
How do you actually visualize rollover risk when you're screening a deal?
I've been going back and forth on this. Excel gives you a table of lease expiries but it's brutal to eyeball concentration risk. Especially on 20+ tenant retail / office. Some of the guys on my team map it in a homegrown timeline, others just sort the rent roll by expiry and squint.
Screenshot linked below with how I've started laying it out chronological expiry stack with anchor tenants called out. I would love to see how other people are doing this.