Beyond the Standard Report: Building Custom Views with InvestNext MCP
In this article: We’re sharing five ways GPs can use AI and InvestNext MCP to explore their data beyond the boundaries of a standard report, from building custom project views and comparing periods to checking distribution readiness and uncovering patterns across their investor base. There’s a familiar moment that happens when you’re looking for an […]
Fund Administration Best Practices for Real Estate Investment Managers
Real estate fund administration best practices: keep books accurate and audit-ready, and choose the model (self, BYO admin, or expert partner) that fits.
The Best Technology Should Ask Less of You
InvestNext Wins 2026 Investment Management Platform of the Year For the second consecutive year, InvestNext has been named Investment Management Platform of the Year by the PropTech Breakthrough Awards. Winning once is meaningful. Winning two years in a row gives you a reason to reflect. In particular, the word breakthrough has stuck with me. What […]
Real Estate Fund Performance Metrics: How to Calculate and Use Them Strategically
Calculate IRR, equity multiple, TVPI, DPI, and cash-on-cash for real estate funds, and learn which metrics matter by fund type and how to report them.
Cap Table Management Best Practices for Finance & Investor Relations Teams
Cap table management best practices for real estate finance & IR teams: classes, units, side letters, dilution, and audit-ready ownership data.
Five Signs It’s Time to Break Up With Your Investment Management Platform
No one switches investment management platforms on a whim. You sign the contract with optimism. The demo looked clean. The onboarding team was sharp. It promised fewer spreadsheets, smoother distributions, and a better LP experience. For a while, it worked. Then things got complicated. Maybe it was on your end, when you brought home more […]
Commercial Real Estate Due Diligence: A Step-by-Step Guide for Investors
Commercial real estate due diligence directly impacts investment outcomes. Data shows that many investors find costly surprises after closing that proper research would have revealed earlier. The facts are straightforward: commercial lenders need properties to generate at least 20-25% excess income above debt service. Financial reports only tell part of the story. The standard 30-60 […]
Waterfall Distributions: Build Investor Trust Through Automation
Waterfall calculations are fundamental to real estate investment management, yet firms of all sizes often struggle with the complexities of calculating and distributing returns efficiently. At InvestNext, we’ve spent the last eight years meticulously refining our platform to optimize this critical process. This commitment allows us to continue providing firms of all sizes with the […]
Redemption Requests & Rising Interest Rates: Navigating Challenges for Mid-Sized Funds
Today’s commercial real estate market, it’s not just small-mid sized funds that are facing significant liquidity challenges due to high investor redemption requests and rising interest rates.Starwood Capital Group’s $10 billion Starwood Real Estate Income Trust (SREIT) is a prominent example, having nearly exhausted its $1.6 billion line of credit and limited redemptions since 2022. […]
Navigating the Complexities of K1 and Real Estate Taxation: A Comprehensive Guide
A comprehensive guide on Schedule K1 for real estate syndication, exploring the complexities of taxation in real estate investments.