A property-level LP portal with construction draws and tax-doc delivery
Real estate LPs underwrite at the property level, so the portal has to surface that depth without flooding the LP. Ashta's white-label portal opens on a fund-level dashboard (committed / called / distributed across all properties, fund-level NOI rollup), then drills down into property-level pages (property photo, lease occupancy, NOI trend, debt-service coverage, recent construction-draw activity). K-1 and T5013 packets are delivered through the portal each year with line-item drill-down.
What changes when you run white-label investor portal for real estate
| Dimension | Result | How it works |
|---|---|---|
| Property-level pages | Per property | Photo, key metrics (NOI, occupancy, DSCR), recent draws, projected vs actual schedule. |
| Construction-draw visibility | Live | Each draw shows the milestone it funded, the percentage of project budget complete, and projected next-draw timing. |
| Distribution waterfall | Tier-by-tier | LP sees their distribution decomposed by waterfall tier: preferred return, return of capital, promote split. |
| K-1 / T5013 delivery | In-portal + email | Tax packets delivered each year through the portal with line-item drill-down and downloadable PDF. |
Common questions about white-label investor portal for real estate
How does the real estate portal surface property-level operating data without overwhelming the LP?
The LP lands on a fund-level dashboard summarising activity across all properties (committed / called / distributed, fund-level NOI rollup, distribution-to-date). Each property is then a card; clicking through reveals the property page (key metrics, photo, recent draws, lease occupancy trend). The depth is opt-in, not pushed.
Can LPs see the distribution waterfall calculation behind each distribution?
Yes. Each distribution notice in the portal exposes the waterfall decomposition: preferred return paid, return-of-capital portion, profit portion (split between LP class and GP promote). Drill-down shows the LP exactly which tier they're in and what triggered the promote.
How are K-1 (US) and T5013 (Canadian) tax packets delivered to real estate LPs?
Both are delivered through the portal each year with downloadable PDFs and an in-portal line-item drill-down view. The drill-down lets the LP's accountant trace each K-1 box back to the source events (operating distribution, refinance distribution, sale proceeds) in the underlying property activity.
Does the portal handle LPs invested across multiple property SPVs and a main fund?
Yes. An LP with exposure to the main fund plus two single-asset SPVs sees a unified roll-up at the top and a per-vehicle breakdown. Distributions, draws, and capital accounts are scoped per vehicle for legal accuracy; the roll-up is for the LP's own portfolio view.
See white-label investor portal running against a real estate fund
A 30-minute walkthrough against your fund structure — no slides, just the workflow.