AI Insight, the financial industry’s most trusted source for alternative investment product information and training, has expanded its online platform to include enhanced financial performance monitoring and reporting for public programs.
Applying similar standardized methods used for current reporting, AI Insight now provides ongoing, unbiased financial performance updates for public non-traded real estate investment trusts (REITs) and business development corporations (BDCs)––during and after the offering period. Performance updates are compiled using key financial information taken directly from quarterly and annual reports including items such as acquisitions and dispositions, assets, liabilities, cash flows, distribution coverage and leverage. A video outlining the major features of this service can be found by visiting //www.aiinsight.com/new-features/enhanced-performance-monitoring/.
AI Insight’s enhanced reporting allows broker dealers and financial advisors to quickly review summarized performance information for each public program on the AI Insight platform. Subscribers can also choose to run side-by-side program and industry-level performance comparisons similar to AI Insight’s popular alternative investment comparative reports feature.
“Monitoring program performance has become an increasing priority for the alternative investment industry,” said Sherri Cooke, AI Insight’s founder and chief executive officer. “Including standardized ongoing reporting on our platform directly relates to our objective of increasing efficiencies. By providing broker dealers and financial advisors easy access to consistent performance information, we simplify their ability to monitor the programs they are selling––all through an already familiar system.”