Various charts and graphs for multifamily and commercial real estate, a keyboard, and a pen on paper with data visuals. The desk of a CRE analyst

Investor Report Generator

$0.00

Generate a personalized investor return report in seconds based on your structured return terms. Simply enter a few key details and instantly produce clean, investor-ready summaries showing contributions, preferred return, and projected distributions.

  • Create investor-specific reports instantly (no manual editing)

  • Built-in waterfall with an option for two investment entities and 20 investors

  • Automatically calculates contributions, pref, and returns

Samples

Generated Investor Report

A digital investor return snapshot for Lakeside Apartments as of December 30, 2025. It includes property details for Lakeside Commons, investor James Ellison, under Red Oak Capital Partners, LLC. The executive summary notes strong upward growth driven by a renovation and lease-up, with 18 units leased this quarter at an average rent of $245, surpassing the $1,745 average effective rent. Key milestones include a 1.2% increase in physical occupancy, a 2.1% NOI increase, and a $47,979 distribution received, with a total contributed capital of $43,000 and no unreturned capital balance. The image also shows a photo of a multi-story residential apartment building surrounded by greenery and parked cars.

Inputs Page

Screenshot of a real estate investment report showing property details, equity assumptions, investor info, sale and distribution assumptions, and net cash flow data, including property name, report date, purchase date, property values, sale costs, and investor commitments.

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