Real Estate Portfolio Reporting and Capital Forecasting Software
See portfolio performance and forecast capital needs
Roll up live project data into portfolio reporting and a forward-looking capital forecast, so you see performance, risk, and when capital is needed across every project without rebuilding it in a spreadsheet.
How It Works
Portfolio reporting that updates as your projects do
Rabbet rolls project-level data and funding source projections into portfolio reporting and a capital forecast, updated automatically as costs are incurred and draws are funded.
Forecast capital needs across the whole portfolio
Capital Forecast rolls your project-level funding source projections into one forward-looking view, so you see when and how much capital will be needed across the portfolio, months before it's needed. Rabbet distributes each source's funds over time and updates the forecast automatically as actuals come in.
See which projects have runway and which need attention
A portfolio view surfaces cost, funding, and remaining contingency across every project, so you can tell which projects have funding runway and which need attention before issues spread.
Share a clean view with leadership and investors
Share capital deployment and portfolio performance with leadership, credit teams, LPs, and investors without exporting to a spreadsheet. Download the forecast as a chart for a presentation, or as an Excel table with month-by-month figures by funding source.
Add historical context and take your data with you
Toggle in the trailing twelve months to see how funding has tracked over time, then export the chart or the underlying data to share or feed into the systems you already use.
Our solution
Portfolio reporting without the monthly rebuild
Instead of exporting each project and rebuilding the picture in Excel every month, Rabbet keeps portfolio reporting and the capital forecast live, accurate, and ready to share.
 Before Rabbet |  After Rabbet |
|---|---|
Export each project and rebuild the portfolio picture in Excel every month. | Roll project-level projections into one live capital forecast, updated automatically. |
Estimate when capital will be needed across projects from data that's already out of date. | See when and how much capital is needed across the portfolio, months ahead. |
Pull cost and contingency together by hand to answer leadership's questions. | Share a clean chart or Excel export with leadership, LPs, and investors. |
Case Studies
Learn how our customers unify their teams with Rabbet
Explore more
Other foundational features for your success
Construction Cash Flow Management Software
Forecast cash flow for future phases from live cost data, so you see when money goes out and when you'll need to fund it.
Construction Budget Management Software
Forecast anticipated cost and cash flow from a live, connected budget, so you catch overruns early and make confident decisions.
Construction Draw Packaging Software
Build every draw package from your live project data, so each request goes out complete, consistent, and easy for your lender to approve the first time.
