Real Estate Portfolio Optimization | FTI Consulting
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Portfolio Optimization

A periodic program of portfolio optimization includes an evaluation of investment goals, risk management and investment strategies needed to secure and maximize short- and long-term returns to investors. FTI Consulting assists clients to identify core and non-core assets and to evaluate and select alternative investment and tax advantaged strategies to meet and exceed their goals and objectives.

Our Services include:

Strategic planning

  • Performance benchmarking
  • Asset classes and concentrations
  • Long- and short-term hold/sell analysis
  • Acquisition and disposition strategies
  • Transaction strategies and tax planning

Due diligence and underwriting

  • Income and expense analyses
  • Valuation/appraisal — mark-to-market
  • Opportunity and risk assessment
  • Forensic investigations

Implementation

  • Financial reporting and interim management
  • Data systems management
  • Transaction and project management oversight
  • Asset repositioning strategies
  • Capital planning and budgeting
  • Broker and management due diligence and negotiation
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