# Investor Portal #### 9.1 Investor Dashboard The investor dashboard provides a comprehensive view of your investment activity: **Dashboard Widgets:** * **Portfolio Summary**: Total invested, current value, returns * **Active Investments**: List of projects you've invested in * **Recommended Projects**: Personalized project recommendations based on your investor profile * **Recent Activity**: Transaction history and project updates * **Upcoming Distributions**: Scheduled dividend/distribution payments #### 9.2 Browsing Projects **Accessing the Marketplace:** 1. Navigate to **Marketplace** or **Projects** 2. View all approved (live) projects **Project Listing Features:** * **Grid or List View**: Toggle between visual grid and detailed list * **Search Bar**: Search by project name, location, asset type * **Filters**: * Asset class (Real Estate, Infrastructure, etc.) * Property type (Office, Retail, Residential, etc.) * Minimum investment range * Target IRR range * Location/jurisdiction * Investment term * **Sort Options**: * Newest first * Ending soon * Highest IRR * Lowest minimum investment * Alphabetical **Project Preview Cards Show:** * Hero image * Project name and location * Target IRR and annual return * Funding progress (% funded) * Minimum investment * Days remaining * Quick stats (property type, investment term) #### 9.3 Viewing Project Details Click on any project to view comprehensive details: **Overview Tab** * Full project description * Location with map * Key highlights (bullet points) * Investment highlights * Exit strategy * Property/asset features **Financials Tab** * Purchase price * Appraised value * Expected exit value * NOI (Net Operating Income) * Cap rate * Target IRR * Target annual return * Investment term * Use of funds breakdown (visual chart) * Projected yield breakdown * Historical performance (if applicable) **Token Classes Tab** * Available token classes (e.g., Class A, Class B) * Price per token * Minimum and maximum investment * Voting rights * Transferability * Lockup period * Distribution frequency * Projected yield * Asset backing details * Secondary markets (if available) **Documents Tab** * Offering Memorandum * Subscription Agreement * Financial Reports * Property Appraisals * Legal Opinions * Other supporting documents * Download or view in-browser **Gallery Tab** * High-resolution property images * Virtual tour (if available) * Floor plans * Renderings * Video walkthrough **Location Tab** * Interactive map * Nearby amenities * Neighborhood information * Transportation access #### 9.4 Understanding Investment Metrics **Key Metrics Explained:** **IRR (Internal Rate of Return):** * The annualized return rate considering all cash flows * Higher IRR indicates better projected performance * Industry standard: 8-15% for real estate **Cap Rate (Capitalization Rate):** * NOI divided by property value * Indicates annual return based on income * Higher cap rate = higher income relative to price **NOI (Net Operating Income):** * Annual rental income minus operating expenses * Does NOT include debt service or capital expenses * Key indicator of property profitability **Target Annual Return:** * Expected return per year * May include income distributions + appreciation * Check if this is gross or net return **Investment Term:** * How long your capital is committed * Typical terms: 3-7 years for real estate * Consider your liquidity needs **Lockup Period:** * Period when tokens cannot be transferred/sold * Protects against early redemptions * Typical: 6-24 months #### 9.5 Making Investment Commitments **Prerequisites Before Investing:** * ✅ Complete investor discovery process * ✅ Have investor profile approved * ✅ Pass accredited investor verification (if required) * ✅ Complete KYC/AML verification * ✅ Link a wallet address **Investment Process:** **Step 1: Review Project Thoroughly** * Read offering memorandum * Review all financial projections * Understand risks * Consult with financial advisor (recommended) **Step 2: Select Token Class** * Choose which token class to invest in * Review terms specific to that class **Step 3: Specify Investment Amount** * Enter desired investment amount * System validates against min/max limits * Calculate number of tokens you'll receive * Review fees and total cost **Step 4: Review Legal Documents** * Read subscription agreement * Acknowledge risk disclosures * Sign electronically **Step 5: Make Payment** * Choose payment method * Transfer funds (bank wire, crypto, etc.) * Wait for payment confirmation **Step 6: Receive Confirmation** * Investment recorded on blockchain * Tokens allocated to your wallet * Confirmation email sent * Investment appears in portfolio #### 9.6 Managing Your Portfolio **Portfolio Dashboard Shows:** * All your active investments * Total invested capital * Current portfolio value * Realized and unrealized returns * Upcoming distribution schedule * Historical transactions **Per-Investment Details:** * Project name and image * Amount invested * Tokens held * Current value * Total return (%) * Distributions received * Next distribution date **Portfolio Actions:** * View transaction history * Download tax documents * Track distributions * Access project updates from issuers * Transfer tokens (if allowed and lockup expired) #### 9.7 Receiving Distributions **Distribution Types:** * **Income Distributions**: Regular cash flow from asset operations (rent, tolls, etc.) * **Capital Distributions**: Return of capital from asset sales or refinancing * **Liquidation Proceeds**: Final distribution at project exit **Distribution Process:** 1. Issuer declares distribution 2. You receive notification 3. Distribution is calculated based on your token holdings 4. Funds are transferred to your linked account 5. Transaction is recorded in your portfolio **Tax Reporting:** * Annual tax documents (1099, K-1, etc.) * Distribution breakdown by type * Downloadable from portfolio *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.treem.io/getting-started/investor-portal.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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