Fee Modeling

Real Estate Management Fee Modeling

While fee information is key both to managers and investors, fee calculations are often buried in obscure spreadsheet formulas that provide little visibility.

The Portfolio Maximizer software suite enables easy access to fee modeling that guarantees complete transparency of these important calculations.

Captured in the Portfolio Maximizer Suite, any change to property, debt, or cash flow information is immediately reflected in the relevant fees—providing managers with accurate and up-to-date picture of both past and future income flows.

  • Capture all the details associated with the various types of fees, including asset management fees, incentive promote fees, fund management fees, and others
  • Select and define multiple methods for calculating fees
  • Apply fees to historical results as well as future forecasts
  • Automatically incorporate fees into what-if scenarios

With Portfolio Maximizer’s built-in fee modeling, you can spend less time creating spreadsheets and more time using the information to optimize investment decisions and maximize profits.


  • Mayo Group Turns to Portfolio Maximizer software for Streamlined Management and Analysis of Real Estate Investment Portfolios

    Related Products:
    Portfolio Maximizer Suite

    The Resolve software will be used by company executives and accounting personnel to facilitate waterfall and fee modeling, debt management, and portfolio reporting. It will enable us to pull the information together and analyze it quicker than we were able to do in the past, which in turn will help us make better decisions.

    Kevin Dillard, EVP/CFO, The Abbey Company

    Download
    Solution
    Datasheets