Appraisals

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Appraisals can be carried out at both Portfolio and Property level. Properties and Units can be included or excluded as required. Properties can be merged into Portfolios and Properties can be bought and sold at any point on the Cashflow timeline.

Certain criteria have to be in place however before any meaningful analysis can be performed.

The Property must be capable of being valued and therefore Capitalisation Rates must be applied to each Unit, Purchase and Sale prices must be set up at Property and Portfolio level.

 

All of the settings required to run an appraisal are described in the sections on:

Creating Models > Creating Properties
DCF > Settings
Capitalisation Rates
Growth Rates
Indexation Rates.

 

In an imported Portfolio or Property some of these settings may be present in the imported file.

 

Scenarios

The ease with which Properties can be Merged into a Portfolio, together with the ability to exclude or re-include Properties and Units and amend Sale and Purchase details on the DCF timeline delivers a very powerful but easy to use Scenario analysis tool to the User.

For example Portfolios could be deconstructed into mini or sub Portfolios, say by sector or use, and the elements analysed separately. These could then be merged together again to provide a combined analysis.

 

The techniques for achieving this are described in the following sections.