Partners
Mergercast Partners
Mergercast Partners Investor Portal: Your Gateway to Multifamily Investment Success
Welcome to the Mergercast Partners Investor Portal—your comprehensive platform for managing and monitoring your multifamily real estate investments. We've designed this secure, intuitive portal to provide you with complete transparency and real-time access to your portfolio performance, investment opportunities, and critical financial information.
As a valued partner, you deserve seamless access to the insights and data that matter most. Our portal empowers you with professional-grade tools and reporting capabilities, ensuring you stay informed about every aspect of your multifamily investments. From performance analytics to distribution tracking, everything you need is at your fingertips.
Access Portal
Secure Login: Access Your Investment Dashboard
Enterprise-Grade Security
Your financial information deserves the highest level of protection. Our investor portal employs bank-level encryption, multi-factor authentication, and continuous security monitoring to safeguard your sensitive data. We utilize advanced SSL certificates and comply with industry-leading security standards to ensure your peace of mind.
Access your personalized dashboard from anywhere, anytime. Whether you're reviewing performance metrics from your office or checking distribution schedules on the go, our responsive platform delivers a seamless experience across all devices. Your login credentials are protected with state-of-the-art security protocols, and our system alerts you to any unusual activity.
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Enter Credentials
Use your secure username and password
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Two-Factor Authentication
Verify your identity with mobile code
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Access Dashboard
View your complete investment portfolio

Need Help Logging In? Contact our support team 24/7 at support@mergercast.com or call (555) 123-4567 for immediate assistance.
Portfolio Overview: Track Your Multifamily Properties and Performance
Gain immediate visibility into your entire multifamily portfolio with our comprehensive dashboard. Monitor key performance indicators, track property valuations, and analyze returns across all your investments in one centralized location. Our intuitive interface presents complex financial data in easy-to-understand visualizations, empowering you to make informed decisions quickly.
$47M
Total Portfolio Value
Combined equity across all properties
12.4%
Average Annual Return
Year-over-year performance
23
Active Properties
Multifamily units under management
94%
Occupancy Rate
Across entire portfolio
Real-Time Performance Metrics
Our dashboard updates continuously, providing you with current occupancy rates, rental income trends, and expense ratios. Track net operating income (NOI) and cash-on-cash returns for each property, with historical comparisons to identify trends and opportunities. Customizable date ranges allow you to analyze performance across any timeframe.
Property-Level Insights
Drill down into individual properties to view detailed financials, unit-level data, and market comparisons. Understand how each asset contributes to your overall returns, with transparent reporting on operating expenses, capital improvements, and projected appreciation. Interactive charts make complex data accessible and actionable.
Investment Opportunities: Exclusive Deals and Market Insights
Access exclusive multifamily investment opportunities before they reach the broader market. As a Mergercast Partners investor, you receive priority access to our carefully vetted deals, complete with comprehensive financial models, market analysis, and risk assessments. Our team conducts extensive due diligence on every property, ensuring you see only the highest-quality investment opportunities.
Class A Properties
Premium multifamily assets in high-growth markets with strong demographics and proven appreciation potential.
Value-Add Opportunities
Strategic renovations and operational improvements that unlock significant equity upside through enhanced NOI.
Ground-Up Development
Build-to-core projects in emerging submarkets offering attractive risk-adjusted returns and long-term appreciation.
Current Offerings
Browse active investment opportunities with detailed investment memorandums, proforma financials, and market studies. Each opportunity includes projected IRR, equity multiple, hold period, and distribution schedules. Our transparent approach ensures you have all the information needed to evaluate each deal thoroughly before committing capital.
Market Intelligence
Stay ahead of market trends with our proprietary research and analysis. We provide regular updates on supply and demand dynamics, rent growth forecasts, and emerging market opportunities. Our team's deep expertise in multifamily real estate helps you identify where to deploy capital for optimal risk-adjusted returns.
Financial Reports: Quarterly Statements and Tax Documents
Access comprehensive financial reporting that keeps you informed and tax-season ready. Our portal provides detailed quarterly statements, annual reports, K-1 tax documents, and capital account summaries—all available for download 24/7. Each report is prepared by our experienced accounting team and reviewed for accuracy before publication.
Navigate years of historical financial data with ease. Our organized document structure allows you to quickly locate any statement or tax form, with intelligent search functionality and filters by property, date, or document type. All reports are available in multiple formats, including PDF and Excel, for your convenience and analysis needs.
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Quarterly Financials
Property-level income statements and balance sheets
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Annual Reports
Comprehensive year-end summaries and performance reviews
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Tax Documents
K-1s, 1099s, and all required IRS forms
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Capital Statements
Detailed capital account activity and distributions

Tax Season Support: Our team is available to answer questions and provide additional documentation your CPA may need. K-1 forms are typically available by March 15th each year.
Property Updates: Construction Progress and Milestone Reports
Stay connected to your investments with regular property updates and construction progress reports. For properties under renovation or development, we provide detailed milestone tracking, photo documentation, and video walkthroughs. Our transparent communication ensures you're always informed about the physical and operational status of your assets.
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Site Preparation
Foundation and groundwork completed Q1 2024
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Structural Build
Framing and exterior envelope in progress Q2 2024
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Interior Finish
Unit completion and systems installation Q3 2024
4
Lease-Up
Marketing and tenant placement Q4 2024
Visual Documentation
Experience your properties through high-quality photography and video updates. Our team captures progress at every stage, from ground-breaking to certificate of occupancy. Time-lapse videos, drone footage, and virtual tours bring you onto the site, no matter where you're located. These visual records become valuable historical documentation of your investment journey.
Operational Milestones
Track critical operational metrics including lease-up progress, occupancy milestones, and stabilization targets. Receive notifications when properties hit key performance indicators or require attention. Our proactive communication ensures you're never surprised, with early alerts about both opportunities and challenges that may impact performance.
Distribution History: Payment Tracking and Yield Analysis
Monitor every dollar of your investment returns with our comprehensive distribution tracking system. View complete payment history, analyze yield trends, and project future distributions based on property performance. Our platform provides transparent reporting on both preferred returns and profit splits, ensuring you understand exactly how your returns are calculated and distributed.
Our distribution dashboard breaks down payments by property and investment type, allowing you to see which assets are generating the strongest cash flow. Export detailed distribution reports for your personal financial planning or share with your wealth management team. Set up automatic distribution reinvestment options or schedule direct deposits to your preferred account.
8.2%
Quarterly Cash Yield
Average across portfolio
100%
On-Time Payments
Consistent distribution schedule
18.6%
Total Annual Return
Cash flow plus appreciation
Payment Schedule
View upcoming distribution dates and amounts across your entire portfolio. Our calendar integration allows you to sync payment schedules with your personal financial planning tools. Receive email notifications before each distribution, with detailed breakdowns of the calculation methodology and any adjustments for property performance or capital events.
Historical Analysis
Compare distribution performance across time periods and properties. Analyze how your yields have grown as properties stabilize and improve operations. Track the impact of capital improvements and rent growth on your quarterly distributions, with interactive charts showing trends and projections based on current market conditions.
Document Library: Legal Forms, Operating Agreements, and Resources
Access your complete investment documentation in one secure, organized location. Our comprehensive document library houses all legal agreements, operating documents, amendments, and investor resources. Every document is categorized, searchable, and version-controlled, ensuring you always have access to the most current information and historical records when needed.
From private placement memorandums to subscription agreements, loan documents to property management contracts—everything is at your fingertips. Our intelligent organization system groups related documents by property and transaction type, making it simple to locate specific information quickly. Download individual files or entire document packages with a single click.
Operating Agreements
  • LLC operating agreements
  • Partnership documents
  • Amendments and modifications
Legal Documentation
  • Private placement memorandums
  • Subscription agreements
  • Disclosure statements
Property Documents
  • Purchase agreements
  • Appraisals and inspections
  • Insurance certificates
Investor Resources
  • Educational guides
  • Investment strategies
  • Market research reports

Document Notifications: Receive automatic alerts when new documents are added to your library or when existing agreements are updated. All changes are tracked with detailed version history.
Market Intelligence: Industry Trends and Investment Research
Leverage our proprietary market intelligence to make informed investment decisions. Our research team continuously monitors multifamily markets nationwide, analyzing supply and demand dynamics, demographic trends, employment growth, and rent trajectories. This comprehensive market intelligence is available exclusively to Mergercast Partners investors, giving you a competitive edge in identifying opportunities and understanding risks.
Market Analysis
In-depth reports on primary and secondary markets with growth potential
Demographic Studies
Population trends, income levels, and renter profiles by market
Supply Pipeline
New construction tracking and competitive property analysis
Economic Indicators
Stay informed about macroeconomic factors affecting multifamily real estate. Our research covers interest rate trends, inflation impacts, employment data, and consumer confidence metrics. We translate complex economic data into actionable insights, helping you understand how broader market forces may impact your portfolio performance and future investment timing.
Industry Reports
Access quarterly market reports, annual outlooks, and special research publications. Our team synthesizes data from multiple sources to provide comprehensive market perspectives. Learn about emerging trends in multifamily investing, from build-to-rent strategies to technology integration in property management. These insights help you stay ahead of market shifts and identify new opportunities.
Contact Your Investment Team: Direct Access to Portfolio Managers
Your success is our priority, and direct access to our experienced investment team reflects that commitment. Whether you have questions about a specific property, need clarification on a financial report, or want to discuss new investment opportunities, our team is readily available. We pride ourselves on responsive, personalized service that treats every investor as a valued partner.
Portfolio Management
Connect with your dedicated portfolio manager for investment strategy, performance reviews, and property-specific questions. Schedule one-on-one calls or video conferences to discuss your portfolio in detail.
Investor Relations
Our investor relations team handles account questions, distribution inquiries, and document requests. They ensure your experience with the portal is seamless and that you receive timely responses to all inquiries.
Technical Support
Need help with portal access, password resets, or technical issues? Our support team provides prompt assistance to resolve any technical challenges you encounter with the platform.
Multiple Contact Options
Reach our team through your preferred communication channel—email, phone, or secure portal messaging. Submit inquiries directly through the portal's contact form, with messages routed automatically to the appropriate team member. We typically respond to all inquiries within one business day, and urgent matters receive immediate attention.
  • Email: invest@mergercast.com
  • Phone: (833) 896-4776
  • Office Hours: Monday-Friday, 8 AM - 6 PM MT
Educational Support
Beyond answering questions, our team provides educational support to help you maximize the value of your investments. Schedule consultations to review portfolio strategy, discuss market opportunities, or understand complex financial metrics. We're committed to empowering you with knowledge and insights that enhance your investment success.
Your Privacy and Security Matter
At Mergercast Partners, we take your privacy and data security seriously. Our comprehensive privacy policy outlines how we collect, use, protect, and share your personal and financial information. We adhere to the highest standards of data protection and comply with all applicable regulations to safeguard your sensitive information.
We employ industry-leading security measures including end-to-end encryption, secure data centers, regular security audits, and strict access controls. Your data is never shared with third parties without your explicit consent, except as required by law or necessary to provide our services. We maintain detailed logs of all system access and regularly review our security protocols to address emerging threats.
Data encryption in transit and at rest
Multi-factor authentication for all portal access
Regular third-party security assessments
Strict confidentiality protocols for all team members
Immediate notification of any security incidents
For complete details about how we protect your information and your rights regarding your data, please review our full privacy policy at mergercast.com/privacy. If you have any questions about our privacy practices or wish to exercise your data rights, please contact our privacy officer at privacy@mergercast.com.

Questions about privacy? We're transparent about our practices and happy to address any concerns. Contact us at privacy@mergercast.com or call (((833) 896-4776.