hero background shape
finance_01_hero
Use Case

Real Estate Planning

 

Financial Planning & Analysis (FP&A) groups are charged with gathering data and generating reports on prospective real estate investments. But the data comes from multiple sources, making it difficult to draw a clear, comprehensive picture of the investment landscape.

Efficiency Gains

Develop new use cases from data prep and blend to predictive modeling

Top-Line Growth

Unite different divisions, skills and backgrounds to achieve the best outcomes and business results

Bottom-Line Returns

Deliver better and faster results with huge time savings and higher-quality data

 

Business Problem

The choice of a location for a new office, store or building depends on multiple factors and the result has long-term consequences. Smart companies enhance the decision-making process by incorporating third-party data, including locations, potential consumers, competitors, demographics, taxes and local economic factors. But it is prohibitively time-consuming to manually assemble and harmonize data from such a wide variety of sources.

Alteryx Solution

Automated analytics allow FP&A groups to create an automated data pipeline for reliably mapping siloed data sources to one another and defining relationships among them. The result is a set of sentiment analysis tools and predictive models that help Finance to identify trends, chart tenant churn and analyze the state of the market. Companies can enhance their real estate planning with built-in spatial and address tools, plus data sets from which they can discover insights about businesses and locations.

With Alteryx, you can:

  • Create workflows for data cleansing using proximity-based matching
  • Use predictive analytics to build models on probability of tenant churn, risk involved with adding new locations, or get a macro view of local markets
  • Perform sentiment analysis on thousands of prospects and customers at a time
 

Spatial Analytics Starter Kit: New Store Impact

1 – Data Connection

Combine customer data, existing store location data, and use the Map Input tool to select new store or competitor store locations for analysis

2 – Geospatial Analytics

Use the Find Nearest tool to measure distances between locations

3 – Advanced Analytics

Prep data for use in risk calculations or upload into dashboards to visualize the financial impact of each additional store location

 

Additional Resources

 
 

Starter Kit for Office of Finance

Learn More
 
 

Starter Kit for Spatial Analytics

Learn More
 
 

Starter Kit for Intelligence Suite

Learn More
 

Recommended Resources

 
Customer Story
How Crowe Scaled Analytics Innovation with Alteryx
Crowe LLP transformed its tax operations with Alteryx, automating thousands of hours of manual work and building a scalable foundation for AI-driven analytics and decision-making.
  • Analytics Automation
  • Finance
  • Professional Services
Learn More
 
Analyst Report
Building Agentic and Generative AI: What Actually Works
A new TDWI Blueprint report on how organizations are moving from AI experiments to real, production use.
  • Generative AI
  • Analytics Leader
Read Now
 
Customer Story
INVESTBANK Automates Regulatory Reporting and Risk Management With Alteryx
INVESTBANK uses Alteryx to automate regulatory reports and modernize risk management, cutting reporting time by 90% while improving accuracy, compliance, and cross-functional collaboration.
  • Finance
  • Financial Services
Learn More
 
Datasheet / Brief
Alteryx + Google Cloud
Discover how Alteryx, in partnership with Google Cloud, enables governed analytics on BigQuery by unifying business logic, reducing metric drift, and making AI-ready data accessible to the business – without sacrificing control or performance.
  • Analytics Automation
  • Data Prep and Analytics
  • BI/Analytics/Data Science
Read Now
 
E-Book
How Financial Services Leaders are Getting ROI From Cloud Data Platforms
This e-book shows how organizations are unlocking real business value from Snowflake, Redshift, BigQuery, and Databricks by adding a business interface layer.
Read Now
 
Analyst Report
Alteryx Named a Leader in the 2026 Dresner Data Engineering Market Study
Learn how to empower your organization to accelerate insights, improve productivity, and drive innovation with a unified, AI-powered analytics platform.
  • Generative AI
  • BI/Analytics/Data Science
Read Now