Cashflow, forecasting returns, analysis, scenario planning and reporting for fund and asset managers.
KEL PortfolioPlus provides unprecedented forecasting and analysis of alternative assumptions without the need to either import data or copy and paste into spreadsheets. Whether buying or selling properties, exploring tenant break or failure possibilities, or stress testing a portfolio anticipating changes in market conditions; portfolio reports can be generated in minutes.
Calculations are live from your valuation database; no need to cut and paste your valuation data into spreadsheets.
Ease of Use
The clear workflow guides the user through the program from modelling portfolio level adjustments to cap ex and sales/purchases to rental growth, yields and void assumptions.
Flexible
From preparing alternative scenarios for Investment Committee papers to stress testing whole portfolios with changing market assumptions to calculating the portfolio effect of sales and purchases.
Productive
Uses ‘live’ valuation data supplemented by an import capability (useful for indexation and rental growth). Allows for alternative scenarios for interim and exit valuations to be created at a ‘click of the button’.
Reporting
Clear and transparent reporting of valuations, cashflows, cap ex, time/money weighted returns and loan assumptions.
What our clients are saying
Mike Bovis - Basingstoke & Dean Borough Council
"Basingstoke and Deane Borough Council adopted KEL Sigma to carry out a complete revaluation of our assets in 2009. We have a varied portfolio and found the valuation advice from the KEL team enabled us to value even the most complex investment ownerships using Sigma. We found the technical support excellent particularly when time critical and KEL are also proactive in taking on board suggestions for change and 'improvements' that will benefit local authority clients like ourselves."