WSH Real Estate Portfolio Administration
Our services |
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WSH Real Estate Portfolio ( hereafter IPC ) provides private investors with a very detailed but nonetheless
highly transparent reporting system. IPC is designed for real estate owners who have a regionally and sectorally diversified portfolio, looked after by a number of management companies. Depending on the size and complexity of the portfolio, reports are issued quarterly, biannually or annually.
The reports include recommendations from WSH, the implementation of which are then discussed in detail with the clients. WSH can if required coordinate and supervise the implementation of the recommendations and report on the results in the course of ongoing reporting.
The details |
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Our reporting system includes the following components:
- Fair market values for each real estate investment are updated regularly and presented clearly.
- Status reports are prepared for each individual investment property.
- An overview detailing the portfolio diversification benchmarked to a particular reference date.
- A long term review detailing the actual figures for rental income, maintenance costs and capital expenditure compared with the original projections as well as an assessment of the expected income and costs in the future.
- Should discrepancies arise, deviation and critical point analyses are carried out.
- A long term assessment of liquidity and return for each real estate unit as well as for the entire portfolio
- The management fees paid to the individual management companies are presented clearly, thereby improving transparency.
- The entire property insurance portfolio is presented in a detailed manner.
- All mortgages including relevant indemnity payments are comprehensively documented.
- A consolidated report containing all the information relevant to the tax advisor is prepared.
The benefits: |
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The WSH Real Estate Portfolio Administration offers you:
- A concise and highly transparent overview of your portfolio
- A detailed evaluation of the profitability of the portfolio as a whole as well as an individual breakdown for each property.
- A regular comparison of the performance of your portfolio compared with the overall market.
- An overview of all measures required to optimise the performance of your portfolio.