Illustrative pilot — composite example
Illustrative pilot: capture-once across an industrial acquisition
This is an illustrative composite prepared to show how a capture-once engagement is structured. It is not a description of a specific named client, and the figures shown are illustrative rather than reported results.
Context
A regional owner-operator was acquiring a single-tenant industrial building and expected four separate documentation engagements within twelve months of closing: diligence, cost segregation evidence, an insurance baseline and a roof capital decision.
Approach
- One diligence-window capture scoped against all four intended uses rather than diligence alone.
- Property DNA record established at close, with measured areas, site quantities and an indexed evidence library.
- Cost segregation evidence and insurance baseline activated from the same record without recapture.
- Roof documentation produced from the existing aerial capture, with a targeted supplemental pass for detail.
What the structure changed
Instead of four mobilisations with four inconsistent datasets, the owner held one reviewed record that each professional could draw from within their own scope of work.
Boundaries held throughout
- The cost segregation study itself was performed by the owner's CPA; we supplied the evidence layer.
- No engineering conclusions were issued on the roof assembly; the documentation supported the owner's roofing professional.
- No valuation or coverage determination was made at any point.