---
description: Learn more about Yardi Investment Manager price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs.
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title: Yardi Investment Manager Cost & Reviews - Capterra Australia 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Yardi Investment Manager](/software/1014495/yardi-investment-manager)

# Yardi Investment Manager

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> A complete real estate solution to track capital, manage new investment opportunities and provide investors with a branded portal.
> 
> Verdict: Rated **4.0/5** by 9 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Yardi Investment Manager?

Suited for real-estate owner-managers, private equity, private debt, institutions, fund managers and administrators, general and limited partners, REITs, banks, insurance companies and family offices.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 9 Reviews |
| Ease of Use | 3.9/5 | Based on overall reviews |
| Customer Support | 4.4/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 3.8/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Yardi Systems
- **Location**: Santa Barbara, US
- **Founded**: 1982

## Commercial Context

- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Benchmarking
- Client Management
- Client Portal
- Client/Property Matching
- Document Management
- Electronic Signature
- Email Marketing
- Email Templates
- Financial Analysis
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Reporting/Analytics
- Segmentation
- Task Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Investment Management Software](https://www.capterra.com.au/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.com.au/directory/20010/investment-management/software)
- [Real Estate Transaction Management Software](https://www.capterra.com.au/directory/31243/real-estate-transaction-management-software/software)
- [Real Estate CRM Software](https://www.capterra.com.au/directory/30926/real-estate-crm/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.com.au/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Agora](https://www.capterra.com.au/software/1026247/agora) — 4.5/5 (12 reviews)
3. [AppFolio Investment Manager](https://www.capterra.com.au/software/186948/appfolio-investment-management) — 4.7/5 (100 reviews)
4. [Juniper Square](https://www.capterra.com.au/software/171269/juniper-square) — 4.9/5 (61 reviews)
5. [InvestNext](https://www.capterra.com.au/software/185770/investnext) — 4.8/5 (20 reviews)

## Reviews

### "Realstar review" — 3.0/5

> **Atousa** | *22 May 2025* | Real Estate | Recommendation rating: 5.0/10
> 
> **Pros**: User interface not very difficult to navigate through the site
customer service- available team when needed
> 
> **Cons**: we were introduced to some of the functionality during the sales process which later we noted the challenges with them and prevented us from using them 
It will only be a site where we store documents and summary of investments but it will not replace or help with any of our reporting files

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### "Yardi Investment Manager" — 4.0/5

> **Erik** | *31 August 2023* | Real Estate | Recommendation rating: 8.0/10
> 
> **Pros**: We use Yardi for property management and accounting, so it integrates seamlessly with those two systems. Reporting on our pipeline through the portal is very helpful and document storage and distribution works great. Managing commitments and investment transactions is pretty straight forward and easy to edit if needed.
> 
> **Cons**: It's definitely not as good-looking and more clunky than some other investment management software. And customer support turnaround times can be days or weeks.

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### "Time Saver" — 5.0/5

> **Christie** | *11 September 2023* | Real Estate | Recommendation rating: 9.0/10
> 
> **Pros**: Once everything is set up, it greatly reduces the amount of work needed on a quarterly basis.  Accruals and distributions are now calculated with Investment Manager and can be run in much less time.  We were also able to automate the report that goes to our investors quarterly, saving days of work each quarter.
> 
> **Cons**: The transfer function is clunky and not very intuitive to use.
> 
> Overall, we've had a great experience with Investment Manager.  I'm able to complete our quarterly reporting in 2-3 days by myself.  Before Investment Manager, it would take 2-3 people 2 weeks to do.

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### "IM Review" — 4.0/5

> **Kirk** | *30 August 2023* | Real Estate | Recommendation rating: 7.0/10
> 
> **Pros**: Customizable Features for setup and integration into property accounting information/software.
> 
> **Cons**: There is always a lag with the data or upgrades.  When we email out to investors, there is a hiccup and it takes a really long time to send out monthly correspondence for all 200+ emails. Seems that the testing done for the product is done thoroughly when upgrades or was initially rolled out.

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### "Great Tool for Investment Accounting and Reporting" — 5.0/5

> **Alex** | *11 December 2022* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: Flexibility to tailor reporting for different end consumers, flexible data ingestion from various sources.
> 
> **Cons**: Sometimes it feels that too many individual module subscriptions are needed to complete a workflow.
> 
> Very happy with Yardi overall.  We have used Yardi for 9 years and are continuing to increase our usage.

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## Links

- [View on Capterra](https://www.capterra.com.au/software/1014495/yardi-investment-manager)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/248341/Yardi-Investment-Manager/> |
| en-AE | <https://www.capterra.ae/software/1014495/yardi-investment-manager> |
| en-AU | <https://www.capterra.com.au/software/1014495/yardi-investment-manager> |
| en-CA | <https://www.capterra.ca/software/1014495/yardi-investment-manager> |
| en-GB | <https://www.capterra.co.uk/software/1014495/yardi-investment-manager> |
| en-IE | <https://www.capterra.ie/software/1014495/yardi-investment-manager> |
| en-IL | <https://www.capterra.co.il/software/1014495/yardi-investment-manager> |
| en-IN | <https://www.capterra.in/software/1014495/yardi-investment-manager> |
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| en-ZA | <https://www.capterra.co.za/software/1014495/yardi-investment-manager> |
| fr | <https://www.capterra.fr/software/1014495/yardi-investment-manager> |
| fr-BE | <https://fr.capterra.be/software/1014495/yardi-investment-manager> |
| fr-CA | <https://fr.capterra.ca/software/1014495/yardi-investment-manager> |
| fr-LU | <https://www.capterra.lu/software/1014495/yardi-investment-manager> |

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