Case Study: Stockton Real Estate Advisors achieves secure, transparent investor communications with Nth Round

Stockton Real Estate Advisors Delights Investors With Nth Round

Stockton Real Estate Advisors, a 35-year Mid-Atlantic commercial real estate firm based in Philadelphia, faced the challenge of delivering timely, transparent and secure investor communications—particularly sensitive tax documents like K‑1s—during the pandemic. To protect confidential information and improve investor access, Stockton adopted the Nth Round Platform from vendor Nth Round as a central, secure investor portal.

Nth Round implemented a secure, 24/7 investor portal that centralizes current and historical documents, eliminated insecure email distribution of sensitive materials, and streamlined quarterly reporting. The Nth Round Platform drove exceptional initial adoption and positive investor feedback, strengthened transparency and reporting discipline, and gave Stockton Real Estate Advisors a competitive, trust-building advantage with measurable improvements in document access and investor confidence.

Stockton Real Estate Advisors

Jim Paterno

Founder