top of page
VALUATION REGISTER
Records, processes and rolls up asset valuations into portfolios and funds, and calculates key metrics and period variances.
Challenge
❖
CRE assets are typically valued 2-4 times a year, through a combination of independent, directors', and bank valuations
❖
For each asset, owners and managers manually collate valuation metrics, market comps, and commentary in Excel
❖
These files are then linked into a larger portfolio spreadsheet to tally valuations, run analysis, and track period variances
❖
The process is cumbersome and error-prone, requiring ongoing effort to input, collate, change, and analyse
Solution
Works alongside your existing valuation sources - linked inputs, customisable calculations, standard output formats
Stores valuation metrics with performance and like-for-like variance analysis built in
Automatically rolls up asset metrics into vehicles, sectors, locations, and asset types
Calculates total and weighted portfolio stats and variances, in home currency and units
Benefits
1.
Quicker, higher-quality output, using fewer resources
2.
A standardised, transparent process that speeds up sign-offs
3.
Greater capacity to value more properties, more frequently
4.
Access and read-write controls, with data security and storage built in
5.
Instant, portfolio-wide clarity for leadership, IC, and board
Proven at Scale
Pan-European GP consolidates 650 asset valuations across 100+ vehicles, in multiple countries, sectors, and currencies.
bottom of page