Investor Portal Help

Here's where you'll find everything you need to know to help you make Mackersy Property's Investor Portal work for you.
Below, you'll find some common questions, as well as help guides. If you can't find the answer to your question, please email us at or phone on 03 450 9540.

Question & Definitions

  • The new online portal offers an improved investor experience. You’ll be able to access your account to view your current investment portfolio, invest in new offers, and update your details online.

    Rest assured, your data will be securely stored in accordance with internationally recognised data and security protection management systems, which are audited annually.

    The new portal will mean:

    • You will have access to your personal details, investments you’ve committed to, and your monthly distribution payments.
    • Easy access to an investment's key metrics, including unit price, value, NAV (net adjusted value), occupancy, WALT and gearing, which will be updated annually.
    • All new offers will be promoted through the portal with access to the data specific to that investment. You will also be able to apply for an allocation of units online without the need to print, sign, scan, and email applications back.
    • Automated emails will flow back to you when you register units, pay funds and when units are allocated. This will keep you informed along the investment journey.
    • Security. Storing your data and completing your documentation online means less manual email, scanning and photocopying transfer of important information. Your data is stored in accordance with ISO27001 compliance standards with hardened web security and encryption, and all access to your data is recorded and audited.
    • Further work on access to a secondary trade platform will be available in time.
  • The portal forms part of Mackersy Property’s investment management system, which is run by Caruso. 

    Caruso is a New Zealand fund management software business created to improve operational efficiencies in the investment management industry. With the ability to integrate with other software platforms, Caruso enables a streamlined approach to data integrity and accessibility, providing investors with accurate and efficient information about their investments. Based in Auckland and Sydney, Caruso’s developers and designers are focused on revolutionising how investments are accessed, experienced and managed by providing powerful, modern and automated tools that use industry best practices. Caruso combines enterprise-grade security features with regular external audits to ensure data is always protected.

  • Don’t worry if you forget your username or password! Simply click the "Forgot username or password" and follow the instructions.

    View the 'Forgot your Password' video guide here.

  • You can update some of your personal details directly in the portal. 

    If you can’t update the details that you need to, you can update them by emailing and we'll update them for you.

  • The portal is able to send you a number of emails directly with updates on your investments. These look a little different from the usual communications from Mackersy Property, but they will still come from the email address "" 

  • Total Assets of the issue as shown in the balance sheet of the latest financial statements.

  • Total Equity of the issue as shown in the balance sheet of the latest financial statements. The calculation adjusts the total equity of the fund as at the most recent financial year end by adding back any applicable shareholder current account balances.

  • In your "Holdings", there is a table that outlines your investment holdings. 

    The Committed Capital and Contributed Capital columns will show the same amount, as these figures are what was originally contributed to the fund or investment at inception. 

    If you have sold any units or shares in a fund or investment, the proceeds will be reflected in the Capital Returned column.

Help Guides