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Portfolio re-valuation
Re-value a 500-property portfolio overnight. Confidence-banded ranges, RICS-AVM applicability flagged per asset.
What it does
Asset managers and BTL portfolio lenders need to refresh valuations across large books. Doing this manually is six weeks of analyst time per 500 addresses. Portfolio re-valuation runs Agentic Valuation in parallel across an uploaded list, returns updated ranges with confidence bands, and surfaces the assets that fall outside RICS AVM criteria so a human valuer focuses only where needed.
Inputs
- Portfolio CSV (UPRNs or addresses)required
portfolio_csv (text)One address or UPRN per row.
- As-of valuation date
asof_date (date)
How it runs
- 1Parse the portfolio file and resolve every row to a UPRN
- 2Run Agentic Valuation in parallel across the batch
- 3Apply the as-of date for forward indexation
- 4Aggregate results into a single workbook
- 5Flag assets outside RICS Red Book AVM criteria with reason
- 6Export portfolio summary + per-asset packs
Outputs
- Per-asset value range with confidence band
- Portfolio total + median + percentile bands
- Aged-comparable flag (when last sold > N years ago)
- RICS-AVM applicability per asset
- Excel workbook + audit-traceable evidence
Run Portfolio re-valuation on a real address.
Thirty minutes. Your address. Real comps, real planning, real reasoning.
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