Investor Dashboard in STRATAFOLIO

Last modified: September 18, 2023
Estimated reading time: 1 min

STRATAFOLIO is committed to streamlining Property Management for the Commercial Real Estate Investor. One way we do this is with our Investor Login and Investor Dashboard. Track all your real estate partners/investors in a single place. Track how their investments are performing, as well as their portion of the equity and debt, making it easy to answer questions anytime.

In STRATAFOLIO, you can invite each of your investors to have their own individual login. When they create an investor account, they will see the financial information for only the assets they have ownership in.

What is it?

In STRATAFOLIO, Investors can see all their investment financials at-a-glance on the Investor Dashboard.

The top half of the dashboard gives a financial snapshot that is specific to the Investor. Included are options to drill down to the Entity level, view a specific date range, and sort by Investor Type (Direct or Indirect).

The bottom half of the dashboard is more specific data broken out by Entity. It includes Ownership Percentage, Income & Expenses and whether or not the Investor is a Guarantor – and more!

Want to learn more?

Would you like to learn more about what STRATAFOLIO can do to help you manage your Commercial Real Estate Properties? Watch our prerecorded 10-minute demo to learn how we can reduce your time and effort by 80%.

Do you want to talk to us directly about how we can help your organization-specific needs? Schedule a 1:1 demo tailored specifically to your organization’s individual goals and needs.
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