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Q&A: How can I use technology to highlight changes in my portfolio over time?

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How can I use technology to highlight changes in my portfolio over time?

Understanding what’s going on in your portfolio is critical for all asset managers. If you know what is happening, you can find out why it’s happening and stop it from happening again – or perhaps replicate it if there’s been a positive impact.

Often asset management teams rely on Excel alone to analyse the performance of their portfolios. A team analyst might spend a week or more sifting through multiple versions of spreadsheets and other data formats to extract actionable insight for the team to boost portfolio performance.

 

UNDERSTAND CHANGE IN YOUR PORTFOLIO

Whilst it’s doable, extrapolating significant learning from static data is clunky and drains valuable resources.

Most investor reporting focuses on the critical needle movers on a property or a group of properties between two dates. It tends to be a monthly, quarterly, or yearly report – or perhaps the whole term of the investment.

It’s vital to understand what’s changed between when you first started looking at a property and those same stats at a later date.

What has changed between last month and this month? Has rent collection increased? Has the WALT increased? Has my vacant area improved or got worse?

Once you know what has changed between the two dates, you can quickly start to inspect the finer details.

 

COMPARE KEY STATS

Our Chronos feature set allows asset managers to quickly identify what has happened to affect the changes they are seeing between any two dates.

If you’re talking to an investor and they ask: “What exactly have you done since you bought this property?”

You can quickly plug two dates into an asset record in Coyote, and you’ve got a cheat sheet – where you can immediately have a conversation about all the good things you’ve done, including percentage increases and decreases.

Maybe you had a plan to strengthen dealings with a particular occupier – tenancy changes between the dates you have selected will be shown in green on your tenancy schedule, immediately highlighting your success.

You can export your findings to a report and email it to your investor in just a few quick clicks.

 

TAKE BACK CONTROL

If you find yourself on the back foot, needing to justify a lack of uplift in your rental income – quickly open Coyote, and you have a detailed defence at the ready.

“What on earth have you been doing for the last six months?! The rent was £100k; it still is £100k!”

Well, much work has gone into retaining the rent at that level because we lost two major tenants, and we’ve had to lease-up six units to get back to £100k rent per annum.

As we all know, the top line number could stay the same quarter-to-quarter, but there is always a lot more narrative to the story.

Quickly reveal all the hidden work that’s gone into maintaining those top-level numbers.

 

IN SUMMARY

Coyote’s Chronos feature set puts asset managers back in the driving seat. You can highlight opportunities that will maximise income and reduce void, report on KPI’s over time, and add more narrative to your top-line numbers.

Make Coyote your secret weapon.

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