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Assess and Plan

Portfolio management for your technical installations

Full overview. Investments planned with foresight.

How can investments be timed effectively? We link the condition of your assets, operational requirements and contract information with your property objectives. This gives you a reliable footing for prioritising measures across your entire portfolio and setting budgets over several years.

When does a common strategy for your installations make sense?

  • Multiple properties

    You own or manage larger portfolios.

  • Budget round ahead

    Funds for the coming years need to be allocated.

  • Holistic assessment

    You want to compare different installations against uniform criteria.

We combine the findings from your entire stock into a plan that shows when each investment falls due.

Added value for your role

  • Owners and investors

    You can align capital expenditure with your property objectives and obtain solid grounds for prioritisation, budgeting and approval.

  • Property management companies

    You can show your clients the required action based on facts, justify budget requests and coordinate projects across multiple properties.

  • Public-sector clients

    You prioritise renewals across your entire building stock and explain budget and investment decisions transparently.

How your investment plan takes shape.

What you receive

A structured portfolio overview, prioritised recommendations for action and a tailored investment plan. The specific scope depends on your portfolio and the decisions you want to prepare.

  1. 01

    Survey the asset base

    Record data, type and frequency of use, and the contract situation.

  2. 02

    Assess the condition

    Evaluate the technical state and performance of each installation.

  3. 03

    Analyse risks

    Identify safety, availability and cost exposures.

  4. 04

    Set priorities

    Rank measures by urgency and benefit.

  5. 05

    Plan investments

    Align budgets and renewal needs over several years.

  6. 06

    Steer the portfolio

    Set out recommendations for its long-term development.

Frequently asked questions

Do we already need complete asset data?

Not necessarily. We first establish what information is available and what needs to be added for the assessment.

How does portfolio management differ from a condition assessment?

A condition assessment looks at individual installations. Portfolio management combines these findings with cross-property budgets and strategic priorities.

How does the investment plan stay up to date?

We recommend updating it once or twice a year, ideally before budget planning or after significant changes to the portfolio.

Next step

Let’s define the next step together

Which installations will need investment in the coming years? Tell us about your portfolio, and we’ll show you where best to start.