Successful portfolio management depends on making the right decisions at the right time. To do this, you need a system where the portfolio manager can constantly receive reports on current and future portfolio ratios that could potentially affect future developments. This is why it is necessary to process and quantify market data so that the impact on any future developments may be assessed. Only on this basis can a portfolio manager explore and evaluate the available range of options.
We meet these requirements by offering specific options for mapping and analyzing ratios effectively across several levels. Our software, RealEstimate, offers a multitude of analysis options (for example, an analysis based on a risk-return profile) to perform strategic analyses on the portfolio or product level.
This is independent of whether the customer has defined a number of rental agreements, properties, products or companies as a portfolio.
Except from our software solution RealEstimate we also advise on specific questions around the topics models, analysis, financial mathematics and their implementation in software.
Example of an analysis of a product portfolio (real estate funds) in return-risk profile
RealEstimate brings proven techniques used to price and conduct risk analyses together with our innovative financial mathematical models. RealEstimate takes a holistic approach to real estate portfolios. All real estate properties in a portfolio are valuated according to the same technique and can be compared to one another regardless of the currency.
Our reporting concept forms an essential element in our risk management system. RealEstimate provides name-oriented reporting where all reports and analyses can be combined with one another in a multidisciplinary manner. Our reports are categorized according to the following levels:
- Market level
- Company level (for example, separate trust assets)
- Portfolio level
- Property level
Each level offers the option of analyzing historic or prognostic data over a period of time or at a point in time. At each level, RealEstimate holds a myriad of ratios to actively manage a real estate portfolio or an individual property company.
RealEstimate offers a variety of viewing options which can be customized based on specific customer needs. To ensure efficiency day in and day out, standard reports can also be customized, automated and made available in the format that the customer wishes.