Portfolio Analysis – Investor/Owner
Analysis driven to determine the value of the properties and how they perform. Prudent investors will do a yearly review and property analysis to make sure the properties are performing as they forecasted.
- Measuring Risk and Return by Asset
- Portfolio Strategies: Objectives – Risk/Reward, Asset Allocation, Markets,
- Sub-Markets, Property Selection, Deal Making, Asset Management
- Factors Affecting Value vs. Risk
- Issues impacting the NOI and Cap Rate
- Diversification Analysis