Portfolio Optimization Service Sheet

Real Estate

October 26, 2018

A periodic program of portfolio optimization includes an evaluation of investment goals, risk management and investment strategies needed to secure and maximize short and long-term returns to investors. The portfolio and its assets are evaluated to understand current value and cash flow as well as opportunities and risks to asset value, capitalization structures, and timed distributions. We assist our clients to identify core and non-core assets and to evaluate and select alternative investment and tax advantaged strategies to meet and exceed their goals and objectives.

The Services

Strategic Planning

  • Performance benchmarking
  • Asset classes and concentrations
  • Long and short-term hold/sell analysis
  • Acquisition and disposition strategies
  • Transaction strategies and tax planning

Due Diligence and Underwriting

  • Income and expense analyses
  • Valuation/appraisal – mark-to-market
  • Opportunity and risk assessment
  • Forensic investigations

More Info

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