PORTFOLIO

    FOR ACQUISITIONS ANALYSIS TO REVIEW A BUNDLE OF ASSETS

    portfolio_IconOnly

    An Add On to Forbury Commercial & Retail


    Portfolio

    An aggregation tool for consolidating individual property valuation data

     

    Create Portfolios of properties with a click of a button to create valuation outputs, cash flows and analytics on portfolios of properties. 

    Forbury Portfolio saves you considerable time combining information for reporting purposes and updating fund models. Simply upload your valuations, allocate to a fund and download Excel-based portfolio/fund consolidation reports.

     

    Who it's for:

    • Asset Manager
    • Investment Manager
    • Fund Manager
    • Owners
    • Agents

     

    Our model provides accurate property valuations, so you can better identify the risk-return profile of your property portfolio. It can be used in conjunction with Forbury Commercial or Retail.

    Amplify the value of your investments. Maximise returns and minimise risk with Forbury Portfolio. 

    Popular Features in Portfolio

    Leverage Existing Models
    Use your structure and data-feeds from your existing models so no need for double-entry. Just submit (or update) your model inputs into the Forbury server and identify which are valuations or scenarios

    Build up a Portfolio of properties
    Create specific portfolios from your existing individual property valuations. Use your personal Forbury portal to data-warehouse the valuations management of each property fund

    Meaningful Reporting
    Excel-based reports can be generated at the click of a button. View property-by property analytics and valuation metrics by property and overall. Annual and monthly cashflows with detailed analysis available by property or by line item

    Analyse Efficiently
    Detailed comparison vs prior reporting period. Growth rates by location / sector and property grade. Meaningful tenant-level deep dive, explore your top 20, industry / risk exposure and expiry analysis

    How to create a Forbury Portfolio:
    STEP 1
    Model each component in a separate model (with or without financial assumptions)
    STEP 2
    Create a Portfolio report to reconcile the cash flow. You can organise and structure your Portfolio by:

    • Location/geography
    • Building type: office, shopping centres, warehouses
    • Risk/return characteristics: cash yield, capital gain
    • Financial assumptions: all equity or half-half
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    Insights
    Collab
    Data

    POWERFUL INSIGHTS

    Our Portfolio model can be used for acquisitions analysis, where you can look at a bundle of assets to understand portfolio IRRs.

    SECURE COLLABORATION

    The cloud-based Excel models can be securely shared between buyers, sellers and brokers and the final dashboards are ready for your Board or Investment Committee. 

    DATA CONFIDENCE

    Every model produced is consistent, so there’s no more scrambling to search for a particular metric in models from different analysts. It’s in the same place, every time.

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    Setup
    Security
    TRANSPARENT LOGIC

    Forbury Portfolio is Excel-based so it’s easy to trace and trust our calculations. No more “black box solutions”, no more doubt.

    EASY SETUP

    No installations are required, just a simple log-in. No steep learning curve, you'll be fully trained in less than two hours.

    SAFETY IN NUMBERS

    Our software is continually tested by thousands of expert users every day, so you have the best practice at your fingertips.

    If you would like more information on Forbury Portfolio, please download the pdf for detailed product specs

    To learn more about how Forbury can transform your business, book a free demo at the link below. We will be in touch with you within 24 hours on business days.

     

    Download PDF BOOK A DEMO

    Our Tech; Your Smarts

    The products below are compatible with Forbury Portfolio

    Forbury Commercial

    Commercial

    The ultimate tool to value Institutional-grade Office & Industrial property.

    learn more
    Forbury Retail

    Retail

    Designed for shopping centres, this valuation model is specialised for a retail setting.

    learn more