Pereview Software™ is an enterprise-scale, cloud-based platform for real estate investment managers that streamlines investment data and documents for the Life of the Asset, including acquisitions, underwriting, financing, closing, asset management, fund management, and dispositions. By automating these key functions, Pereview provides material benefits for both real estate investment professionals and investors including improved operational efficiency, reduced operational and reputational risk, and increased investor transparency.
Pereview provides key business functionality across the Life of the Asset including:
Acquisition – Transaction data for both equity and debt transactions is consolidated, tracked, and readily available, while deal pipeline reports are automated.
Underwriting – The Pereview integration layer connects to underwriting models for central storage of all underwriting assumptions, and simplifies reporting when comparing underwriting projections to actual performance.
Financing – Pereview supports acquisition financing, refinancing, fund-level debt, and other financing instruments important to investment firms.
Closing – At closing, all documents and tasks are tracked by investment. Pereview utilizes configurable workflows and closing checklists to automate and manage key closing activities.
Asset Management – Comprehensive functionality creates efficiency by bringing together property accounting information, statistical information, tenant/lease data, financing, budgets, valuations, key documents, and more.
Fund/Portfolio Management – Pereview provides instant access to gross market value, net equity positions, total portfolio loan-to-value, debt service coverage ratio, geographic dispersion of assets, and more. The solution also delivers financing, modeling, business planning, and investor reporting.
Disposition – When it’s time to harvest the investment, Pereview will track the dispositions pipeline, easily transmitting key documents to potential buyers to support their underwriting process, and provide a smooth transition to closing.
“Today, most firms manage assets with spreadsheets and manual processes,” stated Pereview Software CEO Jeff Wilson. “This makes routine tasks like reporting and tracking key investment information difficult, which is why we created Pereview. Our software serves as the operational platform for real estate investment professionals enabling firms to scale and gain efficiencies with their people which allows them the ability to focus on their mission and provide better returns to their investors.”
Pereview was developed by Saxony Partners, a Dallas-based company offering strategic advisory services, business process optimization, and technology solutions for financial services companies and real estate firms.
About Pereview Software™:
Pereview Software is a cloud-based platform built specifically for the real estate investment professional that enables firms to increase operational efficiency, reduce reputational risk, and automate core manual processes. Pereview is the only software solution that covers the Life of the Asset, including acquisitions, underwriting, financing, closing, asset management, fund management, and dispositions. Pereview was developed by Saxony Partners, a Dallas-based company offering strategic advisory services, business process optimization, and technology solutions for financial services companies and real estate firms.
Learn more at Pereview Software or contact us for more information at 214-389-7903.