Cross Over Analysis

Portfolio intersection analysis

Add scenarios, adjust P/r/n per line, then compare crossover points and annual portfolio deltas.

Input

Select a scenario from the list, add it as a line, then adjust its default P (Principal), R (Rate of Return), and N (Number of Years).

Scenario list

Golub GCRED (Private Credit)

Private Markets

Investment Parameters

P (Principal)

R (Return, %)

Start Year

End Year

Fees

Investment Management Fee (%)

Performance Fee (%)

Withdrawal Assumptions

Annual Withdrawal Amount

Withdrawal Rate (% of portfolio)

Withdrawal Start Year

Investment Assumptions

Enable Inflation Adjustment

Hines (HGIT)

REITs

Investment Parameters

P (Principal)

R (Return, %)

Start Year

End Year

Fees

Investment Management Fee (%)

Performance Fee (%)

Withdrawal Assumptions

Annual Withdrawal Amount

Withdrawal Rate (% of portfolio)

Withdrawal Start Year

Investment Assumptions

Enable Inflation Adjustment

Crossover A

Crossover B

Chart

Dynamic line chart by year. Crossover annotation is drawn directly on the chart with x/y values.

Golub GCRED (Private Credit)

Hines (HGIT)

Table

Annual values by line using V = P x (1 + r)^n. A selected delta row is included for the crossover pair.

Strategy Component	2026	2027	2028	2029	2030	2031	2032	2033	2034	2035	2036
Golub GCRED (Private Credit)	$1,000,000	$1,080,000	$1,166,400	$1,259,712	$1,360,489	$1,469,328	$1,586,874	$1,713,824	$1,850,930	$1,999,005	$2,158,925
Hines (HGIT)	$1,000,000	$1,060,000	$1,123,600	$1,191,016	$1,262,477	$1,338,226	$1,418,519	$1,503,630	$1,593,848	$1,689,479	$1,790,848
Delta	$0	$20,000	$42,800	$68,696	$98,012	$131,102	$168,355	$210,194	$257,082	$309,526	$368,077