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What Investors Can Expect After Investing with Avistone

By David Sheets | Oct 02, 2025

What Investors Can Expect After Investing with Avistone

At Avistone, we know that your investment is more than just capital — it’s a partnership built on trust, transparency, and performance. That’s why we’ve designed a clear, consistent communication and reporting process to keep you informed every step of the way. Here’s what you can expect after investing with us:

Regular Investor Communications

From the moment you invest, you’ll begin receiving timely updates about your property or fund. Our communications are designed to give you confidence that your investment is being managed with discipline and care.

  • Acquisition Updates: A welcome email and overview of the property or portfolio, including business plans and targeted returns.
  • Quarterly Reports: Detailed updates on occupancy, leasing activity, market conditions, property improvements, and financial performance.
  • Special Announcements: Notices on major events such as refinancings, sales, or significant tenant activity.

Transparent Reporting

We believe informed investors make stronger long-term partners. Our reporting is designed to be both comprehensive and easy to follow.

  • Quarterly Investor Reports: Delivered electronically, these include financial statements, operational highlights, capital improvements, and commentary on market outlook.

Distributions

One of the most important aspects of your investment is cash flow. Avistone distributes income directly to investors on a regular schedule.

  • Frequency: Typically, quarterly distributions, depending on the property or fund structure.
  • Direct Deposit: Distributions are sent electronically to your designated account.
  • Transparency: Each distribution is accompanied by a statement outlining the amount and source of funds.

Tax Documents (K-1s)

We make it easy to manage your tax reporting requirements.

  • Schedule K-1s: Delivered annually, typically by March 31st, detailing your share of income, deductions, and credits.
  • Secure Delivery: Documents are made available through our investor portal for safe and convenient access.
  • Support: Our team is available to answer questions and provide guidance for you and your CPA.

Investor Portal Access

Every Avistone investor has access to our secure, user-friendly online portal.

  • Document Repository: Quarterly reports, tax forms, and distribution statements all in one place.
  • Investment Performance: Real-time updates on your portfolio and individual holdings.
  • Communication Hub: Direct access to announcements and messages from our team.

Dedicated Investor Relations Team

Behind every report and distribution is a team committed to your success. Our Investor Relations staff is available to answer questions, clarify reports, and provide updates. Whether it’s a quick inquiry about distributions or a deeper discussion on strategy, we’re here to ensure you always feel connected to your investment.

The Avistone Advantage

When you invest with Avistone, you’re not just investing in properties — you’re investing in a proven process designed to generate income, protect capital, and deliver results. With consistent communication, disciplined reporting, timely distributions, and dedicated support, we work hard to make sure your investment experience is as rewarding as the returns we strive to deliver.