Vehicle Creation

Learn how to create a vehicle.

A vehicle is an investment instrument that holds one or more assets which all share the same:

1. Ownership and management relations.

2. Chart Of Account (COA)

3. Reporting structure

Create a Vehicle

In this chapter you will learn how to set up a vehicle and get an understanding of the different elements that defines it:

  • Vehicle Information
  • Risk Level
  • Investment Strategy
  • Reporting Structure

Log in to access the full content in this topic

Portfolio Lifecycle Management for CRE
© Copyright 2021 by ExcelSense, LLC. All rights reserved.