02
Investment &
Portfolio Systems
A multi-asset operating platform spanning portfolio reporting, capital, debt, financial statements, development cost control, sales and leasing.
One connected internal workspace for understanding the portfolio and the drivers behind performance.
View the systems →PORTFOLIO CAPITALACTIVE PROJECTS8Four asset strategies INVESTED EQUITY$86.4MThrough current period REMAINING COMMITMENTS$22.8MAvailable to allocate WEIGHTED FORECAST IRR14.6%Current forecasts
Active investments and capital position.
Swipe to inspect all columns →
| Project | Strategy | Equity | Forecast IRR | Multiple | Remaining | Status |
|---|---|---|---|---|---|---|
| Harbor Point | Mixed use | $18.2M | 16.8% | 1.92x | $3.4M | On plan |
| Meridian East | Residential | $14.6M | 13.9% | 1.71x | $5.2M | Watch |
| Cedar Ridge | Land | $11.4M | 12.7% | 1.58x | $2.8M | On plan |
| Northline | Vertical | $16.8M | 15.4% | 1.84x | $4.1M | Review |
| Stonebridge | Commercial | $13.7M | 14.2% | 1.76x | $3.6M | On plan |
Capital allocationInvestor cash flowsDebtSage statementsReturnsDevelopment costSales & leasing
Project information redacted · Figures are illustrative
- Workflow
- Portfolio visibility → project detail → financial and operating drivers → reporting and decisions.
- Capabilities
- Capital and investor economics, debt, accounting, returns, sales, leasing, operations and development cost control.
- Decision Support
- Surfaces performance, variance, capital exposure and the items that require attention from a consistent source of truth.
