{"id":347042,"date":"2022-11-17T12:15:44","date_gmt":"2022-11-17T19:15:44","guid":{"rendered":"https:\/\/www.yardi.com\/?post_type=yardi-testimonials&#038;p=347042"},"modified":"2026-03-10T01:00:22","modified_gmt":"2026-03-10T08:00:22","slug":"partners-capital-on-deal-manager","status":"publish","type":"yardi-testimonials","link":"https:\/\/www.yardi.com\/en-gb\/about-us\/success-stories\/partners-capital-on-deal-manager\/","title":{"rendered":"Partners Capital on Deal Manager"},"content":{"rendered":"<div class=\"uk-container-expand uk-cover-container uk-height-medium uk-background-secondary uk-light uk-margin uk-flex uk-flex-center uk-flex-middle\">\n    <div class=\"uk-position-cover uk-background-image uk-background-cover uk-flex uk-flex-center uk-flex-middle\" style=\"background-image:url(https:\/\/www.yardi.com\/wp-content\/plugins\/cmw-client-success\/public\/images\/generic\/1.jpg);\">\n    <div class=\"uk-width-4-5 uk-margin-auto uk-grid\">\n        <div class=\"uk-width-1-1 uk-width-auto@m uk-text-center uk-text-middle uk-overlay uk-overlay-primary uk-light uk-padding-small\" style=\"border:4px solid #fff;\">\n            <p class=\"uk-h2 uk-text-bold\">Client Success<\/p>\n        <\/div>\n        <div class=\"uk-width-expand uk-text-left uk-text-middle uk-overlay uk-overlay-primary uk-light uk-padding-small uk-visible@m\" style=\"border:4px solid #fff; border-left:0px; min-width: 200px;\">\n            <p class=\"uk-h2 uk-text-bold\">Partners Capital<\/p>\n        <\/div>\n        <div class=\"uk-width-expand uk-text-left uk-text-middle uk-overlay uk-overlay-primary uk-light uk-padding-small uk-hidden@m\" style=\"border:4px solid #fff; border-top:0px; min-width: 200px;\">\n            <p class=\"uk-h3 uk-text-bold\">Partners Capital<\/p>\n        <\/div>\n    <\/div>\n    <\/div>\n<\/div>\n<div class=\"uk-container-large uk-margin-auto uk-padding-small uk-padding-remove@m\">\n<!-- breadcrumbs & download link -->\n        <div class=\"uk-align-left\">\n        <p class=\"uk-text-small\" id=\"breadcrumbs\"><span><a href=\"https:\/\/www.yardi.com\/\">Home<\/a> \u00bb <span>\n            <a href=\"https:\/\/www.yardi.com\/about-us\/success-stories\/\">Success Stories<\/a> \u00bb \n            <span class=\"breadcrumb_last\" aria-current=\"page\">Partners Capital on Deal Manager<\/span><\/span><\/span><\/p>\n        <\/div>\n        <div class=\"uk-text-right\">\n            <p class=\"uk-text-small\" ><a href=\"https:\/\/www.yardi.com\/en-gb\/about-us\/success-stories\/partners-capital-on-deal-manager\/?format=pdf\" target=\"_blank\" class=\"uk-link-text\">view\/download the pdf<\/a><\/p>\n        <\/div>\n<\/div>\n<div class=\"uk-clearfix\"> <\/div>\n\n<div class=\"uk-container-expand\">\n    <div class=\"uk-grid uk-grid-collapse uk-overflow-hidden\" uk-grid uk-height-match>\n        <div class=\"cmw-hm uk-width-2-3@m\">\n            <div class=\"uk-padding-large uk-padding-remove-vertical\">\n                <div uk-slider=\"center: true\">\n                    <div class=\"uk-position-relative uk-visible-toggle\" tabindex=\"-1\">\n                        <ul class=\"uk-slider-items uk-padding-horizontal uk-child-width-2-3@s uk-grid\">\n                                                                                    <li>\n                                <div class=\"\">\n                                    <blockquote>\n                                        <p class=\"uk-margin-small-bottom\">The Yardi platform including Deal Manager has significantly elevated our capabilities across the board. We\u2019ve become more sophisticated, timely and accurate \u2014 which makes Partners not just a better landlord, but an even better fiduciary for our investors.<\/p>\n                                        <footer class=\"uk-text-right\">Kelli Walter, Partner, Asset Management<\/footer>\n                                    <\/blockquote>\n                                <\/div>\n                            <\/li>\n                                                                                <\/ul>\n                        <a class=\"uk-position-center-left uk-position-small uk-hidden-hover\" href=\"#\" uk-slidenav-previous uk-slider-item=\"previous\"><\/a>\n                        <a class=\"uk-position-center-right uk-position-small uk-hidden-hover\" href=\"#\" uk-slidenav-next uk-slider-item=\"next\"><\/a>\n                    <\/div>\n                    <ul class=\"uk-slider-nav uk-dotnav uk-flex-center uk-margin\"><\/ul>\n                <\/div>\n            <\/div>\n            <div class=\"uk-padding-large uk-padding-remove-vertical\">\n                <div class=\"uk-margin\">\n<h3 class=\"uk-margin-small\">The Company<\/h3>\n<p class=\"uk-margin-remove\">Partners is one of the largest and fastest-growing independent commercial real estate firms in Texas. Based in Houston, the company provides full-service solutions for office, industrial, retail, land, life sciences and multifamily product types. Partners offers brokerage, investor and project services as well as valuation advisory.<br><br>Partners Capital is the firm\u2019s private equity arm, which includes an investment management platform specializing in the acquisition and disposition of office, industrial and retail multi-tenant properties. The investment management team runs numerous fund vehicles that buy and sell property with the goal of generating competitive returns for investors.<br><br><\/p>\n<\/div>\n\n<div class=\"uk-margin\">\n<h3 class=\"uk-margin-small\">The Challenge<\/h3>\n<p class=\"uk-text-bold uk-margin-remove\">Managing a Fluid Portfolio with Disparate Systems<\/p>\n<p class=\"uk-margin-remove\">With a small team and frequent acquisitions and dispositions, using disconnected systems to manage brokers and leasing transactions created challenges. In addition, the lack of a dynamic feedback loop between property management and deal management led to inefficiencies, including manually hunting down tenant information.<br><br><\/p>\n<\/div>\n\n<div class=\"uk-margin\">\n<h3 class=\"uk-margin-small\">The Solution<\/h3>\n<p class=\"uk-text-bold uk-margin-remove\">Deal Management Built Into a Connected Platform<\/p>\n<p class=\"uk-margin-remove\"><a href=\"https:\/\/www.yardi.com\/product\/deal-manager\/\">Deal Manager is an intuitive CRM and deal-making tool<\/a> that simplifies revenue management with complete visibility of deal metrics throughout the lease lifecycle. With the Yardi property management software integration, clients gain real-time tenant and lease data, including schedules, expenses and clauses.<br><br>This seamless sync provides access to current unit availability, floor plans and interactive stacking plans, ensuring a complete portfolio overview and a 360-degree view of the company\u2019s client base. Additionally, centralized communication streamlines workflows by enabling users to enter deal terms, track proposals and calculate and store net effective rent at the deal level. At the same time, automatic budget comparison and lease spread metrics ensure stronger decision-making.<br><br><\/p>\n<\/div>\n\n<div class=\"uk-margin\">\n<h3 class=\"uk-margin-small\">The Story<\/h3>\n<p class=\"uk-text-bold uk-margin-remove\">A One-Stop Shop for Asset and Transaction Management<\/p>\n<p class=\"uk-margin-remove\">The industry has embraced a single connected platform for portfolio management as a best practice, and Partners has taken the same approach. When Partners adopted Yardi Voyager as their property management and accounting solution, they also implemented Deal Manager to gain all the benefits of a one-stop shop, according to Kelli Walter, partner of asset management for Partners.<br><br>\u201cOur portfolio is very fluid. We buy and sell properties frequently, with the asset class and tenant mix constantly evolving. Our lean asset management team facilitates all leasing transactions, along with managing brokers, and needed a tool to keep us organized and help us underwrite tenant credit quickly and accurately. Deal Manager solves all these issues for us,\u201d Walter said.<br><br>Centralized Data and Key Metrics<br>Deal Manager\u2019s holistic tie-back to Voyager was the most significant selling point for Partners, according to Walter. With Deal Manager synched seamlessly with the Voyager platform, Partners gains numerous operational efficiencies, including a document repository, deal stage history and valuable metrics. Tenant information is always up to date, which means deal metrics are also up to date.<br><br>Document transfer from Deal Manager to Voyager is a massive benefit for Partners. The feature &#8220;allows us to efficiently aggregate information from essentially pre-leasing to translating to tenant files in one fell swoop, which saves leasing and property management time,&#8221; Walter explained.<br><br>The firm utilized another deal management tool for years, but once they moved their business operations to the single Yardi platform, they found that Deal Manager was superior to the tool they previously used, particularly as part of the &#8220;Yardi ecosystem,&#8221; as Walter described it.<br><br>Greater Efficiency and Simplified Lease Renewals<br>Walter noted that Deal Manager is very valuable to Partners&#8217; leasing process. Deal Manager has benefited Partners&#8217; brokers, property managers and executive team alike \u2014 and they all love using it. When asked about the most considerable operational improvements Partners has gained using the deal management solution, Walter replied, &#8220;Efficiency including easier lease renewals! We don&#8217;t have to hunt for tenant information anymore.&#8221;<br><br>Walter also mentioned other process improvements and time-saving efficiencies , including &#8220;more consistent, robust document storage [and] more timely entry of deals from pre-leasing onto the rent roll. Analytics on our rent rolls have also been a huge benefit. Reporting in Deal Manager is better than our former system provided. We&#8217;ve also experienced time savings thanks to centralized data and automation, including having reliable information and not needing to do &#8216;clean-up work&#8217; after the fact.&#8221;<br><br>Advice to Peers Seeking Better Deal Management<br>Walter had some advice for firms considering adopting a tech solution to optimize deal management. \u201cThe world is only getting faster. If you\u2019re not using Deal Manager or a tool like it, you\u2019ll continue to fall behind. Deal Manager gets people out of email, organizes deals and data exceptionally well and simplifies the credit underwriting process for leasing \u2014 which makes it faster to get deals done. It also provides extremely valuable transparency into the deal curation process that can be used to analyze the effectiveness of your lease and asset management teams.\u201d<br><br><\/p>\n<\/div>            <\/div>\n            <div><\/div>\n\n\n        <\/div>\n        <div class=\"cmw-hm-target uk-width-1-3@m uk-flex-first@m\" >\n\n                        <div class=\"uk-display-block uk-width-1-1 uk-padding-small uk-margin-remove\">\n                <div class=\"uk-width-2-3@l uk-align-right\">\n                    <img loading=\"lazy\" decoding=\"async\" class=\"\" width=\"266\" height=\"151\" src=\"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/93\/2022\/11\/Partners.png\" alt=\"Partners Capital logo\" data-src=\"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/93\/2022\/11\/Partners.png\" srcset=\"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/93\/2022\/11\/Partners.png 321w, https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/93\/2022\/11\/Partners.png?resize=300,74 300w\" data-srcset=\"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/93\/2022\/11\/Partners.png 321w, https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/93\/2022\/11\/Partners.png?resize=300,74 300w\">\n                <\/div>\n                <div class=\"uk-clearfix\"> <\/div>\n\n            <\/div>\n            <div class=\"uk-clearfix\"> <\/div>\n            \n            <div class=\"uk-display-block uk-width-1-1 uk-padding-remove uk-height-1-1 uk-margin-remove uk-cover-container\">\n                <div class=\"uk-position-cover uk-background-image uk-background-repeat\" style=\"background-image:url(https:\/\/www.yardi.com\/wp-content\/plugins\/cmw-client-success\/public\/images\/plus_dark_tileable.png);\"><\/div>\n                <div class=\"uk-position-relative uk-margin-left\">\n                    <div class=\"sidebar-inner uk-width-2-3@l uk-float-right uk-margin-small-right\">\n                        <p class=\"uk-text-muted uk-margin\">Overview<\/p>\n\n                        <div class=\"uk-margin\">\n                            <p class=\"uk-text-emphasis uk-text-bold uk-margin-small\">Markets<\/p>\n                            <ul class=\"uk-list cmw-list-condensed uk-margin-remove \">\n                                                                    <li>Commercial<\/li>\n                                                                                            <\/ul>\n                        <\/div>\n                                                    <div class=\"uk-margin\">\n                                <p class=\"uk-text-emphasis uk-text-bold uk-margin-remove\">Portfolio<\/p>\n                                <p class=\"uk-margin-remove\">1.5 million commercial square feet<\/p>\n                            <\/div>\n                                                                            <div class=\"uk-margin\">\n                                <p class=\"uk-text-emphasis uk-text-bold uk-margin-remove\">Client Since<\/p>\n                                <p class=\"uk-margin-remove\">2021<\/p>\n                            <\/div>\n                                                <div class=\"uk-margin\">\n                            <p class=\"uk-text-emphasis uk-text-bold uk-margin-small\">Product Highlighted<\/p>\n                            <ul class=\"uk-list cmw-list-condensed uk-margin-remove \">\n                                                            <li><a href=\"\/products\/yardi-deal-manager\/\" target=\"_blank\" >Deal Manager<\/a><\/li>\n                                                        <\/ul>\n                        <\/div>\n                        <div class=\"uk-margin\">\n                            <p class=\"uk-text-emphasis uk-text-bold uk-margin-small\">Additional Products<\/p>\n                            <ul class=\"uk-list cmw-list-condensed uk-margin-remove \">\n                                                            <li><a href=\"\/products\/yardi-voyager-commercial\/\" target=\"_blank\" >Voyager Commercial<\/a><\/li>\n                                                        <\/ul>\n                        <\/div>\n                                                    <div class=\"uk-margin\">\n                                <p class=\"uk-text-emphasis uk-text-bold uk-margin-remove\">The Benefits<\/p>\n                                <p class=\"uk-margin-remove\">Partners gains a one-stop shop to manage a fluid portfolio with Yardi Deal Manager built into its Yardi Voyager platform. Centralized data and document transfer eliminate manual efforts and help get deals done faster.<\/p>\n                            <\/div>\n                                                                        <div class=\"uk-margin\">\n                            <p class=\"uk-text-emphasis uk-text-bold uk-margin-remove\">About Partners Capital<\/p>\n                            \n                                <p class=\"uk-margin-remove\"><a href=\"https:\/\/partnersrealestate.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">partners.com<\/a><\/p>\n\n                                                    <\/div>\n                                                <div class=\"uk-margin\">\n                            <a class=\"uk-button uk-button-default\" href=\"\/about-us\/request-information\">Request Info<\/a>\n                        <\/div>\n       \n             \n                    <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n    \n    <\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":631,"template":"","yardi-market":[1653],"yardi-product":[1434],"class_list":["post-347042","yardi-testimonials","type-yardi-testimonials","status-publish","hentry","yardi-market-commercial","yardi-product-deal-manager"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.0) - 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