Analyze Real Estate Investments with Performance Manager
Provide real-time transparency to investment, financial and operational metrics.
Track investment performance through a dedicated system with complex calculations and 20+ years of expertise.
Configurable Dashboards
Provide information to each user group in your business, giving them access to what matters most for their role.
Definable Metrics
Assess portfolio performance with complex calculations, from returns to comparisons to internal or industry benchmarks.
Powerful Connected Platform
Gain full visibility from investor to asset, including drill-through to other Yardi modules.
Provide configurable access to information
- Leverage role-based dashboards from firm-wide portfolio analysis to each component of the ownership structure
- Enable user-configurable dashboard layouts, content and groupings without the need for custom programming
- Allow users access to run Yardi financial reports and create custom reports as well as documents
- Enhance collaboration and support informed discussions with an integrated activity feed
Analyze and monitor client-specific key performance indicators and metrics
- Create on-the-fly composite analysis using attributes for simple or complex calculations, including time-weighted returns, internal rates of return, equity multiples and more
- Compare investment and asset performance to industry or internal benchmarks
- Drill into details to understand what is driving a specific metric
- Leverage investment accounting, general ledger and budget data for any metric at any level of the ownership structure
The only product on the market connected to multiple Yardi solutions
- Provide a seamless user experience with the only investment analysis solution fully connected to Yardi solutions* including:
- Investment Accounting for analysis of investment metrics
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- Debt Manager for loan analysis at any level in the investment structure
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- Voyager for insight into current valuation assumptions
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- Construction Manager to access capital project risk and status
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- AssetIQ for full transparency into multifamily asset metrics
- Promote data validity with a single source of truth
* All integrated modules are licensed separately
What clients are saying
“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
“We have five times as many investors as we had five years ago. As we attract more investors and execute larger deals, we assume more reporting and tracking obligations. Investment Manager helps us meet them fully, which is more efficient for our staff and more satisfying for our investors.”
- Wills Gardner, Director of Capital Planning, Holladay Properties
“With the investor portal, our investors can access the information they want when they need it instead of me having to manually email or mail a hard copy of that information to them.”
- Christie Parker, CFO, ROCO Management
“Our staff doesn’t have to spend time assembling information from disparate sources, then preparing and distributing it. They can direct their energies to more productive activities such as researching investment opportunities and strengthening client relationships.”
- Scott McGinness, Principal and CFO, Cohen Asset Management
“MG Properties Group expanded its investor base by more than 350% after adopting the Yardi Investment Suite.”
- Joe Anfuso, CFO, MG Properties Group
“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 of Information Technology, ABR Capital Partners
“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.”
- Scott McGinness, Principal and CFO, Cohen Asset Management
Yardi Investment Suite is trusted by
The Connected Investment Management Solution
Manage the full real estate investment lifecycle - from investor portal access to complex accounting and performance tracking - in one platform.
FAQ
Get answers to your questions about Performance Manager.