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Good property management leaves a clear evidence trail

Simon Birchall · Archive date

A useful record shows what was reported, who responded and whether the matter was resolved.

Keep the practical lesson

My earlier LinkedIn post on residential landlord compliance highlighted the importance of recording how concerns are investigated and handled. Commercial property has its own legal and lease arrangements, so a residential compliance checklist should not simply be transferred across. The operational lesson about clear records remains useful.

Capture the issue as it happens

When a repair or occupier concern is reported, record the date, the location and a clear description. Keep relevant photographs and correspondence together. Identify who is responsible for the next step and when it should be reviewed.

Record the outcome, not just the instruction

Sending a job to a contractor does not establish that it has been completed. Keep the inspection findings, work instructions and completion information, then check whether further action is needed. A file should make the current position understandable without relying on somebody’s memory.

Make oversight easier

A simple, consistent record helps owners and their teams follow open issues and spot recurring problems. Agree responsibilities with the managing agent and relevant advisers, using the actual lease and applicable requirements. This is an approach to operational record-keeping, rather than a statement of commercial landlord legal duties.

Adapted and expanded from an earlier LinkedIn post by Simon Birchall. The archive date is assigned for this website; it is not a verified LinkedIn publication date.

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