A baseline assessment became the working capital plan for a multi-tenant office portfolio
Situation
A two-building commercial multi-tenant office portfolio in the DFW Metroplex, owned by an out-of-state group, had changed ownership with no facility condition documentation. The new owner had no visibility into deferred maintenance, system condition, or capital planning priorities. Vendor relationships existed but lacked accountability or documentation. Local oversight did not exist.
What Proportional FM did
- ·Comprehensive Facility Condition Assessment across both buildings: 227 findings, 14 building system categories, 5 critical issues escalated within 24 hours
- ·Recurring onsite engagement established: scheduled hours per month plus annual FCA refresh
- ·Vendor coordination consolidated under Proportional FM: roof, plumbing, mechanical, life safety, interior finishes managed through one accountability layer
- ·Project work coordinated as it surfaced: roof remediation, cast iron pipe repair, leaky valve replacement, post-flood damage assessment, exterior furniture replacement
- ·Course-of-performance documentation maintained throughout: written communication trail, invoice acceptance, FCA delivery cadence
Outcome
Ownership operated the property from out of state on a documented operational picture it did not have before. The 227-finding baseline became the working capital plan. Recurring scope was adjusted to actual demand as the engagement matured, and assessment cadence was aligned to ownership reporting needs. Vendor work was verified at the property and consolidated in one invoice trail, so decisions were made from documentation rather than assumption.









