Investment Suite Overview

Complete solution to manage real estate investments

Manage your entire investment lifecycle with the Yardi Investment Suite. Automate operations with our comprehensive investment management tool

Trusted by companies of all types and sizes

One connected investment managment solution

Manage pipeline and track deal workflows

Streamline your real estate asset acquisition processes including deal analysis, due diligence and document collection.

Products

Improve investor relations

Investment Manager helps simplify collaboration, provide visibility into investment positions and enhance communications with a branded portal and CRM.

Eliminate spreadsheets & centralize data

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

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.

Optimize acquisition & disposition processes

Manage the investment deal pipeline, track activities and transition acquisitions into your portfolio. Improve decision making by centralizing the deal lifecycle.

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.

Testimonials

  • Joe DiSalvo

    Joe DiSalvo

    RXR Realty, LLC

  • Richard Torcasio

    Richard Torcasio

    Uniland Development Corporation

  • Joe Biddle

    Joe Biddle

    ABR Capital Partners

  • Matt Berlin

    Matt Berlin

    Paragon Real Estate Fund

  • Joseph Anfuso

    Joseph Anfuso

    MG Properties Group

  • Joseph Anfuso

    Joseph Anfuso

    MG Properties Group

  • No Avatar Photo

    Christie Parker

    ROCO Real Estate

  • Scott McGinness

    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.

Debt Manager eliminates spreadsheets and disparate data systems

Everybody is always looking at the same information rather than tracking different spreadsheets

Do more with less

Yardi Investment Suite means my team no longer needs to integreate and validate data from other sources.

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.

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.

Increase investor confidence

Investors also have timely, convenient online and mobile access to information on distributions, returns and more through Yardi Investment Manager.

Integrated investor portal

What used to take me weeks not only takes a few days.

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

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