Case Study: Private Debt Real Estate achieves better portfolio visibility and scenario analysis with Mercatus

Private Debt Real Estate - Customer Case Study

Private Debt Real Estate, a private debt real estate investor, needed better visibility into its loan portfolio to deploy more capital while managing downside risk. The firm was struggling with limited visibility into investment status, inefficient processes, and the need to process complex scenario analysis at high volume across investments with multiple properties and loans. Mercatus addressed this by providing a platform that could serve as a system of record for the loan portfolio and support integration with bespoke valuation models.

Using Mercatus, Private Debt Real Estate could connect accounting data to loan valuation models, run multiple ad hoc scenarios, compare active scenarios against base cases, and see the impact on fund gross and net IRR in real time. The solution also delivered real-time calculations of investment and fund performance, including waterfall-of-returns analysis, giving the team greater foresight and faster decision-making; the case study does not cite a specific numeric impact, but it highlights improved scale, timeliness, and capital deployment.