XO
PHP GROUP
IntellagenticXO — Primary Health Properties PLC
1,142 properties · £6bn portfolio · 89% NHS-backed
NHS 89%
Via Harry Hyman
Rent Review
FM Operations
XO Intelligence
Ask XO
Knowledge Base
Active Cases
1,104
across 10 agents
Ready to Instruct
218
strong evidence + propensity
Evidence Thin
97
XO: gaps to close
Est. Uplift This Cycle
£4.2M
ready-to-instruct cases
Tail Cases (In-House)
43
extending pharmacy model
Comparables Database
2,247
PHP internal · 8+ years
218
READY TO INSTRUCT
97
EVIDENCE THIN
389
AWAITING EVENT
400
KILL-FILE
Case Pipeline Showing 12 of 1,104
All
Ready
Thin
Awaiting
Kill-File
Tail
Property Agent Due Uplift Status
Comparables Intelligence PHP INTERNAL ONLY — Not CoStar/EGi
POC Structure 4-Week · No Cost · No Lock-In
Agent Allocation Board 10 active agents
Post-Assura Merger Gap (Aug 2025): 294 legacy Assura properties have no contractor contracts novated. XO Compliance Workflow is monitoring all 1,142 buildings — but contractor assignment is missing on 31 upcoming renewals. Immediate action required before patient-safety incident window opens.
Total Properties
1,142
UK & Ireland · post-merger
Red RAG
3
immediate action
Amber RAG
4
expiry approaching
Green RAG
5
compliant
Critical Certs
7
red — action now
Open Works
3
in-scope sample
Portfolio Compliance — Sample View 12 of 1,142
RAGPropertyRegionLegacyOpen WorksNext Expiry
Certificate Pipeline All types: fire · legionella · EICR · gas · asbestos
StatusPropertyTypeExpiresContractor
Work Orders Sample
IDPropertyDescriptionPriorityStatusEst. Cost
Streamline Workflows 6 configured for FM
Total Insights
12
across both use cases
Critical
3
immediate action
High
4
this week
XO Data Points
4,891
indexed across PHP estate
Rent Review Intelligence
FM Operations
PHP Group — Contact Map
ContactRoleUse CaseStatusNext Step
Harry Hyman
harry.hyman@phpgroup.co.uk
Non-Executive Chair SPONSOR WARM Opened all five contacts on 19 March
Oliver Goodman
Oliver.Goodman@phpgroup.co.uk
Director, Rent Reviews & Valuation RENT REVIEW MOST ENGAGED Discovery done 21 Apr — follow up on POC scope, pick one of three pain points
Yasmin Romane
Yasmin.Romane@phpgroup.co.uk
Assoc. Director, Head of FM FM OPS WARM — TIED UP FM insource project — wait, then 20-min call. Deck sent 8 April.
David Austin
David.Austin@phpgroup.co.uk
Director, Asset, Property & FM ASSET MGMT WARM Meeting proposed post-Easter — confirm call
Mark Davies
Mark.Davies@phpgroup.co.uk
CEO EXECUTIVE WARM "Look forward to following progress" — keep updated at milestone
Olivia Mawdsley
Olivia.Mawdsley@phpgroup.co.uk
Property Management TBC NOT YET ENGAGED Introduction received — first contact needed
Ask XO
Queries the PHP portfolio knowledge base — 1,142 lease documents,
14,847 extracted clauses, 260 Qdrant collections. Real intelligence.
Which cases should I instruct first?
Top compliance risks right now
Best performing agents by uplift
Any lease expiry risks?
How much uplift is available this cycle?
Non-standard clauses in the portfolio
1,142
Leases ingested
847K
XO vectors total
2
Near expiry / holdover
Today
Last KB sync
Lease Register Showing 12 of 1,142
XO Knowledge Reads
XO reads every lease in the portfolio continuously. Each document is chunked, embedded, and stored as vectors in PHP internal knowledge base. When a rent review is triggered, XO queries the relevant lease vectors alongside comparable evidence to generate the instruction brief.

Lease documents ingested1,142 / 1,142
Lease clauses extracted14,847
Review clause flags38 non-standard
Break clause alerts6 exercisable within 12m
Non-Standard Clauses Flagged
Cap on increase — 3 leases cap upward movement at 3% per cycle. XO has flagged for Oliver.
Mutual break clauses — 4 leases carry mutual break rights. Castleton (yr 5) and Bridge Street (18m notice) highest risk.
Tenant break — exercisable — Avalon Road tenant has 24m notice right. Current holdover status increases exercise risk.
Legacy D1 use class — 2 leases use pre-2020 D1 designation. XO has noted potential planning friction on redevelopment.
Configuration
Show Kill-File cases
400 cases below uplift threshold
Show Tail cases
43 in-house pharmacy candidates
Days to review60 days
Hide cases below£0