What is included
A model built around the decision
Asset-level operating forecasts and portfolio roll-up
Lease events, occupancy, rent and capital expenditure
Asset and corporate debt schedules
Acquisition, development and disposal pipeline
NAV, FFO/AFFO and distribution capacity
Portfolio sensitivities and management dashboard
Best suited to
Typical mandates
REITsProperty operatorsFamily officesMulti-asset developersInstitutional portfolios
How the engagement works
- 1Standardise asset source data
- 2Build asset templates and roll-up
- 3Add corporate costs and financing
- 4Model transactions and distributions
- 5Create reporting and scenario controls
Frequently asked questions
Can assets use different assumptions?
Yes. Each asset can have its own lease profile, growth, vacancy, capital expenditure, debt and exit assumptions while using a consistent portfolio reporting structure.
Can you import an existing portfolio forecast?
Yes. We can map existing workbooks or exports into a standard asset template and preserve a clear source-to-output audit trail.
Which REIT metrics are supported?
Depending on the mandate, outputs can include NOI, NAV, FFO, AFFO, leverage, interest cover, payout ratio and per-share metrics.
Further reading
- Real Estate Financial Modeling: A Practical GuideWhat a real estate financial model contains, the main model types, how to build one step by step and what makes a model institutional-grade.
- Excel vs ARGUS for Real Estate Modeling: When to Use EachARGUS is strong for lease-by-lease commercial cash flows. Excel is strong for bespoke deal structures. Most institutional deals use both.
- 10 Real Estate Financial Model Mistakes Reviewers Catch FirstThe ten errors lenders and investment committees find most often in real estate models, and how to check your own workbook before they do.
- How Much Does a Real Estate Financial Model Cost?A practical guide to pricing development, acquisition, waterfall, fund and portfolio models - and what changes the scope.
Discuss your portfolio & reit financial model
Talk directly with a financial modelling consultant about your deal, model, or lender requirements.
No obligation. You speak directly with the consultant who would build your model.