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Portfolio multi-manager

Cash flow model your real estate assets and the joint ventures and their underlying assets, companies and loans. External managers can update data of the JV investments they manage through a lightweight ModelTree external manager portal.

Asset, company and loan models

Model your total investment portfolio when you have outsourced part of all management of your investments to external managers. Use our standard or your custom cash flow models.

Legal entity relationships

Link cash flow models to each other, to model your total portfolio and investment structure. See how each of your external manager is performing and understand the total impact to your investment vehicle.

Your external managers can update data for you

Your external managers can regularly on the ModelTree External Manager Portal update the data of the assets and investment vehicles that they manage for you. Get a deep view to your underlying assets inside the investment vehicles.

Connect ModelTree to your other systems

ModelTree can connect to your other investment, reporting or risk management systems and send its data and calculation results for example every day to it.

Features

Analyze and track your total portfolio

Analyze and cash flow model investments that your external managers will manage for you. Managers can update data on a frequent basis, so you get a lightweight process and deep transparency to your underlying investments.

Simulate scenarios in financial models

Model potential new investments into your existing or new investment managers. Keep track of new pipeline investments in ModelTree.

Automate data collection from managers

Ask your external investment managers to regularly update data from the investments and vehicles they manage for you, on ModelTree.

Portfolio level reports

Use our standard portfolio reports or custom portfolio reports to report exactly what you need and get reports out to Excel, Word or PDF.

Connections to other systems

ModelTree can read data from your source systems and can send its data and calculations to your external target systems.

Get property market data

ModelTree gets market data from top notch real estate companies and can suggest rent, vacancy-% and yield-% assumptions to your valuation models. Or, just search on map for available property market data.