Investor Portal
Stop emailing distribution notices and K-1s. Your LPs log in.
Your LPs get a dedicated login that shows what they own, what it earned, and what was distributed. Portfolio KPIs, per-property summaries, distribution history, and tax documents — all in one place. No more chasing CPAs for K-1s or rebuilding the same investor update deck every quarter.
One login, the whole portfolio
Investors land on a dashboard showing the KPIs that matter: total invested, current value, year-to-date distributions, occupancy, and NOI. Each property they own is summarized with the same metrics. They see what they own at the level they want — portfolio rollup or single-park detail.
Distributions on autopilot
Track every distribution by date, amount, type (preferred return, capital return, profit share), and recipient. LPs see their personal history with running totals. You stop sending the same wire confirmation email twenty times.
Documents and tax forms in one place
K-1s, capital account statements, quarterly reports, operating agreements, side letters. Upload once; the right LP sees the right document. Audit trail tracks who downloaded what and when.
What's included
- Per-LP login with role-scoped access
- Portfolio KPI strip (invested, distributions, NOI, occupancy)
- Per-property ownership summaries
- Distribution history with running totals
- Distribution type breakdown (preferred, return of capital, profit share)
- K-1 and tax document delivery
- Quarterly report distribution
- Document access audit trail
- Multi-property and multi-fund support
- Branded portal matching your firm