Investment Management Software for Real Estate Owners, Managers and Investors
Increase investor satisfaction, automate complex ownership accounting and streamline debt management with the only investment suite fully connected with Yardi property management solutions.
Core products
Easily communicate with current and prospective investors and provide seamless access to investment metrics, documents, new investment opportunities and reports through a branded investor portal with the only product fully connected to Yardi solutions for full transparency and efficiencies.
Manage all aspects of real estate debt as a borrower with a solution connected to the power of the Yardi accounting platforms.
Account for all real estate ownership structures from the simple to the complex and automate manual processes with the industry-leading investment accounting solution.
Centralize and automate investor relations through a branded portal with Investment Manager
- Allow investors interactive access to published metrics, reports and key documents from the investment through to the asset
- Provide a deal room-like experience with existing and prospective investors for new investment opportunities
- Eliminate data transfer, reconciliations and data re-entry with a single connected source of the truth
- Manage all investor communications in one place providing efficiency and transparency across the organization
Manage Risk and simplify access to loan information with Debt Manager
- Provide visibility into all loans across the portfolio to key stakeholders
- Track critical dates of items due to lenders and their status
- Leverage asset-level data captured in Yardi for visibility into future potential covenant risk
- Analyze future interest expense by loan
Automate financial consolidations and account for any ownership structure with a powerful connected platform
- Close accounting periods faster by automating consolidations, eliminations and allocations rolling up from the assets through to investors
- Produce detailed investment and investor financial reporting
- 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 ownership structures
What clients are saying
"To be able to log in to Investment Manager for real-time access to quality data is priceless. We can see what trusts or entities a client has invested with, what actual investments those are in, and the returns they’re receiving has been incredible.”
- Scott McGinness, Principal and Chief Financial Officer, Cohen Asset Management
“Before Investment Manager, putting investor statements together used to take weeks once the financials were available from the accounting team. With Investment Manager automating processes for us, it takes about three or four days now.”
- Christie Parker, Chief Financial Officer, 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, Information Technology
“It simplified our reporting process, improved investor communication and built stronger relationships.”
- Andrew Kranich, Director of Acquisitions, Skye Property Management
“Everybody is always looking at the same information rather than tracking different spreadsheets.”
- Richard Torcasio, Software Engineer, Uniland Development Company
"Yardi Debt Manager expands the scope of what our employees can do because they’re not locked into one system for one function. They can add more value for our customers."
- Alex Droste, Global Real Estate Platform Leader, Alter Domus
"Yardi Investment Accounting gives us full transparency and efficient data processing. It has changed how we approach our real estate operations."
- Alex Droste, Global Real Estate Platform Leader, Alter Domus
“Closing our books used to be stressful with lots of overtime. With Investment Accounting, our accountants can wrap things up in days versus weeks. It’s really improved the quality of our work as well as everybody’s quality of life.”
- Scott McGinness, Principal and Chief Financial Officer, Cohen Asset Management
“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.”
- Joe Anfuso, Chief Financial Officer, 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
"Yardi's Investment Suite has revolutionized how we manage our real estate investments. It simplified our reporting process, improved investor communication and built stronger relationships. We can easily connect our back-end accounting to our front-end investor portal so our investors can always access real-time data. This has saved us tremendous time and effort and allowed us to focus on growing our business."
- Andrew Kranich, Director of Acquisitions, Skye Property Management
“The Investment Suite has helped our company operate as a virtually paperless operation, and that’s been great for us.”
- 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
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.