“We needed a way to quickly run multiple investment scenarios and strategically evaluate our entire portfolio across our residential, commercial, and development lines. Portfolio Maximizer addresses our immediate requirements for asset and debt management under our current capital structure, and will scale to meet our needs for equity management as we enter the private investor market in 2010 and beyond.”
-Joe Marnikovic, Corporate Controller, Mayo Group
“Being able to run multiple scenarios in a quick and efficient manner allows us to optimize the levels of leverage for each of our funds and effectively manage the risks and returns to our investors. Each of our Real Estate funds is slightly different, so a key factor in the selection of Portfolio Maximizer was the flexibility to easily model funds and run scenarios for varying structures, joint venture participation, investor preferences, and payout options.”
-Joshua Meyer, Chief Financial Officer, Jasper Stone
“We were looking for a solution that would enhance the timeliness and efficiency of portfolio modeling in an integrated and scalable fashion. We selected Portfolio Maximizer because it allows us to address a number of needs within a single solution. Our most immediate need was to incorporate mark-to-market debt values into our financial statements. Thanks to the quick implementation of Portfolio Maximizer’s debt functionality, we were able to meet this requirement for our 2008 year-end reports.”
-Tim Medlock, Senior Vice President and Chief Operating Officer at New Boston Fund
“Request has been extremely valuable for Glenborough. Having access to information is critical to our success as a company, and Request is where we go to get information. We rely on it heavily in the day-to-day management of our properties and portfolios.”
-Terri Garnick, Senior Vice President, Accounting, Glenborough
“We chose Resolve Portfolio Maximizer because we've been a customer of Resolve for several years and trust their commitment and expertise. Also, as an existing Request client, we felt that Portfolio Maximizer would go hand-in-hand with our Request data warehouse. It made a lot of sense to have these complementary products under the same umbrella.”
-Cindy Parker, Managing Director of IT, LaSalle Investment Management
“Request provides a data model that will enable us to streamline and standardize data integration across the organization, providing the foundation for consistent and verifiable business intelligence. Our new data warehouse supports the ability for different business units to craft their own business intelligence outputs, which will enable them to perform business analysis with greater creativity, speed, and confidence in the underlying data.”
-Mark Brown, Chief Information Officer, General Growth Properties
“Request has become a key system for our business.”
-Anne Severs, Director of Real Estate Information Management, Principal Global Investors
“We needed a powerful solution to conduct comprehensive reporting and analysis across our portfolio. Resolve Technology had the best solution for our needs. The Request platform allows us to monitor our investment performance across all levels of the enterprise.”
-Jeff Harris, Director of Finance, First Potomac Realty Trust
“Request has made my job so much easier.”
-Carla Brewster, Director of Financial Management, Glenborough Realty Trust
“Providing our customers with automated capabilities to analyze their real estate portfolios from an aggregate level down to tenant level is yet another way we are enhancing our capabilities to accommodate our customers increased allocations to alternative investments. State Street now provides unparalleled transparency across real estate investment portfolios and in-depth analyses, offering the most comprehensive and advanced solutions for real estate investors.”
-Joe Antonellis, Vice Chairman/Chief Information Officer, State Street Corporation
“This technology will give us the type of portfolio management tools our staff has had for public market securities and it puts us one step closer to integrating all our asset classes into one comprehensive system.”
-Christopher J. Ailman, Chief Investment Officer, CalSTRS
“Critical information can get buried; to find the answer to management questions, an analyst or accountant might have to dig through data in different systems. The Request product will allow our managers and senior executives to easily view data from multiple sources in one place, speeding our reaction time, increasing our productivity, and enabling us to further improve returns for our investors.”
-Steve Bremner, Chief Financial Officer, Kennedy Associates
