The Situation
The brief.
Capistrano's lease-abstract schema wasn't built for a client. It was built for Bluebird CRE's own industrial portfolio, managed by Summit Real Estate Services — and refined on every renewal, refinance, and acquisition since.
Every workflow Capistrano sells is one the founder runs on his own deals first. This is the proof.
The Work
What we shipped.
- 50+ leases across the Bluebird-owned, Summit-managed portfolio 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.