Portfolio Optimization and What-if Analysis Software

Portfolio Maximizer’s powerful what-if capabilities enable you to evaluate the effect of different acquisition, disposition, and financing strategies on your portfolio performance. The results are automatically rolled up to the fund level, allowing you to quickly and reliably analyze the impact on investor returns.

• Clearly view historical and future portfolio activity in a graphical user interface
• Model projected asset acquisition and disposition strategies
• Analyze various financing options to optimize portfolio debt structure
• Quickly assess the impact of changing cap rates on asset, investment, and investor level performance
• Create multiple scenarios based on different asset level performance assumptions
• Evaluate options for investor distribution amounts and timing to optimize performance metrics and future cash positions

With the ability to quickly evaluate multiple scenarios based on accurate and reliable information, you canspend your time optimizing investment decisions and maximizing investor returns rather than building and validating spreadsheets.