Get Full Access to this Case Solution Now
Unlock Case SolutionThis IBET Pension Fund case study provides a valuation of the properties and presents a recommendation for a strategy of managing the portfolio.
Arthur I Segel
Harvard Business Review (800133-PDF-ENG)
November 03, 1999
Case questions answered:
- Determine the value of each property.
- Provide valuation analysis.
- Make a recommendation on whether to hold, buy, or sell the property.
- Write a 2-page memorandum and suggest a strategy of managing the portfolio.
Not the questions you were looking for? Submit your own questions & get answers.
IBET Pension Fund Case Answers
This case solution includes an Excel file with calculations.
MEMORANDUM
To: Board of Trustees
Subject: Recommendation for IBET Pension Fund Portfolio Strategy
The portfolio strategy is drafted based on the portfolio summary table prepared in order to determine which properties are performing well in the portfolio and which property is performing poorly so that a suitable strategy for managing the property can be introduced to maximize the benefit for the beneficiary of pension funds.
The market value of the properties is determined based on the income approach method in which the cash flow from operations is taken in the numerator and the capitalization rate is taken as the denominator to determine the potential market value of the property according to the cash flows generated by the particular property.
According to the strategy of portfolio summary, various properties are subject to…
Unlock Case Solution Now!
Get instant access to this case solution with a simple, one-time payment ($24.90).
After purchase:
- You'll be redirected to the full case solution.
- You will receive an access link to the solution via email.
Best decision to get my homework done faster!
Michael
MBA student, Boston
Best decision to get my homework done faster!