Asset Manager

  • Support multiple valuation methodolgies including NPV, DCF and Capitalization
  • Daily integrity
  • Property, account and lease level forecasting
  • Build budgets and re-forecasts quickly and efficiently, using either a top down (e.g., strip center or industrial) or bottom up (e.g., office or retail mall)
  • Physical units versus tenants
  • Roll to market assumptions are attached to units not leases, enabling roll to market based on space type and not the prior tenant
  • Ability to store additional information. In 2006 this is the asset manager diaries and management tasks. In V8 it is the ability to create customized fields
  • Comprehensive reporting including the ability to create custom reports and integration with Excel
  • Copy / paste from Excel
  • Cash and accrual basis calculations
  • Ability to switch on reports from summarized to detailed level (portfolio by account versus portfolio with property level breakdown, summarized by accounting groups versus detailed by account line items); drill down
  • Top down approach - define property level defaults, override at the unit or tenant level on an exception basis
  • Comprehensive expense recovery functionality including recovery true-up
  • Comprehensive percentage rent functionality
  • Ability to have two views within a single file – investor, in house view and outside, valuation view. You can make adjustments on the valuation screen that only impact valuation
  • Comprehensive Mid-lease Rent Reviews
  • Market vs cashflow reconciliations
  • Ability to effect mass changes across multiple properties / units / leases without the need to open multiple files (what if scenarios)