Wheel 5 slices ANIMATED copy 2

One system. Investor to asset. 

 

Stop reconciling across systems. Operational, financial and investor data belong in one place. When property and investment management run on the same platform, reporting is consistent, decisions are faster and every team works from the same trusted data.

See what that connectivity looks like across your portfolio.  

Get a personalized demo

One system. Investor to asset.

Stop reconciling across systems. Operational, financial and investor data belong in one place. When property and investment management run on the same platform, reporting is consistent, decisions are faster and every team works from the same trusted data.

See what that connection looks like across your portfolio.  

Wheel 8 slices ANIMATED copy

Powering leading firms. Built for growth.

Powering leading firms. Built for growth.

 $8T

 AUM

 31K+

 Investments 

 100K+

 Investors

 11K+

 Waterfall deals

The cost of disconnected systems

The cost of disconnected systems

When investment and property data live in disconnected platforms and spreadsheets, every handoff introduces risk. Teams spend more time reconciling numbers than acting on them. 

Manual workflow

MANUAL WORKFLOWS

 

Property operations, accounting and investor reporting run on separate platforms, turning every handoff into a manual process that adds time and risk. 

Constant reconciliation

CONSTANT RECONCILIATION

 

Separate systems produce separate versions of the truth. Reconciliation becomes a recurring cost that grows with every fund and reporting cycle.

Limited visibility

LIMITED VISIBILITY

 

Data spread across multiple platforms doesn’t provide an overview of performance, risk and opportunity across assets, funds and investors. 

Slower execution

SLOWER EXECUTION

 

Reporting takes longer, investment decisions stall and investor confidence drops when teams rely on manual transfers between systems.

A better way to run investment management

A better way to run investment management

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 centralizing the pipeline and monitoring due diligence checklists and task progress in one place. 

Raise capital

Give investors a faster way to commit

Simplify capital raising with automated investor onboarding and a portal that gives investors real-time access to new opportunities. 

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 automated reporting and 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.

The new standard for investment management

  Fragmented systems cannot keep pace with growing portfolios, complex capital structures and rising investor expectations. Leading real estate firms are consolidating on Yardi Investment Suite to manage the full investment lifecycle on one platform, ensuring consistent reporting, accurate distributions and stronger investor confidence.  

Trusted by leading real estate firms worldwide

“Investment Accounting’s seamless integration with Yardi Voyager means we don’t have to worry about mistakes from manually entering data into spreadsheets or whether disparate systems can communicate with each other and make the various general ledgers match.”

 

matt round

Matt Berlin, CFO, Paragon Real Estate

“All investment data is accessible to everybody in one shared environment, without needing middleware to move data between systems or spreadsheets that must be imported.”

 

alex droste

Alex Droste, Global Real Estate Platform Leader, Alter Domus

 

Trusted by leading real estate firms worldwide

Joe Anfuso
“Previously, when investors called with a question about their returns or distributions, somebody had to run around and check spreadsheets or call me or somebody else. Now anybody can use Yardi to pull up all the investor’s investment activity and answer right away.”
Joe Anfuso
CFO
MG Properties Group
Alex Droste (1)
“All investment data is accessible to everybody in one shared environment, without needing middleware to move data between systems or spreadsheets that must be imported.”
Alex Droste
Global Real Estate Platform Leader
Alter Domus
Christie Parker
“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
Scott McGinness
“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

Built for investment management, on one database

Built for investment management, on one database

Most platforms try to solve fragmentation with integrations. That reduces friction but never eliminates it. Yardi takes a different approach: one database that connects the entire investment lifecycle. 

Single database architecture (1)

Single database architecture

 

Data is entered once and flows across every stage of the investment lifecycle. One source for every team, every report and every decision.

Cross-team alignment (1)

Cross-team alignment

 

Every team sees the same numbers at the same time. Updates from accounting, investor relations, capital markets or performance are immediately available to every other function.

Connected to your Voyager portfolio (1)

Connected to property operations

 

Yardi Investment Suite connects to Yardi Voyager, so investment and property data share one database, giving you full visibility from asset operations to investor reporting.   

 

Stronger investor confidence (1)

Stronger investor confidence 

 

Deliver consistent reporting directly from your accounting and performance data. Investors access accurate information through a secure, branded portal. 

Portfolio-wide visibility (1)

Portfolio-wide visibility

 

Monitor fund performance, asset returns and investor activity across your entire portfolio from one platform. Every metric draws from the same underlying dataset. 

 

 

Connected to Yardi Elevate (1)

Designed to scale 

 

Add funds, entities and investors without adding systems or complexity. The platform scales with your portfolio, not against it. 

 

See what changes when everything connects

Get a personalized walkthrough of Yardi Investment Suite. We will show you how acquisitions, capital raising, ownership accounting and investor reporting connect on one platform. 

 

•  Tailored to your portfolio, funds and ownership structures
•  Typically 30 minutes, focused on your priorities
•  No commitment, just a clear view of what changes

Request your personalized demo