Castellum streamlines quarterly DCF valuations across 700 assets with ModelTree

Castellum is one of the largest publicly listed real estate companies in the Nordics, managing a diverse portfolio of office, logistics, and public-sector properties across Sweden, Finland and Denmark. With nearly 700 properties under management, quarterly valuations require speed, precision, and consistency. To support this process, Castellum adopted ModelTree as its core platform for automated, standardized property valuations.

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Problem

Before implementing ModelTree, Castellum’s valuation process faced growing operational challenges:

• Tight Deadlines: Meeting quarterly reporting deadlines required significant manual effort, increasing the burden on internal teams.

• Manual Valuation Workflows: Valuing hundreds of properties each quarter using spreadsheets was time-consuming and prone to error.

• Local Market Standards: Accurately forecasting rental income, operating expenses, property taxes, and capex–aligned with Swedish and other countries’ local valuation practices – was difficult to scale.

• Inconsistent Reporting Outputs: Traditional tools lacked the ability to produce tailored valuation reports for internal and external use.

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Solution

Castellum implemented ModelTree’s valuation module to streamline its quarterly valuation cycle across Swedish, Finnish and Danish assets. Key components of the solution include:

• Tailored DCF Valuation Model: A DCF valuation model was configured specifically for Castellum, reflecting local market conventions and valuation practices.

• Automated Data Integration: Data from Castellum’s property management and budgeting systems flows directly into ModelTree, eliminating manual entry and ensuring real-time accuracy.

• Detailed Forecasting: ModelTree supports granular forecasting of rental income, operating costs, property taxes, and capital expenditures, fully aligned with market standards.

• Batch Portfolio Valuation: Hundreds of properties can be valued in parallel, significantly accelerating the quarterly process with minimal manual effort.

• Customized Reporting: Castellum leverages ModelTree’s reporting engine to produce data-bound valuation reports tailored to its internal needs and external stakeholder requirements.

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Results

ModelTree has transformed Castellum’s quarterly valuation operations:

• Efficiency Gains: Automated updates and bulk valuations have reduced the time needed to complete quarterly valuations significantly, allowing the team to focus more on review and analysis rather than manual data handling.

• Valuation Consistency: A standardized DCF framework ensures comparability and compliance across assets and countries.

• Greater Accuracy: Direct system integrations reduce the risk of manual errors and ensure valuations reflect current property and market data.

• Faster Turnaround: Quarterly valuations that once took weeks to compile are now completed much faster than under previous spreadsheet-based workflows.

• Improved Reporting: Castellum now generates precise, tailored reports directly from the live valuation models, therefore removing repetitive formatting work and improving reporting consistency.

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Conclusion

Managing a large and geographically diverse property portfolio, Castellum required a scalable valuation platform that could deliver speed, accuracy, and consistency. With ModelTree, the company has automated its valuation process, aligned with local standards, and gained the flexibility to meet tight reporting deadlines. ModelTree is now a core part of how Castellum manages its quarterly valuation process.
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Ready to automate your valuation process?
ModelTree enables accurate, scalable DCF valuations with automated data flows and custom reporting – tailored to your market. Contact us to learn how ModelTree can support your quarterly valuations and portfolio analysis.

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