List of Yardi Deal Manager Customers
Santa Barbara, 93117, CA,
United States
Since 2010, our global team of researchers has been studying Yardi Deal Manager 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 Deal Manager for Lease Management 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 Deal Manager for Lease Management include: Balfour Beatty Communities, a United States based Construction and Real Estate organisation with 1500 employees and revenues of $800.0 million, R&R Realty Group, a United States based Construction and Real Estate organisation with 150 employees and revenues of $15.0 million, American Caribbean Real Estate, Christie's International Real Estate, a United States based Construction and Real Estate organisation with 40 employees and revenues of $6.0 million, Equity Industrial Partners, a United States based Construction and Real Estate organisation with 25 employees and revenues of $4.0 million and many others.
Contact us if you need a completed and verified list of companies using Yardi Deal Manager, 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 ERP Services and Operations software purchases.
The Yardi Deal Manager customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Services and Operations software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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American Caribbean Real Estate, Christie's International Real Estate | Construction and Real Estate | 40 | $6M | United States | Yardi | Yardi Deal Manager | Lease Management | 2019 | n/a |
In 2019, American Caribbean Real Estate implemented Yardi Deal Manager, a Lease Management application, to standardize deal intake and pipeline visibility across its brokerage operations. The deployment targeted the firm level for a 40 person real estate organization, positioning Yardi Deal Manager as the central system for capturing lease opportunities, tracking transaction stages, and maintaining deal documentation.
Yardi Deal Manager was configured to support core Lease Management workflows including deal pipeline management, lease and contract record keeping, approval routing, and basic reporting for transaction teams. The application was operated alongside SUGAR CRM, Microsoft Teams, and Costar/LoopNet, with configuration work focused on synchronizing contact and deal records with CRM, routing collaboration and notifications through Teams, and surfacing listing information from Costar and LoopNet for deal sourcing.
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Balfour Beatty Communities | Construction and Real Estate | 1500 | $800M | United States | Yardi | Yardi Deal Manager | Lease Management | 2021 | n/a |
In 2021, Balfour Beatty Communities implemented Yardi Deal Manager as its Lease Management application. The deployment focused on North America community management teams and site-level Community Managers responsible for operational and financial performance of multifamily and residential communities. The implementation aimed to centralize lease deal workflows and provide a single record for lease terms, approvals, and documentation across property portfolios.
Yardi Deal Manager was configured to support core Lease Management capabilities including deal intake and tracking, lease abstracting and document management, configurable approval workflows, and portfolio-level reporting for rent roll and lease commitments. Configuration emphasized property-level leasing workflows used by Community Managers to monitor day-to-day leasing and follow up activities in Yardi, and to enforce standardized clause and approval templates. The Yardi Deal Manager deployment also incorporated role-based access and training for site teams to ensure consistent lease creation and review processes.
Operational coverage extended to community operations, leasing teams, and site finance across Balfour Beatty Communities North America, aligning lease administration with budgeting and financial reporting responsibilities. Governance changes formalized workflow ownership by Community Management, standardized document control and approval gates, and embedded lease workflow steps into existing property management operations such as updating websites and collateral materials. The implementation positioned Yardi Deal Manager as the authoritative lease deal system for leasing operations and site-level finance coordination.
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Equity Industrial Partners | Construction and Real Estate | 25 | $4M | United States | Yardi | Yardi Deal Manager | Lease Management | 2009 | n/a |
In 2009, Equity Industrial Partners implemented Yardi Deal Manager. The Yardi Deal Manager Lease Management deployment centralized deal information for the 25-person construction and real estate firm, consolidating CRM records, letters of intent, lease negotiation documents, occupancy and vacancy tracking, and upcoming lease expirations into one accessible platform.
The implementation emphasized single entry of data to eliminate transcription errors and to provide reliable, well-organized information for deal evaluation. Yardi Deal Manager was configured to link leasing workflows with lease administration, enabling the firm to onboard executed leases directly from deal records and to perform the rigorous analysis needed to confirm lease economics.
Operationally the system brought deal participants onto a single source of truth, shortening information handoff and enabling faster status updates across origination, negotiation, and execution workflows. Yardi Deal Manager supported Equity Industrial Partners in housing the key deal data needed for leasing decisions and occupancy management within a unified Lease Management application.
Governance and process changes included standardizing document capture and negotiation artifacts in the platform and using Deal Manager as the control point for onboarding executed leases. The company experienced improved communication across transaction stakeholders, a cultural shift toward centralized deal governance, quick onboarding to the platform, and ongoing vendor support from the Yardi team.
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R&R Realty Group | Construction and Real Estate | 150 | $15M | United States | Yardi | Yardi Deal Manager | Lease Management | 2018 | n/a |
In 2018, R&R Realty Group implemented Yardi Deal Manager to centralize lease sourcing and transaction workflow as part of its Lease Management strategy. The deployment targeted the companys leasing and asset management functions and aligned with its existing Yardi footprint, providing a single application for deal intake and lease lifecycle orchestration.
The Yardi Deal Manager implementation focused on deal capture and pipeline management, configurable approval workflows, document and lease abstracting capabilities, and template driven LOI and term sheet generation. Configuration emphasized role based access and structured deal metadata to support consistent underwriting and standardized lease documents across transactions.
Operationally the solution was embedded into R&R Realty Groups broader Yardi environment so deal records could feed downstream property and finance workflows without duplicate entry. Primary users included leasing, acquisitions, and asset management teams, and the configuration supported multiuser collaboration, audit trails, and stage gating for commercial deal progression.
Governance and rollout concentrated on user proficiency and process control, with staff noted as proficient in Yardi and Deal Manager, role based approvals, and formalized data governance for deal records. The implementation established repeatable leasing processes and administrative controls to enforce consistency in lease negotiation and execution.
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