Real Estate Portfolio Managers

Stay in budget and on target with portfolio-wide strategies from ROI to Capex

Optiml empowers you to align asset strategies with portfolio goals, optimize capital allocation, and simplify data-driven decisions across stakeholders.

Key benefits for

Portfolio Managers

Harmonize asset strategies with portfolio ambitions

Ensure every asset strategy supports portfolio-wide financial targets and stays within budget—maximizing performance and long-term value

Streamline stakeholder alignment with comparable, scalable insights

Drive faster, data-driven decisions across teams with unified metrics, repeatable strategies, and cross-asset measure bundling for Capex and CO₂ efficiency at scale

De-risk the future with scenario-driven planning

Run forward-looking scenarios to protect revenue, avoid budget overruns, and prevent stranded assets—ensuring long-term portfolio performance and satisfied stakeholders

With Optiml’s REDI, we can move beyond generic scenarios towards reliable decision-making, helping transition our customer’s buildings and portfolios towards Net Zero while optimizing ROI. It multiplies the expertise and efficiency of our teams and unlocks new revenue opportunities.

Pain points

Why Portfolio Managers need better oversight & target alignment

Traditional tools fail to provide fast, clear portfolio-wide insights, slowing down decision-making and impacting ROI and growth goals

Bottom-up consolidation

Bottom-up Excel consolidation wastes time, creates inconsistencies, and makes alignment on portfolio goals impossible

Inconsistent & incoherent decisions

No consistent data sets and shared assumptions, decisions lack solid foundation—no ability to scale impact

Fragmented planning and performance

No unified view for capital allocation, ROI, or Net Zero, performance and budget compliance uncertain

Reactive instead of proactive

No flexibility to adapt strategies outside budget cycles, decisions based on lagging indicators

How Optiml's REDI helps you generate alpha

Real Estate Decision Intelligence takes you to the next level

Easy onboarding and AI data enrichment

  • Onboarding to Optiml is easy from the platform, Excel, or integrations. Start with just an address and onboard your buildings and portfolios. Optiml supports you along the way.
  • We know that data availability and quality are often imperfect – let our AI Data Enrichment provide trusted insights for localized contextual data.
  • Integrate with any data source, upload your own data and reflect your expertise into one AI-driven decision-making platform for Assets and Portfolios.

Fast development of assessments and initial decisions for alignment with your teams

  • Even with low data and before on-site visits, assess your buildings with reliable insights.
  • Identify stranding risks, prioritize buildings by performance or upside, and outline need for action.
  • Quickly develop initial strategies and scenarios for alignment with your teams & consultants before allocating your resources.

Asset Strategies for financial- and engineering-grade ROI

  • Create and optimize investment strategies and detailed renovation action plans with engineering-grade Digital twins of any building and energy simulations (with Norms and EnergyPlus) that deliver on quality.
  • ​Explore Component & System-level insights with confidence on HVAC, Energy Efficiency, Renewable Energy, and all building line items and simply adapt strategies based on your expertise.
  • Set specific goals (20+ KPIs, including ROI, Capex, Opex, Energy, CO2e (Scope 1-3), EPC, CRREM) and let our tool ensure compliance while you focus on your work.

Portfolio Strategies for investment confidence

  • Move away from working on single assets and use Optiml to cover entire portfolios, simplify budgeting and Capex allocation across all assets.
  • Define portfolio targets that meet your customers ROI and Net Zero goals – Optiml’s optimization algorithms ensure alignment from detailed Components to Assets to Portfolios.
  • Monitor progress and optimize performance such as financial outcome, CO2e reduction or energy efficiency over the lifecycle, and pro-actively solve urgent tasks.

Data environments leveraging our collective data and your expertise

  • Optiml is founded on rigorous scientific research from ETH Zurich building trust for data & analytics.
  • Our AI-powered Data Warehouse integrates hundreds of data sources and best practices, regularly incorporating the latest forecasting on economic, policy and subsidies, climate scenarios, and more without any effort from your side.
  • Add your specific data and assumptions, simply adapt our data and reflect your insights and expertise.

Enhance your service offering, workflows and established toolkit

  • Optiml is tailored to your workflow: Download detailed reports such as Discounted Cashflow (DCF) Valuations, data, and indicative assessments such as Energy Performance Certificates in Excel or PDF.
  • Enhance your existing processes and simply integrate existing data from your software with Optiml and vice versa via API.
  • Flexibly adapt, re-run, and create new strategies and scenarios on the run while maintaining your own databases and templates for simple re-use.

Pricing

Choose the best tier for your assets.
Pricing
Rapid assessment
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Future-proof strategies
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Integrated planning
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Adaptive oversight
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FAQs
Frequently asked questions

Optiml streamlines the traditionally time-intensive processes of collecting building data and developing investment & decarbonization strategies at both asset and portfolio levels to meet user’s targets. With Optiml, tasks that previously required days of manual effort can now be completed in just minutes. Optiml has been show to save 90% in time & effort (soft costs) along with up to 30% reductions in Capex & CO2 for buildings with optimal investments. Overall, the payback is in just a few months.

Optiml offers a software subscription (SaaS) model priced per Rentable floor area of buildings (in m2 or ft2) per year. The prices vary across the tiers.

Depending on your portfolio’s size and complexity, we will offer a custom proposal. We offer credits packages with volume discounts as well.

The flexible 1-year contracts include annual or monthly billing options. Billing can be tailored to entities, funds, portfolios, or countries, with pricing varying by the selected tier.

Yes, we provide a free 30-day trial for 1 building as a test.

The four tiers (1- Rapid Assessment, 2- Future-proof strategies, 3- Integrated Planning, and 4- Adaptive oversight) reflect the building lifecycle, customer experience, and data qualities. Users can easily move between tiers based on their portfolio, data quality, and use cases.

After purchasing a plan, we will conduct an onboarding workshop to assure sufficient data exchange and onboard all of your assets in the matter of days. Then, you will receive user access to the Optiml (accessible via your web browser).

Your Actionable Decarbonization

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contact@optiml.com

🇨🇭 Tessinerplatz 7, 8002 Zurich, Switzerland

🇩🇪 Munich, Germany