Investor Portal

Your capital account, distributions, and portfolio performance.

No investor holdings found for your account.

Guided walkthrough1 / 10

STEP 1Dashboard → New property

Intake a property

•On the Dashboard, click “New property” and enter the name, address, type and client reference.
•Save it — a property card appears in the list.
•Click the card to open its workspace. Everything from here on happens inside that property.