Real estate investment management software, also known as real estate portfolio management software, handles a wide range of investment activities related to real estate. These solutions function similarly to investment portfolio management software, but are entirely focused on the real estate industry.
Real estate professionals use real estate investment management software to conduct research on potential investments, manage their properties’ investors, generate reports, and maintain investment compliance with real estate investment regulations. These solutions manage investor relationships and allow investors to access investment-related information via a third-party portal.
To qualify for inclusion in the Real Estate Investment Management category, a product must:
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The leading investment management software designed specifically for real estate. Juniper Square provides real estate investment managers easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Juniper Square is trusted by hundreds of investment sponsors including Tishman Speyer, Rockpoint, and Beacon Capital to manage nearly 10,000 real estate investments.
VTS is the commercial real estate industry’s leading leasing and asset management platform. Landlords use VTS to maximize portfolio performance by transforming their leasing and asset management process, enabling them to acquire the right tenants faster, sign the right deals at the best economics, and optimize the renewal process – reducing costly downtime. Brokers can manage their deal pipeline and get tenants into empty spaces faster, collaborate across teams and work easily with their landlord clients using VTS for Brokers. The VTS platform manages 8 billion square feet and a user base exceeding 28,000, boasting an impressive client roster that includes top names such as Beacon Capital, Blackstone, LaSalle Investment Management, Hines, Boston Properties, JLL, and CBRE.
AltaReturn provides a fully integrated platform built to drive every area of an Alternative Investment enterprise. Our end-to-end platform includes solutions for Fund & Corporate Accounting, CRM, Web Portals, Portfolio Monitoring and Business Intelligence – delivered via the cloud on Microsoft Azure.
Dynamo Software has been a premier, industry-specific provider of investment management and online reporting software for alternative assets fund managers and alternative asset allocators since 1998. The Dynamo™ platform is a Cloud-based solution dedicated to improving the productivity of fundraising, investor relations, due diligence, investment research, portfolio analysis, and investor relations teams through intelligent automation for critical data management processes and advanced reporting capabilities. Dynamo Software has been entrusted by over 400 limited and general partnerships worldwide, including private equity and venture capital firms, hedge funds, real estate investment firms, funds of funds, institutional investors, family offices, prime brokers, and fund administrators.
Groundbreaker is an all-in-one suite of tools for small to medium sized commercial real estate investment firms that raise outside capital. Our tools help teams increase productivity and investor satisfaction by automating fundraising, reporting and investor relations workflows. The application covers six primary functions in streamlining back-office operations of real estate investment firms. These six functions are fundamentally integrated, lending to an all-in-one investment platform that provides value across much of an investment organization. Here are some of the functionality and impacts of each. 1- Investor Reporting Gives your accounting team a system of record of commitments and distributions that is helpful when creating K-1s and answering one-off investor requests immediately. Provides your investors with periodic or ad-hoc reports. Gives back-office team tools to distribute K-1s privately, securely, and in bulk. Our automation of these time-intensive, non-revenue producing tasks, and aggregation of investor data will save many hours of manual work and allow your team to focus on high impact activities and manage more investors. 2- Fundraising Automation Our fundraising tools accelerate the subscription process by automating publishing and marketing of offerings, electronic signing and even receiving funding from your investors via an integrated ACH transfer tool. Gain a better understanding of prospect intent and progress, allowing you or your investor relations team to focus on the investors, rather than the busy-work, to close deals faster. 3- Investor Portal Give your firm the investment experience your stakeholders are coming to expect and reflect the level of professionalism you bring to the table. Outdo the internally built portals offered by the biggest firms and elevate your firm's brand in the short amount of time it takes to deploy a Groundbreaker powered solution. Investors bank and manage their stock market holdings online and are coming to expect more transparency and accessibility via their devices. CRE sponsors need to keep up with the times to effectively recruit and retain investors and earn more of their allocations to real estate. Firms that delight their investors will have a competitive advantage over firms that do not upgrade their systems. Our investor portal lets you recruit and retain investors, and earn more of their real estate allocations in a manner that is scalable to your internal budget and operations. 4- Investment Management Give your team an investment management funnel built specifically for real estate investment firms that raise outside capital. From inviting investors into a deal room, to receiving or adjusting offers, to receiving funds and every step in between. Expedite the processes of supporting an investor through the investment onboarding process while boosting internal transparency by keeping all activity and data in one system of record that syncs everyone from the investor relations to investment accounting teams. 5- CRM A CRM developed specifically for real estate investment firms. Help accounting, investor relations, and third parties like fund administrators and legal by bringing all of the firm's investments, activity and files under one roof, therefore eliminating the need to sync up manually or switch between software applications and file folders of excel and other files. Disconnected data silos and fragmented teams take longer to respond to investor requests and lose an edge to firms with the bandwidth to fulfill investors expectations. 6- Security Stop sending tax documents to notoriously unsecure email inboxes. With Groundbreaker, documents are stored on your investor portal and you maintain control over removing or adding these documents as needed. You can find more details on our data security process on our website’s security page. In summary, we deploy a layered “Defense in Depth” approach. Data is hosted in SOC I, II, III compliant data centers and encrypted at rest and in transit. These are the same standards used by the world’s largest banks.
Designed specifically for retail, healthcare and corporate businesses with multiple lease locations, LeaseEagle is an advanced software solution that delivers a centralized administration, accounting and reporting platform for the management of tenants' real estate portfolios. LeaseEagle provides the key aspects of corporate real estate management into one easy-to-use solution, enabling the business to more efficiently operate across a single platform for contract administration and document management, lease accounting, payment processing and financial reporting.
RealPage Portfolio Asset Management (PAM) puts the tools you need most at your fingertips and offers features that support the relationships, reporting, and diverse technology to your business.PAM serves up the portfolio data, critical metrics, and thorough analysis you need, regardless of asset type or operational platform.