Achieving new levels of efficiency and accuracy at Partners Group
Read about Partners Group’s experience of PRODA
Collected, standardized, error-checked rent roll data across:
29
portfolios
150
properties
12
countries
About Partners Group
Partners Group is one of the largest firms in the global private markets industry, with around 1,800 professionals and over USD 150 billion in assets under management.
The firm has investment programs and custom mandates spanning private equity, private credit, infrastructure, real estate, and royalties. With its heritage in Switzerland and primary presence in the Americas in Colorado, Partners Group is built differently from the rest of the industry.
The firm leverages its differentiated culture and its operationally oriented approach to identify attractive investment themes and to build businesses and assets into market leaders. For more information, please visit www.partnersgroup.com or follow on LinkedIn..
The Opportunity
Rent rolls were previously processed in various formats and currencies, leading to complexities in data management and quality control. After each upload, the team needed to carefully review the data, often identifying and addressing discrepancies or incomplete entries before finalizing the review.
Partners Group recognized the need to further optimize their investment and asset management processes to maximize underwriting efficiency and deliver greater value to their stakeholders. They identified four key challenges.
- Streamlining workflows and improving data management and data quality to better serve their clients and partners.
- Leveraging technology to spot trends and remove the need for manual processing of rent rolls received in diverse formats, currencies, and languages.
- Increasing the accuracy and efficiency of their investment and asset management workflows.
- Aggregating data from various investments in different formats and currencies, which affected the accuracy of portfolio-level insights.
The Solution
PRODA offered an automated solution that effectively addressed the need for standardized data management.
It automatically extracts the data from rent rolls, irrespective of their format, and standardizes it easily.
It also allows for comprehensive review and validation checks to ensure data accuracy while providing manual override options for greater flexibility.
The Outcome
As a result of using PRODA, Partners Group has streamlined its asset management workflows, reduced manual checks, and gained up-to-date analytics for better decision-making. With rent rolls for 29 portfolios covering approximately 150 properties in 12 countries uploaded, Partners Group now operates more efficiently and is positioned for scalable growth.
Integrating PRODA into Partners Group’s workflow led to several tangible benefits.
Data insights
PRODA provides up-to-date analytics based on the latest rent roll data entered, enabling faster response times and improving decision-making capabilities. With instant access to critical data insights, teams can identify trends, optimize investment strategies, and respond to market shifts more effectively.
Standardized reporting
PRODA seamlessly generates standard chart templates and outputs that integrate smoothly into Partners Group’s connected systems. This standardization ensures consistency across reports, reduces the risk of manual errors, and simplifies data-sharing, allowing stakeholders to make accurate comparisons and informed assessments.
Collaborative platform
With all operating partners uploading rent rolls directly onto PRODA, the unified platform allows operating partners and Partners Group to efficiently share, edit, and manage rent rolls. The data is automatically standardized, which removes the need for extensive manual checks. This collaborative environment provides real-time access and faster feedback loops, simplifying decision-making and quickly transforming rent roll data into standard outputs and internal formats.
KPI tracking
PRODA helps track key performance indicators, such as occupancy and sector or tenant exposure, allowing Partners Group to monitor portfolio performance continuously.
Informed property-level decisions
Tracking upcoming leasing events and vacancies at the property level informs decisions on leasing strategies. This foresight enables proactive management of tenant turnovers and maximizes occupancy, which optimizes portfolio performance.
Scalability
With 29 portfolios onboarded to PRODA, the system now accommodates an increasing volume of rent roll data with a minimal administrative burden. This scalability allows Partners Group to grow and expand more efficiently than before.
Implementing PRODA has been transformative for us. With PRODA, we now have a single, collaborative platform that automates data standardization, reduces manual checks, and provides up-to-date analytics.
This has empowered our team to make faster, data-driven decisions and has positioned us to scale with confidence as we grow our portfolio.
Anne-Jan Jager, Co-Head Real Estate Europe, Partners Group
Ongoing collaboration with PRODA’s team ensures tailored updates and access to new tools such as tenant risk management, and an Excel Add-in, supporting Partners Group’s continued adaptability and success in the market.
In summary, by adopting PRODA, Partners Group has not only streamlined its asset management processes but also positioned itself for scalable growth and improved decision-making capabilities, setting a strong foundation for continued success.
