Often the concepts of capital planning versus capital investment strategy are confused. Many property executives would quote the sum of money that they anticipate spending over the next 12 months on their buildings when referring to their capital investment strategy. While that amount is important, in actual fact, the figure itself has more to do with budgeting than it does strategy.

Capital planning focuses on the useful life of individual assets, the basic maintenance costs that are needed to keep it running, and estimates when assets will need to be replaced.

A capital investment strategy considers a much longer period of time. It is a big picture approach that evaluates all assets and the ways in which investing in them helps the organization to meet its mission and fulfill its business goals.

Learn more about how companies can align capital planning with institutional mission.

A capital investment strategy is a long-term roadmap that aims to align capital expenditures with larger business, portfolio, and financial objectives. A capital investment strategy can seem elusive. Plans evolve and new data changes your thinking. External events can change your tactics… so how do you stay on course when you feel like organizational targets seem to move on a daily basis?

Aligning short-term interests with long-term objectives is not an easy thing to do, but Intellis technology can enable your team to strategically design the future of your facility.

With FOUNDATION.Plans by Intellis, you can improve transparency and accuracy for your capital planning and investment needs.

Rather than manually analyzing projects to develop forecasts or relying on outdated or inflexible tools, the PLANS module efficiently and accurately evaluates your current and planned projects.

• Prioritize and monitor progress while addressing deficiencies, so you can maintain a healthy built environment and preserve critical assets for the future
• Quickly generate repair and renewal plans
• Integrate with enterprise financial systems to work seamlessly across business units
• Generate documentation that provides plans and traceability at various detail levels, so you can keep stakeholders informed

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