A complete, integrated solution to manage the real estate investment lifecycle

Power your investor portal, capital raising, CRM, investment accounting and debt management in one place with Yardi logo

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One connected solution for end-to-end investment management

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Adopted and proven by companies of all sizes and confident investors

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Over 20 years focused on continuous innovation for real estate ownership processes

Our products

Leverage industry-leading investment management solutions that adapt to your business needs

Easily communicate with current and prospective investors and provide seamless access to investment metrics, documents, new investment opportunities and reports through a branded investor portal with the only product fully connected to Yardi solutions for full transparency and efficiencies.

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Account for all real estate ownership structures from the simple to the complex and automate manual processes with the industry-leading investment accounting solution.

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Manage all aspects of real estate debt as a borrower as well as debt investments with a solution connected to the power of the Yardi property management and investment accounting platforms.

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Analyze complex investment metrics, create on-the-fly attribute-based composites and have informed discussions with asset operators with a real-time solution providing full visibility into performance metrics from investor to lease.

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850K+
Financial Entities
300K+
Investors
$170B+
Loans Managed
Yardi

Connected Solution

The Yardi Investment Suite is part of the Yardi connected solution of real estate software for property management, asset management, energy and more.

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Flexible solution that grows with your business.

Developed for real estate organizations of all types and sizes. Easily add functionality as your needs change and increase efficiencies.

Single connected platform to make better, faster and more informed decisions.

Automate the entire real estate investment management lifecycle. Provide full transparency from investor to asset operations with a single version of the truth.

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What clients are saying

"To be able to log in to Investment Manager for real-time access to quality data is priceless. We can see what trusts or entities a client has invested with, what actual investments those are in, and the returns they’re receiving has been incredible.”

- Scott McGinness, Principal and Chief Financial Officer, Cohen Asset Management

“Before Investment Manager, putting investor statements together used to take weeks once the financials were available from the accounting team. With Investment Manager automating processes for us, it takes about three or four days now.”

- Christie Parker, Chief Financial Officer, ROCO Management

“Our team members don’t have to involve themselves in making sure data gets transferred correctly. Our investors, internal accountants and fund managers don’t have to request data from us – they can easily get it online from Investment Manager without going through anybody.”

- Joe Biddle, Director, Information Technology

“It simplified our reporting process, improved investor communication and built stronger relationships.”

- Andrew Kranich, Director of Acquisitions, Skye Property Management

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

- Richard Torcasio, Software Engineer, Uniland Development Company

"Yardi Debt Manager expands the scope of what our employees can do because they’re not locked into one system for one function. They can add more value for our customers."

- Alex Droste, Global Real Estate Platform Leader, Alter Domus

"Yardi Investment Accounting gives us full transparency and efficient data processing. It has changed how we approach our real estate operations."

- Alex Droste, Global Real Estate Platform Leader, Alter Domus

“Closing our books used to be stressful with lots of overtime. With Investment Accounting, our accountants can wrap things up in days versus weeks. It’s really improved the quality of our work as well as everybody’s quality of life.”

- Scott McGinness, Principal and Chief Financial Officer, Cohen Asset Management

“The company cut its quarterly distribution process from seven weeks to less than two weeks, saving hundreds of staff hours annually thanks to automated consolidation and distribution.”

- Joe Anfuso, Chief Financial Officer, MG Properties Group

“With Yardi® Investment Suite, we distribute over 1,200 quarterly NAV statements to our investors and improve the production time for capital statements, creating timesaving efficiency for our team.”

- Joe DiSalvo, SVP, Corporate Controller, RXR Realty

"Yardi's Investment Suite has revolutionized how we manage our real estate investments. It simplified our reporting process, improved investor communication and built stronger relationships. We can easily connect our back-end accounting to our front-end investor portal so our investors can always access real-time data. This has saved us tremendous time and effort and allowed us to focus on growing our business."

- Andrew Kranich, Director of Acquisitions, Skye Property Management

“The Investment Suite has helped our company operate as a virtually paperless operation, and that’s been great for us.”

- Joe Biddle, Director of Information Technology, ABR Capital Partners

“The Investment Suite enables seamless integration between accounting and investment management in our fund and corporate accounting operations.”

- Joe Biddle, Director of Information Technology, ABR Capital Partners

Yardi Investment Suite is trusted by

The Connected Investment Management Solution

Manage the entire real estate investment lifecycle from investor portal, complex investment and debt accounting to performance management.

FAQ

Get answers to your questions about Yardi Investment Suite.

Yardi Investment Suite is a fully connected platform designed for organizations needing real estate investment management to manage their investments, investors and even assetsThe 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.