Portfolio and Fund Financing

Real Estate Portfolio and Fund Financing

Navigating the financial markets has become increasingly challenging following the turmoil experienced by these markets in recent years.

For executives charged with steering the finances of real estate investment funds during these turbulent times, better financial modeling tools have become a must.

The Portfolio Maximizer software suite provides you with the information and analytical tools you need to effectively manage the finances of your operations as well as capital and debt financing.

  • Easily track operational, capital, and debt cash flows across all levels of the investment structure
  • Ensure consistency of calculations and transparency of results
  • Automatically analyze and report on any number of loans
  • Evaluate the impact of your financing strategies under different assumptions for asset valuation, income, cap and interest rates

Whether you use Resolve Debt or the Portfolio Maximizer software suite, you can now spend your time optimizing financial 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 have an ongoing need to project fund-level cash flows into the future in order to make informed investment decisions. As funds grow, the use of Excel to run these models becomes prohibitively cumbersome, and the risk of error goes up. Portfolio Maximizer will provide us with a more streamlined and secure environment to create these projections.

    Allan Swaringen, Managing Director and head of the Excelsior LaSalle Property Fund, LaSalle Investment Management

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