Products

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. Users can simulate asset acquisition and disposition, as well as financing, refinancing and capital events--getting immediate feedback on the impact of these decisions on the fund’s key performance indicators.

  • Simulate asset acquisition and disposition strategy
  • View historical and future portfolio activity in a graphical user interface
  • Create multiple scenarios based on changes in tenant or portfolio level assumptions
  • Model multiple debt financing options
  • Build an optimized model for investor distributions
  • Model and optimize the fund’s cash flow management

Portfolio Maximizer Scenario Manager (click to enlarge)

Scenario Manager

Portfolio Maximizer Scenario Manager provides a visual display where you can view, add, and modify asset acquisition and disposition, as well as financing, refinancing and capital events.