top of page

Real Estate Portfolio Management

An integrated and strategic approach to maximizing portfolio value and ensuring sustainable returns.

​

1. Market Analysis

  • Market research and trend analysis: Identifying growth patterns, economic cycles, and emerging sectors.

  • Competitor analysis: Mapping direct and indirect competitors to uncover opportunities.

  • Demographic studies: Evaluating consumer behavior and demand projections by region.

​

2. Property Acquisition

  • Identifying investment opportunities: Actively sourcing properties with high appreciation potential.

  • Due diligence and property inspections: Conducting legal, technical, and environmental assessments before acquisition.

  • Negotiation and closing: Applying strategies to secure the best contractual terms.

​

3. Asset Allocation

  • Portfolio diversification: Strategies to distribute investments across property types and locations.

  • Risk-return management: Optimizing allocation based on specific financial profiles.

  • Planning for sustainable growth: Long-term focus considering economic projections.

​

4. Risk Assessment

  • Identifying specific risks: Exposure to economic, regulatory, and environmental factors.

  • Scenario analysis and stress testing: Evaluating impacts under varying market conditions.

  • Risk mitigation strategies: Implementing plans to reduce vulnerabilities.

​

5. Performance Monitoring

  • Tracking financial indicators: Ongoing measurement of ROI, cash flow, and occupancy rates.

  • Benchmarking against market standards: Analyzing relative performance against goals and competitors.

  • Regular reporting: Transparent and detailed communication about results and necessary adjustments.

​

6. Financial Management

  • Budgeting and forecasting: Rigorous control of revenues, expenses, and future investments.

  • Compliance with tax obligations: Managing taxation and maximizing fiscal benefits.

  • Detailed financial reporting: Providing clear data to support decision-making.

​

7. Property Management Coordination

  • Lease and tenant management: Setting up contracts and managing relationships.

  • Maintenance and improvements: Planning for upgrades and preventive maintenance.

  • Supplier management: Selecting and supervising outsourced service providers.

​

8. Investment Strategy Development

  • Defining long-term objectives: Focusing on strategies that maximize sustainable growth.

  • Portfolio rebalancing: Dynamic adjustments to align with market changes.

  • Exit strategy planning: Defining options like selling, refinancing, or strategic retention.

​

9. Reporting & Communication

  • Periodic reports: Updates on performance and market conditions.

  • Transparency with stakeholders: Continuous communication on challenges and opportunities.

  • Detailed presentations: Demonstrating value and outlining future strategies to investors.

​​

​

​

​

​

VISUAL IDENTITY.png

Real Estate Acquisition Advisory

MBM_REI_24 (7).png

Real Estate Transaction Assistance

MBM_REI_24 (5).png

Architecture & Consulting

Logotipo MBM Architecture & Consulting
Logotipo MBM Real Estate Investments

MBM Company - Architecture & Consulting

¬ Rua Castilho, N.º 14, Edifício UACS, 1269-076 Lisboa​
¬ Rua de São Francisco, N.º 6, 2100-160 Coruche
geral@mbmcompany.pt
+351 916 683 826 (national mobile network call)
PORTUGAL
​
Partner in Switzerland - TMConseil
Route du Châtroz, 5 - 1962 Pont-de-la-Morge | SWITZERLAND
​
HBL - Henningson Black Level - Partner
  • Instagram
  • Facebook
  • LinkedIn

©MBM Company 2023-24 by design & content by TMConseil

bottom of page