Gain actionable insight into risk exposure and seamlessly manage debt assets with Pereview
Achieve more throughout the life of the loan
Commercial lending is dynamic. Managing varying loan types and terms, maturity dates, floating interest rates, caps and collars, and borrower compliance is manageable at the loan level, but not at scale. Pereview solves these challenges by enabling you to aggregate, normalize, and validate data from borrowers. Its point-and-click dashboards, reports, and data visualizations show you where you stand on key KPIs and metrics instantly for every stage of the loan lifecycle.
Origination
Underwriting
Financing
Closing
Asset Management
Portfolio & Fund Management
Maturity
How Pereview makes it easier to manage commercial real estate debt investments
Powerful features unmatched in the industry
Fund to the loan intelligence
Performance and risk insights from the fund to the loan
View multiple dimensions on key metrics at the fund and portfolio level down to individual loan performance so you can make informed decisions faster with less effort.
Visualize these metrics in dashboards and reports. With over 50 push-button reports, unlimited ad-hoc reports, and the flexibility to support your business’s unique underwriting models, you’ll be able to answer LP, investor, and internal stakeholder questions with confidence at every level.
Pre-built and ad-hoc reports
Improve productivity and performance with pre-built and ad-hoc reports for loans
Visualize key KPIs and metrics with push-button reporting on common criteria, including the following:
- Debt investments including Senior, Mezz, Construction, Debt as Equity, etc.
- Interest-only loans, amortizing loans, fixed and floating rate loans
- Generate both leveraged and unleveraged cashflows
- Interest rate data uploads
- Capture all covenants and key terms
- Advanced reporting on covenants (DSCR, LTV, LTC, etc.)
- Collateral property / portfolio financial and operational data
- IRR and performance metrics / reporting and fund tracking
- Amortization schedules, Leveraged XIRR, Projected Multiple, Cash on Cash returns, and more
Excel model connection
Visualize key metrics informed by connecting Excel models to Pereview
Pereview connects your Excel models to the Pereview database allowing for centralized storing of your underwriting assumptions and cashflows. Once the data is centralized in Pereview, reporting on underwriting projections vs. actual performance is one click away.
AI-powered data
AI data ingestion
Pereview leads the industry in real estate data management, and our AI capabilities are transforming the way you handle your data. We are using AI to accelerate data load, processing, and validation so your platform instance is always up-to-date and accurate.
Workflow automation
Powerful custom workflows
Automate manual, repetitive tasks for one-and-done convenience
Workflows are flexible to align with the way you do business and can be customized to automate reviews and approvals from Property Management Companies and internal stakeholders.
- Create workflows at an asset, fund, and portfolio level based upon your business needs
- Use workflows to automatically request monthly reviews of financial reports
- Track asset-level decisions across teams such as accounting, analysts, asset managers, and managing directors
Data services
Empower asset managers to invest their time in performance optimization, rather than techie tasks
The world of CRE investing is fast-paced and ever-changing. That’s why when asset managers spend large portions of their day collecting and organizing data from Property Management Companies (PMCs), Joint Ventures (JVs), Operating Partners (OPs), borrowers, and internal teams, their attention is divided. We understand this challenge, which is why we created Data Management Services and Middle Office Services to reclaim valuable time.
Securing your data is our top priority
At Pereview, we prioritize your data security with rigorous encryption protocols including SOC2 Type II attestation, role-based access controls, and comprehensive training on user access management, ensuring your trust is our top priority throughout our seamless onboarding and support processes.
CRE real estate portfolio and asset management best practices and insights
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