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SRA Process checklist

Pre-Engagement Activities

Identify the purpose and scope of the SRA

Determine the key stakeholders involved in the process

Establish a timeline for the SRA process

Identify the resources required for the SRA

Data Collection and Analysis

Gather data on the organization's current real estate assets and operations

Analyze the data to identify potential risks and opportunities

Conduct site visits and inspections to assess the physical condition of properties

Review financial statements and lease agreements for relevant information

Collect market data and conduct benchmarking analysis

Risk Assessment

Identify and categorize potential risks associated with the organization's real estate assets

Evaluate the likelihood and potential impact of each identified risk

Prioritize risks based on their significance and potential consequences

Develop risk mitigation strategies and action plans

Performance Analysis

Assess the financial performance of the organization's real estate portfolio

Evaluate the efficiency and effectiveness of property management practices

Analyze tenant satisfaction and lease renewal rates

Review the organization's compliance with relevant regulations and standards

Identify opportunities for improving operational and financial performance

Strategic Planning

Develop a strategic plan for the organization's real estate assets

Identify short-term and long-term goals and objectives

Determine the optimal mix of real estate assets based on the organization's needs

Establish strategies for property acquisition, disposition, and development

Outline a budget and resource allocation plan for implementing the strategic plan

Implementation and Monitoring

Implement the strategic plan and associated action plans

Monitor the progress and performance of the real estate assets

Conduct periodic reviews and reassessments of the SRA process

Make necessary adjustments to the strategic plan based on changing circumstances

Communicate the findings and recommendations to key stakeholders

Documentation and Reporting

Document all steps and findings of the SRA process

Prepare a comprehensive report summarizing the SRA results

Include recommendations for improving the organization's real estate performance

Present the report to senior management and key stakeholders

Maintain records of the SRA process for future reference and audit purposes

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