Real Estate Investor Relationship Management Software
Simplify collaboration, provide visibility into investment positions and enhance communications with branded investor portal and CRM.
Increase investor confidence and team efficiency
Investor Portal
Let your investors access what they need when they need it, increase transparency and track communications.
Automate Capital Raising
Send current and prospective investors information on new investment opportunities.
Connected Solution
Eliminate reconciling and moving data to other platforms.
Provide self-service access for your investors through a branded investor portal
- Allow investors interactive access to published metrics investment through to the asset
- Investors can view and download documents, reports and tax documents
- Investor profile information can be updated with approvals and no re-entry of information
- Collaborate with investors on new investment opportunities
Automate the subscription agreement process for new investment opportunities
- Provide a deal room like experience with existing and prospective investors
- Leverage known investor profile information for ease of document completion
- Capture electronic signatures without the need for an external platform
- Track all communications and activities for each opportunity
The only solution on the market connected with Yardi
- Send reports directly from Yardi to the portal without having to download and re-upload
- Publish property metrics and documents directly from Yardi Voyager or Breeze Premier
- Eliminate data transfer, reconciliations and data re-entry with a single source of the truth
- Approved updates from self-service investor profile change all necessary system records
What clients are saying
"We use Yardi Investment Manager to call capital, make distributions through waterfall promote structures and eliminate manual tracking of capital activity.”
- Scott McGinness, Principal and CFO, Cohen Asset Management
“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
“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
“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 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
“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 Suite.