See NOI and covenant headroom by property, every month
Planir consolidates every property vehicle and holds NOI, occupancy and facility covenants in the same model, so the portfolio position and the asset that moved it are two views of one set of numbers rather than a quarterly reconstruction.
What property finance teams are dealing with
Three patterns that show up in nearly every multi-SPV property group we talk to.
The portfolio model is rebuilt every quarter
Property actuals arrive from managing agents in their own formats and on their own timetable, so the portfolio model gets reassembled rather than refreshed. The version the investment committee saw last quarter cannot be reproduced.
Covenant headroom lives outside the accounts
Interest cover and loan-to-value are tracked per facility in a spreadsheet nobody wants to own. A revaluation or a lost tenant moves headroom, and the finance team finds out when they next open the file rather than when it happens.
SPVs and JVs make consolidation manual
Each property sits in its own entity and some are held with co-investors on different ownership terms. Getting to a portfolio number means applying those terms by hand, the same way, every reporting cycle.
What Planir does for a property group
Asset detail and the portfolio position in one model, with ownership handled on the way up.
NOI by property, refreshed rather than rebuilt
Each SPV connects to the accounting system it already runs on, so rent, recoveries and property costs land in one model without a re-key. NOI is calculated per property on your own basis, and because last quarter's version is still in the model you can show what changed and why, rather than only what the number is now.
See multi-entity consolidationOccupancy and lease expiry drive the forecast
The rent roll is a driver in the model rather than a document beside it, so an expiry that is not renewed flows through to NOI, to the facility it secures and to the distribution forecast in one pass. Scenarios let you see a vacancy or a rent review before you have to report it.
See budgeting and planningOne portfolio view, whatever the ownership structure
Wholly owned SPVs, joint ventures and minority positions consolidate into one portfolio model with the treatment each holding needs, and intercompany charges between your own entities eliminate automatically. A co-investor can still be shown their vehicle on its own.
See how eliminations workInvestor and lender reporting that regenerates
Property schedules, covenant compliance and the distribution forecast are built once and refreshed each cycle. Planir reads from and writes back to Excel, Word and PowerPoint, so an investor update or a bank submission stays linked to the model instead of being rebuilt from a fresh export.
See investor reporting“We significantly reduced manual reconciliations, improved forecast accuracy and made planning more efficient across Finance.”
Explore other use cases
Planir is built for the planning and reporting cycles that funded, governed, and multi-entity businesses actually run.
Multi-entity consolidation
Consolidated financials across every entity, every accounting system, and every currency, with intercompany eliminations applied for you.
See multi-entity consolidationInvestor reporting
The financial section of every monthly and quarterly investor update, generated from your live data.
See investor reportingBoard reporting
The financial foundation of every board pack, with variance analysis by dimension and forward projections your board can interrogate.
See board reportingBudgeting and planning
Driver-based 3-way budgets and forecasts built from your live data, with every assumption documented and reviewable.
See budgeting and planningPre-transaction preparation
Investor-grade 3-way projections with documented assumptions, ready for fundraising, M&A, and due diligence.
See pre-transaction preparationPlanir for Real Estate FAQs
Can Planir report NOI by property?
Do we need to replace our property management system?
How does Planir handle covenant tracking?
Can we model lease expiry and occupancy?
Can Planir consolidate SPVs and joint ventures?
What does implementation involve?
See your portfolio and every property in one model
Bring your entity list and a recent set of figures, and leave with a consolidated portfolio view and NOI by property built from your own data.