Evaluation & Monitoring Model Support for a Real Estate Fund
Ruby was engaged by the fund to create a versatile financial model capable of swiftly assessing the financial projections of prospective target companies. The goal was to easily input assumptions into the model, enabling rapid evaluation of financial forecasts within a standardized format
Client Challenges
- Lacked an in-house dynamic model capable of evaluating multiple projects, including residential, commercial, and serviced apartments
- With a monthly influx of 15-20 proposals, the fund grappled with the diverse formats of financial models sent by real estate companies
- Variations in these formats increased evaluation time and demandaded additional efforts
Our Solution
- A dedicated FTE associate with expertise in creating finanical models was engaged within 3 days
- Commenced the project by revisiting initial requirements and conducting a comprehensive assessment of key parameters in distinct real estate sub-segments
- Meticulously crafted a dynamic model tailored to meet the fund’s requisites, gaining swift approval for daily utilization in evaluating diverse projects
- Model facilitated the seamless incorporation of assumptions specific to each target company, allowing for rapid and standardized evaluations of financial projections
Impact
- Evaluation timelines were notably reduced, enabling more thorough and timely assessment of proposals with enhanced accuracy, consistency, and efficiency
