Meridian Capital · sample portfolio

Your buildings

Add building documents →

2 high risk · 4 medium risk · 3 low risk · failure estimates over the next 12 months

9 buildings · sample assessment

2 buildings need money.
4 need watching. 3 are low risk.

You are being asked to approve $1.0M. Doing it avoids $1.9M of emergency spend.

Money requested
$1.0M
across 4 items in 2027
Emergency spend avoided
$1.9M
if you approve on time
Buildings at high risk
2 of 9
Dallas · Chicago
Do this first

Replace the chiller at Meridian One, Dallas.

It's the machine that cools floors 1–22. It has broken down 3 times in 15 months. There is an 82% chance it fails within the next 12 months.

Cost to fix now
$425K
Cost if it breaks
$780K
Approve it →See whyWaiting on: Trane Southwest · quote Thursday
Aerial view of a commercial rooftop HVAC plant with cooling towers
Meridian One · Dallas
Chiller Plant A
High risk · 82%
Your part · Owner / Developer
NowApprove $425K — Dallas chillerHighest risk item in the portfolio. 82% chance of failure within 12 months.
This weekApprove $310K — Phoenix roofNorth wing roof is 17 years old and leaking at two seams.

Inspections & warranty deadlines

Meridian One · Chiller Plant A

Inspect the chiller on Nov 5. Confirm whether repair or replacement is the right next step.

Responsible: R. Alvarez · Last inspection Sep 18, 2026

View record

Meridian One · Fire alarm system

Fred to confirm the annual test appointment and attach the signed report.

Responsible: Fred Morgan · Last inspection Nov 12, 2025

View record

Cascade Union · Passenger elevators

Arrange the annual elevator inspection and upload the signed certificate. Continue routine maintenance.

Responsible: L. Ortiz · Last inspection Oct 14, 2025

View record

Fort Point Mills · Chiller 1

Arrange a service check before Dec 15 and confirm any covered repairs with the supplier.

Responsible: Dana Reed · Warranty ends 2026-12-15

View record

Everyone sees only their part

You are viewing as
Owner / Developer
Meridian Capital

"Where does my next dollar go?"

Two buildings need money this year. The other seven can wait.

On your desk
Approve $425K — Dallas chiller
Now
Highest risk item in the portfolio. 82% chance of failure within 12 months.
Capital plan →
Approve $310K — Phoenix roof
This week
North wing roof is 17 years old and leaking at two seams.
Capital plan →
Sign the 2027 board deck
This week
Already assembled from the plan below — nothing to write.
Documents →
Important documents · Portfolio

Board-level records that cover every building you own.

+ Add document
PDF
Portfolio risk summary — Q3 2026.pdf
CapexIQ · Aug 2026
SummaryOpen →
XLSX
Ownership + entity schedule.xlsx
Owner · Meridian Capital · Jul 2026
LegalOpen →
PDF
Master property insurance policy.pdf
Owner · risk team · Jan 2026
InsuranceOpen →
ZIP
Leases with capex pass-through.zip
Asset management · Aug 2026
LeasesOpen →