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A Guide to Real Estate Investor Reports: Best Practices and Tips

By RealtyBiz News | June 26, 2023

When engaging in the real estate market, investment is the most critical aspect of any project. Without funding, real estate companies wouldn’t be able to effectively manage their projects and develop their properties. As a result of this, it’s important for investors to be kept in the loop as a project progresses and real estate investor reports are a large part of this process. 

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If investors aren’t regularly kept up to date about key information relating to their real estate investment, they are likely to decide to pull out of the project early, or they may refuse to work with you again, which would damage your reputation.

In this article, we’ll be going over some of the best practices and tips in the market to manage your real estate investor reports, to the betterment of your current and future projects.

Use Real Estate Software

One of the most recent developments in the real estate market is the increasing use of real estate investor reporting software. These software platforms manage the reporting process for real estate companies and take a large part of the admin work away through the use of automation technology. These reports are generated using internal information, automatically populated with this information and are then able to be sent out to investors as required. These reports are generally more accurate than human-generated reports and are also sent out more quickly on average, which means investors get quicker access to their critical information.

The number of real estate companies not using similar technological solutions are rapidly becoming the minority in the market and soon, you will find that every worthwhile real estate company is using similar platforms.

Automated Investor Reports

Whilst there are still many companies out there that manually create their investor reports and send them out, this is becoming less and less common over time. This is because there are now a number of technological solutions available on the market that allow real estate companies to have their reports automatically populated using information in their real estate software platform. This helps to save a lot of time that would be spent creating the reports and allows you to invest this time in more value-adding activities in the organisation.

Communicate With Your Investors

When discussing reporting with your investors, it’s important that you take the time to have a discussion about the best ways to communicate with your investors. For example, there are many investors who may not wish to be updated about small technical details about project progress, whereas others like to be kept involved in every step of the process. Find out more about how your investors like to be kept informed and try to tailor your approach to them. This best practice will help you to keep your investors happy and will also make it much more likely for you to receive repeat investment 

The Best Metrics for Real Estate Investor Reports

One of the best parts about many reporting tools is that they give you access to the most suitable metrics for investors. You should think about what metrics are going to be most important to your investors and tailor your reports to them. The most important aspects to investors are going to be rooted in finance, meaning they need hard data about how their investment is performing. 

Some of the most important metrics in this regard are Net Operating Income (NOI), Cap Rate, Gross Rent Multiplier (GRM), Cash Flow, Cash-on-Cash Return (CoC), Internal Rate of Return (IRR), Operating Expense Ratio (OER), Debt Service Coverage Ratio (DSCR), Vacancy Rate, and Loan-to-Value Ratio (LTV). These metrics help investors analyze the financial performance and potential of investment properties, compare properties, and make informed decisions about their investments.



In conclusion, effective real estate investor reporting is crucial for maintaining strong relationships with investors and ensuring the success of your projects. By utilizing advanced real estate software and automated investor reports, you can streamline the reporting process and provide accurate, timely information to your investors. 

Additionally, engaging in open communication and tailoring your approach to each investor's preferences will foster trust and increase the likelihood of receiving repeat investments. Lastly, focus on delivering the most relevant and meaningful metrics to help investors gauge their investment's performance. 

By adhering to these best practices, you can strengthen your real estate company's reputation, attract new investors, and ultimately drive the growth and success of your projects.

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