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Asset Management H

Hold Period

A hold period is the actual or expected time from purchasing an investment to selling it. State whether the period describes ownership history or a plan.

A hold period runs from an investment's purchase to its sale. INREV's Global Definitions Database includes both the period that actually occurred and the period an owner expects. Keep that distinction clear when describing a property's history or future plan.

For a PM company owner or operating leader, an illustrative use is stating which ownership horizon a property plan assumes. Keep completed dates separate from projected ones and note when the owner reviewed the assumption. The period describes time; hold-versus-sell modeling compares possible results from different choices.

Source: INREV Global Definitions Database: Hold Period.

Frequently Asked Questions

Does an expected hold period establish a confirmed sale date?

No. An expected period is part of a plan. Identify it as an assumption, separately from completed purchase and sale dates. When using it in an operating plan, record its source and review date.

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Asset Condition Index

Asset Condition Index summarizes documented component condition and, where applicable, functional performance; its method must be stated before scores are compared.

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Asset Management

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Asset Management Fee

An asset management fee compensates an investment manager or adviser for oversight and management of real estate investment assets.

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