Investment Management

With DealCloud, the entire firm — from sourcing and origination, to LP communications, is made easy. By centralizing all of the firm’s most critical proprietary and third-party data, DealCloud enables the entire firm, including fundraising and investor relations managers, to have visibility and insight into the firm’s key activities and initiatives.

Maximize returns, exceed investor expectations, and work efficiently with AppFolio Investment Management. Automatically visualize critical property management data, surface actionable insights, and enable better decision-making. Efficiently optimize your portfolio without spending hours in spreadsheets and give your business a competitive edge. The AppFolio Investor Portal connects each investor to engaging dashboard views of their positions and provides easy access to documents.

RealPage® IMS focuses on expanding investor transparency and engagement by combining performance insights with CRM capabilities, document distribution, and a centralized location for new offerings to deliver a modern experience for real estate investment firms and syndicators as well as fund and portfolio managers. Streamline investor communications, speed capital raises, and gain insights to outmaneuver the market.

ARGUS Taliance is a robust real estate fund management solution that lets comprehensively manage the performance of real estate funds and real estate investment trusts (REITs). Easily model complex investment structures and run scenario testing to assess the impact of market or ownership changes. Calculate distribution waterfalls and create clear and detailed reports for stakeholders and investors.

RealPage® Asset and Investment Management (AIM) is a product for portfolio equity investors and asset managers to track the performance of a portfolio of investments with transparency in property-level data. RealPage® AIM allows stakeholders to quickly combine financial results and operating metrics to help evaluate investment and asset management strategies. Efficiently monitor investments, manage risk, and quickly identify opportunities to maximize returns.

Juniper Square is a real estate investment management software platform that provides tools for managing investment operations, fundraising, and investor reporting. With Juniper Square, users can manage investor relations, track portfolio performance, and automate financial reporting. LPs are looking for the ability to interact with their investment data, on-demand. We’ve built a secure investor portal to support all partnership engagement — from documents and reports to profile information.

Engrain Asset Intelligence is designed and developed specifically for asset management professionals. Asset Intelligence delivers map-based visualizations of your property performance data making it easier to identify trends, outliers, and patterns. Allow your asset managers to stop analyzing and start visualizing with this intuitive way to track property trends.