Waterfall Modeling

Real Estate Waterfall Distribution Modeling

Portfolio Maximizer’s integrated waterfall engine helps you easily set up and calculate distribution waterfalls for accurate and immediate visibility into investor returns.

By removing waterfalls out of spreadsheets, the Portfolio Maximizer software suite ensures complete transparency of the calculations, providing managers and investors alike with confidence in the results.

  • Easily model multi-tier operational and capital distribution waterfalls
  • Ensure consistency of calculations and transparency of results
  • Automatically rollup any number of JV distributions all the way up to the final ownership entity
  • Evaluate the impact of different scenarios related to asset valuations, income, debt, and fees on investor distributions

With built-in reliable, accurate, and easily configurable waterfall calculations, you can now spend your time optimizing investment decisions and maximizing investor returns rather than building and validating spreadsheets


  • New Boston Fund Automates Modeling of Real Estate Investment Cash Flows, Debt, and Waterfalls with Portfolio Maximizer Software

    Related Products:
    Portfolio Maximizer Suite
    Resolve Debt

    We are using Resolve’s Portfolio Maximizer to replace more than 40 waterfall spreadsheets and a custom debt database with one centralized system, providing greater speed and consistency to our debt and portfolio management practices.

    Jay Silvia, VP Portfolio Reporting, New Boston Fund

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