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Trends in Investor Reporting

Published bi-annually since 2015

Welcome to the Trends in Investor Reporting study, an 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.

The study aims to measure the fund compliance with the INREV Guidelines across the Reporting, Property Valuation, INREV NAV, Fee and Expense Metrics, Performance Measurement and Sustainability modules as well as a separate Investment Manager Profile section.

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Trends in Investor Reporting 2021

Published on 07 Dec 2021

Infographic Trends in Investor Reporting 2021 - Infographic
Report Trends in Investor Reporting 2021
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The 2021 INREV Trends in Investor Reporting study shows record compliance with INREV Guidelines, driven by increased adoption and focus on reliable reporting. The report also highlighted ESG as a key priority for investment managers, with a separate ODCE section for added transparency. 

  • The study shows an aggregated average compliance of 90% across the modules, a considerable improvement from 2019 (85%)  
  • Compliance with the Sustainability Reporting section of the Reporting module (85%) showed continued improvement compared to 2019 (73%), indicating that most participants report their ESG objectives and/or strategy  
  • Open End Core European Institutional non-listed real estate funds (ODCE Index funds) represented approximately 25% of total participants, with their average compliance score being in line with the overall sample (90%). 
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