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VideoSuccess Story: Accelerating Real Estate Fund Valuations Through Process Optimization
Real Estate Valuation Services
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The Client
The client is a global asset manager with a U.S. direct real estate investment management business. As part of its operations, the organization conducts a quarterly valuation process of the real estate assets held in its various investment funds. The gross asset values are then used to calculate the net asset value of its funds, which determines investor share prices and supports performance benchmarking. The process involves coordination among multiple internal teams, an appraisal management company and a network of external appraisers. Requiring coordinated efforts by more than 80 internal and external contributors each quarter, efficient execution is critical to supporting timely and accurate valuation results.
The Challenge
The client wanted to accelerate the completion of its quarterly valuation process by two weeks, or 10 business days. Although the existing process was functional, leadership identified opportunities to improve clarity and strengthen coordination to better align preliminary and final returns.
Achieving this goal required more than modifying workflows. The new process needed to incorporate firsthand knowledge of the internal stakeholders and eliminate friction points.
The client selected Weaver for its real estate valuation knowledge and independent perspective. Our professionals brought a solid understanding of the business while remaining focused on identifying the operational improvements needed to achieve the desired outcome.
The Process
The engagement spanned 15 months, or five quarterly valuation cycles, giving the team an opportunity to develop, test and implement improvements in a controlled environment.
- Quarter 1: Discovery and assessment. Weaver gathered feedback from internal stakeholders and external vendors through anonymous surveys. The results were used to identify the greatest procedural challenges, develop plans to resolve them and prioritize the solutions.
- Quarter 2: Beta testing. Our team tested the proposed solutions against a control group, resulting in a threefold improvement and demonstrating the potential impact of the redesigned process.
- Quarter 3: Stress testing. The team expanded the enhanced process to additional property types that were outside the original pilot group, confirming it could support the client’s broader real estate portfolio.
- Quarter 4: Full implementation. The optimized process was rolled out across the valuation cycle, achieving the targeted timeline improvements.
- Quarter 5: Transition and sustainability. Weaver focused on transferring ownership of the process to the client’s team by providing tools and resources needed to maintain the improvements independently.
Employee participation remained a key component throughout the engagement. Approximately 20% of the directly affected internal team served on the task force or participated in beta testing, helping ensure the final process addressed the primary concerns.
The Deliverables
Weaver helped the client accelerate the finalization of its quarterly valuation process by 10 business days while maintaining a high level of accuracy. By the fourth quarter, preliminary and final returns differed by only one basis point. Maintaining a tight delta between preliminary and final returns facilitates downstream investor reporting.
The project was completed on time and under budget, with a transition plan, enabling the client to maintain the improvements after the engagement concluded.
Ultimately, our professionals helped the client establish a faster, more consistent valuation process with the internal ownership needed to sustain the improvements over time.
©2026
Success Story