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When Investor Management Platforms Fail: Calculating Net Asset Value

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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

Investor Management Platforms: An Overview for the Private Equity Real Estate Industry

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An investor looking at an investor management platform on a laptop.

Key Takeaways It has become a best practice in the commercial real estate industry to implement an investor management platform. Platforms tend to include features designed to increase transparency and streamline common investor management activities, including investor portals, document management, reporting, CRM functionality, and capital call and distribution assistance. A fund administrator should be well-versed … Read more