Strategic analysis of assets and portfolios

Active property management

Today's asset owners are faced with many problems: high costs, declining rental income and often limited functionality in older properties. These problems are often caused by the condition of the building itself, but more generally by the rapidly changing world of work, which constantly places new demands on it. It is no longer sufficient to hold or manage a property portfolio from the sole perspective of financial investment. Instead, achieving the best possible performance requires active management based on a clearly defined property strategy.

This is both a challenge and an opportunity: without a focused strategy, without a clear action plan, failure is predictable. But by taking the necessary steps, market players naturally favour balanced solutions, even if the search for profitability must be guaranteed as well as compliance with the balance sheet and income statement. To achieve these objectives, it is essential to adopt a global approach and to propose projects that are efficient from an economic, environmental and functional point of view. Not only should the final product have all these characteristics, but also the entire process leading to it. Through our asset and portfolio analysis, we support private investors and public bodies in developing a successful strategy by considering the entire real estate life cycle, from acquisition to successful exit.

How do these two factors relate to each other and how do they change over time if the starting data changes? What economic consequences do they have? And finally, what measures can be taken to effectively optimise the initial situation? Which ones do not work?

Given the need to take account of these complexities from the outset, the most appropriate strategies are usually those that are tailored to the individual needs of each portfolio manager. This is especially important as users who are mostly already settled in their properties do not want to be disturbed in their activities.

OPTIMISE SPACE AND COSTS, REDUCE RISKS, MAKE INFORMED DECISIONS

Owners are often not aware of all the opportunities and risks in their portfolio. They are not able to put a precise figure on the costs involved and to identify the potential for savings, increased efficiency and flexibility of the space. Nor do they have sufficient access to information on the exact condition of their properties and the risks for which they are liable. What costs are likely to occur and when? Is it profitable to operate and use the property? Many companies do not always have access to this data.

We provide you with concrete assistance by analysing all your assets and your portfolio in order to develop an appropriate strategy.

TAKE APPROPRIATE ACTION

The cost-effectiveness of the measures taken must be guaranteed as well as their conformity with the balance sheet and profit and loss account. It is necessary to take a holistic approach to the issue, bearing in mind the requirements of cost effectiveness, environmental friendliness and functionality. This should not be measured by the result alone, but by the whole process that leads to it.

In this context, the questions of the life cycle costs of a building on the one hand, and the property value on the other, play a central role: How do these two orders of magnitude relate to each other, and how might their relationship change over time? What factors are likely to change them? What economic consequences do they have? And finally: which optimisation measures can have a positive or negative influence on the initial situation?

Because of the often complex contexts, it is necessary to develop strategies that are adapted to the particular profile of each owner. This is all the more necessary as very often the objects analysed are in use and the users want to be able to continue their activity without hindrance.