Case Study: National Real Estate Advisors achieves streamlined reporting and reduced risk with MRI Software's Investment Central and Investor Connect

National Real Estate Advisors, LLC improves processes with MRI Investment Central and Investor Connect

National Real Estate Advisors, LLC is an SEC‑registered investment advisor based in Washington, D.C., managing a build‑to‑core open‑end real estate fund that invests in modern assets across major U.S. urban markets and across the capital stack. The firm needed a flexible investment-management solution to consolidate asset information across departments and reduce the risk and time burden of manual reporting.

National implemented MRI Investment Central and Investor Connect to centralize investment data, enable custom reporting, and publish investor statements and fund reports. As a result, teams across Asset Management, Accounting, Marketing and Investor Relations gained faster access to consistent, consolidated information, cross‑department communication improved, reporting became more efficient and flexible, and the reliance on manual reports — and associated error risk — was significantly reduced.

National Real Estate Advisors

Lauren Straskulic

Manager, Portfolio Reporting and Analytics