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Facility Portfolio Planning

Prioritizing facility investments for long-term value

Fentress combines architectural expertise with data-driven analysis to help organizations plan across campuses, statewide systems, and national portfolios. We assess facility needs, compare performance, and identify opportunities for renovation, consolidation, or replacement.

Our process turns complex facility data into clear investment priorities. By weighing urgency, operational benefits, and cost, we help clients direct funding where it will deliver the greatest value and develop phased capital plans aligned with organizational goals.

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Our Approach to Portfolio Planning

 We combine data-driven analysis with facility planning expertise to identify needs, prioritize investments, and develop long-term strategies across your portfolio. 

 Score facilities from 0–100 using consistent criteria to compare performance and identify improvement needs. 

How We Deliver Results

Facility Portfolio Assessment Tool

This tool scores each facility from 0–100, with 100 representing ideal performance across functionality, security, condition, design standards, and technology. Consistent evaluation criteria provide an objective basis for comparing facilities and identifying improvement needs across the portfolio. 

Urgency Evaluation Tool

 This tool evaluates the urgency of proposed projects using a structured set of criteria. It helps distinguish immediate needs from longer-term improvements and supports a prioritized, phased investment plan. 

Design Standards Calculator

This tool applies portfolio-specific design standards to calculate space requirements across the portfolio. It provides a consistent basis for defining project scope, comparing needs, and guiding implementation while accounting for each facility’s operational requirements. 

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The Fentress Advantage

Clear prioritization of facility projects across your portfolio
Data-driven investment strategies for optimal ROI
Objective evaluation of facility condition, risk, and needs

Facility Portfolio Planning Guide

 Explore our playbook for assessing facilities, prioritizing projects, and developing a phased investment plan supported by data. 

View the Guide
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Project Spotlight

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Lubbock Municipal Court Entrance
Service Provided

Lubbock Municipal Court Facility

As a court consultant to Randall Scott Architects, Fentress conducted space programming interviews, developed a Program of Requirements (POR), and assisted in the schematic design solut...

Colonial Forge High School entrance pavilion
Service Provided

Stafford County School Security Assessments

Working with Major Security Consulting and Design, LLC, Fentress conducted security assessments of 14 Stafford County, Virginia, public schools and the central office campus. We recomme...

Wilbur J. Cohen Federal Building Facade
Service Provided

HHS Organizational Assessment and Support

Fentress supports nationwide facility portfolio planning for the U.S. Department of Health and Human Services, Office of Inspector General. We evaluated the agency’s real property capab...

Franklin County, MO Courthouse
Service Provided

Franklin County Circuit Court

Fentress provided court consulting services to White & Borgognoni Architects for a new courthouse in Franklin County, IL. We developed an operations analysis and program of requirements...

Albemarle County Courthouse Project Page Image
Service Provided

Albemarle County and City Courts

Working with Fentress Studios, Fentress Inc. served as court planning consultants for Albemarle County, Virginia. We conducted a needs analysis and developed a space program to guide th...

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Let's Talk About Your Portfolio Goals

Whether you’re managing a single campus or hundreds of facilities, Fentress can help you prioritize investments that deliver the most value.

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