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Analysis and strategy for assets and portfolios

Buy, invest or sell? You can only take the right decisions if you are adequately informed about the costs, potential and risks involved in your property portfolio. And this requires comprehensive analysis of the existing assets.

 

Active real estate management

From an investment point of view, it is not enough to simply hold or manage a real estate portfolio. Achieving the best possible performance requires active management based on a clearly defined real estate strategy. Our asset and portfolio analysis supports private and public organizations on their path to a successful strategy by looking at the entire real estate lifecycle – from acquisition to successful exit.

The goals for real estate portfolio owners are optimizing use of space, reducing costs and risks, and making informed decisions

Portfolio owners are often unaware of the opportunities and risks presented by their portfolio, and cannot accurately quantify costs or savings potential, spatial efficiency, or flexibility. They are also not sufficiently informed about the condition of their properties and the risks arising from the associated operator responsibility. Many companies are in the dark about what costs they will incur in the coming years and whether building operation and use are economical. 

This can be remedied by comprehensive asset and portfolio analysis, which paves the way for a corresponding strategy.

 

Developing balanced measures

Measures must be both economically viable and appropriate to the company’s balance sheet and profit and loss situation. Although the approach to the problem should be comprehensive, projects should be lean: Both the outcome and the means of achieving it should be economical, ecological and functional.

Here, both questions of lifecycle costs and the value of real estate play key roles: What are their current values and how are they expected to trend in future? How do variations in basic assumptions affect outcomes, and what are the economic impacts? And finally, which optimization measures improve the baseline situation in a really effective way, and which do not?

The complexity of this situation demands professionally sound strategies tailored to each portfolio owner’s specific requirements. This not least because most properties have users who want to go about their day-to-day business undisturbed.

We work with our clients to refine their real estate strategy and define milestones for its implementation.

We assess the status of our clients’ properties as well as the short- and long-term investment backlog as the basis for the proactive  management of the real estate budget.

We identify the potential for transparent and economical operation of the real estate.

We identify long-term user needs and develop an action plan to meet them. We also examine how efficiently our clients use space, and compare the ROI from purchase or lease scenarios.

We identify efficiency potential through structured collection of operating and usage costs and comparison with current market data and benchmarks. We develop an action plan and implement quick wins.

We present the specifications for IT-based real estate management, support our clients with implementation, and collect the necessary data.

State-of-the-art innovative work environments and IT solutions enable home office solutions and reduce travel. We are also able to add digitization modules to buildings to increase user satisfaction and spatial efficiency – for example by enabling booking of workplaces and conference rooms.

Thanks to professional analysis of all capital-relevant factors, our clients get profitable functional buildings. They also benefit from effective measures to increase the organizational, ecological, economic and functional performance of their properties.

 

Let's talk. 

We look forward to hearing from you!

Simon Dietzfelbinger

Head of Financial Institutions

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