Microsoft Power Apps, SharePoint, & Microsoft 365 Consulting Company

Real Estate Financial Model

Company Overview

A large nationwide Real Estate development, investment and management firm.

Their Needs

Company needed a way to update their financial models to include a “rolling forward” mechanism to catalog actual and future results.  They also wanted to integrate their SQL Server data into the models that would provide real-time updates as needed.

What We Did: Excel Financial Model & SQL Server link

Firm is now able to to leverage Microsoft seamless integration with their flexible financial models being fed with various numbers from their SQL server.  Users can use the models at the same time and generate different models for various properties while leveraging only pertinent external data.