The standing portfolio process enables users to manage the financial performance of assets, asset groups (such as funds or regions), and the overall portfolio on a daily basis. New data is provided periodically, influencing performance. Assumptions about expiry management, expenses, and capital investments can be adjusted as needed. Future assumptions can be monitored against historical performance by importing actuals or compared to the submitted budget.

The standing portfolio also provides input for the budgeting process or for hold/sell analysis, which can trigger a scenario process.

The Valuation Management module supports both internal and external valuations for all real estate asset types, aligned with international standards and best practices. It enables multiple valuation methodologies, including Discounted Cash Flow (DCF) and the Hardcore Top-Slice approach.

By reusing validated source data from across the platform, the module ensures consistency and improves overall data quality. Net capital values are calculated in accordance with RICS, EVS, and IVS standards and delivered in standardized valuation reports.

Key valuation KPIs can be benchmarked against those of the existing portfolio, acquisitions, or scenarios—giving investors a clear view of how their expectations compare to actual performance and market trends.

This process is intended for use by valuation companies who are making separate valuations of property assets and portfolios for several different clients. To facilitate this without direct connections to clients' databases, the External valuation process allows users to create a new valuation process without going through the asset selection steps. Users can then manually input asset data or import it using predefined templates for each process. Apart from this, the functionality operates in the same way as standard valuation processes.

The Scenario Management module enables users to simulate the financial and operational impact of strategic decisions—such as hold/sell choices or CapEx investments—on individual assets or entire portfolios. Scenarios can be built using assumptions over defined periods to model the effect of a CapEx investment on operational activities.

When source data is not synchronized, it can be adjusted to simulate transformations or major renovations. Financial outcomes can then be compared against the base portfolio, supporting informed decision-making.

Additionally, scenarios can serve as input for valuation processes and provide a foundation for vehicle-level financial planning in RE Finance .

An initial budget can be created for assets in the standing portfolio, scenario assets, and acquisition assets. To avoid duplication, only the standing portfolio asset or the scenario asset can be assigned.

The budget is created for the defined budget period, but the total forecast is also calculated for KPI purposes. A workflow is available for submitting the budget.

An updated budget can be created to align the remaining forecast in the budget period with the initial budget or to adjust the initial budget. Budgets can be used in other processes to monitor:

An acquisition manager can create a new acquisition process to simulate the acquisition pipeline. The manager can create one or multiple assets with underlying data entities through the UI or by using Excel import sheets.

A simplified financial statement configuration can be used to set up an initial financial analysis, which can be extended over time as more information becomes available.

An acquisition asset can be included in a budget or valuation process. When added to a scenario process, the impact of the acquisition on the portfolio can be analyzed.

A duplicate budget process allows the process administrator to create a duplicate budget for sensitivity purposes, based on an existing open or closed budget process by duplicating an existing budget. When a budget is duplicated, the user performing the duplication automatically becomes the process administrator and is allowed to configure the process settings during the duplication. Only process definitions of the type 'budget' can be selected as a process definition. Once the duplicated budget is created, the definition is no longer editable. The date and period tile in step 1 is not editable. The process administrator is not allowed to add or delete assets from a duplicate budget process.

All assets included in the workflow are reset to the first step, and the assumption period is selected automatically. Defaults originating from the process settings are stored at the property level. As a result, the process administrator cannot modify these process settings, except for the asset authorization, which is by default copied from the original budget process.

The source date can't be updated for a duplicate budget process. The duplicate budget process is available in RE Finance and in the reporting & analytic layer.

If the process administrator duplicates an update budget process, then there is no possibility for executing alignments in the monitoring & alignment screen.