Corporate Clients

Portfolio Assessment and Maintenance Planning for Portfolio Holders in NRW

Reliable Data for Your Portfolio Management.

Structured assessment and technical evaluation of your real estate portfolio. I analyse the current condition with precision and translate structural risks into prioritised maintenance measures and technically substantiated investment needs for sustainable portfolio development.

Services at a Glance

From Site Assessment to Implementation.

It starts with an on-site assessment. From the structural condition I derive concrete repair and modernisation measures, put costs to them and rank them by urgency and time horizon. Contrasting variants make the consequences of each decision visible — from the single asset to a portfolio assessment with traffic-light logic. Where required, this can be developed into a multi-year investment plan (CAPEX over 5 or 10 years) — not as an end in itself, but as the result of the technical assessment.

Seven service areas that follow one path: assess the portfolio → quantify the maintenance backlog → costed options → prioritise the budget → support planning and delivery. Each module is available individually or as part of the integrated path.

Scope note: My services constitute technical building consultancy and the cost indications derived from it. They do not replace investment, financing, tax or legal advice; economic and financial decisions remain with the client.

Step 1 · Assess & quantify

Condition first, then the number.

It begins with the technical assessment of the portfolio — the basis for every investment decision, in the standing portfolio as much as ahead of a transaction.

Assessment & Planning

On-site condition assessment, measures with costs, variants and time-based prioritisation — on a technical basis for your asset or portfolio. Where required, I develop this into a multi-year investment plan (CAPEX over 5 or 10 years), prepared for your management presentation.

Scope of Services: Condition assessment & rating · Measure planning with costs · Variants & time-based prioritisation · optional CAPEX view over 5–10 years · input for the management presentation. More on investment planning and CAPEX modelling → Article: investment planning as an annual process →

Technical Due Diligence

In-depth technical plausibility assessment of your transactions. I identify deal-breakers, evaluate the maintenance backlog and deliver a precise estimate of required immediate measures. For a watertight risk assessment before closing.

Scope of Services: Portfolio screening (desk research) · Inspection & condition assessment (GK 1-5) · Drone + thermography (ext. partner) · CAPEX calculation (10-year plan, CostMap) · TDD report in line with the RICS standard, drawing on AHO Booklet 21. Lead time: 2–6 weeks per portfolio. More on Technical Due Diligence →

Step 2 · Prioritise, implement & manage

From assessment to managed delivery.

The assessed portfolio becomes prioritised measures — operationally managed, embedded in your internal processes and, where it pays off, tested as a serial renovation strategy.

Interim Management

Immediately available senior expertise during skills shortages or peak workloads in asset management. I take over the operational management of maintenance and investment measures and report monthly to the client.

Scope of Services: Onboarding & inventory assessment · Technical asset management · Maintenance planning & management · Tendering & procurement · Construction supervision & acceptance · Monthly reporting.

Process Consulting & Asset Management

Analysis and optimisation of your internal workflows in condition assessment, maintenance and reporting. I develop practical checklists and SOPs for your teams and support the introduction of new digital tools.

Scope of Services: As-is analysis of internal processes · Process design: condition assessment & defect management · Checklists & SOP development · Digitalisation strategy (tools, app implementation) · Staff training · Ongoing quality assurance (3–6 months). Article: quantifying the maintenance backlog → Article: safety duties & operator responsibility →

Serial Renovation & Energiesprong

Does serial renovation pay off for your portfolio? I answer this question independently of supplier interests — with a portfolio screening for serially renovatable building types and a structured concept comparison before you commit to a supplier.

Scope: portfolio screening for serial renovation suitability · building-type analysis · concept and supplier comparison · pilot project support · decision papers for board and committees. More on serial renovation → Article: lessons learned from Germany's first pilot lab →

Reference: Germany's First Energiesprong Pilot Lab

Between 2020 and 2023, I set up and managed Germany's first Energiesprong pilot lab for serial renovation — five renovation projects in Mönchengladbach, four general contractor concepts compared in parallel, in my role at the time as team lead for acquisitions and modular construction at LEG, one of Germany's largest housing companies.

Publicly verifiable: talk at the dena Energy Transition Congress 2022 · expert panel “Serial Renovation in Hamburg” 2023 · trade press coverage. Watch the recorded talk (YouTube, in German) →

Step 3 · Enable

Anchor knowledge and tools in-house.

So your team can assess and manage more independently over the long term — through hands-on training and the targeted use of digital tools.

AI & Digital Transformation
Consulting

Potential analysis for AI in asset management. I evaluate tools, design agent-based systems for routine tasks and support pilot projects from data strategy to performance measurement.

Scope of Services: AI potential analysis in asset management · Automation of condition assessment & reporting · Tool evaluation & implementation support · AI-powered data analysis (portfolios, CAPEX) · Workflow design: agent-based systems · Data strategy & interface planning (ERP, CAFM) · Pilot project support.

Training & Workshops

Hands-on knowledge transfer for your property managers and transaction teams. I provide the technical expertise to independently and confidently assess real estate risks — the direct bridge between spreadsheet models and building reality.

Topics: Building condition assessment (theory + practice) · Maintenance strategy & prioritisation · Energy performance assessment & GEG obligations · Hazardous materials identification (asbestos, PCB, PAH). Formats: In-house (1–2 days), online, keynote presentation.

Hands-On Experience, Not Just Theory.

I understand the challenges of the housing industry not only from a consulting perspective, but from years of hands-on operational responsibility.

Benefit from management experience gained through overseeing more than €70 million in investment volume and over 20,000 residential units at LEG, one of Germany's largest housing companies — some assessed personally, others overseen with full responsibility in large-volume acquisitions.