Property Portfolio Management

The Problem

Our customer, a REIT managing a portfolio of office buildings across North America and Europe, needed a way to accurately forecast earnings and present property information sheets to investors and senior management. The fragmented nature of financial and operational data across systems made it challenging to provide a unified view, impacting cash flow management and financing decisions.

The Solution

Dimensional Strategies Inc. (DSI) integrated data from multiple real estate financial and operational systems, including JD Edwards, ARGUS, and Yardi, to deliver a unified view of financial scenarios. The platform consolidated actuals, budgets, forecasts, and sales pipeline estimates, providing clarity on future business performance. With this unified perspective, senior management and investors could better manage cash flow and strategically plan financing activities.