List of Yardi Advanced Budgeting & Forecasting Customers
Santa Barbara, 93117, CA,
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: Cousins Properties, a United States based Banking and Financial Services organisation with 286 employees and revenues of $762.0 million, Beztak Properties, a United States based Construction and Real Estate organisation with 1000 employees and revenues of $300.0 million, Kushner, a United States based Construction and Real Estate organisation with 200 employees and revenues of $50.0 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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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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Cousins Properties | Banking and Financial Services | 286 | $762M | 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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Kushner | Construction and Real Estate | 200 | $50M | United States | Yardi | Yardi Advanced Budgeting & Forecasting | Real Estate Investment | 2022 | n/a |
In 2022 Kushner implemented Yardi Advanced Budgeting & Forecasting as a core Real Estate Investment application to centralize budgeting, forecasting and asset planning workflows across its property portfolio. The Yardi Advanced Budgeting & Forecasting deployment is presented as a targeted investment application supporting annual asset business plans, operating budgets and capital budgets while enabling ongoing monitoring of actual performance against those budgets.
Yardi Advanced Budgeting & Forecasting was configured alongside a broader Yardi suite, including Yardi Budgeting, Yardi Accounting, Rent Café, Rent Maximizer, Procure to Pay, the Residential Module, the Commercial Module and Job Cost. Functional workstreams implemented included budget model configuration, custom ADHOC reporting, job cost tracking, accounting interfaces and Procure to Pay flows, with bespoke Accounting, Development and Operational reports designed at the request of the CFO.
The implementation included interface orchestration between budgeting and operational modules, and operational coverage explicitly spanned the property management team, accounting team and asset managers. Support and user enablement were handled through a ticketing system, email and phone intake, remote web meetings such as GoToMeeting and WebEx, and ongoing case management in the support ticketing system to address acquisition setups and configuration requests.
Governance and process work accompanied the technical rollout, with documented plans, policy, standards, procedures and checklists created and maintained. The team performed root cause analysis on repeat requests, implemented recommended Yardi improvements, kept all Yardi usage and functionality documentation current, and applied escalation processes to route unresolvable service requests to management.
Operational outcomes described in the implementation notes include enhanced performance and functionality of the Yardi platform to meet business objectives, consistent application of best practices, and ensured ticket resolutions met client response time and escalation requirements. Yardi Advanced Budgeting & Forecasting supports Kushner Companies Real Estate Investment business functions by centralizing budgeting, reporting and financial planning workflows across accounting, asset management and property operations.
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Buyer Intent: Companies Evaluating Yardi Advanced Budgeting & Forecasting
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