Real Estate Assets
Monitoring

Consolidate and assess real estate holdings across cash flows, valuations, and currency exposure. Evaluate the opportunity cost of each property individually.

Features

Greenlock

In-house resources

Automation of data readingfrom banks

auto

manual

Standardized reporting

auto

manual

Personalized reporting for beneficiary

Ability to dynamically add/edit various report modules (risk, returns, fees, benchmarks, etc.)

Reporting froman independent party

Reporting automation (via WA)

Inclusion of non-bank assetsin the report

Features

In-house team

Greenlock

Consolidated real estate-related cash flows

Consolidated real estate-related cash flows

manual

auto

Organize and tag all inflows and outflows related to each property—across geographies, currencies, and entities.

Running IRR calculation per project

Running IRR calculation per project

manual

auto

Track net performance by accounting for cash flow timing, currency fluctuations, and property-specific expenses.

Regular benchmarking against local market alternatives

Regular benchmarking against local market alternatives

Compare property returns to local government or investment-grade debt to assess opportunity cost.

Quarterly adjustment for local real estate market trends

Quarterly adjustment for local real estate market trends

Stay updated on local real estate price movements to monitor valuation shifts and market timing risks.

Compatibility with current reporting

Compatibility with current reporting

Fully integrates with your existing real estate or consolidated wealth reports—no need to duplicate efforts.

Reporting automation

Reporting automation

Receive structured, periodic updates automatically—no manual pulling, formatting, or data requests.

Got questions?
Find answers.

What is the actual return (IRR) of my real estate properties — taking into account all expenses, taxes, and buy/sell cycles?

We calculate true net IRR by incorporating all cash flows, taxes, fees, and transaction timing to reveal your real estate’s actual performance.

What is more profitable: my real estate or a risk-free alternative — such as local bonds in the same currency and term?

We benchmark your property returns against local risk-free debt instruments, showing whether your real estate is generating adequate risk-adjusted returns.

How do exchange rates impact the final return of foreign real estate?

We factor in currency fluctuations to provide an accurate picture of returns after exchange rate effects.

Does the current valuation of my properties reflect real changes in local markets?

We continuously monitor local market price trends to ensure your property valuations reflect true market dynamics.

Do I have a unified, comparable view of all properties — regardless of property type, country, or currency?

Our platform consolidates all properties into one comprehensive, comparable report—across asset types, locations, and currencies.

Next product

Executive
Wealth Reporting

Get a demo

Get a demo