Yardi Investment Manager
Manage your entire investment lifecycle.
Overview
Yardi Investment Manager is a component of the broader Yardi platform, a leading provider of real estate software. This solution is designed to automate the entire real estate investment lifecycle, from capital raising and investor management to fund accounting and performance reporting. It provides a centralized system for real estate investment managers to track portfolio performance, manage investor communications, and streamline financial operations.
✨ Key Features
- Fund & Investment Accounting
- Investor Portal & CRM
- Performance Measurement & Reporting
- Capital Call & Distribution Automation
- Debt Management
- Integration with Yardi Voyager (Property Management)
🎯 Key Differentiators
- Deep integration with Yardi's market-leading property management platform (Voyager)
- End-to-end solution covering property, asset, and investment management
- Long-standing reputation and large install base in the real estate industry
Unique Value: Yardi Investment Manager provides a single, unified platform for real estate investors to manage everything from property operations to fund administration, creating a seamless flow of data and unparalleled insight.
🎯 Use Cases (5)
✅ Best For
- Combining property-level operational data from Yardi Voyager with fund-level financial data for comprehensive reporting.
- Automating investor reporting and K-1 distribution through a secure online portal.
- Managing complex fund structures and waterfall calculations for real estate funds.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Non-real estate alternative investments (e.g., venture capital, hedge funds)
- Firms not using or willing to adopt the broader Yardi ecosystem
🏆 Alternatives
The primary advantage over competitors like Juniper Square is the native, deep integration with Yardi's own property management software, which is an industry standard. This eliminates the need for complex third-party integrations between operational and investment data.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies by plan tier)
🔒 Compliance & Security
💰 Pricing
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