Additional service · new
Reporting
Asset and portfolio reports for owners, boards and lending banks, with budget variance analysis and key figures.
Reports for owners, boards and lenders
We prepare asset and portfolio data so that owners, management, boards and lending banks have a reliable basis for their decisions. The starting point is rent rolls, property accounts, budgets and the reports of property management and service providers.
Content, frequency and format are agreed with you, for example as a quarterly report per asset, a portfolio overview or a report for the lender including covenant compliance. Deviations from budget and business plan are identified and explained.
Typical tasks
- Rent rolls and vacancy overviews
- Variance analysis against budget and business plan
- Key figures such as rental income, vacancy rate, WALT
- Lender reporting and covenant compliance
- Data preparation when taking over a portfolio
- Setting up or reorganising the reporting system
Outcome A report that shows figures, deviations and open issues in a traceable way.
In the process
Where this service comes in
The highlighted step is where this service comes in.
- 01
Initial meeting
You describe the property, the situation and your objective. We tell you openly whether and how we can help.
- 02
Status review
We review leases, statements, technical documents and figures. Anything missing is identified. If a decision is pending, this becomes a review.
- 03
Plan and mandate
Objective, measures, budget and fees are agreed in writing, with a business plan where needed.
- 04
Delivery
We take on the agreed task, whether interim management, property management, a transaction or a turnaround.
Interim & AdvisoryReal Estate ManagementTransactions and MarketingChange ManagementExposé websites
- 05
Reporting and handover
You receive reports at the agreed intervals. The work ends with an orderly handover to your team, a buyer or a permanent appointment.
Related
What often goes with it
Real Estate Management
Strategic as the owner’s representative in asset management and operational in commercial and technical property management, separately or combined.
ViewBusiness Plans
Business plans for standing assets, repositioning and portfolios, with documented assumptions and scenarios.
ViewService Charges
Review and preparation of service charge statements in line with the leases, for residential and commercial properties.
ViewContact
Talk to us about your task.
You reach Thomas Wanitschke directly. Briefly describe the property or portfolio, your role and your plans, and you will receive an assessment of whether and how we can help.
