Blog
June 17, 2026
Manual spreadsheets distort annualized returns when multiple capital calls, distributions, and timing mismatches collide. Here is the math behind the problem and a better way forward.
capital-calls
excel
investment-tracking
irr
lp-gp
portfolio-management
real-estate
xirr
(more...)
June 16, 2026
Most investors conflate paper returns with actual equity realized. This guide breaks down how to calculate true net realized equity by accounting for capital distributions, partial liquidations, and accurate hold-period metrics across a real estate portfolio.
irr
passive-investing
portfolio-analytics
real-estate
realized-equity
(more...)
June 15, 2026
A practical framework for passive investors to track how well a sponsor is executing against their original pro-forma projections over a 3-to-5-year hold, using realized cashflow data rather than sponsor narratives.
multiples
passive-investing
portfolio-analytics
pro-forma
sponsor-tracking
(more...)
June 14, 2026
A walkthrough of how one limited partner caught a GP distribution error by cross-referencing projected waterfall payouts against actual bank deposits — and why the tools you use to track cashflows determine whether you catch these mistakes at all.
cashflow
discrepancy
distributions
investment-tracking
irr
lp-gp
performance-monitoring
portfolio-management
private-equity
waterfall
(more...)
