The Situation
The brief.
The Capistrano lease-abstract schema is studio work product — a 20-field set so a portfolio reads as one dataset. It was refined on renewals, refinancings, and acquisitions, then shipped on every client engagement.
Every workflow Capistrano sells is one the founder reviews before it ships. This is the field set.
The Work
What we shipped.
- 50+ leases abstracted on the 20-field schema.
- Every abstract carries the Underwriting Handoff block — the config file that drops straight into the underwriting model with zero re-keying.
- Repair-vs-Replacement determinations on Roof, Structure, and HVAC for every asset — the most-misread clauses in net-lease.
- Renewal and restructure memos run off the abstracts: the lease conversation starts from a position, not a re-read.
The Outcome
The result.
The schema has supported renewals, refinancings, and acquisitions across the portfolio. It's the same schema — unchanged — that ships on every client engagement and in the free toolkit.