Portfolio Management
Portfolio management encompasses strategic oversight of multiple properties or fund investments, optimizing allocation, rebalancing, and disposition timing to maximize risk-adjusted returns.
| Management Activity | Function |
| Performance monitoring | Track returns, NOI, occupancy vs targets |
| Rebalancing | Adjust allocations to maintain target mix |
| Harvest strategy | Time asset sales for optimal value |
| Capital allocation | Deploy capital to highest-return opportunities |
| Risk management | Monitor and mitigate concentration and market risks |
| Reporting | Investor communications, compliance, transparency |
| Key Metrics | Measurement |
| Portfolio IRR | Time-weighted return across all assets |
| Cash-on-cash yield | Annual income / equity invested |
| Occupancy rate | Weighted average across portfolio |
| Tenant concentration | Largest tenant as percentage of income |
| Leverage ratio | Debt / total portfolio value |
| Liquidity position | Cash reserves / annual operating expenses |
Related Terms
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