Occupancy Forecast XLS Demo and Overview

The Occupancy Forecast XLS is designed to help you forecast occupancy month by month over the next 12 months using the key metrics that most directly affect where your property is headed. In this video, I walk through how to enter your current assumptions for skips, evictions, move-outs, renewal rates, and move-ins so the model can project a realistic occupancy path based on today’s trends.

You’ll see how the spreadsheet compares expected move-outs against the move-ins needed to stabilize or improve occupancy, giving you a clearer picture of what is likely to happen if current conditions continue. From there, I show how to override the forecast with anticipated lease activity so you can model different “what if” scenarios and understand what leasing pace is required to make meaningful progress over the months ahead.

This tool is especially useful when occupancy feels uncertain, when a property is trying to climb out of a dip, or when ownership and site teams need a more grounded way to talk about where the property is actually going. Instead of relying on instinct, the forecast helps you plan month by month with more clarity and better expectations.

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In this video, you’ll learn how to:

• Enter the current assumptions driving your forecast
• Model skips, evictions, move-outs, renewals, and move-ins over the next 12 months
• See how expected move-outs compare to the move-ins needed to improve occupancy
• Forecast where occupancy is headed if current trends continue
• Override assumptions with anticipated lease activity to test “what if” scenarios
• Use the model to understand what leasing pace is needed to reach your goals

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Why this matters

Most teams know today’s occupancy number, but far fewer can clearly see where occupancy is likely to be one, three, six, or twelve months from now. The Occupancy Forecast XLS helps you look ahead, plan more realistically, and make better decisions before small problems become bigger ones.

Watch the video below to see how the Occupancy Forecast XLS works.