Create your quarterly performance reports directly on the platform. Use the built in reporting module with the simple structured template to greatly reduce data entry time. Data may be entered into pre-structured topics, like asset updates or tenant updates. You may publish performance metrics such as income from rent, expenses or vacancy rate.
Add documents, pictures, videos and even excel sheets to give your performance reports a rich and polished feel.
Once you create the report, you can publish it to the investor portal. You will be able to view a preview of the report prior to publishing, and your investors will receive an email notification with a direct link, informing them about the new report waiting for them.
Banking provided by Choice Financial Group: Member FDIC.
*Actual formula for calculating APY: If your balance is between $120,000 and $1 million (Fed
Funds Rate – 0.2%) * 48%. If your balance is between $1million and $15 million, you would earn
(Fed Funds Rate – 0.2%) * 65%. The above APYs represent a Fed Fund Rate of 4.75% and are true as
of Feb 1, 2023.
