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Portfolio Planning

Helping organizations prioritize facility investments for maximum value

Fentress combines a unique blend of architectural and analytical skills in our approach to portfolio planning. Whether you have one building, a campus of facilities, or a nationwide inventory of hundreds of sites, our process identifies needs based on urgency and aligns capital planning with organizational goals.

Our portfolio planning services provide a clear picture of facility conditions, risks, and improvement priorities, helping clients invest in projects that deliver the greatest return and impact.

Coming Soon Portfolio Planning Guide Optimizing courthouses for security, functionality, and long-term value (1)-1 Optimizing courthouses for security, functionality, and long-term value (1)-1

Our Approach to Portfolio Planning

Our tailored approach blends data analysis with facility planning expertise to prioritize investments and guide long-term facility strategy.

Assess each facility in the portfolio using a 0 – 100 rating that measures functionality, condition, security, and technology

How We Deliver Results

Facility Assessment

This tool scores each facility across functionality, security, condition, design standards, and technology, giving each facility a rating from 0 to 100, where 100 is ideal. It works on-site during assessments and manages results across multiple buildings, with clear graphics and reports that help identify project priorities and facility needs.

Project Prioritization

This tool objectively scores and ranks facility projects when you have more needs than available funding. It uses weighted factors tailored to your organization's mission criticality, risk levels, and urgency to determine which projects should receive funding first, and lets you run different scenarios across your entire facility portfolio.

Automated Design Standards

This tool automates space standards and creates consistency and cost savings across projects. The tool can be used to compare the size and cost of implementing new space policies.

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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

Portfolio Planning Guide

Discover our comprehensive playbook for portfolio planning, from our method for assessing facilities to prioritizing needs across the portfolio

View the Guide
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Proven Results

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Lubbock Municipal Court Facility
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...

Stafford County School Security Assessments
Service Provided

Stafford County School Security Assessments

Conducted assessments of 14 Stafford County, VA public schools and the central office campus. Provided recommendations for improving security across the district. The final report inclu...

HHS Organizational Assessment and Support
Service Provided

HHS Organizational Assessment and Support

Fentress worked with the Office of Inspector General, US Department of Health and Human Services to evaluate its real property capabilities and to develop more effective business proces...

Albemarle County and City Courts
Service Provided

Albemarle County and City Courts

Served as court consultants to perform a needs analysis and space program for new and renovated court facilities.

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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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