Why you shouldn't put all your eggs in one basket, Markowitz already explained 1952 with his portfolio theory. This strategic thought also applies to real estate, be it as a portfolio of locations, objects, transferred to tenants or types of use.
The basis for portfolio management is formed by the specifications of a fixed strategy. This is developed from the point of view of risk assessment and return opportunities, implemented, checked and adjusted if necessary (Analysis-Planning-Control-Control).
There are various methods and procedures. for the implementation of real estate and real estate portfolios.. The foundation for this is reliable data which, through targeted aggregation and processing, , helps to bring about decisions. These can range from KPI (Key-Performance-Indicator) to scoring models and cash flow calculations.
