Actionable Steps to Align CapEx and Budgets for 2026 Success

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Summer may feel like “down time,” but when it comes to commercial real estate and property management, this is the perfect moment to jump-start your 2026 budgeting. Aligning your capital expenditures (CapEx) and operational goals now can make all the difference before the end-of-year crunch — and D2D is here to help you do it.

Here are the top action items for each asset type so you can take control of your budget process today.

Commercial Properties: Action Steps for Early CapEx Forecasting

• Inventory assets and identify future replacements. Review HVAC, roofs, and common areas for repairs due in the next 12–24 months.
• Prioritize tenant-facing improvements.Focus on projects like lobby updates and security enhancements to boost retention.
• Request vendor bids now. Getting estimates mid-year will help you lock in competitive pricing and plan accurate numbers for 2026.

Multifamily: Action Steps for Aligning Leasing and Budgeting

• Review current occupancy and renewal rates.Adjust your 2026 income assumptions based on up-to-date trends.
• Assess unit turnover costs. Prepare a per-unit CapEx reserve that accounts for appliance upgrades, flooring, and fixtures.
• Identify top resident priorities. Survey residents this summer so you can budget for amenities and improvements they actually value.

Affordable Housing: Action Steps for Subsidy Reconciliation

• Compare projected vs. actual subsidies.Flag any gaps and revise 2026 assumptions to reflect what you’ve truly received.
• Document repair and replacement needs.Align these with funding requirements so you can plan them into your budget proactively.
• Verify compliance timelines. Confirm all CapEx spending meets your program deadlines — so there are no last-minute surprises.

Mixed-Use Properties: Action Steps to Balance Multiple Revenue Streams

• Break down income by asset type. Review commercial, residential, and retail income separately to spot trends early.
• Assign CapEx to the appropriate unit.Allocate expenses like signage, shared amenities, or security upgrades to the right spaces for clear tracking.
• Establish a blended CapEx reserve. Set aside funding for shared spaces that serve multiple tenants and align with all revenue streams.

Your Mid-Year Checklist — Let D2D Help You Execute

1. Review current-year financials vs. projections.
2. Adjust 2026 budget assumptions using mid-year data.
3. Prioritize CapEx based on tenant, resident, and program needs.
4. Gather vendor estimates and lock in contracts before prices rise.
5. Align all spending with your asset-specific revenue streams.

Good budgets don’t happen by chance, they happen when you take action now. D2D specializes in helping commercial, multifamily, affordable, and mixed-use teams align their operations with their financial goals. Let us help you reduce surprises, manage risk, and make every dollar go further.

Ready to take control of your 2026 plan? Reach out to D2D — and let’s make this summer your most productive one yet.