Real Estate Investment Management Software

Everything in One Place

Document & Profile Management

SyndicationPro automatically saves and organizes all relevant deal-related documents to an investor’s profile. Contact information, distribution preferences, and addresses are also stored and available for the investor to update as required.

Generating Reports

Through our real estate investment management software, you are able to generate relevant reports on individual investors, groups of investors, and specific deals. Use predefined reports or create custom reports.

Investor Relations Streamlined

Send Rich & Detailed Investor Updates

Sending investor updates cannot be simpler! You can send rich text investor updates with an option to attach files. All updates are automatically stored on an investor’s dashboard and you also have the option to email the update to the Investor.

Answer Investor Questions in App

Investors may ask you questions via email and you are able to answer them directly from within SyndicationPro with the 2-way email sync. Leave private notes behind from your conversations with Investors.

Calculate Distributions & Generate Investor Statements.

Waterfall Distributions

Use our real estate investment management software to calculate simple waterfall distributions and notify investors. If your syndication includes preferred returns or unique structure, you are able to import in the distribution amount and notify your investors.

Investor Statements

Send Investor Statements for specific time periods that include information about investments and distributions. Allow Investors to download Investor Statements from their Investor Dashboard.

SELECT CUSTOMERS

Real Estate Syndication Software Features Available to Select Users

Complex Investment Structure Distribution Calculations

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Multiple Investor Classes and Investment Funds

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