It’s that time of year. You need to prepare your real estate investor reporting. Where to begin?
Investment structures and investor composition drive private equity real estate firm’s reporting. For example, the SEC requires certain filings based on your investment structure. Large, institutional investors require quarterly and annual reporting. This is typical regardless of whether they invest in a fund or syndication.
Recently, that reporting has expanded beyond financial projections and operations. Now, it often includes environmental, social, and governance (ESG) data. Many also include diversity, equity, and inclusion (DE&I) data.
Required investor reporting will likely continue to expand over time.
Beyond Financial Statements: Real Estate Investor Reporting
Most of you could guess that you need to prepare financial statements for your investors. And loads of you probably know that you also prepare capital account balance statements by investor.
What you may not realize is that most successful real estate firms provide far more than the minimum required reporting.
Investors LOVE transparency. The more information you can provide on their investments – while still making your firm look excellent – the better.
Get the Full Details on Investor Reporting
Want to learn more about real estate investor reporting? Amazing! You’re not alone.
I wrote this free white paper for you. Take it, expand on it, and let me know your feedback.
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I hope you use your investor reporting knowledge to make improve relationships with your investors. Let me know if you have any questions or edits. I always love hearing from you.