What is a portfolio valuation?

A portfolio valuation is a comprehensive process in which the overall value of a real estate portfolio is determined. In Berlin, where the real estate market is dynamic and diverse, this includes the analysis of various characteristics such as location, condition, market trends and potential development opportunities of the individual properties. The aim is to obtain a clear picture of the overall value and key performance indicators of the portfolio.

Why do you need a portfolio valuation?

A portfolio valuation is particularly important for investors, property owners and financial institutions in Berlin. It serves as a basis for strategic decisions such as the purchase, sale or development of real estate. An accurate valuation of the real estate portfolio is also essential for accounting, credit protection and tax purposes.

How is a portfolio valuation prepared?

The preparation of a portfolio valuation in Berlin requires a detailed analysis including an inspection of each property in the portfolio. This includes an assessment of location factors, current market data, rental income, operating costs and future development potential. The use of local market data and trends is crucial to ensure a realistic and market-driven valuation.

What documents do we need to prepare a portfolio valuation?

For an effective portfolio valuation in Berlin, we require various documents: land register extracts, income statements including main rental agreements, operating cost statements, energy performance certificates, floor plans, construction plans, as well as information on current and planned construction measures and individual, property-specific documents. These documents enable a precise analysis and valuation of each property in the portfolio.

Who may carry out a portfolio valuation?

In Berlin, portfolio valuations may only be carried out by qualified and certified real estate experts. These experts have specific knowledge of the Berlin real estate market and are familiar with current valuation standards and methods. Their qualifications and experience guarantee an objective and reliable valuation.