KATHISMA CRE · GUIDED FOUNDER DEMO

From approved asset plan
to accountable outcome evidence.

Most institutional CRE organizations already have more than enough reporting. Kathisma is not trying to replace Yardi or another system of record. The question is what happens after the report arrives: where did reality materially diverge from the approved plan, what decision is required, who owns it, and did the intervention actually work?

Synthetic 4-asset demonstration. No customer data or customer performance claims.
01 · PORTFOLIO

Begin with management attention,
not another reporting pack.

K/CRE · SEPTEMBER MANAGEMENT REVIEWSYNTHETIC EXAMPLE
Harbour LogisticsOccupancy ≥ 97%
On planNo escalationContinue approved leasing cadencePlan holding
King Street TowerRenew 120K SF by Q4
Material leasing varianceApprove revised leasing responseM. Chen · broker reset · Sep 18Pending next evidence cycle
Westpark CentreOpex ≤ C$18.40/SF
MonitorNo escalation this monthRecheck utilities next cycleMonitor only
Northline IndustrialAdd C$180K ancillary NOI
ClosedPrior action completedFinance evidence attachedC$176K annualized outcome supported
02–06 · KING STREET TOWER

Follow one material issue through the full management line.

The demonstration should spend most of its time here. The value is continuity: the approved plan remains visible while current evidence changes, management makes an explicit disposition, and the action carries into the next review cycle.

APPROVED PLAN

Renew 120K SF by Q4 while protecting target economics.

Approved plan remains the anchor; it is not overwritten by the latest forecast.

EVIDENCE

65K SF renewed; two larger tenants slipped beyond the expected decision window.

Current leasing update and forecast are staged as the operating evidence for this review.

MANAGEMENT DECISION

Approve revised leasing response.

Decision rationale: protect occupancy while expanding broker coverage and escalating two renewal paths.

ACCOUNTABLE ACTION

M. Chen · broker reset and tenant escalation · due Sep 18.

Named owner, due date and evidence requirement carry into the next cycle.

OUTCOME EVIDENCE

Not yet claimed.

The record remains pending until subsequent leasing evidence supports an outcome. Expected value is not presented as realized value.

07 · CONTRAST CASES

Show that not every variance becomes an escalation.

ON PLAN

Harbour Logistics

Evidence supports the approved occupancy plan. Management sees the asset but does not spend review time inventing an issue.

MONITOR

Westpark Centre

Expense movement is supported and not material enough to change the plan. Recheck next month; no escalation.

OUTCOME SUPPORTED

Northline Industrial

A prior action is complete and subsequent operating evidence supports the annualized outcome. Finance recognition remains subject to the client's own process.

08 · CLOSE

Kathisma is not another dashboard.

The demo should close on the distinction: systems of record can remain authoritative for the data they manage. Kathisma CRE governs the recurring cross-system management line from approved plan to current evidence, material variance, explicit management decision, accountable action and subsequent outcome evidence.

Recommended founder pacing: portfolio 1 minute · King Street evidence/variance 2 minutes · decision/action 2 minutes · outcome discipline 1 minute · contrast cases 1–2 minutes · commercial pilot / questions 1–2 minutes.