Real estate plan types
To organize your real estate strategies, budgets, forecasts, and scenarios, you can use several types of real estate plans. These plan types include portfolio plans, implementation plans, and transaction plans.
- Portfolio plan
- Organizes your high-level and long-term strategic savings, budget forecasts, mergers, and acquisitions. Within each portfolio plan, you can also create and organize a set of targeted implementation plans.
- Implementation plan
- Organizes your specific goals and financial targets. Within each implementation plan, you can also create and organize a set of detailed transaction plans.
- Transaction plan
- Organizes your market data, contacts, project tasks, and critical to quality (CTQ) requirements. Within each transaction plan, you can also create and organize a set of different transaction scenarios and real estate projects. For each scenario, you can assemble one or more project transactions to represent a potential real estate solution. After you evaluate the different transaction scenarios, you can identify the scenario that represents the best real estate solution.
You can access these real estate plans by selecting and scrolling to the Related Links - Real Estate portal section. From here, you can expand the Portfolio Plans link or Transaction Plans link.