top of page
Portfolio Valuation workstream helps process external and internal asset valuations, collate into portfolios, and analyse performance stats and variances
Challenge
❖
CRE assets are typically valued 2-4 times a year through a combination of independent, directors’ and bank valuations
❖
For each asset, owners / managers manually collate key valuation metrics, market comps and commentary in Excel
❖
These files are then linked to another, larger portfolio Excel file to tally up asset valuations, run analysis and period variances
❖
The process is cumbersome and error-prone requiring ongoing material effort to input, collate, change and analyse information
Solution
Linked valuation sources, customisable inputs and calcs, standard output formats
Stored valuation metrics with performance and like-for-like variance analysis
Auto rollup of asset metrics into sets e.g. vehicles, sectors, locations, types
Total / weighted portfolio stats and variances in home currency and units
Benefits
1.
Quicker, higher quality output using fewer resources
2.
Standardised, transparent process facilitating faster sign-offs
3.
Greater capacity to value more properties, more frequently
4.
Access and read-write controls, data security and storage
5.
Instant big picture clarity for leadership, ICs and boards
bottom of page