부동산·시설 관리자 키트
부동산 매입, 임대, 운영: 실사, 감정 평가, 임대차 요약과 회계, 임대 현황, FM 계획, 자산 관리, 상태 평가.
사용 순서에 따라 4단계로 정리한 템플릿 9개입니다. 편집기에서 템플릿을 열어 작성한 뒤 PDF, DOCX 또는 HTML로 내보낼 수 있습니다.
부동산 취득
Property Due Diligence Checklist Template
표준Real 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)
전체Valuation 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)
임대차
Commercial Lease Abstract Template
표준Lease 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)
전체Lease identification, components, lease term, IBR build, measurement, index remeasurement, exemptions, ASC 842 classification, JEs, disclosure
IFRS 16; ASC 842 (cited by number only)
운영
Rent Roll and Arrears Schedule Template
경량Tenancy schedule with areas, rents, expiries, breaks and deposits, WAULT and occupancy, arrears ageing, recovery action log
Facility Management Plan Template (ISO 41001)
전체FM 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)
표준Line 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
계획
Property Condition Assessment Template (ASTM E2018)
표준Building 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)
전체Request 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)