Increase efficiency and enhance communicationswith current and prospective investors
With Yardi® Investment Suite:
Manage new investment opportunities, track activities, tasks and correspondence.
Automate the subscription fundraising processes to improve efficiencies.
Improve collaboration and communication to grow investor confidence.
Provide a branded experience for your investors.
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Why Choose Yardi® Investment Suite?
Eliminate disparate data systems with a single investment platform connected with multiple Yardi software.
Streamlined Investor Relations
Automated Reporting & Efficiency
A centralized investor portal helps investment managers easily manage investor communications, track activities, and deliver real-time updates on key metrics, creating a seamless, self-service experience.
The suite automates complex transactions, such as capital calls, distributions, and performance metrics, and integrates seamlessly with Yardi software.
Comprehensive Portfolio Management
Enhanced Compliance & Transparency
Yardi provides a consolidated view of all investment activities, from property data to risk monitoring and returns analysis, accessible from any device.
The suite maintains a single source of truth for investment, investor, and accounting data, minimizing errors and ensuring that all stakeholders are on the same page.
Features For Your Investors
Explore the features that have made Yardi Investment Suite the standard in real estate investment management software.
Collaboration and Communication
Improve collaboration by providing access to information to internal stakeholders.
Publish key information, including photos and documents.
Share information about potential new investments, including documents and photos in a deal room environment.
Alert investors when new documents have been published via automatic notifications.
Investor Engagement and Access
Centralize and manage investor contacts and activities.
Allow interactive access to approved, published summary and investment-specific metrics.
Post approved documents and reports for investors and their advisors to view and download.
Investors see each step of the subscription agreement process from origination through electronic signature.
Invite investors and prospects to participate in new opportunities.
Document and Process Automation
Automate the subscription agreement process and track fundraising status and key milestones.
Adopt Investment Manager alone or connect it with Yardi Voyager or Yardi Breeze Premier to eliminate disparate data systems.
Financial Calculations and Reporting
Calculate preferred returns and waterfall promote distributions.
Close accounting periods faster by automating consolidations, eliminations and allocations.
Automate complex performance and fee calculations at any level.
Produce detailed investment and investor financial reporting.
See What Investment Managers Say
“Yardi Investment Accounting has streamlined our review and risk management processes. That, in turn, helps us improve transparency for our clients. We can help them see what’s coming in their markets and what they need to do to stay ahead.”
– Alex Droste,
Alter Domus
"Investment Manager has increased the efficiency of our Investor Relations team and streamlined communications with executives."
– Scott McGinness,
Cohen Asset Management
"Our investors receive their reports in Investment Manager and know the money will be in their account when they expect it."
– Joe Anfuso,
MG Properties Group
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Frequently Asked Questions
What is Yardi Investment Suite?
Yardi Investment Suite is a fully connected platform designed for organizations needing real estate investment management to manage their investments, investors and even assets. The software is suited for owner-managers, private equity, private debt, institutions, fund managers and administrators, general and limited partners, REITs, banks, insurance companies and family offices.
What are the main features of Yardi Investment Suite?
Yardi Investment Suite helps you and your portfolio of investors manage their entire real estate investment strategy from a single connected platform: get complete transparency for an investment portfolio from investment to asset, manage complex investment, debt and ownership structures, correspond, track and initiate investments with investors through a branded portal.
How much does it cost?
Yardi Investment Suite has a range of products and functions, and pricing will depend on the needs of your business: investor portal, investment accounting for complex distributions, and debt management for liabilities or assets. The solution is flexible and allows for single-stack deployment or can be implemented in phases as functionality is needed. Please contact us to learn more about our offering and pricing details or set up a quick product demo.
