Welcome to your new Investor Portal.
The portal is designed to help you access and manage your investments. Read through the following sections to learn how to access information on each of your investments and download any associated documents within the portal. This Getting Started Guide is also available for download.
ACCOUNT ACTIVATION & SETUP
Claim Your Account
- Click the activation link in the email invitation you received and set your password
- Then, log in to your account using the email address that received the invitation email and the password you just set. Note: You can change to your preferred email after you login from My Account
Complete the Registration Process
- Review and update your account details
- Answer the Accreditation Question
- Submit and proceed
Review or Change Your Account Settings
To review your profile, change your password or give your consent for electronic communications go to My Account listed under your name in the top right corner and select one of the following tabs.
- Profile – update your contact information
- Electronic Consent – change your preferences to receive tax documents electronically or via mail
- Change Password
EXPLORE YOUR INVESTMENTS
To view your portfolio of investments go to My Investments from the top navigation bar.
- The charts show your investments By Asset Class and By Region
- Use the filters on each column to view specific properties, Investing Entities, etc.
- Each property has an Investor Room where you can access detailed information about the investment (see below)
- The Investment Details page is also available with more information on the offering (see below)
To review details of your investment in a specific property go to the Investor Room. This is accessible from My Investments underneath the listing for the specific property you’re interested in.
Within the Investor Room you can access emails and documents associated with that property and export those documents. Key details of your investment and the property offering are also shown here.
To access more detailed information on the offering go to the Investment Details page from My Investments underneath the listing for the specific property you’re interested in learning more about.
ACCESS YOUR DOCUMENTS
Review All Your Documents
- Select Documents from the top navigation bar
- This will show all of the documents associated with your investments
- Use the filters to select documents by type, year, property or investing entity
- To download your documents, go to the bottom of the page and select Download All Documents
Download Your Tax Documents
- Select Tax Documents from the drop down menu in the navigation bar
- This will show all of the tax documents associated with your investments
- Use the filters to select documents associated with specific years or investing entities
- To download all your tax documents, go to the bottom of the page and select Download All Documents
Review New Offerings
As new investment opportunities are posted, they will be available for your review under the Offerings tab in the top navigation bar. You will also be sent emails to alert you when new offerings are available for your review.