Cashflow, forecasting returns, analysis, scenario planning and reporting for fund and asset managers.
KEL PortfolioPlus provides unprecedented forecasting and analysis of alternative assumptions without the need to either import data or copy and paste into spreadsheets. Whether buying or selling properties, exploring tenant break or failure possibilities, or stress testing a portfolio anticipating changes in market conditions; portfolio reports can be generated in minutes.
Calculations are live from your valuation database; no need to cut and paste your valuation data into spreadsheets.
Ease of Use
The clear workflow guides the user through the program from modelling portfolio level adjustments to cap ex and sales/purchases to rental growth, yields and void assumptions.
Flexible
From preparing alternative scenarios for Investment Committee papers to stress testing whole portfolios with changing market assumptions to calculating the portfolio effect of sales and purchases.
Productive
Uses ‘live’ valuation data supplemented by an import capability (useful for indexation and rental growth). Allows for alternative scenarios for interim and exit valuations to be created at a ‘click of the button’.
Reporting
Clear and transparent reporting of valuations, cashflows, cap ex, time/money weighted returns and loan assumptions.
What our clients are saying
Stephen Bennett - Hanlon Bennet
"I have been working with KEL for over 10 years and have always found the program and support staff to be responsive and user friendly. In particular, the input screens follow a very logical sequence which facilitates rapid data input and checking, allowing me to produce 'first cut' analysis very quickly - essential for an Investment agent. The functional addition to convert to a specified export file is useful in accommodating clients running other software, without compromising the quality of my analysis.
Well done KEL - keep up the good work."