The latest Trends in Investor Reporting Study 2024 reveals that aggregated compliance with the INREV Guidelines has reached 89%, highlighting consistent improvements in providing timely and relevant information to investors.
This stable compliance rate, compared to 90% in 2021, reflects steady adherence to reporting standards and sustained awareness and adoption of the newly revised INREV Guidelines across key modules.
Key highlights include:
- Reporting module: Compliance reached 86%.
- Sustainability module: Achieved the highest compliance at 98%, a significant improvement from 85% in 2021 for the recommended sustainability guidelines.
- Property Valuation module: Maintained one of the highest compliance levels at 97%.
- Performance Measurement module: Reported compliance stood at 86%.
- INREV NAV: Adopted by 91% of participating funds.
- Fees and Expense Metrics module: Compliance increased to 87%, up from 85% in 2021, including metrics such as TGER and REER.
- ODCE Index Funds: Represented approximately 30% of respondents.
We extend our gratitude to everyone who contributed to this year’s study.
Download the full report below.
Trends in Investor Reporting
Last updated on 04 Dec 2024
Trends in Investor Reporting aims to provide insight into current market practices in investor reporting across non-listed real estate vehicles investing in Europe, and specifically the extent to which reporting complies with the requirements and recommendations of the INREV Guidelines.