Portfolio Advisory & Investor Toolkit

Built for portfolios, not transactions.


A look at what a Khoury Connect portfolio review produces — and immediate access to the analytical workflow our brokers run on every engagement.

KC
KHOURY CONNECT
Optimizing Real Estate Investment Portfolios
Prepared
May 17, 2026
Portfolio Review & Advisory Analysis
Bruce Wayne
Wayne Enterprises Real Estate Holdings, LLC
Est. Total Value
$15,670,000
Aggregate NOI
$1,071,610
Avg Cap Rate
6.2%
Portfolio DSCR
1.66x
Current Portfolio
Property Class Value Cap DSCR Rec.
1840 Commerce Park Blvd
Greenville, NC
Industrial $1,850,000 7.5% 2.11x Hold
Carolina Pines Medical Plaza
Greenville, NC
Medical $3,100,000 7.6% 1.77x Hold
9450 Hwy 264 Bypass
Washington, NC
Industrial $4,100,000 5.7% 1.49x Watch
845 Firetower Rd
Greenville, NC
Industrial $580,000 3.6% 0.55x Sell
Report Sections Executive Summary Current Portfolio Properties Under Evaluation Key Findings Action Plan
Sample Finding
“Portfolio is concentrated in Eastern NC industrial — 6 of 9 assets in that segment, exposing the portfolio to single-sector demand cycles. Three assets are bleeding cash and require near-term disposition or restructure.”
The Deliverable

What a portfolio review looks like.

A Khoury Connect portfolio review is a written advisory analysis — not a calculator output. We sit with your full holdings, evaluate each asset against its own situation and against your strategic position overall, and deliver a report with recommendations: what to hold, what to watch, what to sell, and where to redeploy.

The single-asset version of the same engagement is available when you need depth on one property rather than a portfolio-wide view — same analytical discipline, narrower scope.

Reviews typically run three to four weeks from engagement to delivery. Every recommendation is backed by the analytical work the broker did to get there, with the assumptions written down so you can see and challenge them.

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The Toolkit

Eight tools you can use right now.

Calculators tell you what the numbers are. The full advisory work — interpretation, recommendations, strategic context — is what the portfolio review produces.

That said, the calculators below are useful. They’re the analytical layer underneath the advisory engagement, pre-loaded with realistic CRE assumptions and ready to run against your own properties. We keep them gated because we want to introduce ourselves and learn what you’re evaluating.

Cap Rate Analysis
Quick yield benchmark for any income property. We pair the calculation with current Eastern NC cap-rate ranges so the number has context — not just an answer.
NOI ÷ Current Property Value
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NOI Analysis
The cleanest read on what a property actually earns before debt and taxes. The line that determines value, financing, and most negotiating leverage.
Effective Gross Income − Operating Expenses
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Cash Flow Analysis
What ends up in your pocket after debt service — the number that determines whether an asset earns its place in the portfolio.
Annual Pre-Tax Cash Flow ÷ Total Cash Invested
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DSCR Analysis
The single metric lenders care about most. Tells you whether a deal will get financed before you spend three weeks underwriting it.
Net Operating Income ÷ Annual Debt Service
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Break-Even Analysis
The vacancy threshold a property can absorb before it stops paying its own way. Critical for tenant-concentration risk and lease-rollover planning.
Fixed Costs ÷ (Revenue − Variable Costs)
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Hold vs. Sell Analysis ★ Signature Analysis
The discipline the firm is built around. Compares projected hold returns against net sale proceeds redeployed — and determines when “don’t sell” is the right answer, even when an offer is on the table.
Projected Hold Return vs. Net Sale Proceeds (after tax, after redeployment)
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Loan Sizing Analysis
What a buyer can actually finance versus what they want to pay — often two different numbers. Models the deal within real DSCR and LTV constraints.
Max Loan Amount based on DSCR & LTV constraints
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1031 Exchange Timeline
The 45-day and 180-day deadlines are fixed; there are no extensions. Tracks both windows from your sale close date so the schedule drives the deal.
Live deadline tracker from sale close date
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Access Request

Access the Toolkit

Enter your information below for immediate access to all eight tools. A broker follows up personally within one business day — and if you have a specific property in mind, we’ll run the numbers together.