Portfolio Strategy
Portfolio Strategy
Whether your portfolio consists of five locations or five thousand, our Corporate Services professionals can partner with your current internal real estate management resources, including treasury and HR, to position your owned and leased assets as strategic tools for your business’ growth. By treating your portfolio data as a proactive tool, our advisors can identify and monetize underutilized owned assets for purposes of releasing capital, dispose of excees space and facilities, renegotiate leased assets to better align them with the most competitive rental rates in the market and work to maintain flexibility to support the ever changing needs of your organization. Portfolio Strategy includes:
- Leased facility acquisitions
- Owned facility acquisitions
- Excess space and surplus asset dispositions
- Lease restructures and renegotiations
- Merger and acquisition due diligence
- Merger and acquisition portfolio integration
- Portfolio administration, including data management
- Desk audits
- Complete operating expense and real estate tax audits
- Critical date tracking
- Sarbanes Oxley and SFAS 13 compliance
- Benchmarking
- Scenario planning
- Planning parameters and other space standards
- Development and implementation of real estate cost reduction programs
True Portfolio Strategy leads to best practices and innovation for strategic occupancy planning, whether for a critical single asset (e.g. a headquarters campus) or an entire business unit (e.g. overhauling the entire distribution supply chain, R&D or sales office functions). This approach assures that all potential space and cost saving solutions are evaluated. Decisions are therefore made by an informed client which can make recommendations to its organization based on sound economics and real world application.