Transforming complex real estate fund forecasting into a seamless, transparent, and lightning-fast process — empowering smarter decisions and unstoppable growth.
Challenge
A global real estate investment leader faced outdated Excel-based forecasting models that caused inconsistencies, slowed reforecasting, and limited their ability to analyze complex management fees and promote waterfalls across an expanding portfolio.
Our Solution
Alpha Alts delivered a cutting-edge, enterprise-grade EPM platform that consolidates all fund and JV cash flows into a single, auditable source of truth—flexibly modeling diverse fee structures, promote hurdles, catch-ups, and ownership across 7+ funds, 50+ JV entities, and 500+ assets.
Impact
- Cut reforecast cycle time by 50%
- Shifted from semi-annual to rolling monthly forecasts
- Enabled portfolio-wide scenario analysis with instant visibility from asset to fund level
- Provided a scalable architecture designed for future growth
- Streamlined workflows by integrating with Argus, Yardi, Chatham, and Power BI
The platform fundamentally changed how we forecast and evaluate fund performance-providing transparency, confidence, and speed we didn’t have before
– the Client
