NEW MODEL OF REAL ESTATE INTELLIGENCE IN MÉXICO. Soraya Pérez Munguía P r e s i d e n t o f I N D A A B I N

Transcription

1 NEW MODEL OF REAL ESTATE INTELLIGENCE IN MÉXICO Soraya Pérez Munguía P r e s i d e n t o f I N D A A B I N

2 MISSION/VISION OUR MISSION Manage the federal and public Real Estate patrimony, optimizing its use, as well as provide appraisal services helping to rationalize the public expenditure. OUR VISION Promote a modern and transparent administration of the Federal Real Estate

3 ORGANIZATION CHART Secretary of Public Administration President of INDAABIN MAIN FUNCTIONS PROPERTY ASSETS Real Estate Planning Inventory System The Federal Public Registry of Property Federal Committee of Property Assets MANAGEMENT Federal Shared Properties Leases, concessions, permissions or bailment Strategies for disposal APPRAISAL AND CONSTRUCTION WORK Dictamination Appraisal (for leasing and sale) Infrastructure management

4 PORTFOLIO SNAPSHOT 104,991 total 38,039 administrative properties 66,952 in use of religious associations 42,167 assets 38,039 owned 4,128 leased Types of the space General office, warehouse, land ports of entry, wastelands.

5 BACKGROUND Until the first year of this administration National Real Estate Policy was addressed as a part of the National Development Plan. During 2014, INDAABIN developed a diagnostic, finding more than 3,000 properties underused. In average, federal government use 37 sqm per FTE. We are developing this indicator per property. This model was intended as a tool for implement our responsibilities of our first appearance as an institution into federal expenses budget project for 2016, that seeks to disposal underused national properties. Budget cuts force us to be increasingly creative in the use of real estate assets.

6 CONSIDERATIONS FOR THE POLICY Increase the value of the Real Estate patrimony, strengthening strategic decision making for its use or disincorporation. More control of property leasings, eliminate unnecessary rentals, develop property programs for relocation. Disposal of what is not cost effective with actions to develop alternative uses (Public Private Associations, alienation, commodatum, rentals or donations). Create a methodology that makes it possible to identify underused properties and develop strategies and actions.

7 KEY QUESTIONS How can we define use and occupation? How can use and occupation be measured on a massive scale (3,000 properties)? How can we incorporate intelligence in the model? What kind of policy can we design?

8 GOAL OF THE MODEL Identify the best use and occupation of the federal property based on their physical characteristics, their location, and their development potential; in order improve the decision making process.

9 MODEL ELEMENTS Information Indicators Evaluation Ground surface of the property Coefficient of Utilization Construction area Property Length front of the property Background lenght Coefficient of Shape Quality of the property Type of road Coefficient of Type Road Property Use Coefficient of Property Use Grade of Use and Occupation Local Population (municipalities) Human Development Index* Socioeconomic Index Urban Context Average stories in Buildings (Urban context) Height rate / Verticality (Urban context) Quality of the Urban Context Land Use (Urban context) Potential Land Use (Proposed for the specific property) Compatibility of Land Uses *The Index measures three indicators; Health access ( Life Expectancy), Educational Level and the National Gross Income

10 MODEL APPLIED INTO A FIRST GROUP OF PROPERTIES The model has been applied to a first group of 96 properties of the owned assets portfolio

11 TYPE OF ROADS WHERE THE PROPERTIES ARE LOCATED Primary Road 18 (19%) Secondary Road Local Road (31%) (28%) Primary Highway 21 (22%) Measures the accesibility level in a building, starting from its main front. Assumes that having a front in a better road means a better use potential and construction.

12 HEIGHT RATE/VERTICALITY One story 51 (53%) Two and three stories 42 (44%) Four stories and more 3 (3%) It s obtained through observing the average stories in the context.

13 POTENTIAL LAND USE Current Use Proposed Use The Proposed Use assumes that in case that the contexts allow another -more profitable use- will be able to afford this location. This enable to identify those properties that can be replaced by other more profitable uses. Dwelling Use Office Use Master Plan Comercial Facilitie Office Mixed Land Use(comercial fisrt floor, back office) New housing developments with mixed land uses

14 Quality of the Property REAL ESTATE INTELLIGENCE: POLICIES Quality of the Urban Context

15 REAL ESTATE INTELLIGENCE: POLICIES High Quality of the Property Policy B Policy A Low Quality of the Urban Context High Quality of the Urban Context Policy C Policy D Low Quality of the Property

16 FINAL SCORE OF PROPERTIES High Quality of Property and Low Quality of context High Quality of Property and High Quality of context Low Quality of Property and Low Quality of context Low Quality of Property and High Quality of context

17 REAL ESTATE INTELLIGENCE: POLICIES High Quality of Property and High Quality of Context =< 20 m2 per FTE Keep the Current Use Level of occupation => 20 m2 m2 per public servant Property Program Empty building Profitable Alternative Use

18 REAL ESTATE INTELLIGENCE: POLICIES High Quality of Property and Low Quality of context Level of occupation =< 20 m2 per public servant. => 20 m2 per public servant. Keep the Current Use Property Program

19 REAL ESTATE INTELLIGENCE: POLICIES Low Quality of Property and High Quality of context PPP Disposal Alternative uses Lease/ Concession Exchange property

20 REAL ESTATE INTELLIGENCE: POLICIES Low Quality of Property and Low Quality of context Level of occupation =< 20 m2 per civl servant Keep the Current Use => 20 m2 per civil servant Property Program Disposal Privated Sector, Nongovernmental Organizations and civil associations Non Profit - Alternative uses Bailment Donation Nongovernmental Organizations and civil associations Vulnerable Groups/ Academic Institutions/ Research

21 CONCLUSIONS The main input for the model is the information contained in the Inventory System, any other information is costly to obtain. The model is in its first stage, it must be improved in the future as a permanent form of evaluation and evolution. The model seeks to align the government perspective and the demands of the real estate market. The model is only a tool for the compliance of the national Real Estate policy. The evaluation of property use and occupation is an emergent field in Mexico which makes possible strengthening transparency, and most important, grant a central place to national real estate in designing and implementing ways of governance.

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