Case Study: Barratt Asset Management achieves automated, accurate waterfall distributions and saves over a month annually with Investor Management Services

Barratt Asset Management, uses IMS’s platform to automate their waterfall distributions, saving the team over a month of work every year

Barratt Asset Management, an Indianapolis-based owner and manager of more than $75 million in multi-family assets, was manually calculating investor distributions using growing Excel spreadsheets—a process that took 8–10 hours per asset, was error-prone, and limited their ability to scale. To solve this, Barratt turned to Investor Management Services and its IMS Platform to automate waterfall distributions and investor reporting.

Investor Management Services implemented the IMS Platform to audit historical data, automate waterfall rules, create distributions, and notify investors. The automation cut distribution processing from about 10 hours per project to minutes, saving the Barratt team more than a month of work annually, improving accuracy, providing a clean audit trail, and delivering real-time reporting and investor notifications.

Barratt Asset Management

Emilee Meyers

Director of Finance and Operations