Portfolio analysis

One pass across a portfolio using the real data you hold on each building: a screening model and a short brief per building, fund and owner rollups, a phased program, and a portfolio report. A problem with one building is noted on its row; it does not stop the run.

The expert decides once, at the start: the building list, the rates, and how carbon links to value. After that the run is automatic, because the value of a portfolio pass is that it finishes.

Tens to hundreds of buildings Led by the Portfolio lead

From start to finish

1Kickoff

2Grouping

3Per-building screen

4Portfolio economics

5Phasing

6Review

7Reports

Expert

Confirm the building list, the rates, and how carbon links to value.

Receive the portfolio report and a brief for every building.

Lead agent

Reads the roster back to you so nothing is missing.

Groups buildings by age, size, systems and type.

Runs the batch.

Keeps savings and your share of them separate.

Notes issues on the affected rows.

Renders the report and the briefs.

Knowledge check

Checks what we already know about each jurisdiction in the portfolio.

Asset screener

Energy position per building, tagged by confidence.

Compliance screener

Carbon target and penalty exposure per building.

Retrofit advisor

Measure list per group and per building.

An install year for every measure.

Portfolio economist

One calculation across the whole portfolio.

Report writer

Portfolio report, plus a brief for every building.

Quality reviewer

Recalculates the batch; notes issues on the affected rows.

: Expert decision
: Automatic check
: Lead agent
: Specialist
: Repeats per building
: On site

Read the diagram as text

Portfolio analysis: who does what at each step
Step	Expert	Lead agent	Knowledge check	Asset screener	Compliance screener	Retrofit advisor	Portfolio economist	Report writer	Quality reviewer
1. Kickoff	Confirm the building list, the rates, and how carbon links to value.	Reads the roster back to you so nothing is missing.	Checks what we already know about each jurisdiction in the portfolio.
2. Grouping		Groups buildings by age, size, systems and type.
3. Per-building screen		Runs the batch.		Energy position per building, tagged by confidence.	Carbon target and penalty exposure per building.	Measure list per group and per building.
4. Portfolio economics		Keeps savings and your share of them separate.					One calculation across the whole portfolio.
5. Phasing						An install year for every measure.
6. Review		Notes issues on the affected rows.							Recalculates the batch; notes issues on the affected rows.
7. Reports	Receive the portfolio report and a brief for every building.	Renders the report and the briefs.						Portfolio report, plus a brief for every building.

The specialists

Each one has a single job. They work from shared files, hand back what they found, and never speak to you directly. Everything comes back through the lead agent.

Asset screener

An energy position and building profile for every building at portfolio speed, each tagged with how confident we are.

Tools: resstock, comstock, building-science, bpd, energy-star, brave-search

Compliance screener

Carbon target and local penalty exposure per building, fetched by region and type but calculated individually.

Tools: crrem-skills, cambium, bps-compliance

Retrofit advisor

The measure list per group and per building, plus the install schedule.

Tools: measure, costing, incentives, utility_rates

Portfolio economist

One calculation across the whole set: returns per building and in aggregate, with your share of savings kept separate from the total.

Tools: cashflow

Report writer

The portfolio report, plus a brief per building built from the saved model. Rollups are sums of the rows beneath them.

Tools: soapbox-agent, xlsx_templater

Quality reviewer

Recalculates across the batch. One bad building is a note on its row; only a portfolio-wide problem stops the report.

Tools: cashflow, crrem-skills, bpd

When it is not clear-cut

The lead agent never improvises. Each of these is decided the same way every time.

Is this the right pass?

If You hold almost no data per building: Retrofit prioritization instead

If not Continue here

Can a building be screened?

If Its baseline holds up: Screen it

If not Marked not screened. The run continues

Does a measure clear the bar?

If It beats your hurdle rate: Recommended

If not Below the bar, unless a regulation requires it

A problem is found

If It affects one building: Note it on that row and carry on

If not If it affects the whole portfolio, stop the report