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