In the real estate industry, a portfolio analysis is usually a combination of a technical and commercial analysis. Important aspects such as building condition, profitability and marketability are evaluated here for each property or neighborhood individually in order to develop a sustainable development concept.

A detailed property analysis first examines the current condition of the property and provides recommendations on maintenance or modernization measures as well as potential expansion options. On the one hand, a property analysis shows risks and potentials of the real estate property and provides a reliable market price through comparisons with other properties (benchmarking). The goal of owners of a real estate portfolio is to optimize areas, reduce costs and risks and make well-founded decisions.

As in many other areas, Big Data is also playing an increasingly important role in the field of portfolio analyses. Through the intelligent use of large amounts of data, risks (e.g., from possible payment defaults) can be better assessed and the value of real estate can be increased. The depth of the data obtained ranges from the zip code level down to property-specific data. In addition, optimized structuring of equity and debt capital is possible.

Another trend in portfolio analysis concerns the work processes of the companies involved. Here, the first flexible and comprehensive software solutions are available that considerably simplify the work steps. The software solutions include, for example, tools for real estate analysis, real estate valuation and real estate controlling.