Portfolio Valuation and Positioning

Development teams and regional lenders often need a troubled portfolio of assets or loans cast against the market for action planning and priorities. Our Portfolio Valuation and Positioning approach securely accepts proprietary Client portfolio data into a calibrated platform for confidential market overview. We include Client risk metrics or create new metrics to frame the way forward.

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The Client scale of this Positioning is always significant, the next moves critical.  Our platforms can continually track portfolios of several dozen to several thousand assets or loans in realtime.  DFM regularly collaborates with national data servicers to accept, keep secure and provide tiered 24/7 access to the platform for various Client users.  Recent examples have been 1,200 multi-family apartment assets in Atlanta, regional homebuilder assets in four states, and 4,000 loan assets in south Florida.  For the Florida portfolio, see the graphics (above left) for a sample of collateral location and concentration by asset class, then the same SMA/RT™ screen (lower left) for sample risk metrics by both risk rating and basis.

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Our portfolio valuation and positioning has been created for regional lender reviews before the OCC and state regulators, employed by national lender regulatory advisors and assisted in screening capital markets lender acquisitions.