We bring together credit rating data from a wide range of systems, calculate KPIs, and automate monitoring processes with specific alerts and clear visualisations, enabling you to identify potential credit issues in your portfolio before they become acute.
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PROPERTY ACCOUNTING SYSTEMS, CREDIT RATING DATA, LEASE MANAGEMENT SYSTEMS
In order to assess the credit ratings of your tenants, we use data from your accounting department (e.g. lease management system, actual rent payments vs. target payments) and combine these with credit rating data from external providers (e.g. Creditreform, Dun & Bradstreet and Creditsafe). All data sources are automatically linked via API and updated in real time.
AUTOMATED MONITORING AND ALERTS
Current and historical data on actual rent payments and rent arrears, together with external credit rating data, are mapped and stored in a data warehouse, enabling you to analyse trends across your entire portfolio and according to a wide range of parameters, such as industry, space categories and locations. In addition, we can set up automated monitoring of tenant credit ratings and alert you to potentially problematic developments via push messages.
WIDE RANGE OF ANALYTICS FEATURES AT THE CLICK OF A MOUSE
You can also conduct speculative searches to track the development of rent arrears or credit ratings across the entire portfolio with just a few clicks. Data can be viewed at different levels to better understand the reasons for current trends. For example, in just a few clicks, you can see credit rating trends at portfolio, property and individual tenant level.
LEASE RENEWALS, RESPONDING TO RISING INSOLVENCY RISKS
Automated monitoring enables you to identify negative trends at an early stage and to engage with your tenants to find joint solutions before it is too late and they default on their payments. You can also incorporate data on individual tenant and/or sectoral credit rating trends in your lease agreement and renewal decision-making processes.
Smart meters allow you to keep a vigilant eye on consumption throughout your portfolio. Not only can you monitor consumption in close to real time, you can also measure it for individual tenants/areas.
MONITORING METER READINGS VIA EXCEL OR API
We enable you to keep track of portfolio-wide meter readings remotely and in close to real time. Our solution allows you to retrieve data as an Excel sheet via email or API.
AUTOMATIC TRANSMISSION AND HISTORISATION OF DATA
All of your meter readings are historised and mapped to specific areas in each of your properties. This allows you to allocate and evaluate consumption for each area/tenant in close to real time. In addition, historisation enables you to benchmark and compare average consumption figures for individual days, months and seasons.
EVALUATIONS AND COMPARISONS OVER TIME
We translate the consumption data for respective areas and tenants into a BI dashboard, allowing you to analyse consumption in each property and area over time with just a few clicks. In addition, you can easily share these data with your tenants in a consumption overview in order to meet the requirements of the amended the Heating Costs Ordinance.
LEASE RENEWALS, RESPONDING TO RISING INSOLVENCY RISKS
With this enhanced level of transparency, you can easily see which adjustments will most effectively reduce consumption in your portfolio. And in many cases, even without the need for extra expenditure. True to the motto “You can’t manage what you can’t measure,” our BI solution helps you reduce the carbon footprint of your portfolio – for example, by instantly showing you whether certain systems run all weekend and if the underfloor heating system is still on in August.
We automate all of your portfolio’s energy performance certificate processes, ensuring that you can comply with legal requirements easily and effortlessly.
AUTOMATED ENERGY CERTIFICATE READING
Especially if you have a large portfolio, keeping track of all the data you need to make sure your energy certificates are up to date has become an increasingly cumbersome task. The information you need is often only available in PDFs, which have to be opened and checked manually to ensure they comply with legal regulations. Thanks to valesa, you can automatically read energy certificates via Artificial Intelligence and store all of the information you need, accurately and readily available for automated analysis.
Run fully automated checks of your entire portfolio every day and answer the following questions:
• which energy certificates have expired?
• when are the next energy certificates due to expire?
• how high is consumption in each of your buildings according to the respective energy certificates?
MONITORING EXPIRATION DATES AND ANALYSING CONSUMPTION DATA.
Our BI dashboard categorises buildings according to the expiration date of their energy certificates, so you can immediately see which energy certificates have expired or are about to expire. You can also receive push notifications about energy certificates that are about to expire and analyse your entire portfolio’s consumption in just a few clicks, allowing you to identify any “brown” properties with unusually high consumption for deeper analysis.
ENSURING COMPLIANCE WITH LEGAL REQUIREMENTS
With all energy certificates uniformly and automatically logged and monitored, you can immediately see which certificates need to be renewed and when, making compliance with legal requirements for the entire portfolio easier than ever before.
Analyse flood risks across your portfolio to optimise your insurance decisions.
PORTFOLIO DATA, HISTORICAL FLOOD DATA
Do you know which of your properties are at increased risk of flooding? We map your portfolio to historical flood data.
We map flood data to the properties in your portfolio, giving you a clear overview of the flood risk of each of your real estate assets.
CLEAR VISUALISATION ON A MAP OF GERMANY
Clearly visualised on a map of Germany, our solution highlights which properties in your portfolio are at the highest risk of flooding.
DATA-DRIVEN OPTIMISATION OF YOUR INSURANCE COVERAGE
Armed with the results of this analysis, you have a sound basis for reviewing your portfolio’s insurance coverage to make sure you have the right cover for properties at high risk of flooding.
Perform automated plan vs. actual comparisons and gain more control over your real estate investment budget – from asset to portfolio level.
BUSINESS PLANS, ACCOUNTING SYSTEMS, MAPPING
For plan vs. actual comparisons of your real estate investments, we integrate data from your business plan (e.g. ARGUS) and accounting systems (e.g. DATEV). By mapping these two sources, we lay the foundation for automating the entire process and enable you to generate daily plan vs. actual comparisons.
AUTOMATED MONOTORING AND ALERTS
Linking your systems allows you to constantly monitor every aspect of your investments (e.g. leasing, financing costs, construction costs, etc.) at the real estate or portfolio level and to immediately identify negative developments or deviations from plan.
UNDERSTAND DEVIATIONS & CAUSES AT A GLANCE
We generate a visual comparison of planned vs. actual data in a clearly structured BI dashboard. At a single glance, our solution allows you to see if you are achieving your goals. You can also use the dashboard to “search for clues” and, with just a few clicks, identify the causes of specific deviations and highlight negative developments as they emerge (e.g., rising vacancy rates or falling rents/sq m).
SIMPLIFIED REAL ESTATE INVESTMENT MANAGEMENT
Increased transparency makes managing your real estate investments easier than you ever imagined. Not only can you identify deviations from plan and quickly initiate targeted countermeasures, automation also frees up valuable human resources, which is a huge benefit given the current shortage of skilled workers across the industry. Automated plan vs. actual comparisons support you in so many ways: You can, for example, minimise your tied-up capital and optimise your liquidity, i.e. by avoiding liquidity bottlenecks and surpluses, fulfil reporting obligations to banks and investors quickly and easily (e.g. automatically determine debt service coverage ratios for individual properties) and much, much more.
Merge data from prospectuses with data from other systems and gain completely new insights into your acquisition processes.
PROSPECTUSES, GOOGLE MAPS, LOCATION DATA
Brokers typically submit investment proposals in PDF format. While these data are, strictly speaking digital, they are completely separate from all of your company’s other systems – even manually transferring them into an Excel spreadsheet is hardly worth the effort. We develop an input mask that supports you in freeing data from its silo and integrating them into your company systems – addresses are automatically checked for accuracy via Google Maps and can be automatically linked to other data points, including location data on public transport, schools and freeway connections.
LINKED TO OTHER SYSTEMS, MULTIPLE ANALYTICS FEATURES.
The data you enter is integrated into your digital ecosystem, which means you can link it with other systems. So, not only do you increase the quality and speed up the processing of your data, you also open up a wide range of analytics options.
A WIDE RANGE OF ANALYTICS FEATURES AT THE CLICK OF A MOUSE
We visualise the information from prospectuses and the results of your analyses in a BI dashboard, which, for example, displays a map of Germany with all the information from the acquisition proposals, filtered by region, asset class, broker and many other criteria.
ANSWERING STRATEGIC QUESTIONS FASTER AND BETTER
By analysing all of the ayquisition proposal you receive - and linking them to all of your company's other information systems - you can answer a variety of strategic questions faster and more effectively, including:
• where are we performing well and getting the right offers?
• which asset classes are coming to market more frequently?
• have we allocated enough resources to acquisition?
• and many more.