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In the Media

Pacific West Communities Selects Fusion as Its Asset Management Platform
Lexington Solutions
January 2012

"As a developer of more than a hundred properties, we needed a single, robust system that would allow us to closely monitor each property and to quickly drill down into the details as needed," said Denise Carter, vice president of Asset Management at Pacific West Communities.

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A Technology Checklist for the 21st Century LIHTC Asset Manager
Kent Mehring
December 2011

Wentwood Capital Advisors' Kent Mehring shares why he selected Fusion and his 5 key criteria to help asset managers choose the right asset management software.

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Ace of Database
Jerry Ascierto
November/December 2011

Spreadsheets are useful, but only to a point. It’s just a tool, but when that tool becomes the master, you're the slave.

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Boston Capital Develops Program to Improve Asset Management Efficiency
Sam Hankin
August 22, 2011

Boston Capital, a national low-income housing tax credit syndicator, has improved its asset management efficiency and ability to deal with troubled projects by developing an in-house computer program instead of using off-the-shelf software...

Reprinted from Housing and Development Reporter with permission of Thomson Reuters. For more information about this publication please visit www.west.thomson.com.

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Case Studies

2011 Lexington Solutions & Wentwood Case Study

Like so many asset management firms, Wentwood was using numerous Excel spreadsheets to manage their portfolios. As a small firm, this process worked well when asset management, analysis and data collection were handled for tens of properties. However, as Wentwood's portfolios grew, asset managers were spending more time utilizing multiple spreadsheets for data and conducting spreadsheet-driven calculations and analyses to uncover issues. The firm needed to transition from its in-house tools to a single-source solution in which asset managers could effectively analyze property performance and generate the reports Wentwood is required to ultimately deliver to investors and/or partners.

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Testimonials

"Lexington Solutions' tax credit expertise and its unwavering focus on building a performance-based database to manage data effectively was integral to Wentwood's decision to select Fusion. While Fusion continues to evolve, its thoughtful design and effective functionality provides a solid platform for syndicators and/or asset management companies. There is really nothing like it in the market today."

- Kent Mehring, SVP, Wentwood Capital Advisors, L.P.