Investment Management
Investment Suite Overview
Complete solution to manage real estate investments
Manage your entire investment lifecycle with the Yardi Investment Suite. Automate operations with our comprehensive investment management tool

Trusted by companies of all types and sizes
One connected investment managment solution

Manage pipeline and track deal workflows
Streamline your real estate asset acquisition processes including deal analysis, due diligence and document collection.

Send current and prospective investors information on new opportunities
Leverage known investor profiles to streamline the subscription agreement process in a deal room like experience. Capture electronic signatures and track all communications and activities.

Oversee all asset and liability debt across your portfolio
Increase visibility into debt portfolio with a platform aligned with the collateral properties managed in Yardi Voyager. Automate complex debt ownership structures and loans with the integrated power of Investment Accounting.

Ensure your team is looking at the same data
Access risk by leveraging asset-level budget data. Track critical dates and monitor the status of key covenants, collaborate and assign tasks

Covenants and collateral
Access risk by leveraging asset-level budget data. Track critical dates and monitor the status of key covenants, collaborate and assign tasks

Automate complex loans and transactions
Streamline payments to leaders and billings to borrowers and post loan transaction to Voyager. Create loans at any level of ownership structure, manage debt funds and any type of investment structure.

Simplify complex financial processes and provide full transparency from investor to asset
Automate consolidations, eliminations and allocations to close accounting periods faster. Handle complex performance and fee calculations at any level. Generate detailed investment and investor financial reports using a scalable financial platform.

Automate time-consuming, complicated tasks and calculations throughout the ownership structure
Leverage a proven financial platform that can scale with your business. Close accounting periods faster and automate complex performance and fee calculations.

Designed to manage all ownership structures and for companies of any size
Replace spreadsheets for waterfall and promote structures. Configure any type of investment structure from partnerships to closed and open ended funds. Automate transactions including capital calls and distributions.

Manage a single source of truth
Eliminate data transfer, reconciliations and data re-entry with the only solution on the market connected to Yardi.

Gain real-time transparency to investment, financial and operational metrics
Track performance and gain transparency to investor and asset operations. Automate investor, investment and asset metric analysis.

Provide each user group with access to role-specific information important to them and their role.
Eliminate the need for custom programming with configurable dashboards based on layout, content and grouping. Simplify by creating role-based dashboards from portfolio analysis to each component of the ownership structure.

Compare complex investment returns and financial analysis to internal or industry benchmarks.
Compare investment or asset performance to benchmarks. Create on-the-fly analysis for simple or complex calculations including time-weighted returns, Internal Rates of Return (IRR) and equity multiples.

Provide self-service access through a branded portal
Deliver interactive access to investors of published metrics from investment through to the asset. Grant access to investors to download documents and reports.
Products

Improve investor relations
Investment Manager helps simplify collaboration, provide visibility into investment positions and enhance communications with a branded portal and CRM.

Eliminate spreadsheets & centralize data
Manage real estate debt as a borrower and as an investment across your portfolio. Increase visibility and simplify access to loan information.

Simplify complex financials
Eliminate manual processes and disparate systems to reduce close times and risk. Support any ownership structure and automate time-consuming, complicated tasks and calculations.

Optimize acquisition & disposition processes
Manage the investment deal pipeline, track activities and transition acquisitions into your portfolio. Improve decision making by centralizing the deal lifecycle.

Analyze real estate investments
Provide real-time transparency to investment, financial and operational metrics. Configurable dashboards ensure users within your firm have access to what’s important to them and their role.
Testimonials
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Joe DiSalvo
RXR Realty, LLC
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Richard Torcasio
Uniland Development Corporation
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Joe Biddle
ABR Capital Partners
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Matt Berlin
Paragon Real Estate Fund
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Joseph Anfuso
MG Properties Group
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Joseph Anfuso
MG Properties Group
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Christie Parker
ROCO Real Estate
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Scott McGinness
Cohen Asset Management
Improve team efficiency
With Yardi Investment Suite, we distribute over 1200 quarterly NAV statements to our investors and improve the production time for capital statements creating timesaving efficiency for our team.
Debt Manager eliminates spreadsheets and disparate data systems
Everybody is always looking at the same information rather than tracking different spreadsheets
Do more with less
Yardi Investment Suite means my team no longer needs to integreate and validate data from other sources.
Integrated investment managment
We don’t have to worry about mistakes from manually entering data into spreadsheets or whether disparate systems can communicate with each other about the same information.
Invest in technology and grow
The only way we could compete with the big institutional investors was by investing in technology that lets us operate more efficiently.
Increase investor confidence
Investors also have timely, convenient online and mobile access to information on distributions, returns and more through Yardi Investment Manager.
Create meaningful conversations
By being able to deliver information when it’s needed, we don’t have to follow up with the investor later, which is easier on both parties.
Resources
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