不動産・ファシリティマネージャーキット
不動産の取得、賃貸、運営:デューデリジェンス、評価、賃貸借契約の要約と会計、レントロール、FM計画、アセットマネジメント、建物状況。
9 件のテンプレートを、使う順に 4 ステップで並べています。エディターで開いて記入し、PDF、DOCX、HTML に書き出せます。
取得
Property Due Diligence Checklist Template
標準Real estate due diligence: title, planning, environmental, technical, tenancy, financial and tax, energy, findings with RAG and route, sign-off
ASTM E1527-21 (named); ALTA/NSPS 2026; Directive (EU) 2024/1275Property Valuation Report Template (RICS Red Book, IVS)
フルValuation report: terms of engagement, basis of value, assumptions, inspection, tenancies, evidence, income approach, sensitivity, opinion of value
RICS Valuation Global Standards (effective 31 Jan 2025); IVS (effective 31 Jan 2025)
賃貸借
Commercial Lease Abstract Template
標準Lease abstract: parties, premises, term, rent and reviews, critical dates and options, repair and alienation, accounting inputs, open points
Lease Accounting Memo Template (IFRS 16, ASC 842)
フルLease identification, components, lease term, IBR build, measurement, index remeasurement, exemptions, ASC 842 classification, JEs, disclosure
IFRS 16; ASC 842 (cited by number only)
運用
Rent Roll and Arrears Schedule Template
軽量Tenancy schedule with areas, rents, expiries, breaks and deposits, WAULT and occupancy, arrears ageing, recovery action log
Facility Management Plan Template (ISO 41001)
フルFM plan: context and demand, service scope, delivery model, maintenance strategy, compliance calendar, contracts, KPIs, budget, risk, energy, review
ISO 41001:2018 with Amd 1:2024Strategic Asset Management Plan (SAMP) Template (ISO 55001)
標準Line of sight to objectives, portfolio summary, decision criteria and rights, risk approach, life cycle strategies and cost method, scored investment plan, enablers
ISO 55001:2024
計画
Property Condition Assessment Template (ASTM E2018)
標準Building condition survey: scope and limits, property description, condition by system, immediate and 10-year cost forecast, recommendations
ASTM E2018-24 (structure only)Capex Request Template (Authority for Expenditure)
フルRequest summary, need and options, cost by work package, evaluation summary, capitalisation (IAS 16, ASC 360), phasing, approval route, tolerances
IAS 16, IAS 38, IAS 23, IAS 36; ASC 360, ASC 350-40 as amended by ASU 2025-06 (names and paragraph numbers only)