When selecting a platform for real estate asset management, the ability to tailor a solution to your firm’s unique needs is crucial, especially when managing diversified portfolios with both equity and debt investments. A one-size-fits-all approach often fails to address such complexities.
This was a key factor in Basis Investment Group’s decision to choose Pereview Software. CEO and Founder Tammy K. Jones explains:
“We needed a software platform to integrate our diversified investment portfolios. We researched many of the commercial real estate software providers. Pereview stood out because of its commitment to work with us to customize a system with a focus on both debt and equity as an investment.”
For Basis, finding the right software partner meant choosing one that could adapt to their portfolio structure, not just offer standard features. Pereview’s approach of customizing its platform to accommodate both debt and equity investments provided the flexibility Basis needed to streamline operations and centralize data.
Pereview’s ability to tailor its system to fit a client’s specific investment strategies – whether focused on debt, equity, or both – makes it a standout choice among commercial real estate software providers. This adaptability allows firms like Basis to make more informed decisions and manage their portfolios more efficiently.
By choosing Pereview, Basis Investment Group found a solution that supports their current needs and provides the scalability to grow alongside them as their portfolio expands.
