AI-Powered
Portfolio Management

Make data-informed decisions that align your portfolio with business goals, reduce costs, and adapt to changing needs.

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Turning Complexity into Clarity

Trebellar’s AI portfolio management tools surface key insights, trends, and prescriptive recommendations for optimizing real estate performance.

KEY BENEFITS

Align portfolio with business goals

Track portfolio performance using customizable scores reflecting your organization’s strategic priorities.

Uncover cost-saving opportunities

Identify underutilized sites, expensive leases, and options for consolidation or renegotiation.

Plan for growth with confidence

Assess potential office expansions based on talent density, market trends, and predictive location scores.

Supercharge your team’s potential with purpose-built AI

Product highlights

Location Scoring & KPIs

Deploy a consistent, data-backed way to evaluate every site in your portfolio. Easily customize scores for occupancy and attendance rates, employee engagement, proximity to amenities, lease costs, and commute times.

AI-Powered Dashboards

Easily create and customize thematic dashboards for occupancy, key ratios, lease and operating costs, employee sentiment, and other KPIs. Get instant answers and summarize key insights with Trebellar Intelligence.

Generative Reports

Get instant written analysis and summaries with Trebellar’s generative AI reports. Simply ask Trebellar Intelligence to “create a presentation” – then make edits or invite collaborators before sharing via secure link, PDF, or PowerPoint.

Lease Optimization Insights

Access recommendations for renewal, renegotiation, or consolidation opportunities across your portfolio. Trebellar surfaces underutilized sites nearing key renewal dates and can recommend ways to optimize footprint within a region or metro area.

Commute Insights

Analyze commute times for driving, transit, biking, and walking for any location – current or prospective. Use these insights to justify transportation programs, commuter benefits, or location shifts that improve employee experience.

AI-Enabled Portfolio Management: Key Data Sources

With just assigned headcount and badge data by department (no personal data) Trebellar delivers key performance insights. Scale your data inputs at your own pace—every layer adds new, actionable intelligence.

KEY SOURCES
Location
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Data
Address, SqFt, Owned vs. Leased
Assigned
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Headcount
By location, department, seniority
Attendance &
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Occupancy
Badge data by department, seniority
Lease
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Administration
Cost, Key Dates, renewal/exist strategy
Headcount
+
Growth
FTE & consultant hiring, by location
Workforce
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Distribution
Employee home address ZIP code
Employee
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Sentiment
CSAT/NPS Scores, Survey Feedback
Market
+
Signals
Market pricing, talent, nearby amenities

Why Portfolio Management with Trebellar?

AI-Native for real estate

Work smarter with purpose-built tools tailored for the complexities of workplace and portfolio planning.

End-to-end insights

From lease analysis to expansion modeling, manage your portfolio lifecycle with one integrated platform.

Proven outcomes

Achieve measurable savings and better outcomes at a fraction the time and cost of traditional approaches.

Make Smarter Real Estate Decisions–Starting Today

Stop reacting to change and, instead, anticipate it. Let’s build a real estate strategy that delivers clarity, confidence, and measurable value.