ARCHIBUS Portfolio Management is a Web-based application that streamlines the management and analysis of real estate portfolios through flexible and intuitive data Wizards and Key Performance Indicators (KPIs).

The application takes a “bottom up” approach in collecting and presenting information such as buildings, structures or land (leased or owned) and builds a portfolio analysis based on that information. Users can switch between Land, Structures and Buildings portfolio analyses or obtain consolidated capital transaction information.

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The basic building and property information can come from other applications or activities within the ARCHIBUS solution or through the Add/Edit Wizard that is part of this application.

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The Add/Edit Wizard guides the user through the process of defining or editing a Building, Structure, or Land. Collectively, these are referred to as portfolio items. Each portfolio item can be owned or leased and even subleased.

In the first step the user needs to define the nature of the portfolio item and the task to perform.

After defining the Portfolio Item type and required action, the Wizard automatically generates additional tabs that gather relevant information on the following items: location, capital costs, dates, associated leases, relevant contacts, and documents.

The user can also add information internal to a building such as usage and area. This can be done using the Suites tab.

After portfolio items are defined, the user can start analyzing the portfolio performance, view historical trends and future projections, drill into data to find details and opportunities, and benchmark different groups within the organization on managing their Real Estate portfolio. All of this can be achieved using a set of graphical analysis tools offered by the application.

The first tool is KPI charts. These charts, which can be incorporated into a high level dashboard or used standalone from the Process Navigator, group the portfolio data in many different ways. The user can view data such as:

1. Area by Geographical Region (Country, Region, State, City, Site, Property or Building) 2. Area by Usage (For example: Office, Manufacturing, Laboratory, etc.) 3. Area by Availability (Available Area, Leased Out Area, Pipelined Area)

There are several functions that these charts offer. The first is a geographical drill down. The user can select any geographical group, click on it and get a new chart that presents the portfolio information only for that group. Importantly, the user can drill from the portfolio level down to the specific building/structure/land level.

Another available function allows the user to look for historical trends of projected future performance. Most of the KPI charts are presented on a timeline. This timeline is dynamic, meaning that a user can change the timeline to present up to 5 years of history or projected performance. The analysis is based on the data entered in the Add/Edit Wizard. For example, the area of a lease for 10,000 square feet that ends on January 1, 2010 will be deducted from the total area presented on the time line as of that date.

Users can also restrict the data presented in the KPI charts. Restrictions are possible based on geography, ownership status (Leased or Owned), and time period.

Users can view the results that are presented in the KPI chart also as a summary table.

Another graphical tool is the manage
Buildings/Structure/Land by location view using the optional GIS visualization capabilities. This view, available as both a dashboard and a standalone view, allows the user to easily obtain essential information about the items that make up a portfolio. The view has two main parts: the Navigation tree, where the user selects the portfolio items to present, and the display area.

In the display area, there are two available capabilities:

1) A user can geographically examine the selected portfolio items, and identify opportunities and problems, using the highlight functionality and an optional GIS visualization capabilities (for example highlight buildings by total leased area, by market value, or by total suite area):

2) The Selected Building/Structure/Land tab offers a different way of presenting information. Here you can view summarized data about the selected portfolio items, such as average, maximum, minimum area, and review specific details reports.

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