Real Estate Investment Evaluation Engine
Connects property, lease, operating, development, financing, comparable, scenario, and portfolio records.
The operational problem
Property evaluation combined site records, plans, leases, rent rolls, operating statements, capital expenditure schedules, market comparables, planning requirements, engineering reports, and financing terms. Asset, space, tenant, and lease identifiers differed across sources. Development capacity, acquisition economics, conversion assumptions, and operating performance were often modeled in separate workbooks. Portfolio summaries inherited inconsistent definitions for area, occupancy, income, costs, and value. Investment and credit teams needed a shared property record that could support several asset types and strategies while keeping physical, contractual, financial, and valuation evidence connected.
How it was engineered
Markets IQ modeled properties, parcels, buildings, spaces, leases, counterparties, costs, comparables, financing, assumptions, scenarios, sources, and approvals as related objects. Intake begins with scope, jurisdiction, asset type, and strategy because each combination changes the required fields and applicable calculation path. The gateway retains source files and maps rent rolls, operating statements, plans, and comparable records into the shared model. Validation reconciles areas, lease dates, occupancy, income, expenses, capital costs, and financing balances before scenario analysis. Monthly cash flows connect physical capacity, lease terms, operating assumptions, capital programs, and debt service. Portfolio aggregation uses the same definitions as asset underwriting. Controlled extensions preserve asset-specific terms, accepting configuration effort to maintain comparability across development, acquisition, conversion, and operation workflows.
What it enables
The institution can evaluate a property from site capacity through operating cash flow, financing, value, and portfolio contribution. Teams can compare strategies under consistent area, lease, cost, and return definitions. Reviewers can trace each assumption to a source, isolate data conflicts, reproduce scenarios, and carry approved asset-level results into portfolio measures and review packages.
The engine performs property calculations and structures evidence. The institution and its appointed specialists own the investment decision.
How each sector applies it.
Property gateway; spatial and lease model; validation; monthly cash flow; financing; scenarios; portfolio aggregation.
Examine the architecture →Alternative Assets Valuation
Structures recurring valuation inputs, methodologies, assumptions, runs, adjustments, approvals, and review evidence.
Enterprise Valuation
Connects financial statements, operating drivers, capital structure, scenarios, methods, assumptions, and reproducible value calculations.
Discuss a Related Workflow.
Describe the decision or output, the information behind it, and the review obligation it carries.