Products

Portfolio Maximizer

Faced with demanding investors and highly dynamic markets, real estate investment managers need new tools to manage their increasingly complex investment portfolios.

Portfolio Maximizer enables investment managers to analyze historical and forecasted fund performance and evaluate multiple “what-if” scenarios based on accurate and timely data consolidated from multiple sources. Armed with these capabilities, managers are empowered to optimize investment strategies and maximize return to investors.

Make timely and informed decisions with reliable data and advanced analysis tools:

  • Easily model the details of partnerships’ equity and debt structures, including loan terms, covenants, and collateral;
  • Automatically consolidate historical and pro-forma financial and property data to generate investment performance and risk metrics such as IRR, NCREIF Yields, LTV, and DSCR;
  • Interactively create multiple “what-if” scenarios and immediately assess the impact of their investment decisions on the fund’s risk and performance metrics.

Spend more time thinking, not copying and pasting
By eliminating time consuming manual processes, Portfolio Maximizer enables real estate investment professionals to spend more time analyzing data and assessing the impact of their decisions, and less time performing calculations and compiling reports.

Say goodbye to the disarray of spreadsheets
Billions of dollars of real estate investments are still managed using Excel spreadsheets, which are cumbersome, error-prone, and can often pose a data security risk. With Portfolio Maximizer, real estate investment companies can finally transition from the age-old dependence on spreadsheets into a modern, centralized, secure, and easy-to-use environment.

Portfolio Maximizer Scenario Comparison Report (click to enlarge)

Scenario Comparison
Scenario Comparison

Portfolio Maximizer enables investment managers to evaluate multiple scenarios based on fund’s risk and performance metrics.

Find out how Portfolio Maximizer can help with:

Portfolio Optimization

Providing a complete view of the fund’s investment holdings--spanning from historical results to forecasts--Portfolio Maximizer enables managers to evaluate different strategies to optimize fund performance.
read more....

Partnership and Fund Modeling

Portfolio Maximizer provides a central repository for storing and monitoring partnership information, enabling managers to proactively manage and optimize the fund’s equity structure.
read more....

 

Debt Modeling

Portfolio Maximizer provides a single location for capturing and managing all relevant loan and collateral information and calculating debt services with the accompanying cash flows.
read more....

Asset and Cash Flow Modeling

Information about assets and their associated cash flows can be either linked from other systems or entered directly into Portfolio Maximizer, allowing users to test out various historical and pro-forma cash flow streams for actual and speculative assets
read more....