Recent Real Estate Portfolio Management Business White Papers, Webcasts and Case Studies - BNET.com
Recent Real Estate Portfolio Management Business White Papers, Webcasts and C...
Recent Real Estate Portfolio Management Business White Papers, Webcasts and Case Studies | BNET
What Is The Yield On My Portfolio?
A common way to track investment performance is to compute an annualized return. This task becomes difficult when complicated by taxes, fees, dividends, and trading activity. This tool makes calculating yields easy; it computes the before and after tax yield for an investment with up to 9 trading activities.
Real Estate Client Tracking Report
Use this template to compile the specific client information required for building a client relationship from beginning of sale to close of transaction.
Real Estate Client Update
This template helps to record useful information about current and potential real estate clients. This template consists of a form letter and a questionnaire for your clients to complete.
Real Estate Client Communication Plan
Use this template as your tool for developing and maintaining a communication plan to proactively manage the client relationship.
Real Estate Brochure
This template helps real estate agents prepare a colorful brochure - including sample listing information, photos, and testimonials - to give to potential clients.
Strategic Management of the Fourth Asset Class: Real Estate and the Financial...
What some consultancy firms have proposed is that profitability for financial service organizations will come from looking within their own companies. "The game will be to steal market share and share of the wallet by relearning the growth habit through innovative practices." Two of these 'Practices' are process innovation and automation of these new processes. By innovating internal operations, greater efficiencies are achieved, the work that is done is more effective and capital can be redeployed to focus on the core business. This white paper addresses one often overlooked area for process innovation and technology deployment, Corporate Real Estate (CRE).
If National Banks Were Allowed Access to the Real Estate Brokerage Market, Wo...
The national banks are seeking permission from federal regulators to add real estate brokerage services to their inventory of financial products. This study's objective is to investigate randomly selected, hypothetical combinations of commercial banks acquiring real estate brokerages. Using a simulated Bayesian stochastic cost frontier, this study provides decision makers with estimates of X-efficiency cost reductions, cost saving synergies due to scope economies, and per unit cost reductions from scale economies from combining banking and real estate services under one management.
Real Estate Brokerage: Factors That May Affect Price Competition
Consumers paid an estimated $61 billion in residential real estate brokerage fees in 2004. Because commission rates have remained relatively uniform--regardless of market conditions, home prices, or the effort required selling a home - some economists have questioned the extent of price competition in the residential real estate brokerage industry. The report discusses the factors affecting price competition in the residential real estate brokerage industry, the status of the use of the Internet in residential real estate brokerage and potential barriers to its increased use, and the effect on competition and consumers of residential real estate brokerage by state-chartered banks in states that permit this practice.
Home Appraisal: Housing Cycle Should Continue to Fuel Consumer Spending
The strength of the housing market and the rapid rise in house prices have led many to conclude that housing is a bubble now ready to burst. But the housing market is lifted by numerous factors that suggest that the cycle could last longer than many think. Despite record mortgage borrowing, household debt service has remained stable thanks to very low interest rates. There is little evidence of household financial stress presaging an end to the housing cycle.
Inequality, Social Discounting and Estate Taxation
To what degree should societies allow inequality to be inherited? What role should estate taxation play in shaping the intergenerational transmission of welfare? This paper explores these questions by modeling altruistically linked individuals who experience privately observed taste or productivity shocks. The positive economy is identical to models with infinite-lived individuals where efficiency requires immiseration: inequality grows without bound and everyone's consumption converges to zero. The paper finds that the optimal estate tax is progressive: fortunate parents face higher average marginal tax rates on their bequests.
Edward Jones Investments: Edward Jones Traces Its Roots to 1871 and Currently...
Edward Jones, the only major financial services firm advising individual investors exclusively, traces its roots to 1871 and currently serves more than four million clients. The challenge put forth by the client was to manage a high volume account (average of 100 new leases signed per month) for more than 7,500 locations throughout the United States, Canada, and the United Kingdom. The primary solutions offered by the company were Portfolio Administration, Internet-based Transaction Management and Acquisitions and Dispositions. This helped the client in reducing new lease cycle time to 90 days and managing accurate and timely rent payments.
Northrop Grumman: Northrop Had Recently Acquired the Grumman Aerospace Group
Northrop inherited several east coast facilities including a two-building, 365,000-square-foot complex in rural Baltimore County which they wanted to sell. The challenge was that the site was surrounded by agricultural zoning and an affluent residential base opposed to future development and the owner was hoping to sell the project to a related industry that would make use of the bundled opportunity of two buildings fully equipped to manufacturer aerospace parts. The solution offered was to design a two-tiered marketing effort. Within months of making the individual buildings available, a separate buyer for each building was identified resulting in sales that generated $3.8 million for Northrop Grumman.
Sara Lee Bakery Group: Sara Lee Corporation Acquired the Earthgrains Company ...
Sara Lee Bakery Group (SLBG). SLBG operates fresh-bakery and refrigerated-dough businesses in the United States and Europe. The company faced the challenge of providing "state of the art" facility services while maintaining balanced fiscal responsibility and to grow the relationship between The Partner Program and SLBG by aggressively pursuing additional business opportunities, allowing SLBG to take full advantage of the Partner Program's technology. The solutions offered were corporate property management, idle property management, lease administration etc. This resulted in operational savings in excess of $1.5 million for corporate facilities and an increase in the level of service while reducing overall operating costs.
Mortgage Pricing Disclosure Rule Poses New Reputational Risk for Lenders
Because of a recent change to the regulation implementing the Home Mortgage Disclosure Act (HMDA) that took effect on January 1, 2004, lenders are now required to collect and report (by March 1, 2005) pricing information on certain real-estate secured loans. Lenders that view this change as more than just a technical compliance issue will likely weather the storm with minimal impact. However, those that merely attend to the technical aspects of this regulatory change are likely to face heightened scrutiny with respect to their lending practices, creating exposure to reputational risk and litigation.
The CFO Perspective on Corporate Real Estate
Corporate real estate (CRE) is one of the largest items on the balance sheet, but one that often receives scant attention from the CFO. After all, this asset is typically managed by the company's various operating units or by a separate real estate function. And unlike the supply chain or sales operations, its ability to change quickly and influence a company's strategic goals is not always immediately apparent (an exception being retailers, who have long been aware of CRE's importance).
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