Agora Real Estate Reviews & Product Details

I like having everything intergrated together. CRM, Investor Portal. I'm glad to have the ability to make updates and help investors directly in the portal. I like all the robust information that is available to the investors for the portfoilo. Review collected by and hosted on G2.com.

Some workarounds for payments. We have some investors doing that have recurring payments from one position going to different bank accounts fand we are needing to change our policy to mange this. Review collected by and hosted on G2.com.

I love that I have a Customer Success Manager (shoutout Nathan) that is there for me when I need anything. Also, it is very user friendly for our investor relations team. If I need any help, everyone is super responsive. I've worked with Michal and he always gets back to me and solves my problems, which alleviates stress in my role. Review collected by and hosted on G2.com.

Occasionally the Help videos are outdated and it looks like they were taken when before they had revised certain features. I always figure out how to work around this though because it all is the same, it is just moved around on the portal. Review collected by and hosted on G2.com.

What we find most beneficial about Agora Real Estate is that it enables our clients to clearly visualize their investments with us and easily access the documents related to the funds they invest in.

The development team also continues to improve existing features and build new ones that are useful for both our company and our clients.

Agora’s data organization aligns well with the structure our company already uses for investor base control, which helps speed up our processes when uploading information. We also want to highlight how useful the option to import data in xlsx is, since other platforms either don’t offer this option or only accept CSV imports, which can be more time-consuming.

In addition, we have a Customer Success Manager who is available when we need support and who has helped us throughout onboarding as well as during our ongoing usage.

Because our company is focused on Real Estate Investing, the tool is especially useful for us. We can upload metrics and information related to the assets, and the fund offering tool and smart questionnaire are also very impressive. They help speed up the fund subscription process, particularly for funds with simpler documents to complete and sign. When uploading a collection of documents, the automation tool is also very helpful because we can upload documents in bulk and the platform identifies which client each document is related to.

Overall, our company is very satisfied with the custom investment platform service we are able to offer our investors. Review collected by and hosted on G2.com.

Agora Real Estate is a product focused on certain types of funds and investment strategies. Unfortunately, we can’t submit all of our funds to the platform because some of them have a structure that differs from the types of funds that are best suited to Agora. The funds that are not a good fit are generally those with a broader investor base—mainly publicly traded funds—which also makes it harder to keep track of all fund investors. We understand this limitation, and it doesn’t bother us, because the platform works very well for funds with a smaller investor base and fewer transfers between investors.

Regarding onboarding, since our company had a lot of data related to positions, transfers, capital calls, and distributions, the data import process was a bit slower than we expected, and we needed to make corrections after the import. That said, the Agora team stayed in constant contact with us throughout the process, and the final result was very good.

At the moment, the platform is going through an “internationalization” effort, meaning improvements to make it easier for investors and investment managers outside the USA to use. One barrier our clients currently report is language, which is a common area for improvement in many software products. Agora is implementing a Portuguese version of the platform, which will be very useful for our Brazilian clients.

Another related barrier is currency. Right now, the platform shows clients a combined sum of their positions in USD and BRL. Ideally, both we and our clients would be able to view positions separated by currency and, if desired, have the option to convert using the daily exchange rate into their preferred currency.

We also really like that the platform allows us to submit and update the real estate portfolios of our funds. The main issue we currently face with this feature is the map functionality: it’s difficult to use because the building address has to be entered in a very specific way for the Google Maps link to work. A better approach might be to allow users to paste a link from Google Maps directly, or to provide an option to use coordinates.

Agora Real Estate is not a cheap product. However, our company believes the investment is worth it for the kind of customized investment platform service we are offering to our investors. Review collected by and hosted on G2.com.

The onboarding process has been extremely efficient and helpful. Our relationship manager, Haim Gerchenovith, has been outstanding throughout the process. He was highly proactive and guided us through multiple sessions to ensure a seamless transition. As we began using the platform to manage investor updates, Haim did an excellent job getting us up to speed and thoroughly addressing all of our questions. He consistently responded very quickly and was always available to help when we needed to get materials out to an investor, which we greatly appreciated.

The Agora UI is exceptionally easy to use. It is clean, intuitive, and thoughtfully designed. I use the platform multiple times a week, and navigation is always straightforward, workflows are logical, and key features are easy to find, which has made day to day use and team adoption seamless. It is also very easy to manage investor communications and view the platform from the investor’s perspective, which has been extremely helpful in ensuring a high quality investor experience. Review collected by and hosted on G2.com.

I'm very happy with the platform so far. Review collected by and hosted on G2.com.

I have loved working with the folks at Agora. Specifically, our newest point of contact, Haim has been so hands on and really cares about us. He goes above and beyond to ensure that we are satisfied with the product and helps in any way he can. He has even come to my office to sit next to me to basically hold my hand during our first offering. Our investors love how transparant the platform is. Review collected by and hosted on G2.com.

There are bugs that make the platform not run smoothly at times. Running certain reports is still an issue. It is not as user friendly as more basic CRMs but you are able to do a lot more with it. Review collected by and hosted on G2.com.

Our organization has been using Agora for almost two years. We transitioned from a completely manual, paper-based process to a much more streamlined electronic system. Investor communications have become more effective, the accounting team has achieved significant efficiencies, and both fundraising and investor distributions are now much simpler. Agora's customer service—especially Nathan—has been outstanding and truly stands out in the industry. The platform itself is user-friendly for both investors and our administrative team. Implementation was straightforward and took less time than we anticipated, which was impressive given our previous reliance on manual processes. Our investors have adapted smoothly to using the portal for accessing their reports, tax documents, and participating in fundraising activities. Review collected by and hosted on G2.com.

Our investors would like to send their capital contributions using the same method they receive their distributions, but that feature is still not available. While Agora is adaptable when it comes to making adjustments and changes to the system, the process often takes longer than we anticipate. Review collected by and hosted on G2.com.

The Agora Real Estate Technology Platform is truly a game-changer for the industry. From the moment we onboarded, it became clear how much thought and expertise went into building a platform that actually understands the needs of real estate investment firms.

The user interface is clean, intuitive, and incredibly easy to navigate. What used to take hours of manual work is now streamlined into a matter of minutes. Reporting to investors, tracking capital, and managing communications have never been simpler or more professional. The automation features save us significant time, while the customization options let us tailor the platform to fit our business exactly. Review collected by and hosted on G2.com.

Nothing to dislike about Agora Real Estate, they have been a pleasure to work with. Review collected by and hosted on G2.com.

We’ve been using Agora for our real estate investment management, and it has made a real difference in how we handle our investors and back-office work.

Overall Experience

For us, the combination of an investor-friendly portal, automated distributions, and back-office support has freed up time to focus on the properties and strategy instead of paperwork. On top of that, their support team has been responsive and easy to work with, which made onboarding smoother than I expected. Review collected by and hosted on G2.com.

Overall I’m happy with Agora, but there are a few things I’d improve. Some features feel a bit overcomplicated at first, and onboarding takes time. Review collected by and hosted on G2.com.

My experience with Agora Real Estate has been outstanding. From the start, I was impressed by how simple and intuitive the platform is to use. Its clean, user-friendly design made it easy to navigate and get comfortable with right away. The experience has been seamless not only for our team internally but also for our partners, thanks to features like the clear dashboard, detailed reporting, and effortless document uploads. Overall, Agora Real Estate is a practical, reliable, and intuitive solution that I truly enjoy using. It’s been an excellent fit, and I would highly recommend it. Review collected by and hosted on G2.com.

I don’t have any dislikes about the platform. The Agora team has consistently been receptive and diligent in addressing our requests for customization and suggested enhancements. Review collected by and hosted on G2.com.

Agora has been an excellent platform for our firm, it's intuitive, flexible, and thoughtfully designed. While we’re still in the setup phase, it’s already clear how much easier this system will be for our clients to navigate compared to others we’ve used. The client-facing portal is clean and user-friendly, and implementation has been smooth thanks to a responsive, knowledgeable support team. Overall, Agora combines ease of use, strong functionality, and excellent customer support, making it a valuable long-term solution for our operations. Review collected by and hosted on G2.com.

The only drawback so far is the limited integration capabilities outside of the provided accounting platforms. Review collected by and hosted on G2.com.