Case Study: Forbury X McVay Real Estate
Building Best In Class Modelling Workflows
McVay Real Estate are industry leading specialists in the sale of institutional assets and have sold over $10B in the past decade. Running a deliberately lean and deeply experienced team, they demand best in class processes and systems. Choosing Forbury as their investment modelling tool has allowed them to streamline workflows both internally and with external counterparties.
The Solution
Modelling with Forbury allowed them to create streamlined workflows for their analytics team. “We need best in class processes and systems to make sure that we’re using our time as efficiently as possible. Since using Forbury, our team can more actively collaborate on models, understand the assumptions quickly, reliably track and compare the return profiles of assets and scenarios as we're pricing them.”
The Benefits
Where many deals involve negotiation based on the underlying data from different models, McVay are leveraging the Forbury Share functionality for more efficient valuation discussions between counterparties when pitching pricing into the market. He said;
It lets us share assumptions and removes the data entry process that a lot of these groups would need to go through. It speeds up discussions around where valuations might sit... and generally gets everyone on the same page.
About McVay Real Estate
A leading Commercial Real Estate brokerage firm focusing purely on institutional investment sales, McVay has sold over $10B in the past decade. They relish a challenging transaction environment, where a bespoke sales approach with deep asset level knowledge and a genuine understanding of vendors needs are required. “Challenging markets are where we can separate ourselves from our competition, and we’re really excited to see what the next period of the market holds for us.”
