Portfolio Extension

Portfolio Analysis enables you to combine multiple files. This allows you to perform analysis that otherwise would be impossible or impractical and still have use of all the reports and what if analysis. (Requires planEASe Base)

1. Multi-Phase Unit Sales Development Projects
2. Multi-Phase Commercial Developments
3. Mixed-Use Development Projects (containing Unit Sales components or not)
4. Purchase of any type of Mixed-Use Property
5. Annual Projection Reports for Client Property Portfolios (for Asset Managers)
6. Properties with multiple reimbursement Pools (perhaps Retail with Office above)
7. Multi-Property Portfolios offered for Purchase / Sale
8. A Partnership / LLC for any or all of the above (with the optional Partnership / LLC Models)

Recommended Reading

• PDF - Portfolio section of the product manual

Recommended Viewing

• Portfolio - Overview (4:37 min)
• Portfolio - Portfolio Assumptions (7:29 min)
• Portfolio - Transfer Overrides? (2:01 min)
• Portfolio - Partnerships/LLCs (4:42 min)
• Portfolio - Exit Portfolio Mode (1:01 min)

Have a question about Portfolio analysis? Ask the planEASe Support Center for step-by-step answers drawn from the full video library and manual.