Assess+RE’s Portfolio Valuation suite provides unparalleled insight and speed for teams managing real estate portfolios of scale. We intimately understand the strain on institutional finance teams managing hundreds of assets with complex reporting requirements.
Portfolio Management Highlights
Instantly aggregate your portfolio of assets and understand key metrics including:
- Property Use Mix
- Investment Strategy Mix
- Total Acquisition Price
- Total Equity Invested
Strike a Fair Market Value (FMV) of your portfolio using a cap rate or dollar amount, and see the relationship between FMV and your Cost Basis.
Strike a Fair Market Value (FMV) of your portfolio’s aggregate cash flows by using the discounted cash flow (DCF) or direct capitalization method, and see the relationship between FMV and your Cost Basis.
Have granular input of your valuation assumptions including:
- Target Internal Rate of Return (IRR)
- Dollar amount
- Cap rate
See detailed Portfolio Cash Flows and drill down into individual assets for ultimate transparency. Core metrics, including OpEX $ PSF, NOI $PSF, and DSCR are dynamically calculated across the portfolio’s entire reporting period.
You can also use the tool to conduct an acquisition analysis of any Portfolio, projecting a sale price and calculating an IRR and equity multiple over any hold period.
With Assess+RE’s Portfolio, reporting workflows that would normally take hundreds of hours can now be compiled and analyzed in a few hours. From analysts to portfolio managers, our tools help everyone make more informed decisions with the most accurate and up-to-date information.