Portfolio performance

Portfolio Overview

Period Last 90 days
Sample data
Summit Property Management

Resident experience at a glance

824 occupied units and 86 completed resident surveys across four properties.

Rolling 90 days through June 30
Resident Experience Score
84/ 100
+3 points from 81
Renewal Intent
78%
+4 points from 74%
Probably or definitely renew among valid responses
Residents At Risk
7
Follow-Up Needed
5
Issue reported or contact requested
Surveys Completed
86
Rolling 90 days
Rolling 90-day score

Resident Experience Trend

+6 since January
Resident experience score from January through June The score rises from 78 in January to 84 in June. JanFebMar AprMayJun 787980 818384
Experience drivers

What shapes the score

Staff Professionalism92
+2
Property Condition87
+1
Maintenance Quality84
+4
Communication78
-1
Maintenance Response74
-3
Primary opportunityMaintenance Response

Repair quality remains positive, but response time declined during the past 90 days.

Property comparison

Performance across the portfolio

PropertyExperience ScoreRenewal IntentFollow-UpStatus
Cedar Ridge228 units9188%0Strong
Willow Creek214 units8682%1Stable
River Park246 units8175%1Watch
Oak Terrace224 units7461%3
Management priority queue

What to fix next

3 actions
Service recovery

Flagged resident status

7Flagged
5Contacted
3Resolved
4Still Open