Following Rapid Implementation of Resolve's Portfolio Maximizer, Jasper Stone Automates Real Estate Fund Analysis and Reporting

Share Article

Portfolio Maximizer Integrates Argus Forecasts and Accounting Data to Generate Quick and Reliable Scenario Analyses, Distribution Calculations, and Investor Reports

Jasper Stone Partners (Omaha, Nebraska), a diversified real estate company, has selected Resolve Technology's Portfolio Maximizer software to centralize and automate investment analysis and reporting.    

"As we acquire more properties and create new investment portfolios at different locations, using Excel spreadsheets has become increasingly time consuming," said Joshua Meyer, Jasper Stone's Chief Financial Officer. "Portfolio Maximizer enables us to scale our operations with efficient and reliable analysis capabilities."

Following an implementation that took less than one day, Jasper Stone is able to use the Portfolio Maximizer software to perform scenario analyses on prospective properties to be acquired and conduct hold/sell analysis on current fund properties.

"Being able to run multiple scenarios in a quick and efficient manner allows us to optimize the levels of leverage for each of our funds and effectively manage the risks and returns to our investors," explained Meyer. "Each of our Real Estate funds is slightly different, so a key factor in the selection of Portfolio Maximizer was the flexibility to easily model funds and run scenarios for varying structures, joint venture participation, investor preferences, and payout options."

Data for the analysis is imported into Portfolio Maximizer from Jasper Stone's accounting system and Argus forecast models. "This is a good example of the synergy between the Argus and Resolve solutions, which is the reason we have partnered with Argus to more closely integrate and align our offerings," said Eric Forman, Resolve Technology's President and CEO.

In addition, Portfolio Maximizer will help Jasper Stone streamline partnership accounting and investor reporting. "We can quickly calculate investment returns and distribution waterfalls and then generate reports and statements down to the individual investor level. This helps us save valuable time and reduce the risk of errors associated with manual data input and Excel-based reporting," said Meyer.

"We are constantly enhancing the Resolve software and implementation process to reduce deployment time and cost. The rapid implementation at Jasper Stone demonstrates how customers that are ready to move quickly can get up and running with Portfolio Maximizer in almost no time," added Forman. "Given the current economic environment, investment managers can't afford delays in getting the information they need to make decisions."

For more information about Portfolio Maximizer, visit

About Jasper Stone

Jasper Stone Partners LLC is a diversified real estate company based in Omaha, Nebraska, focused on value enhancement with a conservative eye toward capital preservation. This unique approach is based on the knowledge and insight gained through years of experience in real estate investment, development and construction, as well as property management. For more information, visit

About Resolve Technology

Resolve Technology's products are used by the world's leading advisory and investment management firms, REIT's, life insurance, pension fund, and banking institutions, managing over two billion square feet of real estate worth more than half a trillion dollars. Customers include Behringer Harvard, Bentall, LaSalle Investment Management, Prudential Real Estate Investors, Principal Global Investors, and UBS. Founded in 1990, Resolve is headquartered in Needham, Massachusetts. For more information, visit

All companies and products listed herein are trademarks or registered trademarks of their respective holders.


Share article on social media or email:

View article via:

Pdf Print

Contact Author

Olive Chang
Resolve Technology
6173380456 ext. 1000
Email >
Visit website