Portfolio monitoring for a major investment bank
Quarterly underwriting refresh and collateral monitoring across debt investments backed by US and European CRE.
- Client need
- Recurring quarterly model updates across debt investments backed by US and European commercial real estate.
- What we did
- Updated models using current financials and rent rolls, assessed collateral value movement, and tested covenant compliance across the portfolio.
- Value
- Supported timely portfolio monitoring, historical performance tracking, and refreshed underwriting insight.
