Investment Accounting Software for Real Estate Ownership
Simplify complex financial processes and provide full transparency from investor to asset.
Reduce period-end close times and risk by eliminating manual processes and disparate systems
Automate Financial Consolidations
Automate time-consuming, complicated tasks and calculations throughout the ownership structure.
Account for Any Ownership Structure
Leverage a platform with over 20 years of experience accounting for real estate structures.
Single Powerful Connected Platform
Provide visibility from investor to asset using one platform and eliminate the need to move data between systems.
Simplify financial accounting processes
- Close accounting periods faster by automating consolidations, eliminations and allocations
- Automate complex performance and fee calculations at any level
- Leverage a proven financial platform that can scale with your business
- Produce detailed investment and investor financial reporting
Manage all types of ownership structures – from simple to complex for any size organization
- Configure and manage any type of real asset investment structure, from partnerships to closed and open ended funds
- Replace spreadsheets and leverage an auditable system for waterfall and promote structures
- Automate transactions throughout the ownership structure, including capital calls and distributions
- Calculate and account for investment-related fees, partner transfers and other complex processes associated with real estate structures
Full transparency – from investor to investment to asset operations
- The only investment management solution on the market fully connected with multiple Yardi solutions, including:
- Yardi Voyager Property Management for full transparency into asset operations
- Yardi Investment Manager for ease of communicating with investors
- Yardi Debt Manager to manage both investments in debt and loans at any level in the investment structure
- Promote data validity and governance with a single version of the truth
What clients are saying
"Yardi Investment Accounting is the only one-stop shop I’ve seen in the market.”
- Matt Berlin, CFO, Paragon Real Estate
“We can focus our resources on value-add activities now that manual processes and data interfaces are eliminated. We can react more quickly to requests with full confidence in the output, which helps us maintain trust with our investors.”
- Whitney Wolfe, Senior Manager, Accounting Operations, Unico Properties
“Yardi Investment Accounting has streamlined our review and risk management processes. That, in turn, helps us improve transparency for our clients. We can help them see what’s coming in their markets and what they need to do to stay ahead.”
- Alex Droste, Global Real Estate Platform Leader, Alter Domus
“All the work can be in the hands of the owners of the data — the accountants, the fund management team — can work directly with the data and can validate it.”
- Joe Biddle, Director of Information Technology, ABR Capital Partners
“The Investment Suite enables seamless integration between accounting and investment management in our fund and corporate accounting operations.”
- Joe Biddle, Director of Information Technology, ABR Capital Partners
“The company cut its quarterly distribution process from seven weeks to less than two weeks, saving hundreds of staff hours annually thanks to automated consolidation and distribution in Yardi Investment Accounting.”
- Joe Anfuso, CFO, MG Properties Group
“Having investment accounting and general ledger operations under one roof and being able to reallocate an investment entity to new entities automatically, for example, is a huge element of our growth plans.”
- Matt Berlin, CFO, Paragon Real Estate
“The integration of Investment Manager with Yardi Investment Accounting and other Yardi solutions provides a single source of information and eliminates merging inefficient and error-prone data systems.”
- Wills Gardner, Director of Capital Planning, Holladay Properties
“We realized that if we had a vertically integrated investment management system capable of generating faster, more transparent and comprehensive reporting, we could offer something new to our clients and the market in general.”
- Alex Droste, Global Real Estate Platform Leader, Alter Domus
Yardi Investment Suite is trusted by
The Connected Investment Management Solution
Manage the entire real estate investment lifecycle from investor portal, complex investment and debt accounting to performance management.
FAQ
Get answers to your questions about Yardi Investment Suite.