Home

Products

For Property Managers Premium asset management services For Portfolio Owners AI insights for scaling investors
Features Resources Posts
Sign In

Start Free Trial

For Portfolio Owners For Property Managers

REIT & Fund Operations

Institutional-grade asset management and investor reporting for smaller REITs and funds. Professional analytics without enterprise complexity or cost.

<$100M
AUM sweet spot
LP Ready
Investor reporting
Boutique
Service model
Schedule Demo Sample Reports

The Small Fund Challenge

Enterprise Software Costs

Institutional asset management platforms cost $50K-200K+ annually, pricing out smaller funds.

Headcount Requirements

Large platforms require dedicated teams for setup, maintenance, and operation—impossible for boutique funds.

Manual Reporting

Without proper tools, investor reporting becomes a manual, error-prone process consuming weeks each quarter.

Limited Analytics

Lack of sophisticated portfolio analytics makes it hard to identify optimization opportunities and demonstrate value to LPs.

The Boutique Solution

Institutional Tools, Boutique Pricing

Professional-grade analytics and reporting at a fraction of enterprise software costs—starting at $2K/month.

Quick Implementation

2-week setup with dedicated support. No IT teams required—we handle the technical complexity.

Automated Reporting

Quarterly investor reports generated automatically. What used to take weeks now takes hours.

AI-Powered Insights

Advanced portfolio analytics identify optimization opportunities that justify your management fees.

Complete Fund Operations Suite

Everything smaller REITs and funds need for professional asset management and investor relations

Automated Investor Reporting

Professional quarterly and annual reports that maintain LP confidence and meet regulatory requirements.

Quarterly Performance Reports
NAV calculations, property-level performance, portfolio metrics
Cash Flow Statements
Distributions, reinvestments, and capital calls tracking
Market Analysis
Portfolio positioning vs. market benchmarks and peer funds
Custom Branding
Professional reports with your fund's branding and messaging
Time Savings
"Quarterly reporting went from 3 weeks to 3 hours" - Mid-Atlantic REIT, $45M AUM

Advanced Portfolio Analytics

Institutional-grade analysis that helps you optimize portfolio performance and identify value-creation opportunities.

Property-Level ROI Analysis
IRR, cash-on-cash returns, total return calculations
Portfolio Optimization
AI-powered recommendations for buy, hold, sell decisions
Risk Assessment
Geographic and asset class diversification analysis
Market Intelligence
Competitive analysis and market trend identification
Value Creation
"Identified $2.3M in optimization opportunities across our 28-property portfolio" - Southwest Fund

Due Diligence Support

Streamlined acquisition analysis and investment committee support for faster, more confident decision-making.

Acquisition Analysis
Automated underwriting models and sensitivity analysis
Market Comparables
Real-time market data and comparable property analysis
Investment Committee Reports
Professional presentations with risk/return analysis
Portfolio Impact Modeling
How new acquisitions affect overall portfolio metrics
Process Improvement
"Cut our acquisition analysis time from weeks to days" - Residential REIT, $75M AUM

Compliance & Operations

Stay on top of regulatory requirements and operational obligations without adding administrative overhead.

Regulatory Reporting
Automated SEC, state, and investor reporting requirements
Tax Optimization
REIT distribution requirements and tax-efficient structures
Deadline Tracking
Never miss critical filing deadlines or investor communications
Document Management
Centralized storage for all fund documents and investor communications
Risk Mitigation
"Automated compliance tracking eliminated manual errors and late filings" - Multi-family Fund

Perfect for Smaller Funds & REITs

Institutional tools sized for boutique operations

Private REITs

Non-listed REITs needing professional investor reporting and portfolio management without enterprise costs.

AUM Range: $10M - $100M
Investor Count: 25 - 200 LPs
Property Count: 5 - 50 assets
Reporting: Quarterly + Annual

Real Estate Funds

Private equity real estate funds focused on value-add and opportunistic strategies requiring sophisticated analytics.

AUM Range: $25M - $150M
Investor Count: 10 - 75 LPs
Hold Period: 3 - 7 years
Strategy: Value-add, Core+

Family Offices

Single and multi-family offices with significant real estate allocations needing institutional-grade management.

RE Allocation: $15M - $200M
Stakeholders: 1 - 3 families
Geographic: Multi-market
Governance: Family board

Quick Implementation

1

Discovery & Setup (Week 1)

Portfolio analysis, data integration setup, and custom reporting configuration.

2

Team Training (Week 2)

Platform training for your investment and operations teams, plus LP communication setup.

3

Go Live (Week 3)

First automated reports generated, ongoing support established, and optimization opportunities identified.

What's Included:

Data migration
Custom branding
Team training
Ongoing support

Institutional Pricing

$2,000-$8,000
per month
Based on AUM and complexity
$10M - $50M AUM
$2,000 - $4,000/month
$50M - $100M AUM
$4,000 - $6,000/month
$100M+ AUM
$6,000 - $8,000/month

Compare to Enterprise:

Enterprise software: $50K-200K/year
Implementation cost: $25K-100K
Dedicated staff: 2-5 FTEs
PropTrust total: $24K-96K/year
ROI Calculator
Typical funds save 40-60 hours per quarter on reporting alone, worth $10K-20K in staff time.

Fund Success Stories

How smaller funds are competing with institutional-grade tools

75% Reporting Time Reduction
Multi-family REIT, $65M AUM, 45 LPs
"PropTrust transformed our quarterly reporting from a 3-week scramble to a 3-hour automated process. Our LPs now get institutional-quality reports that rival the largest REITs."
Previous process:
Manual Excel, 3 weeks
With PropTrust:
Automated, 3 hours
Annual savings:
$45K in staff time
LP satisfaction:
Significantly improved
$3.2M Value Creation
Opportunistic Fund, $120M AUM, 28 properties
"The portfolio analytics identified optimization opportunities we never would have found manually. The AI-powered insights alone paid for the platform 10x over."
Optimizations found:
Insurance, financing, tax
Implementation time:
2 weeks
ROI in year 1:
1,200%
LP feedback:
"Best-in-class reporting"

Ready for Institutional-Grade Operations?

Join successful funds using PropTrust to compete with institutional-grade tools and reporting

Schedule Demo See Sample Reports

Custom demo • 2-week implementation • Dedicated support included