Real Estate Portfolio Manager
Mit abgestimmten Strategien zu verlässlichen Budgets und erfolgreichen Portfolios
Optiml unterstützt dabei, Asset-Strategien mit den finanziellen und strategischen Zielen auf Portfolioebene zu synchronisieren – für effiziente Kapitalnutzung und abgestimmte Entscheidungen über Stakeholder hinweg.
Vorteile mit Optiml
Portfolio Manager
Portfolio- und Asset-strategien synchronisieren – für Planbarkeit und Erfolg
Harmonisieren Sie Asset-Pläne mit Zielrenditen, bleiben Sie im Budget und maximieren Sie langfristig Werte
Stakeholder managen – mit datenbasierter Entscheidungsfindung
Treffen Sie datengestützte Entscheidungen schnell und einfach auf Basis einheitlicher Kennzahlen, Kosten- und Maßnahmen Vergleichbarkeit – bündeln CO₂-Effizienz
Zukunftsrisiken managen – mit szenariobasierten Analysen
Planen Sie voraus, vermeiden Sie Budgetüberschreitungen und„Stranded Assets“ – für ein resilientes und erfolgreiches Portfolio

Mit Optimls REDI können wir über generische Szenarien hinausgehen und fundierte Entscheidungen treffen – und so den Übergang der Gebäude und Portfolios unserer Kunden in Richtung Net Zero unterstützen, während wir gleichzeitig die Kapitalrendite optimieren. REDI vervielfacht die Expertise und Effizienz unserer Teams und erschließt neue Umsatzpotenziale.

Rebekka Ruppel
Managing Director, pom+Deutschland

Pain points
Warum Portfolio Manager mehr Transparenz und Steuerbarkeit
Herkömmliche Tools liefern keine verlässlichen Portfolio-Insights – Entscheidungen verzögern sich, ROI und Wachstumsziele werden riskiert.
Zeitfresser: manuelle Konsolidierung & Abstimmungen
Bottom-up Asset-strategien konsolidieren kostet Zeit, führt zu Inkonsistenzen und verhindert die Ausrichtung auf gemeinsame Ziele
Keine einheitlichen Annahmen & & unfundierte Entscheidungen
Fehlende Datenstandards und Annahmen führen zu Entscheidungen ohne belastbare Grundlage – Optimierung wird unmöglich
Fehlende Steuerung & Performance-Messung
Es fehlt eine konsolidierte Sicht auf Capex, ROI und Net Zero – Zielerreichung und Budgettreue sind schwer vorausschauend steuerbar
Fehlende strategische Flexibilität
Strategien lassen sich nicht außerhalb von Budgetzyklen anpassen – Entscheidungen werden reaktiv getroffen
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 customer’s buildings and portfolios, without a site visit.
- 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 customer
- Even with low data and before on-site visits, assess your customers’ 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 customer before allocating your resources on site visits (and risk false action).
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 customer-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 of your customers.
- 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 identify urgent tasks you can solve for your customer.
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 toolkit 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.
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).
Optiml – Werte steigern, CO₂ reduzieren
© Optiml AG 2025