
Joel Nelson | January 22, 2024
Posted in: Investment Management Trends, Investment Manager
Ready for Success? See the Yardi Investment Suite
Why are many leading real estate investment managers increasingly turning to the Yardi Investment Suite? Because this end-to-end solution delivers:
- Efficiency through automation: Automation reduces double entry from timesheets and disparate data systems. It also enables investors to access reports and forms wherever and whenever they want. Automation factors into increasing portfolio size without adding staff. Yardi Investment Manager, an element of the suite, automates subscription agreements through e-signature, capital calls and distributions.
“The Investment Suite makes life easier for our real estate investment team, and thus our clients, by eliminating the need to integrate and validate data from multiple sources.”
Joe Biddle, Director of IT, ABR Capital Partners, a Baltimore-based real estate investment manager
Another example of efficiency comes from Holladay Properties. The full-service commercial real estate firm in South Bend, Ind., saw a five-fold increase in its investor base in five years. Keeping pace with that growth required greater efficiency in every area of the company’s business – which the Yardi Investment Suite enabled. “We not only succeeded in satisfying all client expectations. And we did it without needing additional staff,” notes Wills Gardner, Holladay’s director of capital planning.
- Success through centralization: Centralizing all communication, transactions and opportunities on the Yardi Investment Suite platform also serves to simplify the investment lifecycle.
“We use Yardi Investment Manager to call capital, make distributions through waterfall promote structures and eliminate manual tracking of capital activity.”
Scott McGinness, CFO, Cohen Asset Management, a Los Angeles-based private real estate investment company
McGinness continued: “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.”
- All information — when investors want it. When real estate investment clients ask for information, they don’t want to be kept waiting. Yardi Investment Manager enables immediate satisfaction with self-service access to current documents, reports and metrics through a branded portal. Once again, there are no more spreadsheets, manual tracking of activities or back-and-forth calls and emails. Investors gain confidence with errors eliminated and vital information easily accessed.
“Our investors compliment us all the time on how easy it is to see distributions, ROI and asset operations in one place.”
Joe Anfuso, CFO, MG Properties Group, a San Diego-based fully integrated real estate company
Learn more about the value of a software system that simplifies tasks for your team, builds relationships with your investors and provides full transparency throughout the real estate investment lifecycle. Discover the Yardi Investment Suite.
Recent Posts
Similar Articles
Yardi Investment Manager Integration with Microsoft Outlook
Integrating Yardi Investment Manager with Microsoft Outlook enhances investor relations by tracking all email communications in one place.
LEARN MORESimplify 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.
LEARN MOREInvestor 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.
LEARN MOREYardi 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.
LEARN MORE