Partnership & Fund Modeling

Real Estate Fund and Partnership Modeling

Using the Portfolio Maximizer software suite, you can easily model any partnership and joint venture structure no matter how complicated, and quickly understand the impact of any scenario on investor returns.

The Portfolio Maximizer Suite integrates asset and portfolio level cash flows, debt, fee modeling, and waterfall calculations into your fund and partnership equity structure, enabling you to:

  • Capture key investor and partnership terms and track historical equity transactions
  • Rollup joint venture interests into a fund model with no limitation on rollup or JV layers
  • Project future cash positions and investor distributions
  • Generate multi-level performance reports for individual investors, JV’s, partnerships, and funds

Portfolio Maximizer’s built-in fund modeling capabilities free up your time so you can optimize investment decisions and maximize investor returns rather than building and validating spreadsheets.


  • LaSalle Investment Management Selects Resolve’s Portfolio Maximizer Software to Streamline Real Estate Investment Decisions

    Related Products:
    Portfolio Maximizer Suite
    Resolve Debt

    Resolve enables our people to get away from data entry and do what they were hired to do, which is analyzing information and making good investment decisions.

    James Strezewski, Senior Vice President, LaSalle Investment Management Excelsior Fund

    Download
    Solution
    Datasheets