Reports Center
Generate and view financial reports across your portfolio
Portfolio Summary
Overview of all investments
Total values, equity breakdown, and performance metrics across all deals.
K-1 Summary
Tax reporting data
Partner-by-partner distribution totals for tax preparation.
Distribution History
All distributions by period
Complete history of all distributions across deals and partners.
1031 Exchange Tracker
Equity rollover tracking
Track tax-deferred exchanges and equity movements between deals.
Entity Breakdown
Investment structure analysis
View investments through LLCs, Trusts, and nested entity structures.
Partner Statements
Individual partner reports
Generate detailed statements for individual partners.