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EPM for Real Estate
Optimize asset, portfolio, and fund performance with Enterprise Performance Management (EPM), giving you the tools to drive profitability, streamline operations, and meet investor expectations.
What is EPM for the Real Estate Industry?
Enterprise Performance Management (EPM) in the real estate industry provides firms with the ability to optimize asset, portfolio, and fund performance. EPM integrates financial planning, forecasting, and reporting tools, allowing firms to track key metrics like occupancy rates, rent collection, capital expenditures, and investor returns in real-time. By leveraging EPM, real estate firms can improve operational efficiency, manage costs, and respond quickly to market volatility, while ensuring accurate reporting on fund performance and returns for investors.
What are the Business Challenges in the Real Estate Industry?
Market Volatility
Market Volatility
Economic cycles and shifting demand create uncertainty in property values, rents, and investor returns.
Asset Performance Management
Asset Performance Management
Managing occupancy, maintenance costs, capital projects, and fund-level performance requires real-time tracking of asset and investment performance
Cash Flow Management
Cash Flow Management
Irregular cash flows from rent collections and operating expenses complicate liquidity management and cash distributions to investors.
Valuation and Investment Strategy
Valuation and Investment Strategy
Fluctuations in property values make accurate valuations and fund performance reporting critical for strategic decision-making and meeting investor expectations.
Investor Returns and Reporting
Investor Returns and Reporting
Real estate firms must accurately track fund performance, returns, and distributions to investors, making investor reporting a critical component.
Regulatory Compliance
Regulatory Compliance
Ensuring compliance with environmental, tax, and financial regulations is resource-intensive, particularly when it affects investor reporting and fund management.
Cost Control
Cost Control
Rising operational costs necessitate better cost tracking to maintain profitability while optimizing investor returns.
Sustainability and ESG Reporting
Sustainability and ESG Reporting
Investors and regulators increasingly demand tracking and reporting on sustainability metrics and their impact on fund performance.
What's Getting in the Way for the Real Estate Industry?
- Data Integration and Quality Challenges
Challenges: Disparate data sources make it difficult to get a unified view of asset, portfolio, and fund performance, delaying investor reporting and decision-making.
- Timely and Accurate Forecast Completion
Slow, manual forecasting processes delay cash flow forecasting and fund modeling, affecting the accuracy of investor returns and distributions.
- Regulatory Compliance
Increasingly complex regulations demand more accurate and comprehensive reporting, which can overwhelm manual systems, particularly in fund management and investor obligations.
- Inefficient Spreadsheet-Driven Processes
Over-reliance on spreadsheets limits scalability, creates inefficiencies in fund modeling, and delays investor reporting.
What are the Key Use Cases for EPM in the Private Equity Industry?
Asset and Portfolio Performance Tracking
EPM enables real-time monitoring of key performance metrics like occupancy rates, rent collection, capital expenditures, and investor returns.
Cash Flow Forecasting
EPM helps firms optimize cash flow management by providing accurate forecasts of rental income, operational expenses, and fund distributions.
Cost Control and Operational Efficiency
EPM improves cost tracking and analysis, enabling firms to identify areas for savings while maintaining asset and fund profitability.
Fund Performance and Investor Reporting
EPM automates fund performance reporting, providing real-time insights into fund returns and accurate distributions to investors.
Regulatory and ESG Reporting
EPM automates regulatory reporting, ensuring compliance and improving transparency on sustainability metrics and their impact on investor returns.
Technology Solutions
Our Team
Mitch Max
Senior Partner, Head of EPM Practice, North America
Paul Petersen
Partner, Head of EPM Practice, Australia
Michelle Sutherland
Senior Partner, Head of EPM Practice, EMEA
Steven Schwarz
Partner, EPM Financial Services and Innovation, North America
James Bryson
Partner, EPM Financial Services, EMEA
Kushal Gulati
Partner, EPM Sales Performance Management, North America
Joe Corlett
Partner, EPM Real Assets, EMEA
Axel Henry
Partner, EPM Private Equity, EMEA
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