Case Study: KCB Real Estate achieves scalable fund administration and streamlined investor reporting with Juniper Square

KCB Real Estate Customer Spotlight

KCB Real Estate, a buy-and-hold control investor across core and niche income-producing assets, needed to scale as it prepared to launch its eighth investment vehicle. Their long-time boutique administrator was at capacity, raising concerns about maintaining response times, meeting financial and investor reporting deadlines, and supporting faster growth — so KCB set out to diversify its administrative relationships and brought in Juniper Square.

Juniper Square delivered fund administration services built on the same Juniper Square software KCB was already using, eliminating a system migration and preserving data integrity. That single-platform approach (fund accounting plus client portal), plus a larger support team and greater automation, made onboarding more efficient, streamlined reporting and investor communications, and reduced the risk of missed deadlines — outcomes KCB says give them confidence in the partnership as it scales.

KCB Real Estate