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Insight

Portfolio planning for real estate investment managers and REITs

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Alpha FMC

Time to read

2 minute read

Published on

In this on-demand webinar, we demo how Anaplan can solve challenges specific to real estate, across Asset Budgeting & Forecasting, Fund Modeling and REIT Modeling.

Anaplan’s Connected Planning platform is revolutionising the planning, forecasting, and overall investment management process for the real estate industry.

 

Complete the form below to watch the webinar recording:

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The use cases you are introduced to in this demo, are:

Asset Budgeting & Forecasting

  • Increase accuracy and confidence in asset budgeting and forecasting
  • Review live leasing data
  • Identify and manage risks early
  • Plan for and minimize projected void periods

 

Fund Modeling

  • Forecast cashflows and performance by investment, funds, and LPs
  • Streamline reporting periods using real-time performance reporting
  • Project carry & management fees
  • Model new acquisitions by scenario and review performance impacts

 

REIT Modeling

  • Forecast financial statements and track AFFO by scenario
  • Manage large portfolios of investments and associated debt facilities
  • Project KPI impacts on portfolio / investment acquisitions or dispositions
  • Forecast issuance of equity and share-price

Demo presenter:

Demo presenter image.jpeg

Joe Corlett
Senior Manager at
Lionpoint Group

Contact us for more information, or for a personalized Anaplan Demo.

Anaplan’s Connected Planning platform is revolutionising the planning, forecasting, and overall investment management process for the real estate industry.

Complete the form below to watch the webinar recording:

Oops! We could not locate your form.

The use cases you are introduced to in this demo, are:

Asset Budgeting & Forecasting

  • Increase accuracy and confidence in asset budgeting and forecasting
  • Review live leasing data
  • Identify and manage risks early
  • Plan for and minimize projected void periods

Fund Modeling

  • Forecast cashflows and performance by investment, funds, and LPs
  • Streamline reporting periods using real-time performance reporting
  • Project carry & management fees
  • Model new acquisitions by scenario and review performance impacts

REIT Modeling

  • Forecast financial statements and track AFFO by scenario
  • Manage large portfolios of investments and associated debt facilities
  • Project KPI impacts on portfolio / investment acquisitions or dispositions
  • Forecast issuance of equity and share-price

Demo presenter:

Demo presenter image.jpeg

Joe Corlett
Senior Manager at
Lionpoint Group

Contact us for more information, or for a personalized Anaplan Demo.

About the Authors

Generic user icon with a light purple circle background and a dark blue silhouette of a head and shoulders.

Alpha FMC