Protect NAV and distribution yield
Portfolio-wide allocation and sequencing you can prove, over the remaining fund life.
Capital calls your
IC and LPs can approve.
Hit fund objectives
NOI, yield, and IRR against capital, timing, and delivery trade-offs.
Clearer capital governance
Documented assumptions and alternatives, updated when material conditions change.
REDI BENEFITS
What REDI gives you
Portfolio clarity, from options to decision
Which assets merit capital and when, within one Capex envelope, hold period, and agreed return objectives.
Economic decision pack
NAV, NOI, yield, IRR, and cash-flow timing for IC and LP challenge.
Refinancing decision evidence
Compare Capex and transition pathways against financing assumptions and lender questions.
Traceable decisions
Review evidence, assumptions, alternatives, and versions.
REAL ESTATE DECISION INTELLIGENCE
Explore the platformOptiml links financial value, transition paths and operational realities – with high efficiency and quality. In addition, the service and support levels are beyond expectations.
Dr. Wolfgang Wagner
ALLOCATE
Portfolio capital allocation
See which assets compete for capital, when, and why. Compare candidate actions against available budget, timing, returns, and real-world constraints.
COMPARE
Portfolio outcome pack
NAV, NOI, yield, IRR, and transition implications, with underlying assumptions visible for review by ICs, LPs, and lenders.
REFRESH
Versioned investment decisions
Retain the evidence and assumptions behind each capital decision; revisit as budgets, markets, or strategy change.
PATRIZIA: From portfolio evidence to investor-ready capital decisions
How PATRIZIA uses Optiml across funds, asset classes, and investment transactions to identify more efficient Capex pathways, protect portfolio value, and make financial trade-offs visible to investors.
Cushman & Wakefield: Turning technical ESG due diligence into reviewable EPC and retrofit choices
UK advisory team combined building evidence, indicative modeling, and professional judgment in a multi-property assessment, moving from fragmented source inputs to comparable EPC and retrofit scenarios on a transaction timetable.
How Catella Investment Management compares capital and decarbonization pathways across CER III
Catella Investment Management used Optiml’s REDI platform to compare different investment and decarbonization pathways for Catella European Residential III (CER III).
Pensionskasse der Bewag: Putting Capital Decisions Behind a 25-Year Decarbonization Strategy
How Pensionskasse der Bewag worked with FREO, pom+, and Optiml to compare investment pathways, identify a lower-capital approach, and translate portfolio climate ambitions into actionable planning.
REFERENCE CASE
What a fund decision can reveal
Core+ office fund, GAV €800M, five European countries. Three fund strategies and asset-level hold, sell, and monitor plans to 2035.
8%
GAV loss risk from brown discount identified and mitigated
50%
Capex reduced against the original plan
5–8%
Expected exit value increase on assets for sale
FAQ
Portfolio & Fund Management
Can Optiml prioritize Capex across the whole portfolio, not just asset by asset?
Optiml optimizes each asset against its own evidence and constraints and consolidates the results into a portfolio view, where fund-level KPIs are steered against targets. Portfolio-wide rules, such as rolling out a measure across all assets within a set period or applying a standard target to every asset, can be applied on top.
Which financial outcomes does Optiml report?
Every strategy is expressed in the terms your Investment Committee uses: Capex and Opex over time, NOI, cash flows and DCF valuation, IRR, and value impact, alongside energy and carbon outcomes. Rents, values, discount rates, and cost assumptions are visible and editable, so the financial case can be challenged line by line.
Can I model hold period, exit timing, and refinancing in the decision?
Fund life, hold period, exit year, and liquidity limits are the constraints that make a capital decision fund-specific rather than generic. Strategies can be run and compared under different exit and budget assumptions, so you can see which assets to renovate then sell, hold, or exit, and which works pay back before the exit date.
Can I use Optiml outputs in Investment Committee papers?
Yes. The decision pack is designed for the people who approve, fund, or challenge a capital decision: it shows the recommendation, the alternatives, the assumptions, the sensitivities, and the evidence behind each number, and it can be reproduced and refreshed when conditions change.
How do you separate green Capex from routine replacement?
Green Capex is the delta against a like-for-like replacement. If an improved facade costs €700k and the like-for-like replacement €500k, the green Capex is €200k. Optiml reports this per intervention as a marginal Capex table, so the incremental cost of the transition path is visible separately from maintenance you would spend anyway.
What outputs do I get?
For every asset and portfolio you get the decision pack: the recommended strategy with its sequenced measures and Capex plan, the alternatives it was compared against, financial and transition outcomes side by side, and the assumptions and sensitivities behind them. Everything is available in the platform and exportable to Excel and PDF, including full DCF and cash-flow detail. Our Assistant feature also allows for flexible reporting.
What data do I need to get started?
An address alone is enough for a first assessment. Address, floor area, construction year, and use type unlock full onboarding and strategy generation. From there, every additional input, such as energy bills, rent rolls, EPCs, audit reports, or a short site checklist, tightens the result. Accuracy increases with data quality, and the platform shows you where the gaps are.
How do I get my buildings into Optiml, and how long does onboarding take?
Two ways. Single assets, for example in a transaction, are added directly in the app and assessed within minutes. Funds and portfolios are uploaded in bulk with Optiml's Excel template, and strategies and assessments are generated automatically on upload. After purchase, we run an onboarding workshop with you to agree the data exchange and onboard all of your assets within days. Access is through your web browser, with nothing to install.
Ready for decisions you can defend?
See how Optiml turns your building data into capital decisions your IC, lenders, and LPs can approve. Deterministic logic. Visible assumptions. Your decisions.
