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Portfolio KPIs - trend view

The trend view visualizes the data in different graphs, allowing you to select or unselect the content to be shown. You can print each chart, or download them as a PDF document or images. You can also check the KPIs table view for missing information in your portfolio.

portfolio_kpi_trend_view_EN.png

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
PORTFOLIO VALUE Portfolio value shows the sum of market values, acquisition price, yield and NOI
∑ properties market value = portfolio market value

∑ properties acquisition price = portfolio acquisition price

∑ properties yield = portfolio yield

∑ properties NOI = portfolio NOI
Properties > (choose a property) > Info > Asset valuation

Properties > (choose a property) > Financial info, NOI

GRI + VACANCY The fluctuation of vacancy and its share of the GRI from the vacancy amount (vacant unit area / property GLA) * 100 = portfolio vacancy rate (%)

∑ properties GRI = portfolio GRI

(∑ units monthly rent / ∑ units rented surface area) * property vacant area = portfolio vacancy (amount)
Vacant areas: Properties > (choose a property) > Info, Rent roll

GLA: Properties > (choose a property) > Buildings > (choose a building), Measurements
TOTAL RETURN Measures the annual return rate and capital gain. Change in value indicates the increase or decrease of market value, yield indicates the return on investment. portfolio yield + portfolio capital gain = portfolio total return (%) Properties > (choose a property) > Info, Asset valuation

Properties > My portfolios > (choose a portfolio) > Financial info, NOI
PORTFOLIO YIELD The historical yield of the different asset classes (NOI * 12) / market value * 100 = yield Properties > (choose a property) > Info, Asset valuation

Properties > My portfolios > (choose a portfolio) > Financial info, NOI
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