Investment Management
PERFORMANCE MANAGER
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.

Features

Configure access to information
Avoid customizable programming with role-based dashboards from firm-wide portfolio analysis to each component of the ownership structure. Personalize dashboard layout, content and grouping. Allow access to run financial reports and custom-created reports as well as documents. Enhance collaboration and discussions with an integrated activity feed.

Create client-specific KPIs & metrics
Generate on-the-fly composite analyses for simple or complex calculations, including time-weighted returns, internal rates of return (IRRs), equity multiples and more. Compare investment and asset performance to industry or internal benchmarks. Drill into details to understand what’s driving your metrics. Leverage investment accounting, general ledger and budget data for any metric at any level.

Ensure Yardi connection
Promote data validity and governance with the only investment analysis solution fully connected with multiple Yardi solutions. All integrated modules are licensed separately.
FAQ
Performance Manager is a comprehensive tool designed for real estate investors to manage and analyze their portfolios. It offers advanced features for tracking performance, conducting complex real estate calculations and generating detailed reports.
Our software uses sophisticated algorithms to calculate the internal rate of return (IRR) for your real estate investments. This metric helps you understand the profitability of your investments by considering the time value of money.
Time-weighted returns measure the performance of an investment portfolio by eliminating the effects of cash inflows and outflows. Our software calculates time-weighted returns to provide an accurate assessment of your investment performance over time.
NCREIF, SOFR and internal benchmarks can be updated to compare your real estate investments against industry standards. This helps you evaluate the performance of your portfolio relative to the broader market.
The only investment analysis solution on the market fully connected with multiple Yardi solutions including:
Yardi Investment Accounting for analysis of investment metrics
Yardi Debt Manager to analyze loans at any level in the investment structure
Yardi Valuation Manager for insight into current valuation assumptions
Yardi Lease Manager for direct drill through from investment to lease
Yardi Construction Manager to access capital project risk and status
Yardi AssetIQ for full transparency into multifamily asset metrics.
Please note that all integrated modules must be licensed separately.
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