Build Stronger Real Estate Investor Relations
Do more than share information – strengthen collaboration among all investor stakeholders.
Meaningful Investor Connections With Yardi Investment Manager
Enhance communication and collaboration with your investors through a single, fully integrated real estate investor software
Investor Portal
Provide on-demand access to investment performance and information.
Capital Raising
Deliver timely, automated call notices to current and prospective investors.
Full Connection
Perform all investor relations from a single connected platform.
A branded portal gives your investors:
- Full insight into their investments through the asset level with on-demand metrics
- Documents and tax forms needed for reporting and compliance
- Simplified profile updates and approvals with no data re-entry
- Easy access to new investment opportunities
An automated subscription agreement process:
- Simulates a deal room for current and prospective investors
- Accelerates document completion with electronic signatures
- Maintains a complete record of communications and activities for each opportunity
The only investor relations solution connected with Yardi
- Send reports directly to investors with no downloading or re-uploading
- Publish property metrics and documents directly from Yardi Voyager or Breeze Premier, saving time and effort
- Eliminate cumbersome data transfer, reconciliations and data re-entry with a single source of the truth
- Keep system records up to date with changes through a self-service investor profile
What clients are saying
“Our investor relations team uses Investment Manager to publish documents to about 1,300 investors and their advisors, which is about 2,500 contacts.”
- Taylor Waldo, Director of IT Project Management, Prime Finance
“We have five times as many investors as we had five years ago. As we attract more investors and execute larger deals, we assume more reporting and tracking obligations. Investment Manager helps us meet them fully, which is more efficient for our staff and more satisfying for our investors.”
- Wills Gardner, Director of Capital Planning, Holladay Properties
“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
“With Yardi Investment Suite, we distribute over 1,200 quarterly NAV statements to our investors and improve the production time for capital statements, creating timesaving efficiency for our team.”
- Joe DiSalvo, SVP, Corporate Controller, RXR Realty
“With the investor portal, our investors can access the information they want when they need it instead of me having to manually email or mail a hard copy of that information to them.”
- Christie Parker, CFO, ROCO Management
“Our investors were clamoring for a portal, and we ultimately picked Investment Manager. We no longer have to upload data manually, which is a big timesaver and gets data instantly to investors. It’s been great for giving them visibility into their funds and having one place for their statements and tax documents.”
- Bailey Breish, CFO, Alturas Capital Partners
“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.”
- Scott McGinness, Principal and CFO, Cohen Asset Management
“MG Properties Group expanded its investor base by more than 350% after adopting the Yardi Investment Suite.”
- Joe Anfuso, CFO, MG Properties Group
“K-1 statements publishing was a very manual process that I would dread. Now, I can just take e electronic copies and publish them on the investor portal. I save myself about 80 hours of work every year and that’s fantastic.”
- Christie Parker, CFO, ROCO Management
“Our team members don’t have to involve themselves in making sure data gets transferred correctly. Our investors, internal accountants and fund managers don’t have to request data from us — they can easily get it online from Investment Manager without going through anybody.”
- Joe Biddle, Director of Information Technology, ABR Capital Partners
“By being able to deliver information when it’s needed, we don’t have to follow up with the investor later, which is easier on both parties.”
- Scott McGinness, Principal and CFO, Cohen Asset Management
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 Manager.