A South Florida-based investment firm managing commercial and residential properties across the U.S. partnered with Resorsi to strengthen investor communication across its portfolio.
The firm needed a reliable way to consolidate property-level data from QuickBooks and translate it into structured, investor-ready reporting using tools like Power BI and Tableau. But it wasn’t just about numbers: it was about trust.
Each investor needed clear, recurring updates on the properties they were invested in:
- Occupancy rates
- Rental income received
- Operational spending (vendors, staff, maintenance)
- Forecasts on resale value and time to capital recovery
Resorsi sourced finance and analytics professionals who didn’t need training. They brought the technical skills, financial literacy, and reporting discipline to deliver high-quality updates from day one. These professionals helped implement reporting systems that allowed the firm to consistently inform investors about the performance of their assets and highlight opportunities for reinvestment.
At the end of the fiscal year, the firm surveyed its investor base. Satisfaction with reporting quality was high, directly supporting future fundraising efforts.
We’ve heard of funds that struggled to raise capital simply because investors lacked visibility and confidence.
This firm took a different path: by prioritizing transparency, they preserved trust.
Bottom line:
When investors know how their assets are performing, they’re far more likely to invest again.
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