Why watch this video?

Jeff Wilson explains how managing debt and equity in one platform eliminates silos, reduces costs, and improves decision-making for CRE firms.

What challenges do firms face managing both debt and equity?

Most firms use separate systems for debt and equity, creating inconsistent definitions, duplicate work, and time-consuming reconciliations before reporting.

How does Pereview solve the problem of managing both debt and equity?

Pereview unites equity and debt on a single platform with shared workflows, standard definitions, and one reporting engine across the investment lifecycle.

Why manage debt and equity in one platform?

When both sides of the balance sheet share data—like underwriting assumptions, property performance, and market comps—teams gain full visibility, uncover insights faster, and make better-informed investment decisions.

What are the benefits of sharing data across debt and equity?

Debt and equity teams can leverage the same underwriting, comps, and actuals, enabling faster, more accurate decisions and truly consolidated reporting.

What makes Pereview unique?

Built from the equity side and extended to credit, Pereview provides deep visibility into underlying collateral while supporting any fund, structure, or asset class.

What outcomes can firms expect from managing both debt and equity with Pereview?

Standardized KPIs, streamlined investor reporting, reduced tech spend, and one version of the truth across portfolios.

CRE Resources

Power of Pereview Video Series Part 7: Manage Debt and Equity in One Platform

 Managing debt and equity in separate systems creates silos, duplicate work, and inconsistent reporting. In this video, Pereview Founder and CEO Jeff Wilson explains why bringing both sides of the balance sheet together in one platform delivers a stronger return on your technology investment.

When your debt and equity teams share the same data – ranging from underwriting assumptions to property performance – they make faster, more accurate decisions. Pereview eliminates the need to reconcile definitions like NOI between systems, providing one version of the truth across the entire investment lifecycle.

Watch to see how Pereview empowers firms to standardize reporting, streamline workflows, and tell one story to investors.