ModelTree

ModelTree is a real-estate modeling and portfolio platform for valuers, investors, fund managers, and asset managers. It suits teams that need linked property, company, loan, and derivative models with formula-visible Excel exports; less so teams that need to change model structures on their own.

Overview

ModelTree combines cash-flow forecasting, property valuation, portfolio management, and reporting. Users can connect companies, loans, and derivatives to one another or to real-estate assets, supporting analysis that extends beyond individual properties. Standard valuation and cash-flow models for several countries become available after subscription activation.

The breadth is useful for teams seeking repeatable workflows across properties and related entities. The trade-off is control: customers cannot change cash-flow items or model structures themselves; Exquance implements those changes. That makes ModelTree a weaker fit for teams whose methods change frequently or require direct model customization.

Key features

Forecasting and valuation

The built-in cash-flow engine supports country-standard indexations and other details. Exquance says a Big Four company audited the engine, and that PwC audited and certified the calculation model. Valuation models, scenario analysis, NAV workflows, capital account tracking, allocation waterfalls, and capital call workflows are also supported. Those capabilities make the platform relevant to property and fund workflows, while the reliance on Exquance for structural model changes limits how independently teams can adapt them.

Exports and reporting

Cash-flow models export to Excel with their calculation formulas, giving users a way to inspect calculations outside the platform. Reports can be exported to Excel, Word, or PDF, and built-in dashboards can query ModelTree data. Analysis reports are customizable in Report Builder. Custom Excel reports uploaded to ModelTree, however, can be changed only by Exquance upon request—a meaningful constraint for teams that maintain their own reporting templates.

Data and integrations

ModelTree can import data from source systems on a schedule through APIs or file export-import, then send data and calculation results to target systems. Named integrations include Granlund Manager, M-Files, Circle by Ramboll, FimX, Procountor, Empower, Haltia, Unit4 FPM, Enerkey, Wintime, and CGI Koki360; Exquance says custom integrations are possible. This is a practical fit for organizations connecting property workflows to existing systems, though the extent of any custom integration should be established with the vendor.

Security and support

Exquance says its company security policies were audited by an independent third party and use ISO 27001 standards as guidance. Company single sign-on through Azure AD is offered as an additional service; the documentation describes Microsoft Entra ID (Azure AD) login. Onboarding sessions, user guides, tutorials, and a dedicated support team are offered. User training is an onboarding step that can be skipped.

Pricing

ModelTree is paid, with custom pricing; prospective customers are asked to contact sales. A free trial is available, but no trial duration is stated. The absence of a published price or trial term means buyers should confirm both before evaluating the commitment.

Platforms

ModelTree has web and Windows desktop versions. The desktop version requires Windows 8.1 or later, 8 GB of RAM, and a 4-core CPU. The web version runs in modern browsers, offering a browser-based option for teams that do not meet the desktop requirements.

Who it's for

ModelTree is aimed at real-estate valuers, investors, fund managers, and asset managers. It is strongest for organizations that need standardized property models, connected portfolio calculations, scheduled data flows, and exports whose formulas can be inspected. It is less suitable when users need to revise cash-flow items or model structures without vendor involvement.

Pros and cons

Pro: Excel exports retain calculation formulas, making cash-flow models more transparent and easier to examine outside ModelTree.

Pro: Scheduled imports, outbound data and calculation results, and named integrations support connections to operational and financial systems.

Pro: Country-standard models and a broad set of valuation and fund workflows support varied real-estate analysis.

Con: Exquance must implement changes to cash-flow items and model structures, limiting customer control over core modeling.

Con: Uploaded custom Excel reports can be changed only by Exquance upon request, which may slow teams that frequently revise templates.

Con: Custom pricing and an unstated trial duration leave buyers to confirm cost and evaluation terms with sales.

Alternatives

For fund administration rather than a property-modeling focus, compare Fund Administration Software. For broader financial-modeling options, see Financial Modeling Software.

Keel is worth considering when a free, time-unlimited entry plan matters: its free tier allows one entity and 10 active investors, with API and web platforms. Formidium is a paid alternative with Android, iOS, macOS, web, and Windows platforms. Juniper Square is another paid option, with Android, iOS, API, and web platforms.

aama.io may suit buyers comparing paid fund-administration plans; its listed platforms include Android, API, iOS, and web. Beonflow offers a free private beta for a limited group of German VC funds, with commercial pricing planned to scale by fund size and module usage. Fundwave is a paid alternative with Android, API, iOS, and web access; its Fund Admin Seed plan is shown at $800/mo. Hemrock is worth a look for teams seeking a self-hosted free option; it runs on the customer's infrastructure and has estimated running costs of roughly $0 to $75 a month. Archstone offers a web-based paid Starter plan at $297/month, with a free trial and limits of 25 LPs, 20 portfolio companies, and two team seats.

Verdict

Choose ModelTree if your real-estate team needs connected valuation and cash-flow workflows, formula-bearing Excel exports, and data links to other systems. Its principal advantage is the combination of modeling scope and inspectable calculations; its principal drawback is that Exquance controls structural changes. If direct control over model structure is essential, look elsewhere.