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PropertyVault
PropertyVault — Real Estate Investment Portal
A portfolio command center for private real estate investors, family offices, and property syndicates — tracking acquisitions, NOI, distributions, and investor reporting in one place.
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The Challenge
High-net-worth investors and family offices were tracking multi-property portfolios across spreadsheets and shared drives, with quarterly investor reporting consuming weeks of staff time.
The Solution
We built a unified investment portal consolidating property performance, lender covenants, distributions, and investor communications — generating audit-ready investor packs in minutes.
Results
- Investor reporting time
- −85%
- Properties under management
- 120+
- AUM tracked
- $420M
Key Features
Multi-Property Portfolio Tracking & NOI Reporting
Investor Statements, K-1 Schedules & Distributions
Document Vault (Leases, Loan Docs, Insurance)
Acquisition Pipeline & Underwriting Models
Project Overview
Client
Private Real Estate Group
Managing Partner
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"PropertyVault gave us institutional-grade reporting without an institutional-sized team."
