The Metric Portfolio Audit

Is an underperforming asset threatening your wider portfolio? We stress-test individual holdings against terminal cap rates and 200 bps interest rate shifts.

While our typical deal size (acquisitions, dispositions, and structured financing) falls in the $5M–$25M range, we provide this audit for principals whose overall portfolio and net worth are often significantly larger ($5M–$50M+).

We identify underperforming capital, maximize retention through geographic transitions, and fortify holdings against shifting debt markets.