Investment Suite

Loan Visibility

Property owners routinely borrow money to purchase additional real estate assets. But, as with any loan, executing the loan information elements, including covenants, amortization schedules, collateral and critical dates, is a complicated business. The level of difficulty largely depends on the technology involved. Some borrowers go low-tech, tracking their information manually with separate spreadsheets and […]

05 / 28 / 23

Client Spotlight

What’s the best way for a real estate investment management firm to give clients the information they want when they want it? We asked Joe Biddle, director of information technology for Yardi client ABR Capital Partners, about ABR’s experience with the Yardi Investment Suite. Joe, can you tell us a little about ABR? We’re based […]

10 / 04 / 23

People

Connected Debt Management

Wondering how to simplify and increase accuracy for debt management? You’ve probably been hearing about the benefits of a single connected platform. Whether you’re a borrower or lender, there are multiple aspects of debt to manage. Key processes include calculating amortization schedules for simple and complex loans, tracking collateral and managing critical dates and covenants. […]

04 / 26 / 22

Less Risky Business

Financing the acquisition of real estate assets can maximize your returns. However, borrowing money not only puts liability on your balance sheets; it can also come with extra headaches and tedious tasks for you and your team, including tracking amortization and payment schedules, meeting covenants, and tracking collateral and critical dates. Executing all these obligations […]

05 / 09 / 23

Dynamism On Display

The Yardi Investment Management team has amped up its real estate investment management website to provide new value for all owners, investors and investment managers. The website represents a single repository for information about the Yardi Investment Suite and its elements: investor services, investment accounting, debt management and investment analysis. Readers can view user testimonials […]

03 / 05 / 24

Client Spotlight

10 / 04 / 23

People

Reducing Risk

08 / 11 / 23

Client Spotlight

We recently caught up with Matt Berlin, CFO for Paragon Real Estate Investments, for perspective on the drivers and results of implementing new accounting software for managing real estate investments. Matt, what is Paragon’s business focus? We’re a privately held company that manages and invests funds on behalf of family offices, institutional investors and high-net-worth […]

07 / 06 / 23

People

Loan Visibility

05 / 28 / 23

Debt Manager

Less Risky Business

05 / 09 / 23

On-Demand Data for Investors

As investment funds become harder to secure for commercial real estate, transparency and communication have become more important than ever. Today’s investors want access to reports and investment metrics on demand, including on a mobile device at any time. If you’re not already delivering this level of self-service for investors, making that happen will go […]

02 / 24 / 23

A Single Solution

A growing need for transparency among real estate managers, tenants, regulators and investors is expanding the value of automated property management technology platforms that centralize operational and financial data. “You need a consistent process to allow investors to access timely information,” says Chris Barbier, senior director of investment management at Yardi. “The new generation of […]

11 / 03 / 22

Energy

New RE Investment Insight

Real estate represents stability and remains a cornerstone investment option in an era of increasing economic uncertainty, according to the inaugural WMRE Institutional Investor Survey of real estate industry participants across the U.S. The survey was sponsored this year by Yardi and originally published by WMRE magazine. As a measure of the industry’s standing as […]

10 / 17 / 22

Increase Investor Confidence

For an industry where detail, timeliness and accurate metrics mean so much, the investment world still relies too heavily on manual processes and duplicate data entry from disparate systems. Entering data in multiple spreadsheets and relying on disparate systems is inefficient and can be error-prone, especially when sharing information between investment, investor and accounting software. […]

09 / 21 / 22

Investment Management Trends

One of the major challenges in investment management is providing visibility to investors. Driving transparency between owners and investors leads to increased investor confidence, reduced risk and a healthier relationship for all parties involved. Communicating with investors and allowing them access to reports and data is critical when it has become evident that in-person meetings […]

08 / 16 / 22

Connected Debt Management

04 / 26 / 22

Increasing Investor Confidence

How are you providing timely information to your investors and internal stakeholders? If you manage investments, you already know that investors want information on demand. They often prefer to view it in convenient digital formats, often from a mobile device. You also know that executives require quick access to reports, and other staff need investor […]

12 / 01 / 21

Managing Investments

You might be hearing a lot about the benefits of connecting the accounting, operations and investor relations within real estate organizations in a single technology platform. It’s natural to wonder what the appeal to this approach is. The single connected platform strategy stems from a growing realization among investors and investment managers of the deficiencies […]

10 / 13 / 21

Grow Investor Confidence – And Your Business

The investment world historically has been an industry filled with spreadsheet reports and snail mail paper checks. Errors can arise when entering data in multiple spreadsheets and relying on disparate systems is inefficient , especially when sharing information between investment, investor and accounting system. Thankfully, technology is transforming investment management for real estate. Investors now […]

04 / 18 / 21