Portfolio intelligence investors trust
Give asset owners and LPs transparent performance views, automated reporting, and analytics built for multi-region, multi-asset real estate portfolios.
- Real-time portfolio performance analytics
- Secure investor portal for statements and reports
- Automated tracking, risk views, and allocation tools
Overview
Give investors the transparency they expect
Investment Management connects asset performance, cash flows, and allocation data into dashboards your LPs and internal analysts can trust. Replace spreadsheet reporting with automated updates across every property in the portfolio.
Portfolio analytics
Investor reporting
Global portfolios
Built for asset managers, investors, and portfolio analysts
Built for asset owners and analysts
Portfolio performance
Track returns, occupancy, and cash flow across assets with filters by region, asset class, and fund.
Investor reporting
Generate LP-ready statements, capital account summaries, and distribution notices on a recurring schedule.
Scenario & forecasting
Model acquisitions, dispositions, and capex to understand impact on portfolio-level returns.
Risk & concentration views
Spot geographic or tenant concentration risks before they affect fund performance.
Secure investor portal
Give limited partners self-service access to documents and performance without email attachments.
Multi-currency support
Consolidate international assets with normalized reporting for global real estate portfolios.
Getting started
From data to investor confidence
Connect property financials
Sync operational data from Property Management or import historical performance records.
Define fund structures
Map entities, ownership stakes, and investor classes to match your legal structure.
Automate reporting cycles
Schedule quarterly or monthly packs with standardized KPIs and commentary templates.
Share with stakeholders
Publish to the investor portal or export board-ready summaries for committee meetings.
Included
Analytics & reporting capabilities
- Portfolio analytics dashboard
- IRR & NOI tracking
- Investor statements
- Capital account reporting
- Allocation & exposure views
- Forecasting models
- Document distribution
- Board reporting exports
Portfolio analytics, financial reporting, and forecasting modules
Outcome
Clear IRR visibility, investor-ready reporting, faster decisions
Give asset owners and investors transparent performance views, automated reporting, and portfolio analytics designed for multi-region, multi-asset portfolios.
Related
Keep exploring
No. Investment Management focuses on owner and LP reporting. Most clients use it alongside Property Management for operational data.
Yes. The investor portal provides secure, read-only access to approved statements and performance summaries.
Standard views include occupancy, NOI, cash-on-cash, IRR components, distributions, and asset-level variance vs. budget.
Ready to see investment management in action?
Talk with our team about how FidesHub fits your portfolio, or jump straight into the product.