Report - A list of funds which have invested in properties

Jas S

• 28 July 2023 09:11

Is there a way to generate a report to find a list of super fund which are having the investment property?

0

• Official comment

  

  Christopher Banks

  • 01 August 2023 06:15

  Hi Jas,

  Thank you for reaching out to us.

  You can use analytical insights to determine which funds have a specific type of property, for example, Australian residential, and then download an excel spreadsheet with the list.
  
  Analytical Insights

  Thank you for the question and I hope the above answers your question.
• 

  Jas S

  • 02 August 2023 09:40

  Hi Christopher

  Thank you for your reply.

  I have tried it once but a report generated there shows the list of funds having property investment.

  But, Is there any way that I could see the property address as well?

  0
• 

  Christopher Banks

  • 03 August 2023 05:08

  Hi Jas,

  Thank you for the reply.

  The alternative is the Property summary report after you have changed the view from fund to global in Investments > Property dashboard.

  
  However, the property summary report only includes properties that have been added to the Property Dashboard. You can add existing properties to the dashboard if you have already created an account in the chart of accounts. However, you cannot add them via the global view, instead, you will need to add the properties via the dashboard in the fund view, meaning you will need to go into each fund with a property and add them to the dashboard.
  
  

  Thank you for the question and I hope the above answers your query.

  0

Please sign in to leave a comment.