|
Property & Portfolio Financial Analysis
Utilizing proprietary (easy to understand) financial/investment analysis tools and software we will calculate the financial performance of your current real estate holding(s) from a return on invested capital (equity) standpoint.
For those contemplating an acquisition, The Carlson Company can provide expert guidance on assessing, analyzing and ultimately projecting likely investment returns over a given "hold" period for any contemplated income producing property transaction.
We examine:
- Pre-tax cash flow
- Income tax burden
- Debt/loan impact on investment yield
- Projected appreciation impact
If your current holdings include multiple properties each property will be analyzed individually as well as cumulatively. For more details see Investment Property Analysis (IPA) description. It is usually recommended by The Carlson Company, Inc. that the property & portfolio analysis process be completed annually.
The Carlson Company also provides HOURLY/FEE-BASED CONSULTING SERVICES for those owners/investors seeking unbiased and objective property and portfolio investment analysis separate from (or in addition too) the services provided under the customary scope of a Real Estate Broker-Client relationship.
See Examples of IPA Tools & Reports:
|
