Commercial real estate’s most flexible asset management platform for both equity and debt
Empower your front office with one solution for optimizing financial performance, visualizing risk, and automating repetitive tasks
Portfolio and Asset Managers
Manage equity and debt in one platform
The first of its kind, Pereview is the commercial real estate industry’s only asset management platform for managing equity and debt investments. It gives you visibility into the health of your entire business down to individual assets so you can see critical KPIs like NOI, IRR, LTV, DSCR, AUM, occupancy, leases, loan performance, maturity dates, and much more with the convenience of point-and-click and ad-hoc reporting, yet flexible enough to be customized to the way you do business. That’s the power of Pereview.
Empower asset managers with Pereview
Leverage the power of the fastest growing real estate asset management platform
Fund to the lease intelligence
From the fund to the lease, instantly see performance and risk with the industry’s most advanced data model
Dashboard-level reporting informed by single-source-of-truth data aggregation for the entire business is powerful. Pereview provides insight into critical metrics throughout the investment hierarchy.
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.
Data integration
All your data in one place, automatically
All this insight is fueled by data from industry standard accounting systems like Yardi, MRI, OneSite, QuickBooks, Sage, Entrata, AppFolio, and more. In addition, we consume other data sources including: Juniper Square, DealCloud, DealPath, Chatham, Investran, STR, eFront, NCREIF, and other sources utilizing a robust library of 100+ prebuilt integrations.
Third-party access
Third-party property management companies and borrowers can input their own data into Pereview
You can also extend Pereview to third-party Property Management Companies (PMCs), borrowers, and others in your ecosystem so they are able to input financial, operational, and variance data into Pereview. Then you can manage and communicate seamlessly within the platform for one source of truth.
AI-powered data
AI data ingestion
Including the following;
- Rent rolls and trial balances
- Offering memorandums
- JV agreements
- Loan and lease abstracts, 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
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 in four distinct ways.
The value of Pereview’s asset management platform from the perspective of your peers
We intend to utilize the full capabilities of Pereview to increase internal efficiencies by automating the aggregation of our trusted data into a centralized database, integrate with our forecasting and valuation models, and enable expedited business intelligence and reporting across all of our real estate portfolios.”
From the start of fundraising to investor reporting, from portfolio analysis to strategy at the asset level, all the way down to industry exposure and lease clauses – all of our data, across the entire investment lifecycle, is supported.
We now spend more time doing deeper investment analysis allowing us to drive value creation across our portfolio versus spending time updating many Excel files to answer the same set of questions over and over again.
Pereview and Juniper Square have been a game changer for us. We’ve been able to support the growth of our platform and materially increase portfolio analytics capacity without having to grow the team significantly.”
Pereview and Barings work closely with each other to consistently enhance our experience either by adjusting/adding new reports and/or recommending new features and functionality to be built.
Pereview easily added at our request the ability for our domestic and international PMCs to log in via securities to manage monthly variance explanations creating a huge efficiency to our team.”
How, may you ask?
With Pereview, the monthly import of financial data requires our partners to lock down their financial statements (changes communicated or statements will not balance.) Instead of partners making financial changes after submission, partners send updated reports (Trial Balances) which load into Pereview. Since the partner’s general ledger accounts map to our general ledger in Pereview, the data is loaded, reconciled, and prepared into our formatted financial statements.
Thus, our 100+ partners now submit financial data from numerous systems. Since Pereview is agnostic, the various partner trial balance loads into Pereview and are then automatically mapped. Pereview produces reports in our financial format, and comparative analysis is completed with no manual intervention from our analysts.
Senior Leadership has complete confidence in the system, and our financial analysts analyze the data instead of manually entering data into spreadsheets.”
You can work with anyone or any system to get our data in one place.
Honestly, that is probably your biggest advantage … you are not trying to force clients into a larger tech ecosystem like everyone else.
We can use whatever systems makes sense for us and you can bring it all together per our specific requirements.”
Pereview's innovation & leadership
Pereview's innovation & leadership
One Platform
for the entire investment lifecycle
Equity & Debt
in one asset management solution
In
+
Countries
SOC 2
TYPE II
Certified
+
Property Types
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