Seorim portfolio walkthrough — Asset & lease level (English)

About this video

Ellie abstracts the lease pack, reconciles the property manager's trailing-twelve against the rent roll, and catches a stale rent flowing into NOI, the valuation and the monthly report.

Part 1 of the Seorim walkthrough, at the asset and lease level (Narae Tower, Gangnam). Ellie builds the rent roll with every figure cited, reconciles the May trailing-twelve and surfaces the Caldwyn rent re-base the ledger missed (180m won per month, 1.08bn won over six months), then writes the monthly asset report on the house template and flags the stale valuation. Closes on the asset dashboard with click-to-source. English narration.

• Lease pack to rent roll, every figure cited to its clause
• The catch: T12 vs rent roll, the Caldwyn re-base the ledger missed (1.08bn won, about 3 percent)
• Monthly asset report generated on the house template
• Stale valuation flagged; in-place NOI corrected to 37.44bn won
• Every figure clicks back to its source document