Which asset is really underperforming? (EN)

3:07 · English · Portfolio Analytics

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About this video

Ellie rolls up a six-asset industrial portfolio from two managing agents' reports and fixes the occupancy definitions before ranking.

Full description

Cinnabar Industrial's monthly reporting set comes from two managing agents who define occupancy differently. Ellie separates reported from physical occupancy, normalises the two conventions, and re-ranks the six assets: the asset the pack ranks second moves to second from last. Refresh of the Portfolio Rollup demo.

Key points

  • Two managing agents, two occupancy definitions, one consistent basis
  • Ranking corrected once the definitions agree
  • Replaces the Portfolio Rollup Loom demo
Video details
Roles
Asset Manager, Portfolio Manager
Processes
Portfolio Analytics, Asset Management
Geographies
US
Markets
United States
Tags
author-demo-2, portfolio roll-up, occupancy, refresh