Investor Portals for Commercial Real Estate
Investors expect to have real-time data at their fingertips as the world becomes increasingly digitalized. A good investor portal gives access to documents, news and portfolio performance numbers regularly. It also aids in the streamlined reporting process that replace spreadsheets, and allows team members to communicate efficiently and effectively, replacing long email chains.
Portals for investors should be able to be customized. This will allow commercial real estate companies the possibility of creating web pages that appear as like it’s an extension of their existing website. This is professional and gives the impression to customers that the company is well-informed. The best software for investor portals also comes with advanced security measures to protect financial information that is sensitive. It must be ISO/IEC 27001 certified, and have a secure 2-step authentication for its portal and website.
The investor portal should be easy to navigate, and have an easy-to-use interface. It should present the most important financial data in an organized and straightforward manner. For instance, it could display the total distribution and investment amounts, along with a summary of the investment positions. Investors should be able examine the details of their loans balances and valuations of assets. It should include a list of properties with their descriptions, photographs and the location, as well as an easy-to-read graphic of the total loan value.
The investor portal must include features that can help GPs manage investor relations. It should enable GPs to monitor which investors have access to the information they’ve published and when, which can help in identifying investment intentions before. It should also be able to connect with external services like DocuSign for electronic signatures.