List of Yardi Investment Management Customers
Santa Barbara, 93117, CA,
United States
Since 2010, our global team of researchers has been studying Yardi Investment Management 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 Investment Management 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 Investment Management for Real Estate Investment include: Clark Enterprises, Inc., a United States based Banking and Financial Services organisation with 4500 employees and revenues of $6.10 billion, AEGON USA Realty Advisors, Inc., a United States based Construction and Real Estate organisation with 8824 employees and revenues of $1.39 billion, PS Business Parks Inc., a United States based Construction and Real Estate organisation with 1055 employees and revenues of $439.0 million, BSR Reit, a United States based Construction and Real Estate organisation with 250 employees and revenues of $158.0 million, Avanath Capital Management, a United States based Construction and Real Estate organisation with 300 employees and revenues of $50.0 million and many others.
Contact us if you need a completed and verified list of companies using Yardi Investment Management, 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 Investment Management 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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AEGON USA Realty Advisors, Inc. | Construction and Real Estate | 8824 | $1.4B | United States | Yardi | Yardi Investment Management | Real Estate Investment | 2009 | n/a |
In 2009, AEGON USA Realty Advisors, Inc. implemented Yardi Investment Management to support investment decision-making and financial reporting across its Real Estate Investment operations. The deployment established Yardi Investment Management as the central platform for portfolio-level investment workflows, aligning investment accounting and reporting processes with enterprise asset management objectives.
Yardi Investment Management was configured to provide core Real Estate Investment capabilities including investment accounting, performance and cash flow reporting, portfolio analytics, and compliance-oriented financial reporting. Configuration work emphasized standardized chart of accounts, consolidated reporting structures, and automated data feeds for periodic reporting and audit readiness.
The implementation was executed alongside Yardi Voyager, creating a linked environment between property-level operations and portfolio-level investment management, enabling transfer of lease, rent, and property financial data into Yardi Investment Management. This combined Yardi Voyager and Yardi Investment Management topology supported consolidated reporting and centralized data governance for investment teams and accounting functions.
Governance changes focused on formalizing investment reporting workflows and centralizing approvals for financial statements and compliance outputs, with data orchestration between property management and investment modules. The stated objectives were to facilitate timelier investment decisions and to ensure compliance with financial reporting standards through unified Yardi Investment Management processes.
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Avanath Capital Management | Construction and Real Estate | 300 | $50M | United States | Yardi | Yardi Investment Management | Real Estate Investment | 2021 | n/a |
In 2021, Avanath Capital Management implemented Yardi Investment Management. The deployment was executed as part of their Real Estate Investment application footprint and operated alongside Yardi Voyager and RentCafe to cover investment accounting and property operations.
Yardi Investment Management was configured with a mix of platform modules and administrative tooling, including YardiOne, Voyager, Client Central, RentCafe, YardiMatrix, Investor Portal, Elevate, VendorCafe, and Checkscan. Implementation work included creating and executing ETL and CSV import files, developing SQL scripts and stored procedures for the Voyager database, and automating scheduled Voyager tasks to support recurring data loads and reporting workflows.
The implementation included explicit interface setup to integrate Yardi Resident Screening, Renters Insurance, Guestcard ILS AnyoneHome/Apartments.com, HappyCo service request handling, and debt collection capabilities. New property onboarding processes used ETL or Affordable Y2Y imports to add acquisitions into Yardi Voyager, Yardi Payment Processing, RentCafe, VendorCafe, and Yardi Resident Screening, and the team provided day to day support across adjacent platforms such as Concur, online banking portals, DocuSign, Happy Inspector, and Wellbeats.
Operational governance centered on centralized user access management across the Yardi suite, scheduling and documenting Yardi Voyager and RentCafe updates, and role based advisory to Executives, Property Accounting, Accounts Receivable/Payable, Asset Management, Construction, and Property Management. The team led project management for bringing new acquisitions into the platform, coordinating work across Property Management, IT, Property Accounting, AP/AR, Compliance, Acquisitions, and Executive stakeholders.
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Bluestone Capital, LLC | Construction and Real Estate | 35 | $3M | United States | Yardi | Yardi Investment Management | Real Estate Investment | 2010 | n/a |
In 2010, Bluestone Capital, LLC implemented Yardi Investment Management for Real Estate Investment. The deployment centralized core investment management functions across the firm's investment, asset management, accounting, and investor relations teams, aligning portfolio management and investor reporting workflows. The Yardi Investment Management implementation encompassed investment accounting, investor reporting, capital activity tracking including calls and distributions, and portfolio analytics capabilities, configured to support a 35-person firm operating in construction and real estate. Configuration work emphasized a standardized chart of accounts, transaction mapping for Excel and Access imports, and structured templates for investor statements.
Operational integration included bidirectional data flows with Microsoft Excel and Access for data cleansing, modeling, and multi-table queries, and SharePoint for document management and controlled distribution of investor materials, reflecting the customer’s existing toolset. Market data and research inputs from FactSet and Bloomberg were consumed for valuation and reporting workflows, with Yardi Investment Management serving as the central record for reconciled positions and cash activity. Governance and workflow restructuring focused on role-based access, approval routing for capital events, and audit trails for transaction reconciliations, enabling repeatable investor reporting cycles. This narrative links Bluestone Capital, LLC, Yardi Investment Management, Real Estate Investment, and the firm’s investment operations within a unified operational platform.
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Construction and Real Estate | 250 | $158M | United States | Yardi | Yardi Investment Management | Real Estate Investment | 2010 | n/a |
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Banking and Financial Services | 4500 | $6.1B | United States | Yardi | Yardi Investment Management | Real Estate Investment | 2013 | n/a |
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Construction and Real Estate | 120 | $20M | United States | Yardi | Yardi Investment Management | Real Estate Investment | 2017 | n/a |
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Construction and Real Estate | 50 | $5M | United States | Yardi | Yardi Investment Management | Real Estate Investment | 2009 | n/a |
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Construction and Real Estate | 1055 | $439M | United States | Yardi | Yardi Investment Management | Real Estate Investment | 2014 | n/a |
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Buyer Intent: Companies Evaluating Yardi Investment Management
- Flood Protection Solutions, a United Kingdom based Construction and Real Estate organization with 10 Employees
- PakEnergy, a United States based Professional Services company with 200 Employees
- Megafund 101, a United Kingdom based Professional Services organization with 10 Employees
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