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. We did it without needing additional staff,” notes Wills Gardner, Holladay’s director of capital planning.

• Success through centralisation: Centralising 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.”

Flexible Access to Information

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. Therefore, eliminating the need for 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.