LM

Lori M.

Controller

Small-Business (50 or fewer emp.)

12/10/2025

"Comprehensive Solution That Transformed Our Accounting and Asset Management"

5/5

What do you like best about Yardi Investment Suite?

The Yardi Investment Suite is a comprehensive suite for all of your real estate management needs. The dashboards and reporting have allowed us to get away from the tedious Excel spreadsheets and manual calculations. We are able to build and generate so many more reports to give us a better picture of our investments and performance. Review collected by and hosted on G2.com.

What do you dislike about Yardi Investment Suite?

This product is only as good as the time and effort that you put into it. If you want all of your historical transactions for accurate reporting, then you have to take the time to verify and upload these transactions. Be sure to plan enough time for a thorough implementation. Review collected by and hosted on G2.com.

What problems is Yardi Investment Suite solving and how is that benefiting you?

The finance and investment side of our business doesn't want typical accounting reports (balance sheets and income statements). The Yardi Investment Suite has allowed us to translate our financial data into operational insights and use our own data as a strategic asset. Review collected by and hosted on G2.com.

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Response from Catalina Brinza of Yardi Investment Suite

[Editedit](https://www.g2.com/survey_responses/yardi-investment-suite-review-12074458/official_response/edit)

Hello, Lori! Thank you for taking the time to review Yardi Investment Suite and for sharing your experience with our product.

We’re really glad to hear that the suite has helped your team move away from spreadsheets and manual work, and that you’re now getting clearer, more meaningful insights into your investments.

We appreciate your note about implementation. It’s definitely important to plan ahead and allow enough time for a smooth setup. The good news is that we’re also working on a solution to simplify this step and help teams get up and running even faster.

Most importantly, we’re happy to hear that the platform is helping you turn financial data into practical operational insights. Thanks again for sharing your feedback and for choosing Yardi. We're excited to continue supporting your success.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

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2.5 out of 5 · Verified reviews from real users

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