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Interactive Investment Analysis Made Easy with Valuate from RPR

March 27 2016

rpr valuate

Introducing the latest addition to RPR's vast array of analytical tools: Valuate®. As a web-based financial analysis and marketing tool for the purchase and sale of commercial and residential investment properties, Valuate allows practitioners to perform real time, interactive investment analyses in a collaborative work environment—one that leads to more insightful, impactful and efficient conversations with prospects and clients.

"The commercial real estate business has long been dependent on Microsoft Excel for financial modeling, investment analysis, asset management and accounting functions," said Valuate Founder Bruce Kirsch. "There are many problems with Excel: files are shared as stagnant PDFs, it requires massive amounts of painstaking formatting, and it's incredibly treacherous to collaborate on and track versions."

In contrast, Valuate's interactive interface allows users to respond on-the-spot to client inquiries and needs. "It's impossible to anticipate every seller curiosity when preparing for a pitch," said Kirsch. "Valuate's versatility makes the whole preparation and presentation process seamless. Agents can work alongside clients as they input assumptions, run scenarios, and quickly retrieve/share versions of listed properties they find most appealing," he said. This highly collaborative environment weeds out unattractive deals, prevents mistakes and omissions, and keeps all parties up to speed on the latest developments.

Valuate at a Glance

  • Alleviates many of the well-known pain points of investment analysis. No more multiple versions of stagnant PDF files. With Valuate, digital files are easily edited and shared with colleagues, partners and clients.
  • Excellent platform to provide real time scenario analyses while pitching to prospects or updating existing clients. Make edits to the analysis on the fly for wherever the conversation leads; answers questions instantly.
  • Auto population of certain data variables eliminates another traditional pain point: double data entry.
  • Built in validation alerts users if entered data is out of bounds. "You made an input here that makes the investment lose money. Please change your input.
  • "Helps clients understand at what price and under what assumption the investment looks attractive.
  • Displays the full life cycle of an investment property; simulates the acquisition of the property, hold and operation, and then eventual sale.

"What makes Valuate so versatile is that it works for every single market, every single property type, and for all market conditions," said Kirsch. "It performs both unlevered and levered financial analyses. You can even copy and paste any set of property monthly operating cash flow projections from ARGUS or Excel. It then allows you to analyze property purchases and sales by tying in purchase price and exit assumptions and sources of funds for both debt and equity, including complex equity partnerships of up to three players."

To view the original post, visit the RPR blog.