Optimize performance, visualize risk, automate routine tasks and reporting for every equity investment
Achieve more throughout the investment lifecycle with Pereview
Pereview enables you to aggregate, normalize, and validate data from 100+ CRE software programs, internal stakeholders, Joint Ventures (JVs) and Property Management Companies (PMCs). The platform’s point-and-click dashboards, reports, and data visualizations show you where you stand on key KPIs and metrics instantly for every stage of the investment lifecycle.
Acquisition
Manage deal pipeline
Underwriting
Connect your underwriting Excel models
Financing
Understand debt-related KPIs
Closing
Closing checklists and workflows
Asset Management
Optimize performance and visualize risk
Portfolio & Fund Management
Insight into overall fund performance
Disposition
Manage disposition process
How Pereview makes it easier to manage commercial real estate equity investments
Powerful features unmatched in the industry
Fund to the lease intelligence
Performance and risk insights from the fund to the lease
Answer investor and internal stakeholder questions with confidence at every level of the investment hierarchy with the platform’s prebuilt, ad-hoc, and custom reports built to your specific requirements.
View multiple dimensions on key metrics at the business, fund, portfolio, or asset level down to individual lease performance so you can make informed decisions faster with less effort.
Executive-level dashboards and reports
Critical asset management metrics and KPIs in an instant
With an extensive library of pre-built reports, Pereview maximizes the value of your asset management platform. At go-live on the platform, executive-level dashboards allow you to instantly visualize critical metrics and KPIs for funds, portfolios, and assets, with automatic data updates from systems like Yardi, MRI, OneSite, Entrata, Sage, and many more.
Additionally, Pereview’s point-click reporting can save up to 90% of the time spent on monthly, quarterly, and annual reports, while delivering them to investors in the format they expect.
Instantly view key performance metrics like:
- Revenue, NOI, Occupancy
- NOI period over period comparisons
- Budget to actuals comparisons
- Stacking plans
- Variances
- Receivables
- Cash flow
- Rent roll details
- Ownership structure
- And more
Complex reporting
Create and analyze complex reports in one click
Generate complex reports like business plans, budgets to actuals, underwriting-actuals-valuations variance reporting, quarterly asset management reports, and acquisition pipeline reports instantly.
- Business plans
- Asset performance trend reports
- Performance versus underwriting
- Asset management reports by fund and investment sector (i.e. industrial, multi-family etc.)
- Also create ad-hoc reports and much more
Excel model connection
Visualize key metrics informed by connecting Excel models to Pereview
By connecting your Excel models to the Pereview platform, updates that are made are automatically populated and informed by external data streams from common financial platforms, data providers, and institutions. Experience the convenience of push-button reporting for critical metrics like leveraged and unleveraged IRR, DSCR, LTV, Underwriting to Actuals, and more.
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
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.
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.
PMC Access
Enable third-party Property Management Companies to update information directly in the platform
Property Management Companies (PMCs) can submit data such as rent rolls, trial balances, and variance explanations in their native format to the platform with security permissions allowing for access only to the properties they manage and with chart of accounts mapped to a master.
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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Client spotlight: Argosy Partners
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