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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
HealthWest Realty Advisors | 1800 Quail Street, Suite 100 | Newport Beach, CA 92660 | 949.794.9544 | Email Us