Investment Management
INVESTMENT MANAGEMENT SOFTWARE
Manage the real estate investment lifecycle
Get industry-leading investment management solutions that adapt to your business needs. Power your investor portal, capital raising, CRM, investment accounting and debt management in one place.

The Yardi Investment Suite is trusted by
Investment management solutions

Provide visibility into investment positions and enhance investor communications
Communicate with investors and provide seamless access to metrics, documents, opportunities and reports through a branded portal. Fully connected to Yardi solutions for transparency and efficiency.

Simplify complex financial processes and provide full transparency, from investor to asset
Reduce period-end close times and risk by eliminating manual processes and disparate systems. Account for any ownership structure and automate financial consolidations in one solution.

Eliminate spreadsheets and centralize data
Streamline real estate debt management by associating loans with managed collateral. Gain portfolio-wide loan visibility, track critical dates, monitor covenants and provide interactive reporting. Leverage data for risk insights and assign tasks collaboratively.

Provide real-time transparency to investment, financial and operational metrics
Calculate, analyze and share investment metrics. Gain real-time transparency into financial and operational metrics, create attribute-based composites and have informed discussions. Use role-based dashboards and configurable layouts for tailored insights and enhanced collaboration.

Manage pipeline of potential investment acquisitions with workflows and deal analysis
Enhance real estate investment processes with pipeline tracking, configurable data fields and entry templates. Manage workflows, assign tasks, track key dates, collect documents, integrate with SharePoint and import underwriting data. Create import templates and publish deals to an external data room for document sharing.
Products
Investment Suite
Manage your entire investment lifecycle with the Yardi Investment Suite.
Investment Manager
Simplify collaboration, track investments and improve communication with a branded CRM portal.
Investment Accounting
Reduce period-end close times and risk by eliminating manual processes and disparate systems.
Debt Manager
Manage real estate debt as a borrower and as an investment across your portfolio. Increase visibility and simplify access to loan information.
Performance Manager
Provide real-time transparency to investment, financial and operational metrics.
Acquisition Manager
Manage investment deal pipeline
Procure to Pay Suite
Go paperless and reduce manual tasks with an end-to-end procure to pay solution.
Bill Pay
Reduce operational costs and increase efficiency by automating vendor payments.
CommercialEdge Deal Manager
Accelerate and simplify your entire leasing process with Deal Manager.
Valuation Manager
Reduce errors and risk with accurate asset valuations based on lease and budget data.
Testimonials
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Richard Torcasio
Uniland Development Corporation
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Joseph Anfuso
MG Properties Group
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Scott McGinness
Cohen Asset Management
Debt Manager eliminates spreadsheets and disparate data systems
Everybody is always looking at the same information rather than tracking different spreadsheets
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.
FAQ
The Yardi Investment Suite is a fully connected platform designed for organizations needing real estate investment management to manage their investments, investors and even assets.
The software is suited for owner-managers, private equity, private debt, institutions, fund managers and administrators, general and limited partners, REITs, banks, insurance companies and family offices.
We help you manage your entire real estate investment strategy from a single connected platform. Get complete transparency for your investment portfolio from investment to asset. Manage complex investment, debt and ownership structures. Correspond, track and initiate investments with investors through a branded portal.
Yardi Investment Manager, part of our investment suite, is real estate investor software that provides investor CRM and branded portals designed specifically for investor relations. This allows teams to seamlessly share updates, performance insights and reports with investors. It also simplifies the onboarding process, building trust and transparency through secure communication.
Yardi Investment Manager enhances investor relations by enabling teams to centralize contacts, track investor activity and support seamless collaboration across investors, advisors, teams and other stakeholders. It makes it easier to manage a growing investor base while fostering stronger connections.
The Yardi Investment Suite has a range of products and functions: investor portal, investment accounting for complex distributions and debt management for liabilities or assets. Pricing will depend on the needs of your business. The solution is flexible and allows for single-stack deployment or can be implemented in phases as functionality is needed.
Please contact us to learn more about our pricing details or set up a quick product demo.
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