Investor Dashboard Login & Tour (Investor Portal 2020)

 

Logging In

Step 1: Click the Login button at the top right or in the center of the screen.

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Step 2: Type in your email and password. Click Login. (Note the Forgot Password prompt below to use when needed).

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Investor Dashboard / Homepage

The Dashboard tab will contain investment information for each profile associated with your account. If you have more than one profile associated with your account, your dashboard will default to All Profiles (see arrow below). Click the Profiles dropdown at the top to view additional profiles.

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The homepage will contain different tabs for different investment statuses. Any asset you've invested in whether it's currently accepting investments, is distributing money, or is closed, will appear under the My Investments tab. The Open Investments tab will contain any offerings that are currently accepting investments that you have not previously invested in. The Closed Investments tab will contain any assets that have been liquidated/sold/closed that you have not previously invested in. 

Note the search and sort feature which can help you organize your dashboard or find investments quickly. 

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Open Offerings

The Open Investments tab will contain assets that are currently raising capital or they may be preview pages to inform an investor of an opportunity coming soon. *Note - this tab will display assets that you have not previously invested in. Any offerings that you have invested prior and are still raising capital, will appear under My Investments

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Select 'View More Details' in the bottom right of the Offering Tile to learn more about the opportunity. This details page will showcase details about the raise, and may include information about the property, photos, maps, and more. If you'd like to place an investment in this raise, click the Invest button which will launch the electronic subscription process. 

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My Portfolio Tab

This tab includes information about your investment portfolio including interactive charts and reporting, transactional history, and document organization. 

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Portfolio Performance Reporting

Portfolio Performance is an interactive graph and chart displaying your cumulative investment and distribution history. Charts can be filtered by Investment Profile, downloaded to excel, and expanded to reveal additional granularity into distributions.  

Click here for more information on Portfolio Performance. 

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My Transactions

The Transactions tab will display investment, distribution, and transfer activity. You can search or filter activity by profile, investment, date range, and activity type. Note the Export button at the top right. Distributions will feature a small (i) icon next to the amount which will give more granular details into the makeup of the distribution amount. 

 

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My Documents 

The Documents tab will house documents associated with the selected profile(s). You can search or filter documents by profile, project, date range, and folder with the options to the left column. Simply click on the document you choose to view and it will open in a new tab. Save or print from there. *Note - the New icon will appear next to any documents that have not been viewed before. 

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 Communications Tab 

The Communications folder is a historical log of all email communications sent from your Sponsor. Use the search bar to quickly search for an email by subject or sender. Or scroll through the email log, note the colored bar that appears next to emails that haven't been viewed yet. Select a subject line on an email to get a preview of the email in the right hand panel. 

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