Portfolio Analysis

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.

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Measuring Risk and Return by Asset

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Issues impacting the NOI and Cap Rate

Portfolio Strategies: Objectives – Risk/Reward, Asset Allocation, Markets,

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Factors Affecting Value vs. Risk

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Diversification Analysis

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