Super Contributor
Lionpoint Group’s Real Estate Fund & Portfolio Performance Forecast model forecasts the future performance of your assets and portfolios in terms of standard real estate metrics - total return, capital growth, income return, rental value growth, occupancy rates etc.
The forecast is calculated from a set of lease-level cashflows, which can be calculated from your tenancy/rent roll data along with your assumptions (on inflation, rental value growth, downtime etc.) or picked up from Lionpoint Group’s Real Estate Budget & Forecast model.
All assumptions can be overridden at sector, property, unit or lease level, and can be flexed globally for the purpose of scenario modelling.
When integrated with the Real Estate Budget & Forecast model, this forecast produces a powerful, integrated view of your property portfolio, modelling how various factors affect your portfolio’s future capital growth, income return and total return.



Flexible Exit Valuations
  • Exit values can be calculated using DCF, equivalent/initial yield or manual methods
  • Opening values can be imported from all standard property systems, or entered manually per property
  • Exit point for investment performance calculations can be set to 3, 5 or 10 years across the portfolio. Specific property sales can also be modelled, using a fixed sale date with a specific sale price or yield per property
  • Yield shifts assumptions are set at sector level and overridden at property level if required
Wide Range of Performance Metrics
  • Exit values are combined with opening values and forecast cashflows to produce an IRR, which is further analysed into direct (capital) and indirect (income) elements. This gives a detailed forecast of Total Return, Capital Growth and Income Return
  • Detailed cashflow forecast supports occupancy/vacancy analysis (by ERV or floor area), headline-to-net ERV ratios and weighted lease length (to expiry or next break)
  • Other metrics include Gross Income Growth, Net Income Growth, ERV Growth and Yield Shift
  • Data can be imported from IPD/MSCI, PMA, NCREIF, ODCE, INREV etc. to provide benchmark or target for absolute benchmarking
  • Performance versus benchmark is calculated using absolute method (+/- bps) as well as standard IPD/MSCI “relative” method
  • Performance is benchmarked by sector and geography and over time, for all key metrics
Scenario Modelling & Impact Analysis
  • The impact of any change is instantly reflected in all metrics
  • Top-down (driver-based) and bottom-up (specific) modelling are supported
  • All performance metrics are sensitive to market and leasing assumptions. Any of these assumptions can be flexed to produce an instant “What If?” report, showing the effect of any change on your portfolio’s performance
Report by Region, Sector, Fund or Asset Manager
  • Reports roll up property level data to sector/segment, region/geography, fund, asset manager/sector head and portfolio
  • Drilldown is available through any hierarchy (geography, sector or asset management hierarchy) or through the chart of accounts
  • Rollup can take account of differing JV ownership percentages, or can combined all JVs at 100% for “house” reporting
Multi-Fund, Multi-Currency
  • Global reporting over multiple currencies and fund structures, with a choice of consolidation currency by region
Imports from Argus, Yardi, VTS & More
  • Scheduled and ad-hoc property upload dashboard enables the import of underlying data from a variety of source systems
  • VTS integration shows the impact of various prospective leases on bottom-line fund performance
  • The data can be reviewed and enriched through the upload page before being used in the Portfolio & Fund Performance Forecast model
  • The model will store the original source version of the data so that this can be tracked for reporting and auditing purposes, and a comparison report will show you changes you’ve made to the data
  • When integrated with Lionpoint Group’s Real Estate Budget & Forecast app, this model produces a powerful all-in-one cashflow and performance forecasting tool that gives a complete picture of your portfolio’s future


2.61 GB
Terms & Conditions

App stats


Lionpoint Group

Lionpoint Group is a global advisory firm with a unique focus on managers of and investors in alternative investments. Lionpoint's Corporate Performance Management (CPM) practice focuses on private capital markets, including private equity and debt, real estate, and infrastructure. Our business model combines the talents of industry leaders with experts in service delivery to assist clients in transforming front and back office operations through operating model restructure, process improvements, and the implementation of enabling technologies. From our offices in New York, Geneva and London, our model is to work as an extension of your team and transfer knowledge and expertise at every stage of the engagement.


Lionpoint Group

7-10 Adam Street

London, WC2N 6AA

United Kingdom

+44-20 7520 9099

Peloton’s Contingent Workforce Planning app enables you to quickly track and plan all 3rd party labor requirements while providing what-if scenario insight. Contingent labor planners can face difficult analysis of contract value and expiration of
Contingent Workforce Planning
Cloud solution that covers planning for operating expenses including workforce, technology spend and project expense in Anaplan’s latest UX. It combines a driver-based and zero-based budgeting approach and highlights other key functionality of
Digital Cost Management (DCM)
Add-in from version 2.6 to version 3.2 to benefit from: faster performance; the ability to connect to saved views; the use of context selectors; and the use of pivot and filter to orientate and condense your data to one worksheet.
Migrate Excel Add-in version 2.6 to version 3.2
For front end sales affiliates, enable PSI control with statistical forecast and inventory plan and communicate global demands to the factories.
S&OP with Multi Layer PSI Control (JP)
The Anaplan NHS Pathology Planning and Reporting model supports hospitals to plan for their pathology services both locally and as part of the new networks.
NHS - Pathology Planning & Model Hospital Reporting
Launch your finance system into the cloud in as little as 60 days with our proprietary Accelerator.
FP&A Accelerator
Enhance CRM, improve forecast accuracy, and drive revenue with Twelve's proprietary Accelerator.
Sales Forecasting & Analytics Accelerator
Create features, manage change requests, and track project development with Akili's Studio Production Planning App.
Studio Production Planning
The app enables organizations to plan for development and growth opportunities, and for total Brand Marketing investments being incurred for such opportunities
Brand Marketing Investment Planning
IT Performance Management - Bridging the gap from the IT point solutions to a fully Connected Planning Experience
ITPM Quickstart for Carlyle Portfolio Companies
The Digital Assortment Solution uses advanced analytics and industry leading practices to guide retail merchants through the assortment planning process.
Digital Assortment Solution (DAS)
Easily create projects, assign resources, and track revenues and expenses with the Akili Project Revenue & Expense Planning App
Project Revenue & Expense Planning
The App contains the CSM sub-ledger requirements, accounting rules and the posting engine, reporting and analytics as well as data management capabilities.
IFRS 17 - Life Insurance
Complete income statement, balance sheet, and cashflow planning including allocations, and currency translation.
FP&A Quickstart
Complete income statement, balance sheet, and cashflow planning including allocations, and currency translation for the Carlyle Portfolio Companies.
FP&A Quickstart for Carlyle Portfolio Companies
This App puts into practice 'connected planning' concept  in Anaplan linking plans from investors, property and fund managers into one single place.
Property FP&A
Use Waterfall Allocation methodology to redistribute the costs across your organization.
Waterfall Allocation
Allitix's Health System and Physicians Group Planning app addresses the difficulties with managing revenue, physician productivity and compensation.
Health System & Physicians Group Planning
Track your sales opportunities and manage project profitability using PwC's Sales Opportunity Management and Revenue Forecasting app.
Sales Opportunity Management & Revenue Forecast(JP)
Align your workforce plan with your business strategy to effectively manage your organization-wide talent needs with PwC's Workforce Planning app.
Workforce Planning(JP)
Accurately capture your future performance and risk using PwC's app, by cascading ROIC to your key organizational KPIs as well as individual targets.
IBP for ROIC Management(JP)
Streamline your budgeting, forecasting and reporting process, improving visibility of your global business with PwC's budget & Forecasting app.
Budget & Forecasting (JP)
The app supports your organization make key decisions by centralizing risk assessments results, and by linking risk figures to performance management figures.
Enterprise Risk Management(JP)
The app consolidates various drivers to simulate each projects P/L and C/F, providing your business with insight necessary to make key decisions.
Project Profitability Management(JP)
Purchase Order oriented proposal and tracking app for material management, focused at the project warehouse and supplier level.
supply chain
Material Management