Best Real Estate Investment Management Software
Real estate investment management software, also known as real estate asset management software or real estate portfolio management software, maximizes the market value and return on investment (ROI) of real estate properties, and enables strategizing for portfolio growth and development. Real estate investment management software arms asset managers, real estate investors, and stakeholders with financial and operational insights that reduce errors and mitigate potential risk, streamline asset analysis, maintain compliance with guidelines and regulations, and facilitate transparency and visibility throughout the portfolio lifecycle. Real estate asset managers use this type of software to maintain a complete and comprehensive view of their properties, reduce errors and potential risk in data collection and analysis, and access and conduct research on potential investments. Real estate investors and investment firms use this type of software to maintain investment compliance with real estate investment regulations, manage the investor relationship, and maximize property value and investment returns.
Property owners and landlords can leverage real estate investment management software to maximize the ROI, the value of the property, or both. However, property management software is the tool used to manage the day-to-day responsibilities of tenant, lease, facility, and operations management.
Some investment portfolio management software can nurture and manage real estate portfolios, along with other types of alternative investments. However, products within the real estate investment management category are specifically designed to handle the nuances of the real estate industry.
To qualify for inclusion in the Real Estate Investment Management category, a product must:
Best Real Estate Investment Management Software At A Glance
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- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Agora is the most comprehensive real estate investment management platform on the market. At Agora, we empower GPs, owners/operators, and real estate investment firms to scale their business effort
- Controller
- Real Estate
- Commercial Real Estate
- 92% Small-Business
- 7% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Cash Flow Portal is a real estate investment management platform that accelerates capital raising. Designed for general partners and fund managers, our intuitive, all-in-one platform simplifies your
- Managing Partner
- CEO
- Commercial Real Estate
- Real Estate
- 97% Small-Business
- 3% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
InvestNext's platform is an end-to-end solution for innovative, compliant, and efficient real estate investment management. We empower syndicators, fund managers, and Investor Relations teams to s
- Managing Partner
- CEO
- Commercial Real Estate
- Real Estate
- 92% Small-Business
- 8% Mid-Market
645 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
AppFolio Investment Manager is business management software that empowers private real estate investment managers with cutting-edge automation and AI designed to streamline operations, maximize return
- Principal
- Real Estate
- Commercial Real Estate
- 87% Small-Business
- 10% Mid-Market
6,348 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Streamline your property marketing, leasing, accounting and operations with Yardi Breeze. Your entire portfolio can be managed with one solution for residential, commercial, affordable housing, manufa
- Property Manager
- Controller
- Real Estate
- Commercial Real Estate
- 95% Small-Business
- 5% Mid-Market
11,351 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Juniper Square is the leading provider of innovative fund software and administration solutions for the private markets, helping GPs and LPs seamlessly connect and communicate across every stage of th
- Real Estate
- Commercial Real Estate
- 81% Small-Business
- 16% Mid-Market
2,216 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Covercy is the first banking-embedded investment management platform designed specifically for the CRE (Commercial Real Estate) space. This platform is at the intersection of investment management and
- Real Estate
- Commercial Real Estate
- 81% Small-Business
- 19% Mid-Market
471 Twitter followers
- Overview
- User Satisfaction
- Seller Details
ARGUS Enterprise is the global standard for property valuation and the most comprehensive asset and portfolio management solution in the world. Trusted by leading investment firms to value property, s
- Real Estate
- 40% Small-Business
- 33% Mid-Market
4,684 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Serving real estate investment firms, Investor Management Services (IMS) is the leader in the investment management software space providing the only all-in-one platform. We enable our customers to be
- Real Estate
- 62% Small-Business
- 38% Mid-Market
9,109 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
The Property Management platform that helps you run a better real estate business. Re-Leased is built to make you brilliant. We free you and your team to do the meaningful work that you love, crea
- Property Manager
- Director
- Commercial Real Estate
- Real Estate
- 87% Small-Business
- 10% Mid-Market
2,204 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Rentastic: Simplified Accounting & Management for Real Estate Investors Rentastic is an all-in-one real estate accounting and property management platform designed to streamline financial track
- Real Estate
- 67% Mid-Market
- 25% Small-Business
108 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Northspyre, the only end-to-end real estate development management platform, empowers developers to make smarter investment decisions with data-driven insights and collaborative workflows. Through aut
- Real Estate
- Commercial Real Estate
- 73% Small-Business
- 27% Mid-Market
113 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Stessa makes it easy for rental property investors to track, manage and report on their real estate investments - for FREE. Tens of thousands of investors use Stessa to track over $25 billion in real
- Real Estate
- 100% Small-Business
3,370 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Open, modern, innovative investment management software that works for every real estate investment firm. Update Capital is your daily hub to modernize the investor experience, fund deals faster, save
- Commercial Real Estate
- Real Estate
- 86% Small-Business
- 14% Mid-Market
- Overview
- User Satisfaction
- Seller Details
Dynamo Software is a complete investment management platform that is highly configurable, cloud-based, automated, and versatile. It is designed to meet the front-to-back office needs of GPs, LPs, and
- 55% Small-Business
- 27% Enterprise
344 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
IntellCRE is an AI-powered platform that helps real estate investors and agents find, underwrite, and act on deals in just a few clicks, eliminating days of unnecessary manual work that go into each d
- Commercial Real Estate
- 60% Small-Business
- 40% Mid-Market
- Overview
- User Satisfaction
- Seller Details
Prophia is a cloud-based lease abstraction, reporting, and insights solution designed specifically for commercial real estate.
- Commercial Real Estate
- Real Estate
- 54% Mid-Market
- 38% Small-Business
42 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
CoStar Investment Analysis lets users aggregate data from multiple internal systems and view it all in a single source to evaluate acquisition, disposition, and financing strategies.
- Real Estate
- 50% Small-Business
- 30% Enterprise
209 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
DealCheck is the simplest and fastest way to analyze and compare investment properties on your computer, phone or tablet. Trusted by over 350,000 real estate investors and agents, it's the leading rea
- Real Estate
- 67% Small-Business
- 25% Mid-Market
2,589 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
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 sati
- 80% Small-Business
- 20% Mid-Market
1,700 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
STRATAFOLIO is an online software solution designed for commercial real estate owners who use QuickBooks! Our commercial property management software helps with: - Lease, Property, Finance and Invest
- 78% Small-Business
- 22% Mid-Market
830 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Backstop, a service of ION Analytics, has a mission to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redef
- Financial Services
- Investment Management
- 76% Small-Business
- 20% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Origin by Altrio is a data driven real estate deal management software that delivers the insights you need to close deals faster and better. For investment teams of any size.
- Commercial Real Estate
- 60% Small-Business
- 40% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Founded in Austin, Texas, Rabbet 's mission is to streamline the complexities of real estate development by creating efficient, transparent, and user-friendly solutions. With a growing team of experts
- 50% Mid-Market
- 42% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
itamlink is the purpose-built property tax software solution trusted by real estate teams. Our secure, integrated solution helps you manage property tax and real estate assets, reducing risk and tax e
- 33% Enterprise
- 33% Mid-Market
- Overview
- User Satisfaction
- Seller Details
Reis offers integrated sales, rent, and construction property comparables to assess, quantify and manage the risks of default and loss associated with individual mortgages, properties, portfolios and
- 75% Enterprise
- 25% Mid-Market
- Overview
- User Satisfaction
- Seller Details
Cash Flow Analyzer is a real estate investment analysis software that is an affordable and easy-to-use tool. It helps investors and real estate agents choose the right investment properties. It is des
- 67% Small-Business
- 33% Mid-Market
- Overview
- User Satisfaction
- Seller Details
Managing investments for real estate is a daunting task in today’s ever-changing market. As more firms move toward a digital transformation, technology will play a key role in the success of the busin
- 100% Mid-Market
2,783 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Realeflow gives you the tools you need to build and manage a successful real estate investing business so you can live the extraordinary life that you were meant for.
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
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 ser
- 75% Mid-Market
- 25% Enterprise
9,109 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Archibus by Eptura is the global leader for managing facilities, infrastructure, and real estate. Our industry leading IWMS provides organizations the ability to gain full insights into their built-en
- 37% Enterprise
- 37% Small-Business
289 Twitter followers
- Overview
- User Satisfaction
- Seller Details
ARGUS Developer enables commercial real estate developers to save valuable time and money by shortening critical business processes and evaluating development progress for maximum returns. Maintain
- 50% Small-Business
- 50% Enterprise
4,684 Twitter followers
- Overview
- User Satisfaction
- Seller Details
ARGUS EstateMaster Development Feasibility (DF) helps you to calculate with ease and accuracy each of the key performance indicators for development appraisals and feasibility studies. Profit Margin,
- 100% Small-Business
4,684 Twitter followers
- Overview
- User Satisfaction
- Seller Details
CompStak Enterprise delivers comprehensive commercial real estate data to lenders, asset managers, private equity investors, portfolio managers, CMBS investors, and other CRE professionals. With dozen
- 100% Enterprise
6,117 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
eFront is a leading software provider of end-to-end solutions dedicated to the financial industry with a recognized expertise in alternative investments and enterprise risk management
- 50% Mid-Market
- 50% Enterprise
1,106 Twitter followers
- Overview
- User Satisfaction
- Seller Details
EstateMaster Investment Appraisal (IA) is a property valuation and investment analysis tool that uses Income Capitalisation and Discounted Cash Flow (DCF) analysis to accurately appraise a propertys p
- 50% Enterprise
- 50% Small-Business
4,684 Twitter followers
- Overview
- User Satisfaction
- Seller Details
SimCorps portfolio management software gives you real-time investment management analytics and data to help improve decision making. From front to back, our product portfolio delivers the resources yo
- Financial Services
- 48% Mid-Market
- 38% Enterprise
2,101 Twitter followers
- Overview
- User Satisfaction
- Seller Details
SyndicationPro is a real estate syndication platform that helps you raise capital faster than ever before. You will have access to the robust CRM, Investment Management & Investor Portal. Request
- 50% Mid-Market
- 50% Small-Business
519 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Streamline real and personal property tax compliance with tax.com™ innovative solutions. Our intelligent SaaS solutions feature customizable dashboards, data analytics, flexible accrual modules, rapid
- 67% Enterprise
- 17% Mid-Market
- Overview
- User Satisfaction
- Seller Details
A flexible and intuitive development modeling and management solution that makes it easy to design and deliver high value assets while managing variability and keeping stakeholders informed. EstateMas
- 100% Small-Business
4,684 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Have you ever wanted to invest in real estate but did not have the time or money to commit to buying and managing a property? We created Ark7 to solve this dilemma. Ark7 is a real estate platform that
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
AtlasX is the next evolution of real estate pipeline and deal management software. A single source of truth for all your pipeline needs, AtlasX allows you to assign workflows, track deal activity, aut
- 100% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Find, analyze, and market the investment value of any residential property. Bold Street helps real estate agents find and nurture residential investor clients, send relevant deals, and close more s
- 100% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Caruso is an innovative enterprise software platform revolutionising private market fund management. Designed specifically for fund managers in real estate, agriculture, private credit, and private eq
- 100% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
LexisNexis offers automated valuation model (AVM) tools and analytic solutions from Collateral Analytics to help your business accelerate well-informed decisions across the real estate lifecycle.
- 100% Enterprise
1,282 Twitter followers
- Overview
- User Satisfaction
- Seller Details
CompStak Exchange is an exclusive platform for professionals at commercial real estate brokerages and appraisal firms to get analyst-reviewed commercial lease comps, sales comps, and property details.
- 50% Small-Business
- 33% Mid-Market
6,117 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Concerto is an integrated, web based software suite, which offers much more than expected from a standard property asset management and CAFM solution. Acting as a central hub, Concerto brings together
1,393 Twitter followers
- Overview
- User Satisfaction
- Seller Details
The eCS platform offers a broad range of tools to do just that within a graphic framework that visually represents your property. This helps simplify complex relationships between units while providin
- 100% Mid-Market
- Overview
- User Satisfaction
- Seller Details
Fundy is a comprehensive, web-based platform designed for property and private equity fund managers. It simplifies the complexities of fund management, from tracking investor transactions to calcul
- 100% Small-Business
144 Twitter followers
- Overview
- User Satisfaction
- Seller Details
HqO is transforming how people connect with each other and the places they work. The HqO Workplace Experience Platform and app make it easy for companies and commercial property teams to create modern
- 100% Mid-Market
1,236 Twitter followers
- Overview
- User Satisfaction
- Seller Details
iLEVEL is a portfolio monitoring to streamline data collection and reporting solution.
- 100% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
LenderKit provides investment software for private capital raising firms including VCs, private equity, crowdfunding and alternative investment marketplaces. With LenderKit, you can start your inves
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
Local Logic is a leading location intelligence company whose mission is to improve every real estate decision, from consumers seeking a neighborhood that aligns with their lifestyle to investors aimin
- Real Estate
- 47% Mid-Market
- 33% Small-Business
637 Twitter followers
- Overview
- User Satisfaction
- Seller Details
ModelTree is a powerful platform for cash flow modeling, valuation, and reporting in real estate and private equity investments. Key Features: Valuation Models: Use market-standard and customiza
- 100% Small-Business
144 Twitter followers
- Overview
- User Satisfaction
- Seller Details
PropertyMetrics provides online commercial real estate analysis software.
- 100% Small-Business
1,027 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Reiance is a real estate information management system that helps you stay on top of your real estate search. You can store property description, unit details, notes, contact, videos and more. In shor
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
RentCast is a rental property analytics, estimation and reporting software for real estate investors, landlords and property managers. Use our platform to get actionable rental data in seconds, inclu
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
Platform accurately predicts rent to within 0.5% and automates much of the letting process. Rentify commit to scheduled payments, regardless of the risks traditionally associated with managing a prope
- 100% Enterprise
1,127 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
SuiteSpot Maintenance is purpose-built for rental real estate owners and operators looking to save time and money by optimizing their maintenance operations.
- 60% Enterprise
- 20% Mid-Market
130 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Tract-PIE is a financial analysis software that addresses the planning requirements of the home building project by generating projections of cash flow, loan flow, profit & loss, balance sheet, an
- 100% Small-Business
13 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Yardi Investment Suite is an end-to-end software solution for managing the real estate investment lifecycle.The suite includes four core products that automate processes like investor communications,
- 100% Enterprise
11,351 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Apartment Investor Pro is your secret weapon for building credibility. It provides awesome websites for Multi-Family Investors with all of the design and content already created.
- Overview
- User Satisfaction
- Seller Details
Archipelago is an AI technology and data analytics company transforming how commercial property risks are understood, managed, and presented by commercial real estate owners' and lessees' risk manager
- Overview
- User Satisfaction
- Seller Details
Collaborate, model scenarios and improve operational processes ARGUS Taliance is a flexible modelling and decision-making platform designed to provide portfolio management teams with a multi-class, m
4,684 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Property performance data viewed through the lens of the actual real estate. Designed and developed specifically for asset management professionals, Asset Intelligence delivers map-based visualizatio
- Overview
- User Satisfaction
- Seller Details
Atominvest's next-generation software is revolutionizing asset management, allowing fund managers and their service providers to efficiently manage both their investments and investor base via a singl
- Overview
- User Satisfaction
- Seller Details
Backshop is a cash flow projection and deal modeling software for loan originators, commercial real estate investors, and insurance companies.
- Overview
- User Satisfaction
- Seller Details
Biproxi equips the most successful buyers, sellers & brokers in commercial real estate with a single, cloud-based platform to power transactions from list to close.
- Overview
- User Satisfaction
- Seller Details
BrickVest is a Real Estate Investment Platform that connects investors with a variety of investment opportunities in an easy and transparent way.
811 Twitter followers
- Overview
- User Satisfaction
- Seller Details
- Overview
- User Satisfaction
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Builders Patch is a SaaS solution that streamlines the process of financing the development and preservation of affordable multifamily housing for CRE lenders and developers. Built for unique and comp
98 Twitter followers
- Overview
- User Satisfaction
- Seller Details
BuyHoldTrack is a web-based tool that buy-and-hold real estate investors use to track the performance of their real estate portfolio over time. BuyHoldTrack shows growth in equity, cash flow, IRR, and
- Overview
- User Satisfaction
- Seller Details
Cap is a comprehensive venture operating system designed to revolutionize the venture capital ecosystem by bridging the gap between startups and fund managers. It enhances efficiency, transparency, co
- Overview
- User Satisfaction
- Seller Details
The best way to find and analyze cash flowing real estate investments. CashOn makes it simple to find top real estate investment opportunities in US cities. Using Zillow, MLS, and local rental data,
- Overview
- User Satisfaction
- Seller Details
ASSET MANAGERS AND HEDGE FUNDS
- Overview
- User Satisfaction
- Seller Details
CommercialEdge is a powerful all-in-one commercial real estate platform built for landlords and brokerages of all sizes. Designed in collaboration with market leaders and commercial experts, the compl
- Overview
- User Satisfaction
- Seller Details
The Comparative Market Analysis Spreadsheet is an all-in-one solution to efficiently keep track, review and compare rental properties.
- Overview
- User Satisfaction
- Seller Details
Cherre CoreConnect is the real estate industry's leading data management platform.
1,094 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Coyote is award-winning commercial real estate software, transforming the way that real estate businesses buy and manage assets globally. Designed and built by real estate professionals, Coyote is a
- Overview
- User Satisfaction
- Seller Details
CREmodel is a commercial real estate investment software.
- Overview
- User Satisfaction
- Seller Details
At StartupSteroid, we pride ourselves on being a one-stop solution tailored for investors. Our comprehensive platform is engineered to streamline every facet of the investment process, enabling you to
- Overview
- User Satisfaction
- Seller Details
Dealpath is the industry’s most trusted, purpose-built real estate platform, empowering hundreds of leading institutions including Blackstone, AEW, Oxford Properties, Principal Real Estate and Bridge
833 Twitter followers
- Overview
- User Satisfaction
- Seller Details
DealWorthIt is an AI-Powered software platform designed to help real estate professionals find, analyze, and underwrite investment opportunities. It provides access to on-market and off-market deals,
- Overview
- User Satisfaction
- Seller Details
- Overview
- User Satisfaction
- Seller Details
The DLP Housing Fund’s primary strategy is to positively impact the workforce housing crisis in America by investing equity in multifamily rental communities. Our goal is to provide safe, clean, affo
- Overview
- User Satisfaction
- Seller Details
Evalo, Software for Property Valuation Business, is robust and meticulously designed to save your time at every step. It is revealed in our mobile and web applications which are used to collect proper
- Overview
- User Satisfaction
- Seller Details
Exquance Insights is a data analytics platform designed to empower real estate and private equity professionals with actionable market intelligence. With comprehensive data visualisation tools and
144 Twitter followers
- Overview
- User Satisfaction
- Seller Details
FacilityForce is an Integrated Workplace Management System (IWMS software) for government and commercial organizations with a large portfolio of properties to manage. The software's features include
- Overview
- User Satisfaction
- Seller Details
The Finance4U® Property and Lease Accounting Solution directly leverages the Universal Journal and enhances SAP’s Fixed Asset Accounting and Asset Retirement Obligation Module to simplify and streamli
- Overview
- User Satisfaction
- Seller Details
REDEFINING COMMERCIAL REAL ESTATE TRANSACTIONS TOOLS | Trusted globally for over 20 years, Forbury understands property valuation can be complex, time-consuming, and stressful. Savvy, innovative comp
- Overview
- User Satisfaction
- Seller Details
From prospects to residents, websites to owner dashboards, rent rolls to delinquency: FORTRESS is the core property management operations platform that actually works. In under 5 clicks, track and ana
40 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Fundamental Portal is your ultimate solution for transforming the investment management experience for real estate GPs, owner/operators, fund managers, and more. Our cutting-edge platform offers a str
- Overview
- User Satisfaction
- Seller Details
- Overview
- User Satisfaction
- Seller Details
FundStar creates a fundamental insight into real estate returns. From fund to assets and back
- Overview
- User Satisfaction
- Seller Details
Fyxt is a cloud-based property management software for net-lease and mixed commercial portfolios. Fyxt provides powerful solutions to the world's most innovative commercial real estate companies. Fyx
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- User Satisfaction
- Seller Details
- Overview
- User Satisfaction
- Seller Details
GP Flow helps you raise capital, automate investor relations and unlock the potential of your assets.
- 100% Enterprise
- Overview
- User Satisfaction
- Seller Details
Reduce bottlenecks and say goodbye to spreadsheets to achieve optimal property valuation and peak portfolio performance. Your source of asset truth. Provide unparalleled visibility into your assets
1,790 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Unlock the story behind your data and use it to make better business decisions in the residential property sector.
2,934 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Enterprise-grade valuation and risk management tools. Fast and accurate valuations of single properties or residential portfolios so you can make more informed decisions.
2,934 Twitter followers
Learn More About Real Estate Investment Management Software
What is Real Estate Investment Management Software?
Real estate investment management software, also known as asset management software, allows investment partners and property managers to maximize the market value and return on investment (ROI) of both commercial and residential properties. Similar to property management, investment management software can monitor the general profile of the property. However, investment management software must be able to analyze the property portfolio, as well as calculate a forecasted model of existing and potential assets.
Providing a comprehensive and calculated analysis of the portfolio performance allows asset managers to quantify the longevity of their investments and monitor potential risk in asset data collection. Casual real estate developers also benefit by extracting the data from the investment management software to leverage the property's value.
What are the Common Features of Real Estate Investment Management Software?
Real estate investment management solutions offer various features, specifically those that cater to both commercial and residential investors. The following are core features within different platforms that help maintain the real estate portfolio:
Investor relationship management: Investment management CRM platforms create a customized workflow between asset managers and stakeholders. This platform often provides an investor portal with communication and investment documentation, highlighting the importance of the investor relationship while maintaining the portfolio.
Automated analytics: Automatic data extraction from property documentation such as invoices and budgeting proposals. This software structure is suited for the fundamentals of small businesses as this platform allows for complex data management, eliminating tedious data entry and shifting the focus on asset analysis.
Cloud: Cloud-based real estate investment platforms allow for proactive portfolio management, with the software being available anytime via the web. This feature adds digital flexibility as well as security with data encryption and 24/7 data recovery.
Lead management: Users can automatically capture potential investors and track the deal pipeline, creating a direct correlation between current investors and targeted investors. This feature is executed through a lead capture report.
Investment advice: Users can review key investment decisions based on the risk profile for the property and determine investment parameters, specifically capital accounts and ownership. This caters to real estate investors who may wish to highlight portfolio management and investment strategies.
Waterfall distribution: Users can calculate distributions while processing the payout electronically. This eliminates the risk of error, thus creating a financially healthy environment.
What are the Benefits of Real Estate Investment Management Software?
Valuation: Real estate investment management software initiates a complex real estate fund structure that efficiently measures cash flow, asset class, and net appreciation--all while establishing clear insight into the buyer's portfolio.
Increased ROI: Data ownership and configuration is lucrative, and by investment management solutions and partnerships. The overall purchase of a sufficient real estate investment management software, measures the property’s performance, and monitors liquidity of the portfolio.
Improved productivity: A cloud-based software allows teams to connect while working from various locations. All investment performance reports and queries are in a central location with the investment management software; thus, the entire investment cycle is all in one place.
Who Uses Real Estate Investment Management Software?
There are numerous groups that use real estate investment management software:
Investment firms: They operate real estate investment trusts (REITs) pertaining to their income-producing assets. These investment management solutions allow for research modeling pertaining to trade execution, eliminating uncertainty.
Asset managers: Buyers can use this software to strategize decision making regarding their portfolio, deciding on the diversification of their ventures as the real estate market shifts. This is especially helpful while determining assets under management (AUM), i.e. the market value of a portfolio someone manages. Investment management software also provides property owners and landlords with the ability and confidence to accurately evaluate their investment vehicles. Real estate investment management can have an expensive overhead cost, yet there are affordable cloud-based software for casual investors such as landowners.
Challenges with Real Estate Investment Management Software
Software solutions can come with their own set of challenges.
Affordability: The vast majority of real estate investment management solutions can be expensive, whether offered as a subscription or one-time payment. There are management platforms geared toward smaller firms and independent investors. However, cost can remain a factor.
Integration: There are a limited number of real estate investment management software that can fully integrate with property management software and other collaborative platforms. In addition, investors face an added difficulty if their portfolios include both residential and commercial real estate. Then, should an investor find a semi-integrated software, there’s the possibility of data inaccuracy due to improper integration. If an investment management software offers integration, users should ensure all information is transferred and remains accurate.
Perspective: Asset managers, investment firms, and landowners all share a different ideology of what a healthy portfolio looks like. Investment firms may solely be looking for maximum profit and high turnover, while the asset manager is looking at the longevity of the properties.
How to Buy Real Estate Investment Management Software
Pinpointing the investor's exact needs may prove difficult, and that’s the starting point of determining which real estate investment management software to purchase. If the firm or investor is having a hard time determining their needs, they can visit G2 to see a comparative analysis of what competitors have purchased. In addition, if the firm already utilizes investment management software and is looking to upgrade due to a recent acquisition, the G2 Grid® can be a helpful tool.
Once it is determined which specific features and tools would best serve the buyer, a criteria checklist should be developed. The checklist serves as a guide to remind the buyer of non-negotiable items such as automatic report configuration and waterfall distribution. At the same time, lead management and unlimited employee access would serve as bonus features.
Compare Real Estate Investment Management Products
Create a long list
When comparing the different real estate investment management software, the first thing to identify is essential “must haves.” This will be the determining factor, when catering to property type as well as capital markets. Real estate asset management should be an essential feature of the platform. If the property investment is a joint venture, a cloud-based management dashboard is vital for keeping all parties up to date.
Create a short list
Once the key software features are identified, narrowing down a list of well suited vendors is the next step. From the long list of vendors, it is helpful to come up with a shorter list of contenders, preferably no more than three to five. With this list in hand, businesses can produce a grid to compare the features and pricing of the various solutions.
Conduct demos
Comparing the different asset management platforms, with a long and short list is a key part of the decision making process. However, conducting demos are a great opportunity to see how the different real estate investment management systems work. Demos should be performed live by qualified personnel, using the system, not through presentations. All vendors should follow a predetermined scenario that simulates the business processes of the buyer. A common scenario for real estate investment is facilitating an analysis of the investment portfolios in the system via a report. This demonstration allows the buyer to go through the steps to follow.
Selection of Real Estate Investment Management Software
Choose a selection team
The purchase of a real estate investment management software has an effect on ROI and asset management and allocation. The key decision makers should be a diverse group of team members who will actively use the system. This will likely be asset managers in different sectors and administrators who rely heavily on performance metrics.
Negotiation
At this point in the evaluation, dealbreakers are the main decision makers, such as price of product or which real estate market is best suited for the platform. Buyers should ensure that all concerns are expressed to the real estate investment management vendor. Lastly, it's important to discuss upfront or implementation cost, discounts being offered by each vendor, and whether there will be any upcoming maintenance for the product.
Final decision
The final decision should be based on the information gathered and the needs of the buyer. After reviewing vendors, asset management platform features and software accessibility; it is recommended the buyer do their due diligence and roll out a system test run. By conducting a pilot program with a small sample size of users, this will ensure all needs are met. If the tool is user friendly, the buyer can be assured that the selection was correct. If not, repeat the process until a confident decision can be made.
