Budget & Forecasting Management

 
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Take control of your property financials with dynamic budgeting & forecasting tools tailored to real estate operations.

 
 
 
 
 

Key Features:

  • Property-Level Budget Creation
    Build comprehensive budgets for each property by revenue and expense categories, aligned with your general ledger structure.

  • Intelligent Forecasting
    Generate forecasts using historical performance, seasonal trends, and real-time market data to accurately predict income and expenses. Incorporate lease assumptions and speculative leases as part of your forecasts.

  • Comparative Analysis
    Easily compare actuals vs. budgeted figures and assess financial performance across multiple periods and scenarios.

  • Scenario Modeling
    Project various financial outcomes by adjusting inputs across general ledger accounts, occupancy rates, rental pricing, and operating costs.

  • Market-Responsive Forecasting
    Incorporate real-time market indicators (e.g., rent comps, economic trends, vacancy rates) to refine financial projections with higher precision.

  • Variance Tracking & Alerts
    Identify and track budget variances at both summary and granular levels, with configurable thresholds and automated alerts.

  • AREF Reporting Compliance
    Generate reports aligned with the Association of Real Estate Funds (AREF) standards, supporting institutional-grade financial transparency and investor reporting.

 
 
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