List of Yardi Advanced Budgeting & Forecasting Customers
Santa Barbara, CA, 93117,
United States
Since 2010, our global team of researchers has been studying Yardi Advanced Budgeting & Forecasting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Yardi Advanced Budgeting & Forecasting for Real Estate Investment from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Yardi Advanced Budgeting & Forecasting for Real Estate Investment include: Bozzuto, a United States based Construction and Real Estate organisation with 4000 employees and revenues of $2.60 billion, Qatari Diar, a Qatar based Construction and Real Estate organisation with 550 employees and revenues of $1.50 billion, Cousins Properties, a United States based Construction and Real Estate organisation with 351 employees and revenues of $993.0 million, Beztak Properties, a United States based Construction and Real Estate organisation with 1000 employees and revenues of $300.0 million, Arden Logistics Parks, a United States based Construction and Real Estate organisation with 120 employees and revenues of $150.0 million and many others.
Contact us if you need a completed and verified list of companies using Yardi Advanced Budgeting & Forecasting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Arden Logistics Parks | Construction and Real Estate | 120 | $150M | United States | Yardi | Yardi Advanced Budgeting & Forecasting | Real Estate Investment | 2021 | n/a |
In 2021, Arden Logistics Parks implemented Yardi Advanced Budgeting & Forecasting as part of a connected Yardi Voyager platform. Arden Logistics Parks deployed this capability to support the Real Estate Investment business function across its geographically diverse industrial portfolio, centralizing budgeting and forecasting for property management, construction oversight and asset operations.
The implementation combined Yardi Advanced Budgeting & Forecasting with Yardi Voyager, Yardi Construction Manager and Yardi Facility Manager to create a single technology stack. Yardi Advanced Budgeting & Forecasting was configured to align budgeting and forecasting workflows with Voyager accounting and real time performance analytics, enabling continual reconciliation between project budgets, construction cost controls and property level financials.
Operationally the rollout targeted distributed teams across multiple US markets and over 55 employees, consolidating previously external processes and reducing reliance on spreadsheets through automated workflows and data flows. The integrated environment unified document version control, tenant communication workflows and facilities management data, providing a centralized source of truth for managers and administrators responsible for last mile industrial assets.
Governance and process restructuring focused on standardizing workflows, improving security and instituting a single set of record for financial planning and construction management. Arden reported improved oversight, better data accuracy and streamlined operations, with system administrator Ryan Alexander noting the platform brings various company roles into a single program and simplifies decision making with real time data.
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Beztak Properties | Construction and Real Estate | 1000 | $300M | United States | Yardi | Yardi Advanced Budgeting & Forecasting | Real Estate Investment | 2017 | n/a |
In 2017, Beztak implemented Yardi Advanced Budgeting & Forecasting as part of a broader Yardi Voyager platform deployment to centralize financial planning across its property management operations. The implementation sits within the Real Estate Investment category and aligns budgeting and forecasting processes with Beztak’s expanding multifamily and commercial portfolio, which grew to manage more than 17,000 units while operating from headquarters in Farmington Hills, Michigan and regional offices in Boca Raton, Phoenix and Tucson.
Yardi Advanced Budgeting & Forecasting was configured to support core budgeting workflows including consolidated budget preparation, rolling forecasts, scenario modeling and standardized financial reporting, using a unified data model common to the Voyager platform. The application was positioned to ingest operational drivers and rate inputs, enabling finance teams to produce period and unit-level forecasts that reflect leasing and pricing signals.
The budgeting and forecasting implementation was integrated inside the Yardi Voyager ecosystem alongside Yardi RENTmaximizer, Yardi Utility Expense Management and RENTCafé, allowing operational metrics from revenue management and leasing channels to feed financial plans. This architecture centralized property performance data for use by property managers, revenue managers and corporate finance, improving traceability between pricing actions and forecast assumptions.
Governance emphasized integrated workflows between property management and finance, with RENTmaximizer providing ongoing pricing guidance and a dedicated revenue manager to support execution. Public statements from Beztak and Yardi highlight outcomes tied to improved rental income and maintained occupancy, and the combined platform approach framed financial planning, operational pricing and leasing activity under a single real estate investment application set.
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Bozzuto | Construction and Real Estate | 4000 | $2.6B | United States | Yardi | Yardi Advanced Budgeting & Forecasting | Real Estate Investment | 2004 | n/a |
In 2004, Bozzuto implemented Yardi Advanced Budgeting & Forecasting in the Real Estate Investment category. Bozzuto Management Company operates as the property management arm of The Bozzuto Group and manages a portfolio that includes more than 70,000 apartments and 2.3 million square feet of retail space along the East Coast between Miami and Boston, in the Northeast and in Chicago.
Yardi Advanced Budgeting & Forecasting was configured to support core budgeting and forecasting workflows, including multi period capital planning, unit level revenue and expense forecasting, scenario modeling, and consolidated portfolio reporting. The implementation emphasized standardized financial templates, forecast roll ups, and model-driven assumptions to align property level inputs with portfolio level plans.
The application was deployed to serve corporate finance, asset management, and property operations teams, providing a single planning environment for the companys multifamily, affordable housing, condo and retail portfolios. Bozzuto's broader Yardi technology footprint includes Yardi Voyager Affordable Housing, Yardi Voyager Condo, Co-op, HOA, RentCafe, CHECKscan, Yardi Orion Business Intelligence, Yardi Budgeting and Forecasting, Yardi Maintenance and related mobile inspection and maintenance modules.
Governance and process changes centered on a centralized budgeting cadence and standardized submission workflows between site teams and central finance, reducing manual consolidation work. Configuration focused on role based access, audit trails for budget versions, and report templates to support recurring budget cycles and board level reporting.
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Cohen Asset Management | Construction and Real Estate | 50 | $20M | United States | Yardi | Yardi Advanced Budgeting & Forecasting | Real Estate Investment | 2017 | n/a |
In 2017, Cohen Asset Management implemented Yardi Advanced Budgeting & Forecasting within its Real Estate Investment technology stack. Cohen Asset Management, Inc. configured Yardi Advanced Budgeting & Forecasting alongside Yardi Investment Accounting, Yardi Voyager Commercial, Yardi PayScan, CHECKscan, Yardi Maintenance, Yardi Maintenance Mobile, and Yardi Orion Business Intelligence to centralize financial planning across its construction and real estate portfolios.
The Yardi Advanced Budgeting & Forecasting deployment focused on budget template configuration, standardized chart of accounts mapping, multi entity consolidation, scenario modeling and rolling forecast capabilities, with automated allocation rules and period close support. Configuration emphasized role based access controls and configurable approval workflows for budget submission and sign off to align finance and asset management processes.
The implementation integrated Yardi Advanced Budgeting & Forecasting with Yardi Investment Accounting and Yardi Voyager Commercial to synchronize general ledger and property level financials, while Yardi PayScan and CHECKscan supported accounts payable data flow and Yardi Orion Business Intelligence provided consolidated reporting and analytics. Yardi Maintenance and Yardi Maintenance Mobile were linked for capital expenditure capture and operational cost feeds, enabling the budgeting process to reflect maintenance driven spend.
Governance established centralized budgeting policies, role based approvals, and a standardized budget cycle to align asset management and finance functions across Cohen Asset Management. Rollout and configuration were scaled to a 50 employee organization, emphasizing simplified workflows and tight integration with the existing Yardi application portfolio.
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Cousins Properties | Construction and Real Estate | 351 | $993M | United States | Yardi | Yardi Advanced Budgeting & Forecasting | Real Estate Investment | 2014 | n/a |
In 2014, Cousins Properties implemented Yardi Advanced Budgeting & Forecasting to extend its Yardi Voyager property management and accounting platform. The company based in Atlanta deployed the module within a broader Yardi ecosystem to centralize financial planning and align budgeting and forecasting with property accounting workflows. This work is explicitly within the Real Estate Investment application category and was positioned to support portfolio level financial planning across finance and asset management functions.
Yardi Advanced Budgeting & Forecasting was configured to provide integrated budgeting and forecasting capabilities that consume ledger and property data from Yardi Voyager, enabling consolidated budget assembly, scenario inputs, and recurring forecast cycles. The deployment emphasized integration with Voyager accounting and property management modules to maintain a single source of financial truth and to support coordinated workflows between finance and property operations. Cousins leadership described the effort as a move to an integrated system, and company executives reported that Yardi has been the right choice for their environment.
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Construction and Real Estate | 130 | $33M | United States | Yardi | Yardi Advanced Budgeting & Forecasting | Real Estate Investment | 2015 | n/a |
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Construction and Real Estate | 35 | $50M | Australia | Yardi | Yardi Advanced Budgeting & Forecasting | Real Estate Investment | 2015 | n/a |
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Construction and Real Estate | 100 | $10M | United States | Yardi | Yardi Advanced Budgeting & Forecasting | Real Estate Investment | 2017 | n/a |
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Construction and Real Estate | 50 | $30M | Netherlands | Yardi | Yardi Advanced Budgeting & Forecasting | Real Estate Investment | 2015 | n/a |
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Construction and Real Estate | 10 | $59M | Singapore | Yardi | Yardi Advanced Budgeting & Forecasting | Real Estate Investment | 2015 | n/a |
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