The concepts of capital planning and capital investment strategy are often confused. Regarding capital investment strategy, many property executives quote the money they anticipate spending on their buildings over the next 12 months. While that amount is essential, the figure has more to do with budgeting than strategy.

What is the difference between Capital Investment and Capital Planning?

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

A capital investment strategy considers a much more extended period. It is a big-picture approach that evaluates all assets and how investing in them helps the organization meet its mission and fulfill its business goals.

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

Capital Investment Strategy 

A capital investment strategy is a long-term roadmap that aims to align capital expenditures with more significant 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 daily?

Aligning short-term interests with long-term objectives can be challenging, but Intellis technology can enable your team to design your facility's future strategically.

Improve Facility Planning with Intellis

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Rather than manually analyzing projects to develop forecasts or relying on outdated or inflexible tools, the PLANS module efficiently and accurately evaluates your current and planned projects.

• Progress must be prioritized and monitored while deficiencies are addressed to 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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