Wert-Berater, Inc.
Client Portal

Your feasibility study, live — 24/7 project monitoring

Every Wert-Berater engagement includes a secure client portal: not a static PDF, but a living financial model and feasibility study you can update yourself — with results that refresh in real time and stay with you for the life of the project.

When Wert-Berater delivers your study, the work does not stop at a bound report. Your engagement is published to a confidential, password-protected portal where the financial model is interactive, the feasibility results recalculate as your assumptions change, and the full body of research sits in one place — available to you and your lender around the clock.

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An advantage our competitors don't offer

Ask the large advisory and brokerage firms for a portal like this and you will not get one — they deliver a static PDF and an invoice. Wert-Berater builds your study as living technology: a secure, private workspace where your lender, your team, and your investors all follow the same numbers in real time, under full confidentiality. Access is restricted to your engagement and enforced on the server, so sensitive projections stay with the people who should see them. To our knowledge, no competing feasibility firm offers project monitoring like this.

What your portal includes

Interactive financial model

Open your live workbook and update assumptions — rents, occupancy, costs, rates, absorption. The model recalculates instantly, so you can test scenarios without waiting on anyone.

Live feasibility results

As the model updates, your feasibility outlook updates with it — debt-service coverage, break-even, returns, and the key ratios your lender and credit committee watch.

24/7 project monitoring

Track the project against its original projections for the life of the deal. Enter actuals as they come in and see, at any hour, whether you are running ahead of or behind plan.

Full research library

Market & demographics, demand study, market-area analysis, competitor mapping, zoning & land use, downturn-risk and seasonal-demand studies, ancillary revenue, pre-opening schedule, and marketing plan — organized by tab.

Every document, ready to download

Financial model (Excel), the complete feasibility study (PDF), business plan, investment prospectus, financial-analysis narratives, and the full research package — all current, all in one place.

Secure uploads

Send your own project files straight into your engagement folder. Access is restricted to your engagement and enforced on the server — your data is never shared across clients.

How live project monitoring works

  1. We publish your completed feasibility study and linked financial model to your private portal.
  2. You update assumptions or enter actual results as your project moves — lease-up, construction draws, operating performance.
  3. The model recalculates and your feasibility results refresh automatically — no rebuild and no re-engagement required.
  4. You and your lender monitor performance against the original projections, 24/7, for as long as the project runs.

Blue-chip work, boutique access

The portal reflects how we work overall. The largest advisory firms have capable leadership, but their studies are often staffed by rotating junior analysts, priced at enterprise rates, and built to a template. At Wert-Berater the principal who signs your study does the analysis — blue-chip credentials and more than 4,000 engagements and $40.2 billion in evaluated project value since 1998, applied directly to your project. You get deeper, more customized work, plus a living portal to manage it — without the overhead and cost of a global brand. See how we compare →

Confidential and restricted by engagement. Each portal is limited to its own engagement and enforced on the server. See our Privacy Policy for how project information is handled.
Ready to put your project on a live portal?

Independent feasibility studies since 1998 — 4,000+ engagements, $40.2 billion in evaluated project value, serving clients worldwide. Fiduciary duty to the lender and agency.

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Wert-Berater, Inc. · 1968 South Coast Hwy, Ste 2382, Laguna Beach, CA 92651 · 111 Town Square Pl Ste 1238 PMB 657834, Jersey City, NJ 07310 · 539 W. Commerce St #8486, Dallas, TX 75208 · +1 310-857-2443 ext. 800 · Client Portal · Compare · Privacy Policy · Terms of Service