Portfolio management May 2026
What managing real estate across 21 sites taught me about data
During TikTok's North American expansion I was running capital programs across 21 simultaneous sites. The operational challenge was significant. The data problem was harder — and it's one the industry still hasn't solved.
Critical dates Coming soon
The cost of a missed renewal window
When a notice deadline passes unactioned, the lease continues on the landlord's terms. What does that actually cost — and how often does it happen in portfolios managed without a system?
CRE operations Coming soon
From spreadsheets to intelligence: managing real estate at scale
Spreadsheets work at five leases. They break at fifteen. The question isn't whether to move off them — it's what you build institutional knowledge on when you do.