Processes
In Planon RE Assets , (external) valuation, budgeting, scenario planning, and acquisitions are all integral processes supported for effective portfolio management.
• Valuation / external valuation
Conduct valuations of all real estate asset types, adhering to international best practices. Planon RE Assets supports multiple valuation methods, including DCF, Hardcore Top-Slice, and Direct Capitalization, with an IVS-compliant valuation report available.
• External valuation
This process is intended for use by external valuers who are making separate valuations of property assets and portfolios for several different clients. To facilitate this without direct connections to clients' databases, the External valuation process allows users to create a new valuation process without going through the asset selection steps. Users can then manually input asset data or import it using predefined templates for each process. Apart from this, the functionality operates in the same way as standard valuation processes.
• Scenario
Forecast financial statements by modeling the effects of strategic changes to one or multiple assets. Consider (sustainability) investments and assess their impact on income and expenditures.
• Budgeting
Create a budget using a combination of historical data and new assumptions. Integrate with accounting and property management systems to continuously monitor performance, making adjustments as needed to ensure the budget aligns with current conditions.
• Acquisition
Create new assets based on defaults and provide more detail when needed. Quickly assess the potential of each acquisition, both as an individual asset and within the broader portfolio, using key performance indicators.
The
Homepage provides an overview of all ongoing processes in your portfolio, making it easy to monitor their status. By clicking on a process, you can view detailed information about the assets involved, key performance indicators (KPIs), and the progress being made. Additionally, you can create and manage new processes, ensuring your portfolio remains well-organized and up-to-date. For more information on how to create and configure a new process, see
Adding and configuring a new process.