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