Effective commercial real estate investor reporting

Data at your fingertips

In the digital age, analytics are key to making sound investment decisions. With information at your fingertips from anywhere at any time, AppFolio makes it simpler to call up the critical data components needed to support the status quo or a change in investment strategy. In short, you want to view real-time data from as many angles as possible.

Streamlined performance insights

To illustrate, you may have access to a portfolio view that gives a snapshot of investment performance at some given point in time. Reports cobbled together from various sources may include historical data that does not reflect current cash flows and market conditions. Having a reporting function that allows access to the most current data by leveraging AI-driven insights and applying that in-depth knowledge to the decision-making process will make all the difference.

Dive deep into ROI

Summary views of investment performance tell the tale from a high level, and snapshots alone won't tell the whole story. To fine-tune investment performance, A technology platform like AppFolio is capable of offering a more granular perspective of vital financials such as income statements and balance sheets. Reports include links that launch a deeper dive into the factors that impact ROI. Having clean and accurate data under one roof allows for more transparency and better outcomes for investors. 

AppFolio speeds the process while providing a number of advantages over less innovative methods.

You'll save time. Having ready access to all the information needed to facilitate distributions will eliminate the need to cull data from multiple channels, cutting down on hours required to complete the process. 

You'll increase output. A complete intuitive and automated method of making waterfall distributions allows you to generate more payments and statements in less time than manual efforts.

You'll be less prone to errors.  Using built-in tools for calculation reduces the chance of errors commonly made when inputting data into Excel from numerous sources. 

You'll facilitate the audit process. Having one source of truth for reporting will increase accuracy and make for a cleaner process when audits need to be conducted. 

Increase investor satisfaction and increase your business’s professionalism

In the real estate investment industry, appearances matter. Adding style to substance, AppFolio gives your business the opportunity to brand statements and reports with graphics and logos. You can also include individual investor info on these documents for a targeted, personal approach.