Project led by Bruno Jiménez, now an Akaen partner.
A global audit firm (Big Four) needed to accelerate the valuation of real estate portfolios for large investment funds. The project automated a manual and dispersed process, reduced operating time by 60% and raised the quality of technical analysis.
Executive summary
About the customer
The real estate division of a global professional services firm (Big Four), valuing portfolios for investment funds with strict requirements for accuracy, traceability and regulatory compliance.
The challenge: the bottleneck in portfolio valuations
The technical team spent more than half of its time on low-value tasks: tracking portals, consulting official records and mapping street-to-street prices to find comparables. The operational burden limited the ability to manage larger portfolios and increased the risk of human error.
The bottleneck was collecting the data needed before valuation, which consumed senior specialists’ time and slowed the entire cycle.
The Solution: Intelligent Automation
An automated data stream was designed to replace manual search with strategic validation. The solution integrates market sources and official records into a single pipeline, ready to feed expert analysis.
- Bulk Data Intake: connection via scraping and APIs with reference portals and public records.
- Reference Price Algorithm: automatic selection of comparables by location, property type and asset attributes.
- Generation of asset profiles: Instant drafts ready for expert judgement and validation.
Automated Processes (3 key modules)
| Phase | Problem | Solution |
|---|---|---|
| Bulk data intake | Before Dispersed sources and manual collection that consumed hours per portfolio. | Now Automatic extraction from portals and public records with traceability. |
| Reference price algorithm | Before Comparables calculated individually, risking bias and inconsistency. | Now Automatic calculation of comparables by proximity, typology and critical attributes. |
| Pre-filled asset profiles | Before Manual preparation of property data sheets before each valuation. | Now Generation of drafts in seconds for expert review and validation. |
The Impact
Eliminating 60% of repetitive work let the technical team focus on qualitative analysis and professional judgement, improving audit rigour and portfolio management capacity.
- Capacity freed up: 5 senior architects reoriented to validation and strategic analysis.
- Data quality: lower risk of human error in transcription of comparables.
- Scalability: portfolio growth without proportionally increasing costs.
Operational comparison
- • Manual search on real estate portals.
- • Verification one by one in official records.
- • Manual preparation of property data sheets.
- • Architects dedicated to data collection.
- • Automated extraction of market data.
- • Instant cross-checking against official sources.
- • Profiles pre-filled in seconds.
- • Architects dedicated to strategic analysis.
Operational results
- Stronger SLA performance: consistent valuation times across large portfolios.
- Valuation expertise: focus on technical judgement and not on mechanical tasks.
- Process quality: full traceability of sources and comparables.
Conclusion
“Automation frees qualified people for the tasks where they add real value. The technical team now spends its time on valuation rather than copying data.”
Do you want to optimise your real estate valuation processes? .