BUYING & SELLING PROPERTIES​

See how Refined Data manages site data from acquisitions through to disposition

A NEW SITE IS IDENTIFIED FOR ACQUISITION


Refined Data recognizes when a new site code is added to Yardi, SAP, JDE or MRI

INITIATE YOUR DUE DILIGENCE PROCESS


Refined Data automatically notifies team members in Acquisitions, Asset Management, Accounting, Leasing, EHS, Operations, HR and other key disciplines of the new site.

THE ACQUISITIONS TEAM PREPARES BASIC SITE REPORTS

Site reports, inspections, checklists, spreadsheets and other documentation are uploaded to a shared document repository.  Your team is notified when key acquisition reports are available to support and inform their work.

ENVIRONMENTAL ASSESSMENT REPORTS


The EHS team uploads environmental assessment reports to the shared document repository and builds a risk profile which includes asbestos, mould, storage tanks and other categories of potential risk to the environment

SAFETY, FIRE AND HAZARD ASSESSMENTS


The OHS team identifies potential sources of risk to occupant safety and site non-compliance with health and safety regulations.  Corrective action work orders are generated and actioned by the operations team.

DEFICIENCY WALKTHROUGH


The operations team conducts a site walkthrough using their mobile deficiency checklist, creating corrective action work orders which include photographs, detailed notes and repair estimates

CREATING ORDER OUT OF CHAOS!


Multiple stakeholders, all following a repeatable due diligence process.  Reports, checklists, work orders and other shared data remains available to the team as the site comes under operational control.
Man behind desk giving the thumbs up sign

The Refined Data due diligence checklists ensure that reports, audits, inspections and other site information is accessible to your team through the full lifecycle of your assets. 

A templated process ensures acquisition and disposition workflows are repeatable, rigorous and efficient.

Software Use Cases

Benefits of the System

  • Attach documents, photos, files, links, and other relevant information for so everyone get all the information the need at the click of a button.

  • Give field staff the ability to use the data gathered during due diligence as soon as a site is acquired

  • Develop and maintain a history of all your operational risk information as the site is managed

  • Create a comprehensive and organized disclosure database for prospective purchasers

Feel free to contact us for more information...

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