CLIENT SUCCESS STORY

JBG SMITH

JBG SMITH owns, operates, invests in and develops a dynamic portfolio of high-growth mixed-use properties in and around Washington, DC.

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    Yardi is my easy button — this partnership lets us scale, stay efficient and support our customers without needing a large IT team.

    Jeremy Poteet

    CTO & CIO, JBG SMITH

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    The beauty of the Yardi single stack and strong partnership is that it makes my day-to-day easier. I have one team to call who helps me deliver the best experience to our customers.

    Jeremy Poteet

    CTO & CIO, JBG SMITH

The benefits

By unifying operations on a single technology stack, JBG SMITH reduced vendor sprawl, accelerated decision-making and aligned its teams. Partnering with Yardi has enabled product influence, faster rollouts and a seamless path to AI adoption at scale.

The company

JBG SMITH is a leading owner, operator and developer of mixed-use properties in the Washington, D.C. metro area. Following a transformational merger, the organization needed a scalable technology platform that could support rapid innovation.

The challenge

Custom-built tools and point solutions
After the merger, JBG SMITH teams accustomed to bespoke applications and quick-turn development faced the complexity of managing dozens of point solutions. This meant data inconsistencies, slower delivery and increased maintenance overhead. JBG SMITH required a real estate–first platform and a collaborative partner who could help solve complex challenges, without the need to continually assemble or code new systems.

The solution

Yardi Voyager, Elevate Suite, CRM IQ, Floorplan Manager, AI capabilities
JBG SMITH selected Yardi for its fully integrated ERP and asset management platform backed by a responsive, engaged leadership team.

The partnership with Yardi has helped JBG SMITH transition to a customer-centric CRM model that links resident activity to a single customer record across their portfolio. The company has also future-proofed merchandising with Floorplan Manager.

Further, JBG SMITH has aligned on an enterprise AI strategy, leveraging Yardi’s embedded AI capabilities to reduce reliance on custom-built tools.

The story

One stack, one call, one partner
When CTO/CIO Jeremy Poteet joined the company in 2019, his experience with enterprise software shaped a clear directive: minimize brittle integrations and eliminate “best-of-breed” sprawl. Yardi’s unified platform provides a single database, a shared roadmap and direct access to experts—transforming the vendor relationship into a true strategic partnership.

Driving innovation through collaboration
JBG SMITH didn’t just adopt Yardi solutions, they helped shape them. The team’s advocacy for a unified customer record in the residential CRM solution informed product design, delivering a holistic view of the resident journey across communities. Similarly, conversations around Propidex evolved into a partnership dialogue that supported Yardi’s acquisition and the product’s evolution into Floorplan Manager, ensuring continuity for JBG SMITH while strengthening the broader Yardi ecosystem.

Scaling AI responsibly
Rather than building standalone AI tools, JBG SMITH chose to collaborate with trusted partners to deliver responsible innovation. By leveraging Yardi’s embedded AI capabilities within existing workflows and governance structures, the company achieves scale, security and efficiency without the need for parallel systems or shadow IT.