Investment Management Trends

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How investor portals streamline collaboration with investors

How investor portals streamline collaboration with your investors and why it matters now 

Investor portals are essential tools in enhancing the investor experience by providing a one-stop hub for all operations.

Investor onboarding without the bottlenecks: How a unified platform accelerates subscriptions 

Manage the entire investor onboarding process, from identifying opportunities to signing the subscription agreement on a single platform.

10 top features to look for in a real estate investor portal  

Discover the top must-have features for real estate investor portals to enhance investor relations, communications and efficiency.

How to Calculate NOI in Real Estate

How to calculate the net operating income (NOI) in real estate: Formula & examples 

Discover how to calculate net operating income (NOI) in real estate with a clear formula and examples for more informed investment decisions.

Spreadsheets vs dedicated software: Why real estate firms are switching 

Replace spreadsheets with a specialized investment management solution to reduce operational costs, minimize errors and improve efficiency.

How to simplify real estate investor reporting 

Streamline real estate investor reporting workflows to save time, enhance efficiency and secure a competitive edge in capital raising.

Simplify financial consolidations with Yardi's investment accounting solution

Close periods faster and simplify reporting with automated consolidations 

Yardi Investment Accounting helps you close your books faster and simplify financial reporting by automating consolidation workflows.

How tailored communication can attract more investors

Discover how tailored communication can strengthen investor relations and lay the groundwork for a successful capital-raising process. 

5 key takeaways from CBRE’s report on back-office lift-outs in real estate 

Lift-outs provide real estate firms access to expertise and resources while still allowing them to retain their technology and own their data.

Simplify KYC/AML Compliance with Investment Manager 

Investment Manager expands functionality to capture and store all essential investor data for KYC/AML compliance within a single platform. 

Yardi Investment Suite Eliminates Financial Consolidation Errors and Risk

Yardi Investment Suite completes real estate investment management financial consolidations with automation instead of cumbersome spreadsheets.

How Will AI Alter CRE? Insight from Rob Teel

Yardi VP Rob Teel discusses the potential for AI to benefit CRE operators in customer service, ESG management, marketing and other operations.