Asset & Portfolio Management
At Blue Eddy, our integrated and holistic approach to real estate ensures that assets are managed efficiently, risks are mitigated, and returns are maximized, ultimately contributing to the long-term growth & stability of the client’s overall investment portfolio.
Below is a partial list of the asset management and capital markets services we offer:
- Assistance with crafting leasing strategies and providing analytical support to evaluate prospective lease transactions
- Creation of detailed property budgets and forecasts to drive performance
- Property valuations and calculation of actual/forecasted returns to determine whether to hold, sell, or redevelop individual assets
- Return/distribution calculations for complex deal structures (multi-tiered promote structures, catch-up provisions, co-GP, etc.)
- Consolidated NAV and DCF valuations to support accounting requirements and assess the pro forma effect of corporate transactions (i.e., secondary equity issuances, share buybacks, M&A, divestitures/spin-offs, etc.)
- Tracking and forecasting of supply/demand dynamics within existing and targeted real estate markets
- Asset and portfolio-level reporting to identify value-creation opportunities and to support operational review meetings
- Full-scope assistance with asset and portfolio-level debt financings, refinancings, and securitizations
- For the hotel real estate sector, we offer the following additional specialized capabilities:
- Revenue management advisory services (market assessment, brand opportunities, yield management, e-commerce consulting, price optimization, etc.)
- Expense and labor productivity benchmarking (by position, department, etc.); performance is benchmarked to other assets in the client’s portfolio relative to established industry standards and best practices (i.e., target F&B cost %, flow through, etc.)
