Portfolio Valuation

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We have previously said that the valuation is carried out at Unit level and that a Portfolio valuation is an aggregation of the Unit values within it. However there are certain valuation functions that can be performed at the Portfolio level such as revaluing using a Single Yield and Goal Seek. These functions are the same as described in the Property Valuation section.

 

 

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The Single Yield and Goal Seek functionality that operates at Property level also operates at Portfolio level.