Proven, configurable solutions for real estate investment management.

Proven, configurable solutions for real estate investment management.

Solutions for complex institutional requirements

Track, Consolidate & Report valuations and debt - in one place, working alongside your existing systems.

Model, Plan & Analyse fund, portfolio and asset financials, forecast and historical - with integrated specialist tools.

Want AI for business but unsure how? See our services to learn how we can help you get there in practice.

Servicing demanding clients

Pan-European client: 650 assets, 90 debt facilities & hedges, 100 funds & vehicles across sectors, currencies and periods.

Australian client: 400 assets (acquisitions, stable, developments), debt facilities & hedges, 40 funds & vehicles.

Why clients choose Lateral

Created by industry insiders. Founder's 20+ years in institutional real estate investment management centred around how teams actually work.

Proven on complex portfolios. Used by clients on hundreds of assets, vehicles and debt facilities across geographies, sectors and currencies.

Low-risk starting point. Valuation Register lands a quick, high-impact win with minimal effort. Live in days, works alongside existing systems.

We stay involved. From initial configuration and data uploads to regular updates, we help minimise clients' workload and keep information current.

TRACK. CONSOLIDATE. REPORT

Valuation Register

Challenge. Assets are valued several times a year by valuers and directors. Valuers vary, and so do their output formats, which portfolio teams then have to manually collate, standardise, and process in Excel for period analysis and reporting. This works for a smaller portfolio in a single currency, but is cumbersome, time-consuming, and error-prone for a larger one.

Solution. Asset valuations from valuers, banks and directors are now uploaded and instantly rolled up into portfolios for a complete, accurate, and harmonised view of key metrics and like-for-like period comps. Effort, complexity and errors are minimised, and data securely stored for analysis, records and ready access.

Debt Register

Challenge. Investment managers typically manage debt through a dedicated system, run directly or through a service provider. These systems do their job, but are rarely connected to live asset and portfolio data, which limits their usefulness for portfolio management and finance teams needing the full picture.

Solution. Lateral integrates with debt systems to present facilities, hedges, lenders, borrowers, terms and balances in the context of live asset and portfolio information. Alternatively, it allows tracking and consolidation of these in Lateral itself. Either way, teams get a complete, consistent view of all debt information.

MODEL. PLAN. ANALYSE

Fund & Portfolio Model

Consolidates asset cashflows, capex, and valuations across portfolios. Models debt, hedging, equity, fees, costs, and FX, combining vehicles and converting currencies and area units as needed. Forecasts and tracks returns, yields, distributions, cashflows, values, and covenants. Measures the impacts of movement in variables, investments and divestments.

Asset Model

Covers stable assets, developments, and acquisitions - modelling rents, expenses, vacancy, capex, and cashflows through to valuation (DCF, CapVal, Book). Models debt, equity, fees, and costs alongside sensitivity and scenario analysis, evaluating both forecast and historical performance.

Budgeting & Forecasting

Supports regular planning and analysis of income, expenses, capex, and renewal assumptions. Enables budget setting and tracking, sensitivity and scenario analysis, and comparison against historical financials with dynamic reforecasting.

Model Integration

Every level rolls up into the next: lease to asset, to fund / portfolio, to fund of funds / group, with changes instantly reflected throughout.

SERVICES

Rolling Out AI

Everyone’s talking about AI. Investors expect it, peers are already moving - but most of what’s on offer is noise. It’s hard to see what actually fits your business or where to begin. Your team already has a day job, and AI strategy for investment managers is a business problem, not a technology one. We work with your internal knowledge: you know the processes, we bring the investment management expertise and practical solutions.

Using AI well starts with what you feed it. Standardised, cleansed, linked data turns AI from guesswork into genuine insight - the difference between an initiative you can point to and one that quietly goes nowhere. We build that foundation and put AI to work on top of it - we know what actually needs fixing, and what AI can genuinely do with it once it's fixed.

It's not hypothetical. Our largest client already structures its data through our Registers, then runs AI analysis directly on top of it - a live example of AI working exactly as it should.

Operational Assistance

As required, we assist with financial modelling, data uploading, cleansing, and updating. Some of these services are included with a corporate license at no additional charge, subject to terms and conditions.

Module Configuration

We customise existing solutions or develop new capabilities to your spec. Our platform is designed to adapt easily to new uses, so turnaround is quick, pricing is cost-effective, and upfront capital outlay is minimised.

ABOUT

Our Story

Lateral was founded in 2020 by Ras Sarac and Bipin Paul Bedi. Ras and the business team operate out of Europe, while Bipin leads the technical team from Australia.

Ras has over 20 years of real estate investment management experience across fund, asset and transaction management, capital raising and investor relations. He spent over a decade in senior executive roles at Australia's largest and most active investment manager with US$60bn AUM, leading teams across functions.

Bipin has over 20 years of experience as an enterprise software engineer and cloud architect across solutions and technologies. He has deep expertise in translating business needs into functional and technical designs and has led engineering and customer support teams.

Lateral design combines that experience to bring solutions that closely reflect how institutional teams actually operate.

Data & Security

Client Data is encrypted in transit, backed up regularly, and belongs to clients at all times. Upon termination, it's made available for export in a commercially reasonable format. Client Data is used only to deliver, secure, and improve the service for clients. It's never sold, used for any other client's benefit, or shared beyond the sub-processors needed to run the platform.

We support clients' own regulatory due diligence, including DORA third-party risk assessments, with hosting, sub-processor, and incident-response documentation, plus a completed security questionnaire, provided on request.

Lateral's infrastructure runs on Microsoft Azure, which holds industry-standard security certifications. Authentication is handled via Microsoft Entra ID with mandatory multi-factor authentication.

GET STARTED

1

Request a demo. Trial a sample of your assets and vehicles to test Lateral before committing

2

Pick solutions you need, adopt gradually or at once. Enhance existing system or start fresh

3

Select from attractive pricing options. We’ll load your data quickly, without disruption