Portfolio Modelling with Forbury
We've launched bespoke portfolio modelling functionality that is set to transform the appraisals process for complex portfolio transactions.
Developed in response to demand from investor clients, it eliminates the need to aggregate data from multiple sources, and can reduce time spent on financial modelling by around 95%. This functionality has been tested in-market and developed over the past year. It offers dynamic portfolio scenario analysis and allows users to immediately see the impact of including or excluding individual properties on portfolio returns.
Whereas investors and financiers have typically relied on a system of aggregating data on multiple properties, our portfolio model is tailor made for this purpose and offers completely customisable portfolio reporting. Not only does this remove the potential for error associated with working from legacy models, it also dramatically reduces the resource required to complete a portfolio review.
Analysis that might previously have taken a full working week of input can now be delivered with more accuracy and enhanced functionality within just two hours. This makes it easier and quicker to make informed judgement calls based on the prevailing market conditions, or performance of individual properties within a portfolio.
Watch the video below for a walkthrough of a portfolio modelling workflow:
Forbury provides speedy cash flow analysis with entry/exit yields and real time sensitivity analysis with a focus on with a focus on value-add and income producing properties. All customers enjoy a fully supported user experience, regular software updates and personalised support from our team of analysts.
Our client base includes investment and asset management houses, private equity investors and family offices. With a track record spanning 20 years, Forbury is responsible for around a million annual valuation calculations globally and has users from organisations including Brookfield, Colliers, Cromwell, Cushman & Wakefield, GIC, JLL, KKR, Lendlease and Savills.
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Authors
Ryan Spear
Product Lead
Authors
Ryan Spear
Product Lead
