Easiest way to set up portfolio management using external valuer data

Most institutional real estate investors receive quarterly valuation Excel files from external valuers. These files contain detailed real estate data, but extracting and using this information across an entire commercial property portfolio requires significant manual work.

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What's actually in your valuation files

Your external valuers are doing detailed work. Those Excel files they send quarterly contain:

• DCF cash flow projections for each real estate asset
• Complete rent rolls with tenant-by-tenant data
• Cap rates, discount rates, and terminal values used in their models
• Market data including comparable sales and rental rates

The challenge is that this data sits in separate Excel files, making it difficult to analyze patterns or view consolidated information across your real estate portfolio.

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Why Excel files make portfolio analysis difficult

Working with multiple Excel files creates specific challenges for property managers:

Each property exists in isolation. Files contain detailed data but no way to compare or consolidate across properties.

Manual consolidation takes time. Creating portfolio-level cash flows means copying data from multiple files and checking for errors.

Finding assumptions requires searching. Which properties used similar cap rates? What rent growth assumptions were applied? This information exists but takes time to locate.

Running scenarios means updating multiple files. Testing different assumptions across your portfolio requires changing each Excel file individually.

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The ModelTree solution: automatic data centralization

ModelTree changes everything by automatically extracting and centralizing all the valuable data from your external valuer’s Excel files.

Seamless data import

Upload your quarterly valuation files and ModelTree automatically pulls out:

• All DCF cash flow data
• Complete rent roll information
• Valuation assumptions and parameters
• Market data and comparable analysis

Portfolio-level visibility

See your entire real estate portfolio in one place:

• Consolidated cash flows across all properties
• Portfolio-wide NOI, valuation metrics and performance indicators
• Cap rate and assumption comparison across different properties and valuers
• Trend analysis over multiple valuation periods

Built-in simulation capabilities

Run your own investment scenarios using the foundation your external valuers already built:

• Test different market rent assumptions
• Model various leasing scenarios and vacancy rates
• Analyze sensitivity to cap rate changes
• Compare "what-if" scenarios across your property portfolio

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Practical impact: from multiple files to portfolio view

Instead of opening multiple Excel files to find information, you can directly access:

• Which properties have the highest projected cash flow growth?
• How do cap rate assumptions compare across your real estate portfolio?
• What happens if market rent assumptions change by 5%?
• Which properties are most sensitive to vacancy rate changes?

All on one platform.

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Getting started with ModelTree

The transformation from scattered Excel files to centralized intelligence happens automatically. Simply upload your existing valuation files to ModelTree and watch as your scattered data becomes a powerful portfolio management system.

Your external valuers have already done the heavy lifting. ModelTree just makes sure you can actually use all their great work to make better investment decisions.

Book a free demo to see how ModelTree can automate your portfolio data consolidation process.

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About Exquance Software

Exquance Software develops portfolio management technology for real estate investors. Our ModelTree platform automates data consolidation from external valuation sources, enabling portfolio managers to centralize property data and run scenario analysis without manual Excel work.

ModelTree integrates with existing valuation workflows, importing DCF models, rent rolls, and assumptions directly from external valuer files into a unified portfolio management system.

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