Elevator Portfolio Capital Planning

Get a strategic plan to protect your elevator equipment portfolio

Elevator Capital Planning Services

Strategic capital planning is essential for maintaining safety, reliability, and long-term value in your elevator and escalator systems. ATIS provides independent elevator capital planning services tailored to your building or portfolio, helping you make informed, cost-effective decisions.

Our Elevator Capital Planning Services Include:

  • Asset Condition Assessment
    Detailed analysis of your existing vertical transportation equipment, including elevator type, age, performance, code compliance, and usage trends.

  • Future Equipment Needs Forecasting
    Evaluation of expected future demand, tenant needs, building usage, and regulatory cycles to anticipate what upgrades will be necessary.

  • Needs-Based Prioritization
    We work collaboratively with your team to identify and prioritize which elevator or escalator systems require attention first - based on risk, performance, budget, and business objectives.

  • Modernization Strategy & Timeline
    Development of a clear, long-term modernization roadmap that outlines which components need replacement or upgrades, when to take action, and how to phase projects over time.

  • Value Engineering Recommendations
    Customized solutions to help you stretch capital budgets while extending equipment life and avoiding premature replacements.

When to Consider Elevator Capital Planning

Most elevator maintenance companies offer some version of capital planning, but their guidance is often tied to sales goals, proprietary parts, or internal service efficiencies.

ATIS is an independent elevator consulting firm. Our capital plans are based on objective data and your long-term needs, not vendor incentives.

You should consider professional capital planning if:

  • You manage a portfolio of buildings with aging vertical transportation equipment

  • You’re preparing a 10-year elevator modernization plan

  • You want to improve budget forecasting and avoid unexpected downtime

  • You need a second opinion before approving vendor-recommended upgrades

  • You’re concerned about code compliance, obsolescence, or parts availability

Why Choose ATIS for Capital Planning?

With thousands of elevator assessments performed across the country, ATIS brings deep industry insight and unbiased capital planning expertise to every engagement. We help you:

  • Align capital investment with actual equipment needs

  • Avoid unnecessary modernization costs

  • Improve asset reliability and tenant experience

  • Build a long-term, proactive elevator management strategy

Case Studies