Portfolio management services
Spring4 has been advising clients with multisite occupational portfolios for over 20 years. During this time, we have developed effective strategies to maximise savings and efficiencies across a broad range of occupational real estate portfolios.
Spring4’s portfolio management service can be further broken down into three distinct areas:
Portfolio administration
Now more than ever it is essential to harness the power of technology to support portfolio management functions. Spring4 deliver a comprehensive and cost-effective, cloud-based solution to support effective portfolio management with an easy-to-use client portal.
Our portfolio management software, powered by WebTerrier, provides a clear user interface allowing Spring4 and its clients to log-in and obtain real-time data to track performance, streamline reporting and quickly identify cost saving opportunities.
Key aspects of our portfolio management technology include:
Lease Tracking & Reporting
Critical Date Management
Compliance
Mobile Apps
Notes and To Do Lists
Dashboards
Document Repository
Contacts Management
Location Mapping
Client login for web-based portal
Portfolio Metrics
Portfolio and data analytics
A certain amount of data analysis can be carried out using Spring4’s portfolio management software, but occasionally we need to drill down in more detail to ensure clients are making informed real estate decisions.
Spring4 regularly obtains alternative data sets and produces bespoke reports including employee postcode mapping, travel time analyses, ONS data analyses and economic incentive analyses. In order to do this, we partner with a variety of software providers and experts that we have developed relationships whilst also making use of our own extensive in-house knowledge to meet our client’s needs.
Strategic consultancy and execution
Whilst technology and data analysis are an essential part of effective portfolio management, its efficacy is limited by the quality of inputted data and the human interpretation of its outputs. Spring4 recommends linking our real estate consultancy services alongside our portfolio management technology. This will maximise the tangible benefits that can be achieved with a well-managed portfolio.
At Spring4, we will ensure that the same dedicated team of experts will run the portfolio management account, analyse the data, devise strategies and execute resultant transactions. This offers clients absolute clarity in communication and accountability when taking instructions and delivering results.
Although we recommend matching our portfolio management software with Spring4’s real estate consultancy services, we can also provide bespoke access to our software in isolation and transaction advice can be requested on a case-by-case basis where needed.
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