Portfolio Planning for Real Estate Investment Managers and REITs

Events and Conferences

In this on-demand webinar, we demo how Anaplan can solve challenges specific to real estate, across Asset Budgeting & Forecasting, Fund Modeling and REIT Modeling.

Anaplan’s Connected Planning platform is revolutionising the planning, forecasting, and overall investment management process for the real estate industry.


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The use cases you are introduced to in this demo, are:

Asset Budgeting & Forecasting

  • Increase accuracy and confidence in asset budgeting and forecasting
  • Review live leasing data
  • Identify and manage risks early
  • Plan for and minimise projected void periods


Fund Modeling

  • Forecast cashflows and performance by investment, funds, and LPs
  • Streamline reporting periods using real-time performance reporting
  • Project carry & management fees
  • Model new acquisitions by scenario and review performance impacts


REIT Modeling

  • Forecast financial statements and track AFFO by scenario
  • Manage large portfolios of investments and associated debt facilities
  • Project KPI impacts on portfolio / investment acquisitions or dispositions
  • Forecast issuance of equity and share-price

Demo presenter:

Demo presenter image.jpeg

Joe Corlett
Senior Manager at
Lionpoint Group
Contact us for more information, or for a personalized Anaplan Demo.