OHI × Prophix

Real Estate FP&A and Performance Management with Prophix — Implemented and Operated by OHI

Standardize budgeting, forecasting, and board-ready reporting across properties and entities. OHI partners with Prophix to deliver controls-first planning workflows tailored to real estate operators, owners, and funds.

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Focus

Real estate planning at scale

Approach

Governed, repeatable, audit-ready

Delivery

Implementation + ongoing FP&A ops

Prophix helps finance teams plan, analyze, and report faster with structured workflows, controlled inputs, and centralized reporting. OHI configures Prophix for property-level models, portfolio rollups, and investor/board packs — and can co-manage the planning calendar, templates, and governance.

Why OHI + Prophix

Outcomes that matter for real estate finance

Built for multi-entity portfolios: consistent assumptions, governed approvals, and a single source of truth for budgets, forecasts, and variance analysis.

Faster budget cycles

Structured templates and workflows reduce back-and-forth and eliminate version confusion.

Governed inputs

Role-based access, approvals, and audit trails for assumptions and adjustments.

Property & entity rollups

Standardized models that scale from property detail to fund/portfolio views.

Variance clarity

Consistent drivers, commentary capture, and drill-downs for better decisions.

Board-ready reporting

Reusable packs and standardized KPI dashboards for stakeholders and investors.

Co-managed FP&A operations

We help run the planning calendar, templates, reporting cadence, and admin.

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What we set up and run

OHI-managed Prophix capabilities

From first budget input to board pack — configured for your portfolio, governance, and close cadence.

Budget templates

Property-level models for revenue, operating expenses, payroll, and CAPEX.

Workflow & approvals

Routing, sign-offs, and locked assumptions to reduce rework and risk.

Forecasting

Rolling forecasts, driver-based updates, and scenario planning (base/upside/downside).

Data integration

Imports and mappings from your GL and operational sources into standardized dimensions.

Reporting & variance

Monthly packages with drill-downs, commentary capture, and KPI dashboards.

Portfolio rollups

Consolidated views across properties/entities with consistent definitions and controls.

Planning lifecycle

From actuals to action — how it flows

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Step 1 of 7

Current step

Data refresh

Bring in actuals from your GL and validate mapping across entities, properties, and dimensions.

Sample outcome

How a portfolio team standardized budgeting and reporting

A representative engagement combining Prophix configuration with OHI-managed FP&A operations.

Cycle time

Budget iterations consolidated into a governed workflow with fewer versions and clearer ownership.

Standard templates and a planning calendar improved on-time submissions and reduced rework.

Governance

Assumption controls and approvals reduced ad-hoc adjustments and made changes traceable.

Role-based access and audit trails improved confidence for owners, investors, and internal stakeholders.

Insights

Monthly variance packs became consistent, drillable, and easier to explain across the portfolio.

KPIs and commentary capture aligned property teams and leadership around the same story.

FAQs

Your questions, answered

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No. We can support a new Prophix implementation or optimize an existing environment. We start with a planning and reporting assessment and build a pragmatic rollout plan.

OHI can administer templates, workflows, mappings, and monthly reporting packs — while your team owns decision-making, approvals, and final sign-off for budgets/forecasts.

Yes. We help define dimensions (property, entity, fund, department, job/CAPEX) and map GL structures so reporting is consistent and rollups match how your portfolio is managed.

We follow least-privilege access, documented SOPs, and approval workflows. We also implement controls for locked assumptions, change logs, and periodic role reviews.

Timing depends on scope (dimensions, integrations, templates, reporting packs). Most teams start with a phased rollout: core model + reporting first, then expand to additional scenarios, departments, or funds.

Yes. We standardize KPIs, definitions, and report layouts so monthly packages are repeatable, consistent, and easy to refresh with each close.

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