Connected planning for
real estate

The real estate sector is undergoing a profound transformation: rising interest rates, tightening financing conditions, slower construction starts, and increasing ESG requirements. In this context, stakeholders must move from rigid annual budgeting to continuous and collaborative planning.

Even today, many organizations still rely on Excel and fragmented processes. Data is scattered, reliability is uncertain, and strategic trade-offs lack visibility. Finance and operations teams struggle to share a clear view and to effectively engage their stakeholders.

Anaplan provides a powerful response: a single cloud-based model that aggregates costs, internal flows, fixed assets, depreciation, subsidies, and rents. Each stakeholder has a simple interface to build, simulate, and justify their scope. Trade-offs become clear, shared, and auditable.

Beyond Plans supports social housing providers, developers, and property managers with a pragmatic approach: rapid MVPs, progressive workshops, IS integration, and adoption with Lemon Learning. We tailor the solution to the realities of the sector, from property management to development, rehabilitation, and asset disposals.

The benefits are tangible: automatically consolidated budgets, clear and readable P&Ls, faster reforecasts, progressive ESG integration, and stronger engagement from operational teams. The project delivered with 1001 Vies Habitat illustrates this transformation: moving away from Excel, reliable budget reporting, gradual accountability of stakeholders, and streamlined production of annual reports.

Connected planning thus becomes a tool for resilience and performance in a sector under pressure. It not only secures financial trade-offs but also helps meet social and environmental requirements by empowering every stakeholder.