Case Study

National Real Estate Advisors, LLC improves processes with MRI Investment Central and Investor Connect

National Real Estate Advisors, LLC (National) is an SEC-registered investment advisor with a specialised build-to-core strategy and a unique open-end real estate fund which invests in modern assets located in major US urban markets. The firm is headquartered in Washington, DC. Operating throughout the entire capital stack, National invests equity and lends debt — providing its development partners a range of flexible financing solutions; preferred equity, mezzanine debt, senior debt, construction loans and credit enhancements.

Business Challenge and Solution

National needed a flexible investment management solution to make compiling asset information across departments more efficient and to reduce the risk of oversights in manual reporting. National implemented MRI Investment Central and Investor Connect. Investment Central gave National access to all the information needed to view, manage and report on investment portfolios. This helped National consolidate investment data into one, centralised portal that employees from each department could easily access. Investor Connect gave National the ability to post both investor statements and fund reports for investors to view.

Investment Central and Investor Connect are becoming our primary vehicles for gathering and storing data related to our assets. They allow greater communication between departments and reduce the frequency of questions about individual assets.

Lauren Straskulic, Manager, Portfolio Reporting and Analytics
National Real Estate Advisors, LLC

 

Business Impact

Through MRI Investment Central and Investor Connect, National has experienced increased efficiency in its data tracking.

Data consolidation
Investment Central and Investor Connect have become National’s main repository for asset information storage. Investor Connect allows National to report financials consistently across accounts and provide investors with information regarding fund reports and statements.

Flexible reporting
diverse range of information rather than relying on a baseline system. The firm collaborates closely with the MRI Software team to develop custom reports.

Departmental efficiency
By implementing these tools within National’s Asset Management, Accounting, and Investor Relations departments, interdepartmental communications have improved. Investment Central has given National’s Marketing and Investor Relations departments more immediate access to information required for consultant and investor meetings.

Risk reduction
Through Investment Central, National has significantly reduced the need for manual reports, resulting in a decreased risk of errors.

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