User Groups

AssetBase is real estate investment management software for fund managers, family offices and real estate investment groups. It is a collaborative tool for organizing and sharing real estate information, including documents, photos and videos, among interested parties. Uses include: remote due diligence and transaction support, investment tracking and virtual site visits.

Fund Managers

AssetBase was designed for fund managers to organize and share portfolio asset information with any interested party, and particularly its investors, lenders and local operating teams. AssetBase bundles a number of essential real estate technologies into an easy-to-use, cloud based ‘toolbox’ that is accessible for organizations of all sizes and complexity. Once property data is stored in AssetBase, periodic or transactional reporting, Q&A and virtual site visits can all be coordinated from the site. Investment / divestment opportunities can be presented, and due diligence reviewed remotely. AssetBase can also be used to coordinate with property managers and development/capex contractors. The features include:

Searchable database of all assets with key features
Photo, video and virtual property tour hosting
Virtual data room for recordkeeping, reporting and transaction report
Report generator and presentation tool
Collaborative chat, file sharing and Q&A area.

Family Offices

Real estate is a favored asset class for family offices as it provides a stable source of income and capital appreciation over the long term. In fact, more than half of family offices globally invest in real estate and/or derive income from leasing properties.

Family offices are increasingly looking to technology to improve their operations and better serve their clients. Complexity and cost are issues that have traditionally kept family offices from adopting new technologies. AssetBase has been specifically designed to be easy to implement and to use with a simple low-cost pricing structure.

By their nature, Family offices are often tasked with communicating with a geographically diverse set of clients. AssetBase provides a one stop cloud-based web application from which family members, managers and trusted third parties can access real time investment information. Family offices vary in the range and depth of information they wish to share. AssetBase can be used to host basic property information such as photos, maps and leasing materials, or it can be used for sharing in-depth financial reports, providing transaction support and legal document storage.

AssetBase bundles a number of essential real estate technologies into an easy-to-use, cloud based ‘toolbox’ for family offices. The features include:

Searchable database of all assets with key features
Photo, video and virtual property tour hosting
Virtual data room for recordkeeping, reporting and transaction report
Report generator and presentation tool
Collaborative chat, file sharing and Q&A area.

Real Estate Investment Groups (REIGs)

A REIG is a group of private investors who invest primarily in real estate by pooling money, knowledge, and/or time to acquire properties that generate income. AssetBase provides a platform for private investors to obtain and share information about their investments and potential investments. They can coordinate virtual tours of properties and can evaluate assets without having to physically visit. AssetBase can also be used to store information and documents about the REIG itself.
AssetBase bundles a number of essential real estate technologies into an easy-to-use, cloud based ‘toolbox’ for REIGs. The features include:
Searchable database of all assets with key features
Photo, video and virtual property tour hosting
Virtual data room for recordkeeping, reporting and transaction report
Report generator and presentation tool
Collaborative chat, file sharing and Q&A area.

Inherited Shared Interest In Real Property

Real Estate is often passed down to family members by way of inherited shared interests. AssetBase allows individuals to monitor properties that they have inherited with others. It provides a simple way for owners to view the status of their property, including any maintenance and repairs. Income, expense and budget information can be shared, and family members can be kept up to date regarding financial distributions or important investment decisions. AssetBase can be used as a collaborative tool for owners to communicate and share important documents. It is a simple, cost-effective cloud-based solution that replaces the need for group emails, stray spreadsheets and inconvenient conference calls. AssetBase can be used to manage a single shared asset or a whole portfolio of properties. Key features include:

Searchable database of all assets with key features
Photo, video and virtual property tour hosting
Virtual data room for recordkeeping, reporting and transaction report
Report generator and presentation tool
Collaborative chat, file sharing and Q&A area.