Monitoring your portfolio
As a registered investor, you’ll be able to access your deals through the investor dashboard in the membership area.
For each deal, you are provided with details of the:
- Borrower
- Scheme
- Location
- Amount Invested
- Loan to Value
- Internal Rate of Return (IRR)
- Maturity
In addition, CapitalStackers will give you regular updates on the borrower and properties you’re invested in.
A monthly progress report is prepared on development deals by CapitalStackers’ appointed monitoring surveyor. These monitoring reports give comprehensive details on such information as as construction progress and the amount of funds drawn down, along with progress photographs.
For investment deals, the progress reports will provide regular details of current lettings and include covenant checks to ensure that the investment is compliant with both the senior lender’s and CapitalStackers’ lending parameters.
A key feature of our monitoring is financial modelling. The initial analysis carried out at the start of a deal is regularly updated and shared through the data room.
