DEFINING COMPONENTS OF THE METHODOLOGICAL PLATFORM FOR FORMING A BUSINESS PORTFOLIO OF A COMPANY IN THE UPDATED FORMAT OF MODERN DEVELOPMENT
Authors: С. В. Зайчук
Year: 2024

The article is devoted to the analysis of the economic and operational imperatives of forming a business portfolio for a development company in the construction sector. A successful business portfolio management strategy requires the integration of financial, organizational, and technological aspects to ensure the sustainability and competitiveness of the business. In modern conditions, real estate development is one of the key factors that determines the dynamics of enterprise development, as it includes a comprehensive approach to asset management, from planning and financing to the construction and operation of objects. The theoretical and methodological foundations of the genesis of development at the current stage of the construction market's evolution have been analyzed.The methodological platform for forming a business portfolio should be based on the principles of rational resource management, risk analysis, and technological optimization. Changes in development activities require the active use of digital tools and a comprehensive approach to managing residential, commercial, and industrial properties, which allows for the maximization of profitability and minimization of risks.The article discusses the main stages of portfolio formation, such as strategic planning, selection of investment objects, and their integration into the overall structure of the enterprise. An economic and mathematical formalization of the process is also provided. For the successful operation of a development company, it is crucial to ensure coordinated work at all stages of the project — from planning and financing to construction and commissioning of the facilities.Particular attention is paid to the methods of economic and mathematical modelling (EMM) and quantitative risk analysis, which have become the basis for the development of the latest asset management strategies. The study analyses 35 different techniques. Each methodology offers unique tools for the effective management of development projects that allow forecasting financial flows, determining optimal investment strategies, and building the best plans for the development of a real estate portfolio. The specific methods used to value residential, commercial and industrial real estate are also discussed, taking into account their different levels of risk and return.It is important to note that the updated methodological platform is suitable for adaptation to the latest technologies and digital tools. This includes the introduction of a project management system, the use of artificial intelligence technologies to analyse large amounts of data, and the use of analytical tools to predict market trends. This approach helps to optimise asset management in a changing market environment. The analysis of the main components of the business portfolio formation platform also showed that important factors for the successful implementation of development projects are the speed of response to market changes, flexibility of management decisions, and the ability to minimise risks at all stages of the project.