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.

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.

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.

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.

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.

A duplicate budget process allows the process administrator to create a duplicate budget for sensitivity purposes, based on an existing open or closed budget process by duplicating an existing budget. When a budget is duplicated, the user performing the duplication automatically becomes the process administrator and is allowed to configure the process settings during the duplication. Only process definitions of the type 'budget' can be selected as a process definition. Once the duplicated budget is created, the definition is no longer editable. The date and period tile in step 1 is not editable. The process administrator is not allowed to add or delete assets from a duplicate budget process.

All assets included in the workflow are reset to the first step, and the assumption period is selected automatically. Defaults originating from the process settings are stored at the property level. As a result, the process administrator cannot modify these process settings, except for the asset authorization, which is by default copied from the original budget process.

The source date can't be updated for a duplicate budget process. The duplicate budget process is available in RE Finance and in the reporting & analytic layer.

If the process administrator duplicates an update budget process, then there is no possibility for executing alignments in the monitoring & alignment screen.