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- Real Estate Investment Tracker
- Who it's for
- Real estate funds
Real estate funds
A real estate fund team can organize investment work by operating organization and keep decisions connected to the actual request. The tracker records the instruction, its owner and counterparty, then follows the review and provider outcome. Property cash flow snapshots provide a dated view of net cash for a property and scenario without losing the parent instruction.
How Real Estate Investment Tracker is set up for you
Entity context
Organizations define the operating scope and currency used to interpret records.
Counterparty checks
Keep contact and eligibility context beside parties used in instructions.
Independent review
A reviewer sees the current revision and records an Approve, Reject or Return decision with a reason.
Evidence follow-up
Provider events and operation receipts show whether an outcome is verified or needs reconciliation.
A real estate fund team can organize investment work by operating organization and keep decisions connected to the actual request. The tracker records the instruction, its owner and counterparty, then follows the review and provider outcome. Property cash flow snapshots provide a dated view of net cash for a property and scenario without losing the parent instruction.
Use one organization and one representative investment request for the first cycle. Assign an Operations Analyst as owner and an Independent Finance Reviewer who did not prepare the request. Capture the requested amount, counterparty and supporting attachment. Review the current revision before sending anything to a provider. The team should be able to point to the decision record that supports the authorized state.
Bring in a provider response with an external reference and execution evidence. Compare the event to the instruction rather than relying on the status alone. If an event is incomplete, leave it pending for review. If an operation receipt indicates an uncertain outcome, inspect that same operation key and provider response before proceeding.
Add a property cash flow snapshot for a dated cash event. Agree what its forecast scenario means and who sources the net cash amount. Have the reviewer assess the submitted revision separately from the original investment instruction. A finished rehearsal leaves a readable trail from request and counterparty through approval, provider event and property cash entry.
Features to start with
Investment instructions
Follow each investment request from its owner and counterparty through review and confirmation.
Property cash flows
Keep dated property cash snapshots connected to the investment instruction and its review.
Provider evidence
Trace provider events, quantities, prices and fees to the instruction they support.
Roles on the team
- Operations Analyst
- Prepare assigned operational records and execute eligible reviewed actions. Own assigned organization and draft scope only; guarded workflow authorizes all transitions.
- Independent Finance Reviewer
- Review eligible revisions independently and reconcile operational evidence. Approve or reject through guarded actions only; a reviewer cannot approve their own submission.
- App Administrator
- Maintain organization configuration and membership. Administrative membership does not confer financial, approval or execution authority.
- Auditor
- Read authorized evidence and reports. Read-only scoped audit with no write or action execution.
Set up Real Estate Investment Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.