- IPD collects extensive real estate data from around the world to analyze performance and provide indices and research. It collects data directly from property owners and managers. - IPD validates and stores large amounts of property-level data in its customized database system. It analyzes the data for clients to evaluate performance, risks, and benchmarking. - In addition to performance measurement, IPD offers sustainability tracking and works with clients to capture and organize their property data.

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IPD
Data
Collec,on
&
Service
Overview
Colm
Lauder,
IPD
5th
March
2013

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• Focused
• primary activity is performance measurement
• we do no investment, nor have any brokerage, consultancy or
advisory roles
IPD
Data
Collec,on
&
Service
Overview
Objective: To put real estate investment analysis on the same footing as other
asset classes
• Background
• established in the UK in 1985
• Now part of MSCI
• Confidential
• absolute respect for individual client confidentiality
• we publish aggregates, never individual portfolios
• Global leader
• currently working in 23 countries
• approximately USD $1trillion under measurement (65,000 current
assets) globally
Who
we
are

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IPD
Data
Collec,on
&
Service
Overview
Research
Market
Data
Events:
Conference
and
Training
IPD
offers
a
wide
range
of
products
and
services
to
the
real
estate
market
IPD
Property
Indices
IPD
Pooled
Property
Fund
Indices
PorKolio
Analysis
Service
(PAS)
Add
on
services:
Fund
Level
Analysis
C-­‐Thru
Analysis
IPD
Rental
InformaPon
Service
(IRIS)
Risk
Service
Por.olio
Analy2cs
Research,
Data
and
Events
Market
Indices
What
we
offer

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IPD
Data
Collec,on
&
Service
Overview
Direct
Property
RelaPonships
Direct
property
Listed
vehicles
Unlisted
vehicles
Joint
ventures
Separate
accounts
Indirect
Private
Equity
Real
Estate
Banks
Property
consultants
Public
sector
&
government
From
global
fund
managers
to
bouPques
From
listed
companies
&
REITs
to
unlisted
funds
From
pension
funds
to
insurance
companies
From
sovereign
wealth
funds
to
endowments

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IPD
Data
Collec,on
&
Service
Overview
What
we
do...
Processes
valida,on
check
consistency
screen
ranges/outliers
final
client
sign-­‐off
storage
Oracle
database
custom-­‐built
soware
relaPonal
structure
analysis
by
any
characterisPc
total
return
&
full
components
investment
flows
porKolio
structures
Inputs
data
direct
from:
public
market
vehicles
insurance
funds
pension
funds
endowments
landed
estates
any
owner/manager
covering:
complete
porKolios
each
asset
all
cash
flows/costs
appraisal
inputs
all
leases
Monthly,
quarterly,
annual
cycle
PorColio
Analysis
fair
benchmarks
performance
a_ribuPon
analysis
&
diagnosPcs
Publica,ons
naPonal
indices
market
performance
building
characterisPcs
investment
structures
&
strategies
Research
resource
open
access
for:
commissioned
research
supply
of
custom
data

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IPD
Data
Collec,on
&
Service
Overview
Sustainability
Service
-­‐
ECOPAS
Links
the
sustainability
of
a
property
and
a
porColio
through
to
its
financial
performance.
Quarterly
index,
released
bi-­‐annually
• Data
requirement
(stored
in
DMS),
at
asset
level
– building
quality,
– building
accessibility
/
transport,
– energy
efficiency,
water,
waste
and
flooding.
– Geo-­‐coding/GPS
locaPon
codes
• Current
markets
– UK
only
at
the
moment
– Australia,
SAF
and
Germany
are
thinking
about
it
• Poten,al
markets
–
any
market
able
to
collect
some
sustainability
measures
at
building
level

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Data
collecPon,
validaPon,
cleaning:
• World’s
most
extensive
CRE
data
capture,
validaPon
and
cleaning
regime
• Experienced
team
of
IPD
analysts
• Accommodate
data
in
a
wide
range
of
formats
• External
systems
data
standardised
using
industry-­‐
wide
protocols
of
OSCRE
• Translate
and
interpret
‘messy’
/
complex
data
• Rigorous
checking
-­‐
100%
usable
with
no
errors
• ValidaPon
rules
We
can
also
help
to
organise
the
collec2on
of
data
direct
from
borrowers
REPORT/BROWSE
COLLATE/HOUSE
CAPTURE
IPD
Data
Collec,on
&
Service
Overview
Data
Capture

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REPORT/BROWSE
CAPTURE
CRE
data
organised
by
acPvity
• Sales,
purchases,
part
transacPons,
developments,
leases
We
provide:
• Specialist
data
storage
soluPons
• Our
database
copes
with
movements
in
real
estate
porKolios
and
transfers
of
assets
Operation Detail
ValuationProperty
Land
leases
Commercial
Unit
consist
of
Customer
owns
has
Financial
Performance
Development
Residential
Unit
contains
Tenant
Income
Return
generates
is a
piece of
is a
new records
submits
Occupation
History
builds
Events
has life
cycle
IPD
Data
Collec,on
&
Service
Overview
CollaPon
and
Storage
of
Data
COLLATE/HOUSE

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Lease structure
analysis
Covenant
strength
Income at risk and
potential for future growth
(over-renting, rent free
periods, reversions,
vacancies, developments)
Expiry profile (unexpired
lease term, erosion of
income, impact of breaks)
Income concentration
Comparison of the loan
book with the benchmark
Credit rating of all the
companies in the Universe
(D&B)
Change in credit strength
over time
Upgrades/downgrades
Probability of default
Comparison of loan book
with benchmark
IPD
Data
Collec,on
&
Service
Overview
Use
of
Rental
and
Tenancy
Level
InformaPon
REPORT/BROWSE
CAPTURE
COLLATE/HOUSE

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Aggregation level CRE Exposure
Total
porKolio
level
Asset
type
Market
sectors
Geography
Individual
asset
level
Yield
profile
Lease
level
Lease
profile
COLLATE/HOUSE
REPORT/BROWSE
CAPTURE
Fixed
format
reporPng:
• Accessed
via
secure
client
area
IPD
Online
• Both
PDF
and
interacPve
formats
• ReporPng
at
the
4
levels
of
data
aggregaPon:
Address
Client
Ref
Status
Fund
weight
Weighted
contribuPon
Largest
individual
contributors,
last
3
years
The
Tower,
Hemel
Hempstead
2901
Sold
-­‐
0.94
110/112
High
Street,
Reading
3405
Held
1.2
0.62
Wainwright
Industrial
Estate
5274
Sold
-­‐
-­‐0.52
IPD
Data
Collec,on
&
Service
Overview
ReporPng

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IPD
Data
Collec,on
&
Service
Overview
The
use
of
addiPonal
GIS
Services
in
Investment
Analysis
•
New
data
collecPon
fields;
GPS
co-­‐ordinates,
Land
Zoning,
Flood
Plain/Risk
(only
for
EcoPAS);
• This
will
enhance
locaPon
performance
and
region
performance,
however
we
have
to
be
careful
as
to
what
level
of
detail
we
produce.
• To
what
level
can
IPD
uPlise
GIS
in
providing
an
advanced
level
of
services
to
clients?
• Improved
graphical
presentaPon
of
data
by
Research
Team

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• A
mix
of
what
our
capabiliPes
are
what
we
are
limited
to;
• What
our
clients
want
and
to
what
level
of
detail;
• Detailed
regional
or
low-­‐level
locaPon
investment
performance
analysis
would
be
desirable
for
the
pubic
good
–
but
would
it
damage
the
private
goal?
Summary
IPD
Data
Collec,on
&
Service
Overview

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IPD, 1 St. John’s Lane, London, EC1M 4BL, UK
Tel: +44 (0)20 7336 9200 ipd.com
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Intellectual Property Rights and use of IPD statistics as benchmarks
Whether in the public domain or otherwise, IPD's statistics are the intellectual property of Investment
Property Databank Limited. It is not permissible to use data drawn from this presentation as
benchmarks.
© Investment Property Databank Limited (IPD) 2013. Database Right, Investment Property Databank
Limited (IPD) 2013. All rights conferred by law of copyright and by virtue of international conventions
are reserved by IPD.