LMH Portfolio Intelligence · Pilot

Santo Pilot — Roof & Asset Workbench

Tierrasanta, San Diego · SanGIS footprints + parcel geometry (logged) · dashed navy = community parcels, membership inferred from parcel join; neighbors excluded by default · assets & utilities synthetic (inferred)
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Buildings included
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Roof sqft
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Roof replacement est.
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Roof due ≤ 10 yr
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All-asset 5-yr est.
Utilities (synthetic): solid = utility responsibility · dashed navy = owner · ● = demarcation
01

Roof plan — click a row to fly to the building

Uncheck a building to exclude it (wrong building, out of scope). Material and last-replacement drive the forecast and estimate. Every entered value is inferred until a real roster or inspection replaces it; footprint geometry is logged (SanGIS).
Incl.BuildingRoof sqftMaterial Last replacedNext forecastEst. cost

Building

synthetic inventory — inferred
UnitInstalledLife (yr)Next forecastEst. cost
02

Forecast first, census when it pays

Why we forecast instead of counting everything

25 years of work-order history is an actuarial table. It already says how long water heaters, HVAC, carpet, and paint actually last here — no clipboard tour required. The locked position: forecast-first, census-opportunistic.

  • Forecast pros: immediate portfolio-wide coverage, cheap, honest about uncertainty, improves every time a work order closes.
  • Forecast cons: individual units drift from the average; a specific 2019 water heater may be a 2012 survivor.
What a census would add — and what it costs
  • Census pros: per-unit ground truth, serial numbers, warranty capture, banker-grade verified confidence.
  • Census cons: ~36,000 homes of labor, stale within years, resident intrusion, and most of the value lives in a handful of lumpy assets anyway.

So: inventory only lumpy building-level assets (roofs, HVAC, boilers) at project level; carry appliances as a rate. This drill-down shows what census-grade data would look like — every row here is synthetic and marked inferred.

The panel-QR anchor — census that builds itself

One QR code per unit on the electrical panel. Every tech visit scans it; whatever they touch gets logged against the right unit. The census assembles itself as a by-product of normal maintenance — logged confidence, at no census cost.

Utility demarcation & owner capex

Toggle the utility layers on the map. Solid lines are utility-company responsibility; dashed navy is owner responsibility. Some services hand off at the property edge (meter at the street), some at the building edge — the split point decides whose capital plan a failing lateral lands in. Owner-side laterals are LMH capex and belong in the forecast.