Accurate financial appraisal of your scheme is vital to ensure best outcome whilst meeting local housing needs.


Viability by tenure, dwelling and scheme. NPV and long-term cashflow displayed instantly.


Assess land values and gross profit with minimal information.


Achieving best value is essential for your organisation. You must demonstrate continuous improvement and show how you compare with your peers.


Measure performance with online scheme reports. Annual written report indicates progress against a variety of Key Performance Indicators.


Social Housing landlords in today’s market must understand the economic value of their properties.

Stock Profiler

Analyse your entire portfolio to see which units are most valuable and which need to be considered for a change of tenure or sale.


Stock Profiler User Group Meeting in Birmingham

On 16 November 2017 Shelton Development Services Ltd (SDS) welcomed Stock Profiler users to Birmingham to network, discuss Asset Management and learn about the exciting features planned for the upcoming November release of Stock Profiler.  The event was attended by customers from across England and Wales. Most attendees travelled by train from across the North, South, East and West of Birmingham, representing small, medium and large housing associations.

Rowley Maggs started the day asking in the context of Social Housing, Housing Associations and Registered Providers.

“What is the Purpose of Asset Management?”

Offering that Asset Management’s purpose is


To maximise the value of the portfolio


Identifying clusters of dwellings that reduce portfolio value

Identifying clusters of dwellings that are overvalued in the market

And then to create the opportunities to:

Invest in poor performers to improve net rent

Divest to reinvest with the best social and financial outcome for stakeholders

As part of the discussion the attendees completed a questionnaire outlining their views on the purpose of Asset Management in their organisation and in the sector. This questionnaire will be shared electronically with our wider user group or you can complete it now by clicking here

This lead to a discussion on the definition of value in Social Housing. Essentially the importance of viewing both financial and social metrics alongside one another to know the performance of each unit in the portfolio in isolation and alongside other clusters of dwellings. Armed with this knowledge, having the ability to look for relationships between hard and soft metrics to identify patterns in the data that may offer opportunities to increase value when investigated further.

Fred Truter, SDS’s Software Director showcased the new features in the November update to Stock Profiler. The update is aimed at helping users report their portfolio performance, to identify correlations across multiple performance metrics, and investigate how best to take advantage for their business. These new features will be explored again during a webinar on December 13th at 10am for our customers who could not attend the User Group in person. Please register on the SDS Events page.

SDS’s CEO Phil Shelton was on hand to speak with our customers during the lunch break to understand their key challenges and opportunities across their business.  

After lunch, the user group meeting morphed into a workshop and discussion on how you KNOW your portfolio.  This was in the context of identifying performance across a cluster of properties or the performance of a specific unit either in today’s terms or the cashflow over the next 30 years. We also explored how you can INVESTIGATE opportunities to improve the financial or social performance of those identified properties and then ACT to realise the value for your organisation. James Laird from SDS Asset Consultancy helped, adding examples of Stock Profiler user’s solutions to their asset management issues in their organisations, and how they were able to use Stock Profiler to gain insight, improve efficiency and add value to their business.

For example, during the session we discussed how the UK Government’s Clean Growth Strategy and the commitment to upgrade all fuel poor homes to EPC band C by 2030 would impact Housing Associations and Local Authorities.  

First, we talked about using Stock Profiler to data mine your existing system’s data and consolidating it to KNOW both the current NPV and the EPC of each unit across the portfolio.  

Then we talked about using Stock Profiler Scenario’s to INVESTIGATE the impact of a £10,000 major repair cost in Year 2 to invest in properties with energy scores of 5 or less (equivalent in our data set of EPC C or less) across our portfolio. We then could see the impact of the investment on the financial performance of each unit and over the portfolio.

From this position, we could begin to ACT to generate best value for your customers, stakeholders and your business. Using the graphics and map functionality to provide visuals to support the tabular reports generated from our view of the data.

During the afternoon session many helpful suggestions were offered by our customers based on their needs and use of Stock Profiler. These requests will be investigated by the SDS Software Development team to be included in a future release of Stock Profiler.  Key Contacts for Stock Profiler will be contacted when the SDS Stock Profiler November release is available for download and installation.

Customers were introduced to Ben Tordorff, SDS Support Manager, to put a face to the voice on the end of the phone line. Ben and the Support Team are available Monday to Friday during working hours to support installs, queries and software updates. Ben and the team can be reached on or 01483 278444.

We would like to thank everyone who attended, contributions and constructive comments during the user group.

by anonymous
Last updated on 07 Dec 2017 11.27 a.m.

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