What is Part 4 of the Power of Pereview video series about?

In Part 4, “Excel Model Integration,” Jeff Wilson explains how Pereview connects directly to Excel—allowing real estate firms to keep their trusted models while eliminating the manual work and risk of disconnected spreadsheets.

Why is Excel integration important for asset managers?

Excel remains a vital tool for underwriting, budgeting, and forecasting in commercial real estate. But when Excel files live outside core systems, they create data silos, version confusion, and reporting errors. Pereview solves this by synchronizing Excel with live portfolio data.

How does Pereview integrate with Excel models?

Pereview connects your Excel models to its central database, automatically updating assumptions, cashflows, and actuals. This enables push-button reporting and instant comparisons between underwriting and real-world performance.

What are the benefits of connecting Excel to Pereview?

By maintaining Excel’s flexibility while linking it to a single source of truth, firms gain faster, more accurate reporting, eliminate duplicate data entry, and free teams from hours of manual reconciliation.

Can Pereview support multiple model types?

Yes. Pereview supports complex underwriting, budget, and valuation models—whether built internally or provided by third parties—ensuring consistent data flows across all investment workflows.

Who should watch this video?

Asset and portfolio managers, analysts, and finance leaders who rely on Excel for modeling but need a more efficient and connected approach to reporting and data management.

What will I learn from this video?

You’ll see how Pereview transforms Excel from a standalone tool into a connected component of your data ecosystem—keeping your familiar workflows intact while ensuring data accuracy and consistency.

Do I need to register to view the video?

Yes. Complete the short form on the page to watch Jeff Wilson demonstrate how Pereview’s Excel integration improves speed, accuracy, and collaboration across your investment teams.

How can I explore this functionality further?

After watching, you can schedule a demo to see how Pereview connects your firm’s Excel models directly to its data engine, automating reporting and eliminating manual errors.

Power of Pereview Video Series

Part 4: Excel Model Integration

Why watch the 3-minute video?

Learn how to keep using Excel – without the chaos, errors, or broken links.

Please fill out this form to watch now

Please fill out this form to watch now

Platform

Services

Platform

Services

Partners

About Us

CRE Resources

Power of Pereview Video Series

Part 4: Excel Model Integration

Why watch the 3-minute video? ​

Learn how to keep using Excel – without the chaos, errors, or broken links.

Please fill out this form to watch now

Please fill out this form to watch now

Platform

Services

Platform

Services

Partners

About Us

CRE Resources

Why watch the 3-minute video?