Portfolio Maximizer provides a single location for capturing and managing all relevant loan and collateral information, calculating debt service, integrating with asset and fund level cash flows, analyzing your debt structure, and performing mark-to-market calculations.
Portfolio Maximizer provides a structured way to easily analyze your asset or fund’s debt without resorting to complex spreadsheets.
Project debt service payments and calculate debt service coverage ratios (DSCR)
Calculate current and projected Loan-to-Value (LTV) for each property and across your entire fund
Measure exposure to the risk of specific lenders across properties and portfolios
Access reports to quickly spot exceptions and highlight risks such as loans exceeding threshold DSCRs or LTV
Using the Portfolio Maximizer software, your debt information and financial projections are tightly integrated with your assets, partnerships, and cash flows, so you can quickly grasp how changes to your debt structures impact portfolio performance and projected returns.
With reliable and accurate information available at your fingertips and the ability to quickly analyze multiple scenarios, you are free to spend your time optimizing your debt management decisions rather than building and validating spreadsheets.
Portfolio Maximizer’s debt mark-to-market calculations make it easy to comply with fair value accounting and valuation requirements (FAS 157), removing yet another set of spreadsheets, manually processes, and potential failure points in the management and reporting of real estate portfolios.
