Stakeholder engagement and reporting is essential for a real estate portfolio – from communication with your investors, to everyday relationships with tenants and property management teams.

In our last blog, we wrote about how a Property Asset Management solution can help you to improve your engagement with stakeholders by providing a consistent and transparent view over your assets. Today, we want to take a closer look at how this kind of solution can help make your investor reporting more efficient. 


Standards for financial reporting


Clear reporting and information gathering throughout an organisation is essential to maintain good communications between the investors and managers. A healthy reporting process, including various departments, can help managers provide the transparency that today’s investors insist on. Transparent reporting, in turn, gives investors confidence that managers are operating their portfolios suitably. 

Nowadays, investors increasingly expect consistent financial reporting information in a standardised template; a crystal clear overview with key KPIs, at a glance. Your target for improving investor reporting should be consistent, understandable, accessible, and reliable information. The report should have the ability to compare across investments and between different time periods. 


Easy access to regular valuation, financing, and cash flow information 


A Property Asset Management solution can ease the workload of preparing financial reports. Here at Assetti, we give investors confidence when monitoring the collection and analysis data of an individual property or portfolio’s performance. We achieve this through three concise steps.


3 steps for better investor reporting with Assetti


1. Be clear about the investment strategy


With a clear investment strategy, you have a procedure designed to help an individual investor achieve their financial and investment goals. This plan guides an investor’s decisions based on those goals, risk tolerance, and future needs for their capital.

Assetti provides a tool that supports an investment plan’s development with our custom features. For example, you can add individualised budgets to the upcoming years and take a custom account index into use. Our fund reporting tool creates automatic graphs and easy-to-read charts that can be shared throughout a company. Or you can define key risk areas through reviewing previous months or years in our review financial information spreadsheets. 

Strategies aren’t static and they need to be reviewed periodically as circumstances change. With instant information that is constantly updated, you can allocate risks , access your strategy and adopt changes; all in real time.


2. Add scenarios to your Investor Report


Building scenarios are typically used to estimate changes in the value of a portfolio or property. This is especially true when there are potentially favorable and unfavorable events that could impact the cash flow. 

Whatever strategic changes you plan, we help you to make those potential financial performance impacts visible. Assetti’s budget option allows you to create these different scenarios. You can have a “worst-case” scenario view that could immediately show the impact of a reduced income, a long-term vacancy, or paused payments. Same goes for a “best-case” scenario, where you can anticipate possible profits. Additionally, you can model an alternative budget for the year, based on the changing situation.


3. Monitor progress with Comparisons and Reviews


With our comparison view, you can compare a budget/scenario to the actuals as they are reported. At the same time, you also see the year’s estimate and forecast. Having all these figures in one place enables you to effortlessly interpret the property’s performance.

Our review option allows for simple comparison between the operating budget and actuals on a quarterly basis. Here, you can specifically view which accounted items are affecting your property’s performance. The colour coding used in Assetti makes it clear to see if items need immediate attention or are proceeding according to plan. 

Choosing which KPI and property information to use in your report and which ones to track will depend on the goals and property type. But by providing items, like lease metrics, and then combining this with your financial data for a full view, in one place, will give your investors exactly what they’ve been searching for. 

Assetti offers a pragmatic and visual tool for communicating your key financial performance indicators on properties, portfolios and funds to investors.


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