Investor Relations Report

An investor relations report provides periodic updates to fund LPs or property co-investors on performance, portfolio activity, market conditions, and operational matters.

Report ContentsSection
Executive summaryKey highlights, performance snapshot
Portfolio overviewProperty list, values, occupancy
Financial performanceIncome, expenses, distributions, returns
Market commentaryEconomic conditions, transaction activity
Asset updatesLeasing, capital improvements, issues
Capital activityAcquisitions, dispositions, financing
Outlook and strategyForward-looking plans
Reporting FrequencyStandard
Quarterly reportsMost common for active funds
Annual reportsComprehensive year-end summary
Monthly updatesHigh-frequency for some funds
Material event noticesAd-hoc for significant developments
Annual meetingIn-person or virtual LP gathering
Delivery timeline30 to 45 days after period end typical


Related Terms

LP ReportingFund CommunicationPerformance ReportingTransparencyGovernanceGovernance Framework

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