Investment Management
INVESTMENT ACCOUNTING
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.

Features

Streamline accounting processes
Close accounting periods faster by automating consolidations, eliminations and allocations. Automate complex performance and fee calculations. Provide detailed investment and investor financial reporting using a proven platform that can scale with your business.

Manage all types of ownership structures
Configure and manage any type of real asset investment structure, from partnerships to closed- and open-ended funds. Automate transactions including capital calls and distributions. Calculate and account for investment-related fees, partner transfers and other sophisticated processes associated with real estate structures.

Ensure data connections
Eliminate data transfer, reconciliations and redundant data entry 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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Christie Parker
ROCO Real Estate
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Joe Biddle
ABR Capital Partners
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Scott McGinness
Cohen Asset Management
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Joseph Anfuso
MG Properties Group
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Matt Berlin
Paragon Real Estate Fund
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.
Do more with less
Yardi Investment Suite means my team no longer needs to integreate and validate data from other sources.
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.
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.
Resources
Companies trust the Investment Suite to manage the investment lifecycle
FAQ
Yardi Investment Accounting is a comprehensive software solution designed for real estate investment management. It offers tools for real estate investment accounting, asset management, and investor relations, helping companies streamline their operations and improve efficiency.
Investment Accounting provides robust support for various real estate asset structures, including multifamily, office, retail, industrial and mixed-use properties. The software allows users to manage and track performance metrics, financials and operational data for each asset type.
Investment Accounting includes features such as general ledger, accounts payable and receivable, and financial reporting. It also supports consolidations, eliminations and distributions, ensuring accurate and compliant financial management for real estate investments.
Yes. Yardi Investment Accounting is equipped to handle complex consolidations and eliminations, making it easier to manage multiple entities and intercompany transactions. This ensures accurate financial reporting and compliance with accounting standards.
The software automates the calculation and distribution of returns to investors based on their ownership percentages and investment agreements. It provides detailed distribution schedules and tracks all payments, ensuring transparency and accuracy.
Absolutely. Yardi Investment Accounting is scalable and can handle large and diverse real estate portfolios. It offers comprehensive tools for portfolio management, performance tracking and financial analysis, making it ideal for both small and large real estate investment firms
The Yardi Investment Suite includes an investor portal that provides real-time access to investment performance, financial reports and distribution details. This transparency helps build trust and improve communication with investors.
Yardi provides extensive support and training resources, including online tutorials, webinars and customer support services. This ensures that users can effectively use the software and maximize its benefits for their real estate investment operations.
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Do more with innovative property management software and services for any size business, in every real estate market.