Asset Inventory & Portfolio Analysis

HWRA’s brokerage services division has extensive experience in performing asset inventories for major healthcare concerns. An asset inventory provides a portfolio manager with a complete reference guide to each and every asset within a portfolio. Inventories include the preparation of a property profile for all leased and owned assets.

Each profile at a minimum includes:

Owned Properties

Project photo
Assessor parcel map
Assessor tax documentation and grant deed
Building construction drawings/floor plans
Site maps
Management report
Operations analysis

Leased Properties

Project photo
Executed lease and amendments
Lease abstract
Building construction drawings/floor plans
Ownership contact
Site map
Competitive building survey

Benefits of performing an asset inventory include:

Better control and access to information within the portfolio: floor plans, lease documents, etc.
Enhanced space administration where vacancies, user productivity and future needs assessments can be efficiently controlled
Cost center operating expenses can be monitored, controlled and compared with industry benchmarks to determine potential savings
Improved financial checks and balances
The data provided by an asset inventory can be utilized to populate a comprehensive real estate asset management software program

Once the inventories are completed, an executive summary is prepared detailing each property on an asset by asset basis. The analysis will focus on strategies for cost savings and revenue enhancement. General areas of consideration include: lease consolidation, lease renegotiations, subleasing, lease termination/buy-out, operating expense review, property management review, property tax appeal, sale of non-performing assets and financial strategies.

Brokerage Services

Landlord Representation

Tenant Representation

Acquisition

Disposition

Asset Inventory & Portfolio Analysis

Financial Services & Senior Management Reporting

Market Research & Compliance