Portfolio
Analysis
KGW
has tremendous experience and expertise in thoroughly analyzing and reviewing
all operating elements of client’s property portfolio. Our best
in class methodology and approach results in clear identification of the
strengths and weaknesses of a single property or a property portfolio
allowing us to formulate recommendations to maximize operational efficiencies
and improve profitability to ensure our clients success. This, in turn,
results in maximizing the financial benefit of the asset or portfolio
in a risk managed environment. Our due diligence model employs a seven-phase
plan:
• Evaluate overall market conditions to include population, employment, demographic and other relevant data-sets
• Conduct
asset level inspections
• Perform lease analysis to uncover all opportunities or dangers
• Lead
interviews with parties that have key roles or potential influence over
the asset
or portfolio
• Evaluate competitive assets
• Prepare a capital markets analysis of the asset to determine viability of renegotiating or refinancing and to recommend appropriate financing structure
• Formulate
evaluations, conclusions & recommendations
Our
areas of operational expertise include, but are not limited to:
• All mechanical systems such as HVAC, elevators and electrical
systems, lighting, security, fire & life safety systems, roof systems
& applications, energy conservation & management programs
• Environmental assessments
• Structural and engineering assessments
• Value engineering
• Zoning, entitlement, conditional use, variance and permitting assessments
• Property management, property maintenance, general building operations and customer service
• Assessment
of existing lease structure or financing and new lease or
recapitalization options
