Advanced Budgeting & Forecasting

Continuously measure the financial health of your real estate investments

Replace labor-intensive, error-prone spreadsheets with Yardi Advanced Budgeting & Forecasting, which delivers quick, accurate budgets, custom forecasts and valuations from a single connected platform.

 

Accurate Budgets
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Enhance Budgeting Accuracy

Eliminate inefficient, risky spreadsheets and third-party budgeting program interfaces that require you to scrub and clean lease data from other systems. Receive precise budget projections for rents, recoveries, charges, concessions and retail overage figures.

See how Winstanley does it

Reduce budgeting cycle times with a system that leverages underlying lease expenses, renewals, options and speculative lease data from Yardi Voyager.

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Leverage Flexible Modeling

Create budgets based on model properties that let you modify or delete units and records to support budgeted leasing assumptions. Update assumptions on the fly and incorporate information on deals in progress by integrating Yardi Deal Manager and Yardi Leasing Manager.

The assumptions you create in the “budget world” don’t affect “real world” unit and lease records.

Budget Modeling
Budget Valuations
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Gain Real-time Valuations

Automatically calculate future cash flows and determine net present values (NPV) and internal rates of return (IRR) at the property or portfolio level.

The system automatically factors all general ledger transactions, lease changes, market leasing assumptions and future vacancy projections into real-time analysis. With more timely information and better risk analysis, you can maximize returns with better-informed buy, hold or sell decisions.

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Improve Decisions

Make better acquisition and disposition decisions by analyzing unlimited “what if” scenarios. Get all the information you need to make smart deals by combining real-time property, lease and investor data with market leasing assumptions and other variables.

Quickly change hold timing, cap rates, inflation and other factors to see the immediate impact on assets, risk and emerging opportunities.

Budgeting Dashboard

Leeann Attanucci

Vice President, Corporate Controller
Cousins Properties Inc.

"Advanced Budgeting & Forecasting strengthens our control of the budgeting process by making it easy to reforecast quarterly."

Report Fully

Report on budget accounts with narratives and detail. Easily view revenue, lease inducements, market leasing assumptions and occupancy for a budget term. Quickly isolate variances with analytics that allow quick comparison of budget versions.

Budget Reporting