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reporting tools

With Covercy, all of your commercial real estate investor reporting tasks can be done in just a few clicks. Try it free.

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Investor reporting
on the Covercy platform

Built-in Templates

With Covercy, GPs can create monthly, quarterly, or custom time period performance reports directly in the platform using the built-in reporting module with a simple structured template to greatly reduce data entry time. Data may be entered into pre-structured topics, like asset updates or tenant updates, and you can also publish performance metrics such as income from rent, expenses, or vacancy rates.

Images & Documents

Asset images and other documents can be attached to all reports. GPs who prefer to customize reports or use a third-party report template can simply upload a report in PDF format and share it instantly with LPs through the Covercy platform, or publish it to the investor portal for investors to view on their own.

Share with Investors

The Covercy investment management platform gives GPs the ability to send notifications to investors when a new investor report is available to view. Alternatively, GPs can email the report to investors as an attachment or simply publish the report to the investor portal for the LP to view at their convenience.

Covercy is the first all-in-one investor management software that integrates fully with banking for completely transparent investor reporting on distribution payments, capital commitment transfers, capital reserves, and interest earned on idle cash.

Transparency & accuracy in payment distribution builds trust and strengthens the overall investor-manager relationship, making investors more likely to contribute to your next deal.

Covercy integrates distribution payments seamlessly with other powerful investor management tools. Try it free today.

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The benefits of using
investor reporting software

Efficiency & Scalability 

An investor reporting tool like Covercy automates the process of creating and disseminating reports, reducing the time and manpower spent on this task. It eliminates the manual work involved in gathering and consolidating data, generating reports, and distributing them to each investor.

As your investor base grows, the complexity of managing data and reports increases. An investor reporting tool can easily scale to accommodate more data and more investors without a significant increase in workload or decrease in performance.

Real-Time Data & Total Transparency

Covercy’s investor portal provides LPs with up-to-date, transparent data about the asset or fund performance. It can facilitate access to detailed information about the investment, including returns, risks, costs, and more. This increases trust and satisfaction among investors.

Because Covercy software is cloud-based, LPs can view their investment data anytime, anywhere, enhancing their experience.

Security & Compliance

Compliance with industry regulations and standards is critical in the investment world. Investor reporting tools like Covercy can ensure that all necessary data is reported to LPs accurately and in a timely manner, helping to avoid legal issues, while also prioritizing data security, ensuring that sensitive financial information is protected from potential breaches.

Customizations & Integrations

Templates are a great starting point for most GPs, but the ability to customize reports is critical for any unique investor requirements. This personalization can greatly improve the investor’s experience and satisfaction. Covercy offers both customizations and additional integrations with other systems, like accounting, banking, e-signature, and property management tools. 

Better Investor Relationships

Arguably the most important benefit of regular, consistent & accurate investor reporting is that it enhances the GP-LP relationship. It provides investors with a sense of involvement and understanding of their investments, which could lead to increased long-term commitment and potential future investments. Satisfied investors means growth for your real estate firm.

Ultimately, investor reporting tools like the Covercy software platform are crucial for GPs who manage multiple LPs or investors. They provide various advantages that streamline processes, increase transparency, and improve investor relationships. Without a centralized tool, scalable growth will be much more challenging for your real estate firm. 

More about investment management software

Sample investor report template for a commercial real estate asset

Remember, the exact format and included information might vary depending on your specific needs, the type of property, and your investors’ preferences.

[Your Company Logo]

Overview (Provide a brief summary of the asset, its role in the investment portfolio, and an overview of significant developments during the report period)

Financial Performance (Explain any notable changes in these metrics and what drove these changes)

  • Net Operating Income (NOI): [$XXX]
  • Capitalization Rate (Cap Rate): [X%]
  • Cash on Cash Return: [X%]
  • Debt Service Coverage Ratio (DSCR): [X]

Market Analysis (Discuss current local market conditions, trends, comparison with similar properties, and potential impacts on the property)

Lease Overview (Discuss any new leases, lease renewals, or tenant departures during the period)

  • Occupancy Rate: [X%]
  • Average Lease Term: [X Years]
  • Major Tenants: [List of major tenants]

Valuation Updates (Provide an updated estimate of the property’s value based on recent appraisals or market conditions):

Capital Expenditures (Outline any significant repairs, maintenance, upgrades, or development carried out during the period or planned for the future):

Risk Factors (Discuss any risks specific to the property or market that could impact future performance):

ESG/Sustainability Measures (Highlight any measures taken to improve energy efficiency, reduce environmental impact, or meet social and governance goals):

Outlook (Discuss expectations for the property’s performance in the next period, potential challenges, and strategies to address them)

Download investor report template
The Difference Between Funds & Direct Investment profit distribution

Features to Look For
in Investor Reporting Software

Investor reporting software in commercial real estate (CRE) often comes with a wide array of features to streamline the reporting process, enhance accuracy and timeliness, and improve communication with investors. Here are some of the most common features found in such software:

Automated Reporting: This is one of the key features. The software automatically generates reports on a set schedule, pulling data from integrated systems to ensure the most current and accurate information is included.

Customizable Reports: This feature allows users to customize the content, format, and design of reports to meet specific investor preferences or requirements.

Integration with Other Systems: The best software solutions can seamlessly integrate with other systems, like property management, banking, accounting, or customer relationship management software. This allows for real-time data synchronization and eliminates the need for manual data entry.

Data Visualization Tools: Graphs, charts, and other data visualization tools can be used to present complex data in an easily digestible format. This can help investors understand trends, comparisons, and key metrics.

Investor Portal: An online portal provides investors with 24/7 access to their investment data, reports, documents, and any other relevant information. Some software also offers mobile accessibility.

Secure Data Storage: Given the sensitive nature of the data involved, security is paramount. Features often include encryption, user access controls, and regular security updates.

Compliance Tools: The software may include tools to ensure compliance with industry regulations, standards, or specific investor agreement terms.

Data Analysis and Benchmarking: Some software solutions provide advanced data analytics and benchmarking tools. This allows for a deeper analysis of property performance and comparison with market standards or similar properties.

Document Management: This feature allows for the storage, organization, and easy retrieval of key documents such as lease agreements, property deeds, tax documents, and more.

Workflow Management: Some solutions may also offer workflow management features, helping to streamline and automate various processes associated with investor reporting.

Communication Tools: Features like built-in messaging or email notifications can improve communication with investors and ensure they’re promptly informed of new reports or key updates.

ESG Reporting: As Environmental, Social, and Governance (ESG) factors become more important, some software offers features to track, report, and analyze ESG data.

Investors have diverse preferences and requirements when investing in a commercial real estate deal. Make sure you understand what works best for you and your LPs before selecting an investment management platform.

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The Difference Between Funds & Direct Investment - profit distribution

Important investor reporting
acronyms & definitions

While these terms and their definitions might be well understood by you as the GP, make sure to explain these terminologies and concepts and how they relate to the specific investment to your LPs.

 
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investor reporting - NOI

NOI (Net Operating Income)

This is the total income a property generates after accounting for operating expenses, but before deducting taxes and interest payments. It is a key metric for potential investors as it gives them an idea of the profitability of a property. To calculate NOI, subtract operating expenses from the property’s gross income.

investor reporting - IRR

IRR (Internal Rate of Return)

IRR is a metric used in capital budgeting that shows the potential return on an investment. It is an estimated rate of growth that an investment is expected to generate. This allows investors to compare and rank different investment opportunities. The higher the IRR, the more desirable the investment is from the investor’s perspective.

investor reporting - cap rate

Cap Rate (Capitalization Rate)

The cap rate is a useful measure for comparing potential investment opportunities. It is calculated by dividing the NOI by the property’s market value. The cap rate helps investors estimate the risk and potential return of an investment. A higher cap rate may indicate a higher risk but also higher potential returns.

investor reporting - NOI
investor reporting - IRR
investor reporting - cap rate

NOI (Net Operating Income)

This is the total income a property generates after accounting for operating expenses, but before deducting taxes and interest payments. It is a key metric for potential investors as it gives them an idea of the profitability of a property. To calculate NOI, subtract operating expenses from the property’s gross income.

IRR (Internal Rate of Return)

IRR is a metric used in capital budgeting that shows the potential return on an investment. It is an estimated rate of growth that an investment is expected to generate. This allows investors to compare and rank different investment opportunities. The higher the IRR, the more desirable the investment is from the investor’s perspective.

Cap Rate (Capitalization Rate)

The cap rate is a useful measure for comparing potential investment opportunities. It is calculated by dividing the NOI by the property’s market value. The cap rate helps investors estimate the risk and potential return of an investment. A higher cap rate may indicate a higher risk but also higher potential returns.

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reporting

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Tailor Covercy’s investor management
features for your real estate firm

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Free investment management software
Free plan includes:
  • Investor management
    Manage your assets and your investors all in one place.
     
  • Investor Portal with reporting
    Elegant investor portal where your investors can review performance.
     
  • Fundraising and capital call management
    Promote new properties/assets via the platform. Record interest level and funding.
     
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Standard
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Automate payments and increase productivity
All the benefits of Free, and:
  • Full Investor Portal
    Give access to your investors: new opportunities, assets, reports, documentation, K1s.
     
  • Automated distribution payments
    End-to-end automated distribution payments. Calculate, notify, distribute directly to your investor's bank account.
     
  • Capital call collection with ACH debit
    After fundraising commitment, automate the capital call payment processing and reconciliation.
     
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For growing teams and funds
All the greatness of Standard, and:
  • Funds (with capital commitments)
    Allows raising funds in an open fund structure.
     
  • FDIC insured wallets per Fund
    All funds in the Covercy Wallet are FDIC insured by our banking partner.
     
  • Fully customizable permissions
    User roles fully customizable.
     
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