Investment Management Trends

Streamline collaboration with your investors

How Investor Portals Streamline Collaboration with Your Investors and Why It Matters Now 

Investor portals are essential tools in enhancing the investor experience by providing a one-stop hub for all operations.
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Investor Onboarding in One Platform

Investor Onboarding Without the Bottlenecks: How a Unified Platform Accelerates Subscriptions 

Manage the entire investor onboarding process, from identifying opportunities to signing the subscription agreement on a single platform.
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Top features for Real Estate Investor Portals

10 Top Features to Look for in a Real Estate Investor Portal  

Discover the top must-have features for real estate investor portals to enhance investor relations, communications and efficiency.
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Simplify GP-LP Connections - Cap Stack Episode 3

How Technology Strengthens Relationships Between Real Estate GPs and LPs

Discover how real estate firms leverage technology to connect with investors, meet evolving LP expectations and reach capital-raising goals.
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How to Calculate the Net Operating Income (NOI) in Real Estate: Formula & Examples 

Discover how to calculate net operating income (NOI) in real estate with a clear formula and examples for more informed investment decisions.
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real estate investment software to replace spreadsheets

Spreadsheets vs Dedicated Software: Why Real Estate Firms Are Switching 

Replace spreadsheets with a specialized investment management solution to reduce operational costs, minimize errors and improve efficiency.
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How to Simplify Real Estate Investor Reporting 

Streamline real estate investor reporting workflows to save time, enhance efficiency and secure a competitive edge in capital raising.
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Close Periods Faster and Simplify Reporting with Automated Consolidations 

Yardi Investment Accounting helps you close your books faster and simplify financial reporting by automating consolidation workflows.
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investor communication

How Tailored Communication Can Attract More Investors

Discover how tailored communication can strengthen investor relations and lay the groundwork for a successful capital-raising process. 
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5 Key Takeaways from CBRE’s Report on Back-Office Lift-Outs in Real Estate 

Lift-outs provide real estate firms access to expertise and resources while still allowing them to retain their technology and own their data.
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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.