5 Reasons Why Private Equity Real Estate Sponsors Underutilize Investor Management Platforms

Sponsors often invest in investor management platforms but fail to properly implement the software, leaving the tools underutilized. Poor system documentation, unintuitive user interfaces, and lack of experience make adoption difficult and discourage regular use. Without proper implementation, maintenance, and controls, sponsors tend to lose confidence in investor managements platforms and revert to manual processes. … Read more

An Overview of Fundraising Management in Private Equity Commercial Real Estate

A woman managing a fundraising initiative involving multiple parties.

Key Takeaways Fundraising management is a structured, end-to-end process that ensures capital is raised efficiently and professionally. A successful fundraising initiative requires preplanning to acquire the right tools and identify people with the experience necessary to drive the initiative to completion. By implementing a fundraising management solution, commercial real estate sponsors can benefit from better … Read more

When Investor Management Platforms Fail: Calculating Net Asset Value

A woman sitting in a modern office crunching numbers on an old school calculator.

Key Takeaways Many open-ended private equity real estate funds must calculate, or strike, net asset value (NAV) on a recurring basis for any number of reasons, including to allow new investors to initiate positions, to allow existing investors to exit positions, to satisfy limited partner reporting requirements, and to comply with audit requirements. In basic … Read more

Key Considerations When Moving from General Accounting Software to Property Accounting Software

An accountant choosing between two options.

Key Takeaways Transitioning from general accounting software to property accounting software often becomes necessary when the property portfolio reaches a critical mass. Onboarding to a property accounting software system comes with hidden complexity that can leave sponsors understaffed if not planned for in advance. Prior to kicking off the implementation process, it is important to … Read more