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.

Products

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    Investment Suite

    Manage your entire investment lifecycle with the Yardi Investment Suite.

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    Investment Manager 

    Simplify collaboration, track investments and improve communication with a branded CRM portal.

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    Investment Accounting

    Reduce period-end close times and risk by eliminating manual processes and disparate systems.

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    Debt Manager 

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

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    Performance Manager

    Provide real-time transparency to investment, financial and operational metrics.

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    Acquisition Manager

    Manage investment deal pipeline

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    Procure to Pay Suite 

    Go paperless and reduce manual tasks with an end-to-end procure to pay solution.

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    Bill Pay

    Reduce operational costs and increase efficiency by automating vendor payments.

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    CommercialEdge Deal Manager

    Accelerate and simplify your entire leasing process with Deal Manager.

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    Valuation Manager 

    Reduce errors and risk with accurate asset valuations based on lease and budget data.

Testimonials

  • Richard Torcasio

    Richard Torcasio

    Uniland Development Corporation

  • Joseph Anfuso

    Joseph Anfuso

    MG Properties Group

  • Scott McGinness

    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.

Save time and increase efficiency

Closing our books now takes days versus weeks.

FAQ

What is the Yardi Investment Suite?

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  

What are the main features of Yardi Investment Suite?

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.  

How does Yardi Investment Manager support investor relations?

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.

What are the benefits of using Yardi Investment Manager for investor relations?

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.

How much does it cost?

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.