Why Yardi Investment Suite
A complete set of tools to manage the entire real estate investment lifecycle for companies of any size and ownership structure
Connected Platform From Investor to Asset Operations
Leverage the only connected investment management suite that automates complex processes and ensures transparency from investor to asset operations
Flexible solution, growing with your business
From investor portals to investment and debt accounting, our platform’s adaptability ensures scalability for businesses of all sizes.
Investor to lease data in one system
Provide visibility and data consistency from investor to asset operations, eliminating the need to shift data between systems.
Over 20 years of real estate innovation
Harness over two decades of experience focused on continuous innovation for real estate ownership processes.
“Being able to answer investor questions immediately has impressed our clients.”
- JOE ANFUSO, Chief Financial Officer, MG Properties Group
Core Products
Provide visibility into investment positions and enhance communications with investor portal software.
Manage debt, eliminate spreadsheets and centralize data across your portfolio with a single connected solution.
Simplify complex financial processes and provide full transparency from investor to asset.
Provide complex calculations and real-time transparency to investment, financial and operational metrics.
Connected Solutions
The Yardi Investment Suite is part of the Yardi connected solutions of real estate software for property management, asset management, energy and more.
Why Partner With Yardi?
EFFICIENCY
Take on more investors
Make distributions faster
Leverage existing staff
TRACK RECORD
Continuous innovation
Product delivery
Listen to our clients
STABILITY
Consistent ownership
Long-term focus
Client relationships
CONNECTIVITY
Fully integrated
No reconciliation
One version of the truth
How we help our clients
"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, and Investment Manager helps us meet them fully.”
- Wills Gardner, Director of Capital Planning, Holladay Properties
“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 CFO, Cohen Asset Management
“Debt Manager dramatically streamlined our mortgage payment workflows. Invoices from accounts payable are routed straight to the capital markets department for verification and approval.”
- Richard Torcasio, Software Engineer, Uniland Development Company
“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
“MG Properties Group expanded its investor base by more than 350% after adopting the Yardi Investment Suite.”
- Joe Anfuso, CFO, MG Properties Group
“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
“Yardi's Investment Suite has revolutionized how we manage our real estate investment. It simplified our reporting process, improved investor communication and built stronger relationships. It has saved us tremendous time and effort and allowed us to focus on growing our business.”
- Andrew Kranich, Director of Acquisitions, Skye Property 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
Yardi Investment Suite is trusted by
FAQ
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