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Northbank Housing Partners

396 units · $91.9M TIV · 6 locations · Sample

Portfolio Briefing

Northbank Housing PartnersSep 10, 2026

What changed, what needs attention, who is responsible, what decision is needed, and what happens next. A 60–90 second read — not a dashboard and not the Board Report.

Sample
2critical issuesNo items need your attention40closing days85%renewal file

Signature

What changed since your last briefing?

Dated records from Sep 3, 2026 through Sep 10, 2026.

Broker submissions
0
Owner verifications
0
Commitments became overdue
0
Commitments completed
0
New quotes
0
Claim changes
0
Mitigation changes
0
Conversion changes
2
  1. Sep 8, 2026 · Conversion change

    Mortgagee / loss payee wording

    Millwork Lofts · pending confirmation

  2. Sep 5, 2026 · Conversion change

    Named insured stack — GP / LP / SLP

    Millwork Lofts · potential variance

Owner decisions required

Verification items — not the risk list

No submissions are waiting on owner verification.

Critical issues

Portfolio and transaction — top items only

Not the full Watchlist.

  1. Closing in 40 days · 3 items overdue · 6 due within 14 days · 2 critical dependency.

  2. One flood-structure issue: determination, indicated NFIP, whether excess flood is structured, and closing evidence.

  3. $98,000 is on the quote line. It is not in the in-force composite.

  4. 2 dwellings recorded as unsprinklered. The fact is on the schedule — it is a signal, not missing data.

  5. Millwork Lofts builder’s risk: named storm 5%; wind 5% named storm · Ash Court LP project: named storm 2%; wind 2% named storm · Elm Senior LP project: named storm 2%; wind 2% named storm · River Park Family project: named storm 2%; wind 2% named storm · Cottonwood Housing LP project: named storm 2%; wind 2% named storm

Stewardship pulse

Commitments on the owner record

No stewardship record is on this book.

Market process

Recorded markets and responses

No market process record is on this book.

Who is keeping the book current?

Broker Assisted · Owner Controlled

No accepted broker invite is on the file. 0 awaiting verification.

Next 14 / 30 / 90 days

Conversion, renewal, stewardship

Next 14 days

  1. Sep 13, 2026Conversion · Builder’s risk occupancy / permission to occupy 3 days
  2. Sep 15, 2026Conversion · Investor additional insured — GL / umbrella 5 days
  3. Sep 17, 2026Conversion · Flood determination 7 days
  4. Sep 19, 2026Conversion · Construction-to-perm transition 9 days
  5. Sep 21, 2026Conversion · Flood determination in hand 11 days
  6. Sep 23, 2026Conversion · GP / SLP on builder’s risk 13 days

Next 30 days

  1. Sep 26, 2026Conversion · Occupancy permission 16 days
  2. Oct 3, 2026Owner · Master renewal file · 85% complete 23 days
  3. Oct 7, 2026Conversion · Bind permanent / cancel builder’s risk 27 days

Next 90 days

  1. Oct 20, 2026Conversion · Millwork Lofts closing 40 days

Financial stakes

Decision-relevant dollars only

  • open claims$63K incurred on open claims

What happens next

Assigned actions

PRH reports the recorded process. The owner evaluates partner performance.

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