Investor Reporting

Your investors shouldn’t need to contact you to know how much they invested. Your team shouldn’t need to open five spreadsheets to answer simple questions.

Groundbreaker Investor Reporting Tool Screenshot

Investor Reporting

Our real estate investor reporting software helps you elevate your game without creating more work for your team. Reporting deal metrics on an individual investor level is typically reserved for large institutional investors, but with Groundbreaker, you can offer personalized reporting for every investor, no matter how large or small.

Report on contributions, distributions, return on equity, geographical or property type allocations, organized by investment entity, deal by deal, or across your entire CRE portfolio, since inception, or over a specified time frame. The quality of your reporting reflects how much you care about your investors. When you offer high quality reporting, your investors feel it.

Generate on-brand, visually appealing reports from your platform for hands-off reporting

Provide clear investment performance metrics sorted by investment or grouped by portfolio

Ensure appropriate access to information for the right people with account-based permissions

How do we help you with this tool

Your reporting and communication needs to improve. Technology has increased the table stakes for transparency, convenience, and security in all aspects of our lives. Newly minted investors are coming into the real estate market every day while others leave their legacies to the next generation. And that translates back to you and your investor base. Real estate investment firms who adopt better reporting and communication practices stand to benefit greatly from these shifts, while those who neglect them run the risk of becoming extinct as competition for investor retention goes up.

From a 30,000 foot view, making the switch to a software system that provides high quality investor reporting and communication tools will improve investor loyalty and change your real estate syndication business immeasurably. You owe it to yourself and your partners to harvest the hard work you’ve done to get to where you are so you can protect your company legacy, improve the way you run your CRE investment business, and the way your investors see you as an operator.

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