The work of portfolio analysis is becoming ever more demanding. The volume and complexity of the tasks required to create, analyze, edit and report on investment portfolios is rising rapidly.

In the first article in our series, we addressed how to prioritize the work you want to simplify. In this article, we turn to how to simplify your workflow. We continue to develop our worked example ...

Newly released CREModels Lighthouse delivers asset-performance insights to investors and asset-managers in multifamily residential, office, retail, industrial and other sectors. ST. PETERSBURG, Fla., ...

The U.S. stock market has performed admirably so far in 2025. Stocks, as measured by the S&P 500, have appreciated more than 10% as of Sept. 4. The Dow Jones Industrial Average and the Nasdaq have ...

The main American indexes have been overvalued, and this means that investors need to choose strategic stocks for their portfolio. The Multiplo Picks portfolio will use the S&P 500 as a benchmark.

In the span of two months, Hira and her husband built something remarkable from their weekends: an AI-powered portfolio tracker that now monitors $40 million in retail investments. Users have ...