Project basics

Identify the property and intended outcome so the analyzer can frame the renovation exposure.

Project name Property address Property type Year built Square feet Current use Intended outcome

Budget and funding

Separate the visible renovation quote from available capital and known allowances.

Base renovation estimate Available renovation funding Cash reserve available Expected timeline months Permit/engineering allowance Material allowance

Carrying costs

Monthly burn matters because delays increase exposure even when scope stays unchanged.

Mortgage Taxes Insurance Utilities HOA Loan interest carry Lost rent Other monthly carry

Temporary housing

Capture displacement costs, lost rent, and vacancy assumptions that can stress the budget.

Temporary housing required

Special accessibility housing required

Temporary housing monthly cost Temporary housing months Storage/moving cost Current rent Expected rent after renovation Rental income lost during renovation Vacancy months after renovation

Risk checklist

Select known uncertainty drivers. These inputs affect backend risk scoring and scenario output.