Green Street Advisors
Strategic Advisory

Real Estate Company & Portfolio Valuation

Providing insight into real estate values

We use Green Street’s proprietary net asset value (NAV) and warranted share price methodologies to value a variety of real estate entities. This quantitative and qualitative analysis identifies strengths and weaknesses of an entity or portfolio relative to the public REIT peer group. We provide added insight by comparing risk-adjusted returns to the broader equity and debt markets. Our group goes beyond the typical property appraisal to value the platform on a more comprehensive and strategic level.

We value an array of real estate entities:

  • Non-traded REITs
  • Private REITs
  • Joint venture investments
  • Real estate platforms / operating companies
  • Direct investment vehicles

Real Estate Company & Portfolio Valuation Case Study

The Client: Private owner of high-quality portfolio

  • Property Sector

    Industrial

  • Company Size

    75 employees

  • Portfolio Size

    $1.5+ billion

  1. The Situation

    The board of directors of a blue-chip private REIT sought an independent assessment of the company’s performance as a topic of discussion for its annual corporate strategy meeting. The objective was to get insight on the company's competitive position relative to the publicly traded peer group to help assess its strategic direction and evaluate senior management. The board was particularly interested in gaining a third-party perspective of management’s relative effectiveness as it sought to implement a more thoughtful, systematic approach to valuation and executive compensation.

  2. Our Solution

    For over 10 years, Green Street has provided the board of directors with an annual, customized review of all aspects of the company’s performance including:

    • Property market update
    • Portfolio performance and valuation
    • Capital allocation track record
    • Share valuation
    • Positioning for future growth
    • Balance sheet strength

    Using a comparable set of publicly-traded REIT peers for an in-depth comparison, Green Street offers an independent perspective on the company’s absolute and relative performance. Green Street’s report provides input to the company's strategic goals, helps set parameters for executive compensation goals, and offers insight into the company’s relative position in the industry while simultaneously helping the board meet its fiduciary responsibilities to shareholders.

  3. The Results

    Green Street has provided this comprehensive analysis on an annual basis for many years, offering a valuable and insightful time series that allows this private entity to compare its track record with that of its public peers. Management and the board view Green Street as an extension of their team, utilizing Green Street’s research and professionals to enhance the company’s processes and strategic initiatives. This blue-chip, private REIT, with a top-notch management team has been enormously successful over the past decade thanks to its focused, disciplined approach toward long-term value creation.

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To inquire about becoming a client, or if you have any questions about any of our products and services, please contact Sales at +1 (949) 640-8780 or follow the link below and complete our online form.

To become a client or learn more about how our service offerings can benefit you, please call our sales team at +44 (0)20 3793 7000 or follow the link below and complete our online form.

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*Please note that we only accept as clients entities or persons who can be classified as professional clients or eligible counterparties under the FCA rules.