InvestNext

Manual waterfall calculations aren't just inefficient - they're a liability. When a single error can trigger investor disputes, regulatory scrutiny, and reputational damage, precision isn't optional. Consider the real costs: 1. Lost investor trust from distribution errors 2. Valuable team hours spent on manual calculations 3. Regulatory risks from inadequate audit trails 4. Growth limitations from Excel-based processes 5. Compounding errors across multiple distribution cycles InvestNext transforms complex waterfall distributions with: >Automated calculations for any structure >Integrated funding and disbursement >Complete audit trails for compliance >Real-time investor reporting >Bank-grade security Don't let manual processes limit your growth. Learn how leading firms are automating their waterfall calculations in our full guide on Waterfall Distributions linked in the comments: #CRE #Finance #WaterfallCalculations #ROI

Fed cuts rates by another quarter point to 4.5-4.75%, signaling continued confidence in economic stability. Despite broader easing, mortgage rates climb to 7.09% - showing the complex relationship between Fed policy and real estate financing. Key takeaways from Powell's latest move: 1. Economic activity remains "solid" 2. Labor market not driving inflation 3. Consumer rates showing mixed response 4. Real estate financing landscape evolving What does this mean for real estate investment in 2025? Our analysis breaks down the implications. Follow the link in comments to read our full report: #RealEstate #FederalReserve #Investment #CommercialRealEstate

Fed cuts rates by another quarter point to 4.5-4.75%, signaling continued confidence in economic stability. Despite broader easing, mortgage rates climb to 7.09% - showing the complex relationship between Fed policy and real estate financing. Key takeaways from Powell's latest move: 1. Economic activity remains "solid" 2. Labor market not driving inflation 3. Consumer rates showing mixed response 4. Real estate financing landscape evolving What does this mean for real estate investment in 2025? Our analysis breaks down the implications. Follow the link in comments to read our full report: #RealEstate #FederalReserve #Investment #CommercialRealEstate

Are you still relying on manual payment processes for your real estate investment firm? You might be exposing yourself to more risk than you realize: 1. One tiny error in a NACHA file can cause ALL your investor payments to fail. Your manual processes might work fine for 20 investors, but once you grow to 200 or 2000, the time and resources required to keep pace can grind your operations team to a halt. 2. Simple mistakes like coding a distribution as "return on capital" instead of "return of capital" can lead to massive tax headaches for investors and seriously damage your reputation. 3. Regulators like FinCEN require more KYC/AML controls of investment managers, and non-compliance costs are growing daily. Can you confidently say your manual record-keeping will withstand an audit? The risks of sticking with manual processes are real and growing. But there's good news: automated ACH systems address all these challenges, allowing you to scale your operations efficiently and securely. Our latest payments guide empowers you to enhance investor relations and boost internal compliance practices. The full guide is linked in the comments.

JPMorganChase's latest CRE report emphasizes that "the best technology providers deliver both innovation and reliability" in commercial real estate. It's validating to see this perspective from one of the most respected financial services firms in the world – this balance of innovation and reliability has driven our product development from day one. Just this week, we launched integrated KYC/AML across our platform because we saw a need for an intuitive compliance solution that would protect our clients and their investors. Our approach is clear: build infrastructure that empowers firms to navigate an increasingly complex regulatory landscape with confidence. When innovation meets reliability, real estate technology can truly transform how capital moves. And with over $200B in FUM on our platform, that transformation is already underway. #Proptech #InvestNext #CRE #realestateinvestment Full article linked in comments.

JPMorganChase's latest CRE report emphasizes that "the best technology providers deliver both innovation and reliability" in commercial real estate. It's validating to see this perspective from one of the most respected financial services firms in the world – this balance of innovation and reliability has driven our product development from day one. Just this week, we launched integrated KYC/AML across our platform because we saw a need for an intuitive compliance solution that would protect our clients and their investors. Our approach is clear: build infrastructure that empowers firms to navigate an increasingly complex regulatory landscape with confidence. When innovation meets reliability, real estate technology can truly transform how capital moves. And with over $200B in FUM on our platform, that transformation is already underway. #Proptech #InvestNext #CRE #realestateinvestment Full article linked in comments.

"Fraud is on the rise, and real estate is not immune to these bad actors. More than $4.6 billion was lost in 2023 to fraudulent investments, more than any other category, according to the FTC. KYC verification is another major milestone on the path to setting the standard for what a safer and compliant investing experience looks like." - Matthew Attou, InvestNext Co-founder and Chief Product Officer At InvestNext, we believe that KYC/AML verification will one day be the new normal for real estate investing. As fraud becomes more prevalent across our industry, protecting your firm, your deals, and your investors has never been more important. That’s why we’ve launched integrated KYC/AML Verification for all sponsors on our platform. Without KYC/AML, sponsors risk: -> Fines, penalties, and lost investor trust due to bad actors. Once trust is gone, it can be nearly impossible to recover.  -> Deals thrown off track due to issues that could have been detected before a high-risk investor became attached to the deal.  -> Funds frozen during an active investigation, impacting timelines and relationships with other investors. InvestNext’s KYC is designed to reduce your risk while maintaining a smooth, friction-free experience for your investors - so you can onboard investors securely and capture investments quickly. Check out the full announcement using the link in the comments! #CRE #compliance #KYCAML #InvestNext

"From our vantage point, incorporating fund structures into existing syndication strategies is becoming a key differentiator for adaptability and diversification. This approach is opening doors to raising more capital, creating a wider array of opportunities, and enabling rapid adaptation to market shifts." We're thrilled to announce a new market analysis piece from our CEO, Kevin Heras, in collaboration with Propmodo. As we put our recent fundraising trends whitepaper together, one insight that impacts many real estate GPs stood out: syndicators that adopt fund structures into their strategy will be able to access and deploy capital quickly. Follow the link in the comments to read the full analysis. 

We’re proud to have helped Wasatch Energy Management transform their investor relations process and reduce administrative workloads by 90%. Prior to partnering with InvestNext, Wasatch struggled with time-consuming, manual investor management tasks—fielding 5+ routine service calls daily, manually tracking investor documents, and calculating complex distributions by hand. These inefficiencies hindered their ability to scale and focus on deepening investor relationships. By centralizing investor data and automating these processes with InvestNext, Wasatch cut service calls to near zero and reallocated valuable staff time to strategic initiatives. They also grew their investor base by 50%, all while maintaining a high-touch approach to investor care. Learn how Wasatch transformed their operations and positioned themselves for continued growth. Link to the full story in the comments #FundManagement #OilAndGas #InvestorExperience

Over the last eight years, we've refined our waterfall calculation and distribution tools to address a persistent and critical real estate investment management need. As someone with firsthand experience with manually calculating complex waterfalls, our Content Marketing Manager, Justin E., reflects: “Waterfall and distribution calculations are an essential yet tedious and essential part of working in real estate. From my experience working at big firms earlier in my career, I wish I had access to InvestNext then. It would have cut days off my workload and provided accuracy and stability so that my team and I could be more efficient and lose less sleep.” Unlike any other solution on the market, we offer a completely integrated system for waterfall calculation, distribution, and in-platform funding. You can send distributions to your investors with a customized message immediately, all within one platform. Our platform helps you understand your operating agreements, calculate distributions quickly and efficiently, and avoid the pitfalls of broken Excel sheets or piecemeal solutions. Ready to transform your waterfall distribution process? Learn how InvestNext can streamline your operations, impress investors, and keep you ahead in this complex landscape. Link to the full article in the comments below. #CRE #WaterfallCalculation #RealEstateInvestment