REIT INDUSTRY CASE STUDIES


Companies in the REIT industry have a unique business planning approach that includes operating activity (Revenue and NOI by Property) with an active Asset Management activity (acquisitions, divestitures) all integrated with Treasury impacts (Debt, Equity).  The uniqueness of the REIT industry requires a specialized planning solution.

KeenVision has worked with REIT clients to design and develop an Advanced Planning solution that is tailored specifically to the needs of the industry.

REIT Industry Advance Planning


Revenue Planning


  • By Building Planning
  • Driver-based Calculations
  • Multi-Dimension Analytics

Financial Planning


  • Driver-based Forecast Models
  • Scenario Planning
  • Asset Management

Close Management


  • Collaborative Status Board
  • Reconciliation Visibility
  • Accounting Consolidation

Integrated Planning


  • Planning By Property
  • Integration to YARDI
  • Detail or NOI Summary

Performance Reporting


  • Financial Analytics
  • Executive Dashboards
  • Operating KPI’s

Rapid Strategic Planning


  • Assessments on P&L, BS, Cash Flow
  • Asset Activity: Acquisitions, Divestitures
  • Treasury: Debt Activity, Equity

Corporate Planning


Significant growth of this client drove the need to shift Financial Planning and Analysis tools to a multi-user platform – disparate Excel models stored across multiple notebooks was no longer an effective approach.

KeenVision worked with the client to utilize both Structured and Dynamic Planning capabilities from Planful to establish an integrated planning platform that multiple business users could utilize.  The platform leverages property level data sourced form YARDI Planning with corporate level forecast data for a full company P&L view.

Get in touch with us to see how we can help your REIT. At KeenVision, we work shoulder-to-shoulder with you.

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