REAL ESTATE INVESTMENT

Connected intelligence across the entire investment lifecycle  

    • Bring your investment data onto a single platform with built-in intelligence, turning it into insights you can act on.   

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$8T

AUM

1.2M+

Financial entities

100K+

Investors

12K+

Waterfall deals

Trusted by real estate firms worldwide

MG Properties Uniland Hanini Cohen ROCO Alter Domus

Trusted by real estate firms worldwide

 

“Previously, when investors called with a question about returns or distributions, somebody had to check spreadsheets. Now anybody can use Yardi to answer right away."

Joe Anfuso

Joe Anfuso, CFO, MG Properties Group

"All investment data is accessible to everybody in one shared environment, without needing middleware to move data between systems or spreadsheets to import."

alex droste

Alex Droste, Global Real Estate Platform Leader, Alter Domus 

“Our staff doesn’t have to assemble information from disparate sources. They can direct their energies to more productive activities like researching investment opportunities.”

Scott McGinness

Scott McGinness, Principal and CFO, Cohen Asset Management 

    • Everything you need for investment management in one place

Replace spreadsheets, disconnected tools and manual workarounds with one platform built for real estate investment management. Manage pipeline, capital raising, ownership accounting and investor reporting on a single database.
Acquire assets

Eliminate acquisition delays

Close deals faster by pulling the details straight from an offering memorandum to create the deal automatically, then moving it through a centralized pipeline with underwriting modeling built in. 

Raise capital

Give investors a faster way to commit

Simplify capital raising with automated investor onboarding and a portal for real-time access to new opportunities, with AI-assisted investor summaries and outreach drafting.  

Track leverage

Protect your portfolio from hidden debt risk

Manage debt as a borrower and as an investment, mitigate risk and protect portfolio performance with a comprehensive loan tracking solution tied to your underlying properties and financials.

Account for ownership

Simplify accounting for complex structures

Automate complex financial operations and account for all types of real estate ownership structures to improve efficiency and ensure full transparency from investor to asset. 

Report to investors

Give investors the transparency they expect 

Build investor trust with self-service access to documents, statements and performance metrics in a secure, branded portal. 

Sell Assets (1)

Exit with confidence and clarity 

Maximize returns and support smarter disposition strategies by tracking deals in a centralized pipeline and evaluating scenarios with powerful modeling tools.

Why investment teams choose Yardi Investment Suite

 

We start where the deal starts 

Data flows from the assets you acquire through financing, accounting, reporting and dispositions, so nothing needs reconciling. 

Built for real estate 

Backed by 25+ years of real estate innovation, Yardi handles your ownership structures and investor reporting natively, not through a generic framework. 

Intelligence you can trust 

When all your investment data sits in one source of record, the platform's intelligence works from the full picture, helping you make sharper decisions.

    •  The investment management platform with built-in intelligence 
      Green Line

The Yardi Investment Suite spans the full lifecycle. Virtuoso for Investment Management runs the process from acquisition to investor reporting, powered by connected intelligence. Debt Management adds your loans, terms and critical dates on the same platform.

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Investment

Management

 

 

Acquire assets, raise capital, manage ownership accounts, report to investors, and sell assets.

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Debt

Management

 

 

Centralize loans, manage critical dates & covenants, and align loans with asset collateral.

    •  The investment management platform with built-in intelligence 
      Green Line

The Yardi Investment Suite spans the full lifecycle. Virtuoso for Investment Management runs the process from acquisition to investor reporting, powered by connected intelligence. Debt Management adds your loans, terms and critical dates on the same platform.

sparkle pngInvestment Management

 

Acquire assets, raise capital, manage ownership accounts, report to investors, and sell assets.

sparkle pngDebt Management

 

Centralize loans, manage critical dates & covenants, and align loans with asset collateral.

Connected solutions

virtuoso-voyager-icon Yardi Voyager Yardi Elevate icon Yardi Elevate Yardi Matrix icon Yardi Matrix
Enhanced reporting@3x

Property operations

Connect your investment data directly to property operations in Yardi Voyager, so what happens at the asset level flows straight into your investment view.

Data accuracy@3x

Asset management

Bring construction timelines, capital budgets and asset valuations into investment operations for clearer insight into risk, performance and returns.

Data integrity@3x

Market intelligence

Bring select market data from Yardi Matrix so you can benchmark deals and inform smarter and faster acquisition decisions.  

 What changes when everything connects 

Running your investments on connected data changes what your team spends its time on. Here's how that compares to managing a patchwork of separate tools.

Capability
Yardi Investment Suite
Investment management on Yardi
Disparate systems
Lifecycle management
✓Acquisitions, investor relations, accounting and loans, all connected
A separate tool or spreadsheet for each stage
Data integration
✓Data flows across the lifecycle, nothing re-keyed
Manual data transfers and constant reconciliation
Investor & financial reporting
✓Investor and financial reports straight from live accounting data
Data pulled from each system, then reconciled before reporting
AI capabilities
✓AI draws on complete, connected data
Data spread across multiple systems
Systems to manage
✓ One product, unlimited users, nothing to integrate
Multiple tools to license, integrate and maintain
Yardi Investment Suite
Investment management on Yardi
Disparate systems
Lifecycle management
✓Acquisitions, investor relations, accounting and loans, all connected
A separate tool or spreadsheet for each stage
Data integration
✓Data flows across the lifecycle, nothing re-keyed
Manual data transfers and constant reconciliation
Investor & financial reporting
✓Investor and financial reports straight from live accounting data
Data pulled from each system, then reconciled before reporting
AI capabilities
✓AI draws on complete, connected data
Data spread across multiple systems
Systems to manage
✓One product, unlimited users, nothing to integrate
Multiple tools to license, integrate and maintain

See what's possible with Virtuoso

Virtuoso is the AI built into your investment platform. Because it draws directly from the system where your whole portfolio already lives, its answers reflect everything you manage, not just one system's view.

  • Get answers across every investment, investor and loan
  • Pull deal data straight from documents, no manual entry
  • Pull an investor's positions and activity, no report needed
Start the conversation

Connected investment management with
Yardi Investment Suite 

Manage the full real estate investment lifecycle — from investor portal access to complex accounting and performance tracking  — in one platform.

PRIVATE DEMO. 30 MINUTES
See your entire investment lifecycle in one place

A product specialist walks you through your investment operations on one connected platform, in real time, with no version conflicts, built around your portfolio.

  • Bring investor management into one system, from capital raising to reporting
  • Close the books in days instead of weeks, with automated consolidations
  • Ensure on-time, accurate investor cash flows by automating distributions and capital calls
  • Track the deal pipeline from sourcing to close, with acquisitions and underwriting in one place 

Fill out your contact info and we'll be in touch soon. 

FAQ

Virtuoso is Yardi's built-in intelligence, available across the Yardi products firms use to run their real estate business. On the investment side, it powers Investment Management and Debt Management, working from the connected data your portfolio runs on so its answers reflect everything you manage.

 

Virtuoso for Investment Management runs your full investment process, from acquisition and capital raising through ownership accounting, investor reporting and disposition. Debt Management adds your loans to that same source of record, so a loan connects directly to the asset, ownership structure and investors it relates to, with nothing to integrate or reconcile between them. 

No. Investment Management covers the full investment process on its own. Debt Management is there for firms that want to manage their loans on the same platform rather than track them separately. Because both run on one system, you can start with what you need and add the other when it makes sense.

Most alternatives cover a single piece of the investment lifecycle, so firms end up stitching together a portal, an accounting system, a loan tracker and spreadsheets, then reconciling across all of them. Yardi runs the whole process on one platform, purpose-built for real estate, with intelligence that draws on all your connected data rather than a single slice of it.

It works across your connected data to help with real tasks, like turning an offering memorandum into a deal, summarizing investor activity or drafting outreach. And because it draws on one connected source of record, you can ask a question spanning every investment, investor and loan, and get answers that reflect all of it.

Yardi's AI intelligence works from your own connected system of record, with guardrails so it draws on the right data rather than pulling from disconnected sources. That's what makes the answers reliable, an AI tool sitting on top of scattered spreadsheets and separate systems can't relate them the way a single source of record can.