally consistent within the sample.
| ID | Item | Year 1 | Year 2 | Change |
|---|---|---|---|---|
| DCK-01 | Rear deck / guard verification | condition: Action neededtiming: Before peak seasonstatus: Quote needed | condition: Goodtiming: Monitorstatus: Verified | Repaired and verified Actual $2,250 · prior allowance $1,500–$3,000 |
| DRN-01 | Rear drainage / downspout discharge | condition: Action neededtiming: 0–6 monthsstatus: Quote needed | condition: Goodtiming: Monitorstatus: Verified | Corrected and stable after rain Actual $1,375 · prior allowance $600–$1,500 |
| MEC-01 | Exterior HVAC condenser corrosion | condition: Monitortiming: 0–12 monthsstatus: Monitor | condition: Monitortiming: 0–12 monthsstatus: Monitor | Corrosion progressed; keep on service review — |
| ROF-01 | Main roof — general visible wear | condition: Monitortiming: Monitorstatus: Deferred | condition: Monitortiming: Monitorstatus: Deferred | No material visible change · reserve remains Reserve $12,000–$18,000 |
| PAV-01 | Driveway crack sealing | condition: Monitortiming: Off-season 2027status: Plan | condition: Action neededtiming: 0–12 monthsstatus: Quote needed | Cracking progressed · move preservation quote forward — |
Portfolio Capital Dashboard
Fictional illustrative sample data. Not client results. Portfolio views are illustrative and scoped separately from membership oversight.
Harbor Rest
Drainage + railing
Cedar Lookout
HVAC visual wear
Dune Cottage
Siding weathering
Pine Hollow
Stable since prior year
