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Portfolio KPIs - dashboard view

The dashboard view visualizes the KPI calculations and allows you to present them in the meetings directly from the user interface.

portfolio_kpi_dashboard_view_EN.png

In the chart below you find the information for Portfolio KPIs, how the values are calculated, and where the data is from. The Data Source column helps you to check and correct any incorrect or missing values. You can also check the KPIs table view for missing information in your portfolio.

Descriptions and calculations refer to all properties in the selected portfolio(s) and the result depends on the time selections.

 METRIC  DESCRIPTION  CALCULATION  DATA SOURCE
YIELD A return measuring an investment over a set period of time (%) (NOI * 12) / market value * 100 = yield Properties > (choose property) > Info, Asset valuation

Properties >My portfolios > (choose a portfolio) > Financial info, NOI
ROE Used to follow the profitability of an asset in relation to the invested equity NOI mo / (market value mo - loan allocation) * 100 = ROE mo Properties > (choose a property) > Financial info, NOI

Properties > (choose a property) > Info, Asset valuation
VACANCY OR OCCUPANCY
The vacancies of all properties in the filtered portfolios. If you want to show occupancy instead, please contact support@assetti.pro (vacant area / GLA) * 100 = vacancy rate (%)
(occupied area / GLA) * 100 = occupancy rate (%)
Vacant areas: Properties > (choose a property) > Info, Rent roll

GLA: Properties > (choose a property) > Buildings > (choose a building) > Info, Measurements
MATURITY

The average expiration time of leases in months and/or years based on a monthly rent and duration of leases.

Length of a fixed term lease is between the time selection and the ending date.

Length of a lease valid until further notice is the notice period (set by the user or default 3 mo).

(monthly rent * lease length) / monthly rent = portfolio maturity mo Leases > (choose a lease) > Periods
Leases > (choose a lease) > Contract, Lease information
BREAKDOWN OF VALUE
A share of the total value by portfolio (value per portfolio / sum of portfolio values) * 100 = breakdown of value Properties > (choose a property) > Info, Asset valuation
BREAKDOWN OF NOI A share of the total NOI by portfolio (properties GRI - properties costs) / NOI * 100 = breakdown of NOI Properties > My portfolios > (choose a portfolio) > Financial info, NOI
NOI & YIELD A representation of the total NOI and Yield of each portfolio ∑ properties NOI = portfolio NOI

(NOI * 12) / market value * 100 = yield
Properties > (choose a property) > Info, Asset valuation

Properties > My portfolios > (choose a portfolio) > Financial info, NOI
YIELD Showcases top and bottom 5 properties by yield (annualised portfolio yields) / (n) = portfolio yield for (n) months (%) Properties > (choose a property) > Info, Asset valuation

Properties > (choose a property) > Financial info, NOI
BREAKDOWN OF VALUE BY PROPERTY ASSET TYPE A representation of the share of the value that properties in a certain property asset class take up in each portfolio (value per portfolio / sum of portfolio values) * 100 = breakdown of value Properties > (choose a property) > Info, Asset valuation
BREAKDOWN OF NOI BY PROPERTY ASSET TYPE
A representation of the share of NOI that properties in a certain property asset class take up in each portfolio (property types GRI - costs) / (sum of NOI of the portfolios) * 100 = breakdown of NOI
Properties > (choose a property) > Financial info, NOI
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