Real Estate Investment

This Tableau Accelerator allows you to:

• Assess Performance of your Property Investment
• Deep-dive to Property level of detail
• Identify the underlying drivers of your performance
• Measure improvements of Occupancy level over time

Demo video

Answer key business questions

• How do our real estate investments perform?
• Which cities generate the most revenue?
• Which cities offer the best Net Rental Yield? For which property types?
• What are the drivers of our investment performance?
• Which property types perform best on Net Rental Yield and Occupancy Rate?
• Which properties perform best on Net Rental Yield?
• What is the rental performance of one specific property & how does it compare to similar properties?
• How do we perform in filling our properties over the time?

Monitor and improve KPIs

Properties

• Nb of Properties: Total number of managed properties
• Occupancy Rate: Assess how effectively real estate is monetised by comparing actual revenue generated with the maximum theoretical revenue at full occupancy
• Property Cost: Property acquisition costs (including all fees)

Expenses

• Total Expenses: Refer to the sum of all costs and financial obligations associated with owning and maintaining a property on a monthly basis

Vacancy Cost

• Vacancy Cost: The difference between the max theoretical revenue (based on monthly rent amount at 100% occupancy rate) and the real revenue (expressed in currency)

Revenues

• Total Revenue: Overall income generated from a real estate investment during a specific period (expressed in currency)
• Net Revenue: Total income generated from a real estate investment after deducting all related expenses and costs (expressed in currency)

Yield

• Gross Rental Yield: Property’s Total Revenue over the selected period relative to the Property Cost over the selected period (“Nb of months” in the period * “Property Cost”/12) (expressed in percentage)
• Net Rental Yield: Property’s Net Revenue over the selected period compared to the Property Cost over the selected period (“Nb of months in the period” * “Property Cost”/12) (expressed in percentage)

Required attributes

• Month (date): Monthly snapshot
• Property No (string): Unique identifier of the property
• Property (string): Designation of the property
• Amenities (string): Standard, Mid-range, High-End, Luxurious...
• Property Type (string): Apartment, Furnished Apartment, House, Studio...
• Bedrooms (string): Number of bedrooms in the property
• Bathrooms (string): Number of bathrooms in the property
• Living space (numeric): Property size in sq ft
• Country (string, role: country): Country in which the property is located
• City (string, role: city): City in which the property is located
• ZipCode (string, role: zipcode): Zip or postcode in which the property is located
• Latitude (numeric, role: latitude): Property Latitude
• Longitude (numeric, role: longitude): Property Longitude
• Monthly Rent (numeric): Monthly Property Rent Amount
• Monthly Revenue (numeric): Monthly Revenue of the property
• Monthly Expenses (numeric): Monthly Expenses of the property
• Property Cost (numeric): Total cost of the property (including all fees to buy it – set same value for each month)