Simplify KYC/AML Compliance with Investment Manager 

By Timea Iancu | January 14, 2025

Investment Manager expands functionality to capture and store all essential investor data for KYC/AML compliance within a single platform. 

Investor Onboarding: From Opportunity to Subscription Agreement in One Platform 

By Timea Iancu | November 29, 2024

Manage the entire investor onboarding process, from identifying opportunities to signing the subscription agreement on a single platform.

Yardi Investment Suite Opens Efficiency for Closing Books 

By Joel Nelson | November 28, 2024

Yardi Investment Suite removes risk and manual tasks by automating multiple processes in period-end closing, leaving more time for core business operations.

Simplify KYC/AML Compliance with Investment Manager 

By Timea Iancu | January 14, 2025

Investment Manager expands functionality to capture and store all essential investor data for KYC/AML compliance within a single platform. 

Investor Onboarding: From Opportunity to Subscription Agreement in One Platform 

By Timea Iancu | November 29, 2024

Manage the entire investor onboarding process, from identifying opportunities to signing the subscription agreement on a single platform.

Yardi Investment Suite Opens Efficiency for Closing Books 

By Joel Nelson | November 28, 2024

Yardi Investment Suite removes risk and manual tasks by automating multiple processes in period-end closing, leaving more time for core business operations.

Latest Insights

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ROCO

Client Spotlight: ROCO Management

ROCO streamlines processes and enhances investor relations with Yardi Investment Manager to automate tasks and provide a self-service portal.
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Managing Investments: Connecting Operations in One Platform Leads to Success

Investors and managers increasingly opt for a single-connected platform strategy to avoid spreadsheets and other outdated tools.
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Client Spotlight: Cohen Asset Management

Yardi Investment Manager strengthens the company’s investor relationships and streamlines the organization with accurate communication.
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Yardi Investment Manager Enhancements Go Live

Yardi incorporates client input into new functionality that gives Yardi Investment Manager users more flexibility in managing and displaying data.
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Client Spotlight: Holladay Properties

Investment information is now housed in one system, allowing Holladay staff to quickly and efficiently answer investor inquiries.
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Client Spotlight: Alter Domus on Yardi Debt Manager

Yardi Debt Manager helps Alter Domus execute fund administration 15-20% more quickly, driving customer satisfaction.
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Executive Insights: Yardi IM Briefing

Executive Insights: Yardi IM Briefing

Real estate leaders discussed industry trends and Yardi solutions at the recent Yardi Advanced Solutions Conference in San Diego.
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Client Spotlight: Unico Properties

Unico satisfies investors with timely, reliable information and focuses more of its internal resources on value-add activities with automated investment management.
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Reducing risk

Reducing Risk: Yardi Investment Suite Report

What are the risks in the current real estate investment environment and how can investors protect themselves?
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Client Spotlight: Alter Domus on Yardi Investment Accounting

Yardi Investment Accounting has reduced Alter Domus' quarterly report processing time by over 50%, leading to superior investor service.
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  • All Articles
  • Debt Manager
  • Investment Accounting
  • Investment Management Trends
  • Investment Manager
Simplify KYC/AML compliance

Simplify KYC/AML Compliance with Investment Manager 

Investment Manager expands functionality to capture and store all essential investor data for KYC/AML compliance within a single platform. 
Read More
Investor Onboarding in One Platform

Investor Onboarding: From Opportunity to Subscription Agreement in One Platform 

Manage the entire investor onboarding process, from identifying opportunities to signing the subscription agreement on a single platform.
Read More
Close Accounting Periods Faster

Yardi Investment Suite Opens Efficiency for Closing Books 

Yardi Investment Suite removes risk and manual tasks by automating multiple processes in period-end closing, leaving more time for core business operations.
Read More
Manage debt risks with Debt Manager

How Debt Manager Helps Borrowers Mitigate CRE Debt Risks 

Tackle CRE debt risks seamlessly with a comprehensive debt management system specifically designed for real estate.
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Yardi Investment Suite Eliminates Financial Consolidation Errors and Risk

Yardi Investment Suite Eliminates Financial Consolidation Errors and Risk

Yardi Investment Suite completes real estate investment management financial consolidations with automation instead of cumbersome spreadsheets.
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Debt Management Strategies for Real Estate

8 Effective Debt Management Strategies for Real Estate  

Discover key debt strategies real estate borrowers use to maintain financial stability and ensure the success of their investments.
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Yardi Investment Accounting - Efficient Data Management with Less Risk

Yardi Investment Accounting: Efficient Data Management with Less Risk

Real estate investment managers are learning the benefits of replacing cumbersome spreadsheets and manual data compilation with Yardi Investment Accounting.
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The main types of real estate ownership structures

Understanding the Types of Real Estate Ownership Structures 

Real estate ownership comes in various forms, from partnerships and joint ventures to LLCs to cater to the diverse needs of investors.
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Allocate and Pay Distributions

Investor Distributions Made Easy with Yardi Investment Manager

The platform streamlines real estate investment management, enabling efficient distribution payments and comprehensive tracking.
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Streamline collaboration with your investors

How Investor Portals Streamline Collaboration with Your Investors   

Investor portals are essential tools in enhancing the investor experience by providing a one-stop hub for all operations.
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The Connected Investment Management Solution

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