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.

Measuring Risk and Return by Asset

Issues impacting the NOI and Cap Rate


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

Factors Affecting Value vs. Risk

Diversification Analysis

Sub-Markets, Property Selection, Deal Making, Asset Management