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Investor reviewing a monthly development report

Development management 07

Investor reporting

Know exactly where your money is, every month

Construction reports are written for engineers and contractors. Ours is written for the person whose money is at stake.

What you get

What we hand over to you

  1. 01

    A monthly written report with site photographs

  2. 02

    Forecast final cost and profit against the original appraisal

  3. 03

    A short call each month to go through it

The problem

The investor is the last to know

Investors often hear about trouble when it is already in the numbers.

The contractor reports progress, not money. The design team reports in terms that hide more than they reveal. Nobody puts the whole picture in one place for the person paying for it.

By the time an overrun reaches the investor, the decisions that could have prevented it have already been made by someone else.

What the report covers

Six answers, every month

Written so you can read it in ten minutes and act on it.

01

Progress

Work on site against the programme, with photographs.

02

Money spent

What has been paid to date and what it was paid for.

03

Money remaining

The cost to complete, set against the funds still available.

04

Changes

Changes agreed and changes pending, with their cost.

05

Forecast outcome

Forecast final cost and profit compared with the original appraisal.

06

Risks and decisions

The main risks, what is being done about them, and the decisions we need from you.

When you see a problem early, you have options. When you see it late, you have a bill.

Our position on reporting

The report can be shared with co-investors and aligned with what your lender’s monitoring surveyor needs, so everyone works from the same figures.

Reporting is also available on its own, for investors who already have a team and contractor in place but want an independent view of their money.

Delivery and cost control

Questions

Reporting, answered directly

Can the report go to my partners or lender?

Yes. It can be shared with co-investors and aligned with what your lender needs.

Is reporting available on its own?

Yes, for investors who already have a contractor and team in place.

How is it delivered?

As a written report each month, with a call to go through it if you wish.

Is the report independent of the contractor?

Yes. We report to you, not to the contractor or the design team.