performance reporting - Lexcraft Advisors

Investor Reporting in Private Equity Real Estate: A Practical Guide for Sponsors

July 20, 2025 by Mike Zane

Investor reporting is a core sponsor responsibility that communicates performance, supports investor confidence, and creates opportunities for strategic follow-up. Effective reports focus on clarity, cadence, and relevance, with content tailored to the sophistication and expectations of the investor base. Common pitfalls include inconsistent timing, missing financials, and lack of commentary, all of which can be … Read more

Communication Between Private Equity Sponsors and Property Managers Improves Investor Reporting

July 7, 2025October 28, 2024 by Mike Zane

Key Takeaways Private equity real estate sponsors often struggle to gather structured and accurate information from property managers, leading to delayed and erroneous reporting. These parties specialize in sourcing investments, raising capital, and managing physical assets, but they typically do not have the resources or bandwidth to allocate to data collection initiatives that are crucial … Read more