The portfolio valuation process in the dynamic real estate market

A portfolio valuation describes the comprehensive process of determining the overall value of a real estate portfolio. In Munich, a vibrant and diverse real estate market, this includes the analysis of factors such as location, condition, market trends and development potential of the individual properties. The aim is to get a clear overview of the overall value and performance metrics of the portfolio.

The benefits of a portfolio valuation in the real estate sector

A portfolio valuation is of great importance for investors, property owners and financial institutions in Munich. It provides a basis for strategic decisions such as the purchase, sale or development of real estate. In addition, an accurate valuation of the real estate portfolio is essential for accounting, credit protection and tax purposes.

Steps for preparing a portfolio valuation

The preparation of a portfolio valuation in Munich includes a detailed analysis and inspection of each property in the portfolio. Location factors, current market data, rental income, operating costs and future development potential are evaluated. Local market data and trends are of great importance to ensure a realistic and market-driven valuation.

Documents for preparing a portfolio valuation

Various documents are required for an accurate portfolio valuation in Munich: Land register extracts, income statements including main rental agreements, operating cost statements, energy performance certificates, floor space statements, construction plans as well as information on current and planned construction measures and property-specific documents. These documents enable a precise analysis and valuation of each property in the portfolio.

Qualifications for carrying out a portfolio valuation

Portfolio valuations in Munich may only be carried out by qualified and certified real estate experts. These experts have extensive knowledge of the Munich real estate market and are familiar with current valuation standards and methods. Their qualifications and experience guarantee an objective and reliable valuation.