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Alternative Investment Excel Template

Analyze alternative investments with comprehensive asset evaluation, performance measurement, and investment management tools for institutional investors and asset managers.


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Master Alternative Investments with Professional Analysis Tools

Alternative investments require sophisticated analysis, comprehensive due diligence, and specialized performance measurement techniques. Our Alternative Investment template provides comprehensive tools to analyze alternative assets, evaluate investment opportunities, and optimize alternative investment portfolios with institutional-quality frameworks for sophisticated investors.

From asset evaluation to portfolio optimization, enhance alternative investment capabilities. Built for institutional investors, asset managers, and investment professionals, this template helps you analyze alternative investments, evaluate opportunities, and optimize alternative asset portfolios.

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Comprehensive Alternative Asset Analysis Framework

Real Estate Investment Analysis

Analyze real estate investments with property valuation, cash flow analysis, and real estate investment trusts (REITs) evaluation. Assess commercial and residential real estate opportunities.

Commodity Investment Evaluation

Evaluate commodity investments with futures analysis, spot price modeling, and commodity portfolio construction. Analyze precious metals, energy, and agricultural commodities.

Hedge Fund Analysis

Analyze hedge fund strategies with performance attribution, risk analysis, and strategy evaluation. Assess different hedge fund styles and manager selection criteria.

Infrastructure Investment Assessment

Assess infrastructure investments with project finance analysis, cash flow modeling, and infrastructure fund evaluation. Analyze transportation, utilities, and social infrastructure.

Performance Measurement & Portfolio Management

Alternative Investment Performance Metrics

Calculate performance metrics with IRR, multiple-on-invested-capital (MOIC), and alternative investment specific measures. Analyze performance across different alternative asset classes.

Risk-Return Analysis

Conduct risk-return analysis with alternative investment risk metrics, correlation analysis, and portfolio diversification benefits. Assess alternative investments in portfolio context.

Liquidity & Market Analysis

Analyze liquidity characteristics with illiquidity premiums, secondary market analysis, and liquidity risk assessment. Evaluate alternative investment liquidity profiles.

Alternative Investment Allocation

Optimize alternative investment allocation with strategic allocation models, tactical allocation strategies, and portfolio construction techniques. Balance alternative investments with traditional assets.

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Frequently Asked Questions

How does it analyze real estate investments?

The template analyzes real estate investments with property valuation, cash flow analysis, and real estate investment trusts (REITs) evaluation. It assesses commercial and residential real estate opportunities.

Can it evaluate commodity investments?

Yes, the template evaluates commodity investments with futures analysis, spot price modeling, and commodity portfolio construction. It analyzes precious metals, energy, and agricultural commodities.

How does it calculate performance metrics?

The template calculates performance metrics with IRR, multiple-on-invested-capital (MOIC), and alternative investment specific measures. It analyzes performance across different alternative asset classes.

Does it include hedge fund analysis?

The template includes hedge fund analysis with performance attribution, risk analysis, and strategy evaluation. It assesses different hedge fund styles and manager selection criteria.

How does it optimize allocation?

The template optimizes alternative investment allocation with strategic allocation models, tactical allocation strategies, and portfolio construction techniques. It balances alternative investments with traditional assets.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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Enhance Alternative Investment Analysis

Professional alternative investment tools to analyze alternative assets, evaluate investment opportunities, and optimize alternative investment portfolios with comprehensive frameworks.

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