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Investment Manager
Improve investor relations
Investment Manager helps simplify collaboration, provide visibility into investment positions and enhance communications with a branded portal and CRM.
Features
Provide self-service access for your investors
Give investors interactive access to published metrics — from the investment through to the asset — via interactive dashboards and downloadable documents and reports. Eliminate the repeated entry of investor profile information with a self-service portal.
Automate the subscription agreement process
Streamline onboarding and collaboration on new investment opportunities through fully digital subscription workflows. Track communications and activities for each opportunity in a deal room environment.
Ensure data connections
Eliminate data transfer, reconciliations and redundant data with the only solution connected to Yardi. Publish property metrics and documents directly from Yardi Voyager or Breeze Premier.
Testimonials
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Joe DiSalvo
RXR Realty, LLC
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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.
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
Companies trust investor relations with Investment Manager
FAQ
An investor portal is a secure online platform that allows investors to access and manage their real estate investments. It provides features such as portfolio tracking, document management and communication tools to streamline the investment process.
Yardi Investment Manager facilitates real estate capital raising by providing a centralized platform for showcasing investment opportunities, managing investor communications, automating subscription steps and processing commitments. This helps streamline the fundraising process and enhances investor engagement.
Our investor portal includes CRM features such as contact management, automated communication workflows and investor relationship tracking. These tools help you maintain and strengthen relationships with your investors.
Security is a top priority for our investor portal. We use advanced encryption and secure login protocols to ensure that your investment data and personal information are protected.
Yes. Investment Manager is fully optimized for mobile devices, allowing you to manage your investments on the go. You can access all features and functionalities from your smartphone or tablet.
Investment Manager allows you to generate various reports, including investment performance summaries, distribution reports and tax documents. These reports can be customized to meet your specific needs.
Investment Manager provides real-time access to your investment performance data. You can view detailed metrics, historical performance and projected returns, helping you make informed investment decisions.
Yes. The investor portal includes communication tools that allow you to connect with your investors and their approved advisors to share insights and collaborate on investment opportunities.