Juniper Square

by Juniper Square

Who Uses Juniper Square?

Real estate investment managers who manage outside capital

What Is Juniper Square?

Juniper Square is easy-to-use, all-in-one investment management software that enables managers to raise more capital, improve investment operations, and increase investor satisfaction. Designed specifically for real estate, Juniper Square is trusted by hundreds of GPs to manage more than 15,000 investments and $800B of real estate assets.

Juniper Square Details

Juniper Square

https://www.junipersquare.com/

Founded 2014

Juniper Square Cost Overview

Juniper Square does not have a free version and does not offer a free trial.

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Free Version

No

Free Trial

No

Deployment

Cloud, SaaS, Web

Training

In Person

Live Online

Webinars

Documentation

Support

Business Hours

Online

Juniper Square Features

Commercial Property Management Software
Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Reporting
Data Import/Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Rebalancing
Real Estate
Risk Management
Campaign Management
Client/Property Matching
Contact Management
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Juniper Square Reviews

Showing 5 of 51 reviews

Overall
4.9/5
Ease of Use
4.8/5
Customer Service
5/5
Features
4.7/5
Value for Money
4.8/5
Joe S.
Vice President, Investments
Real Estate, 13-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 16/05/2018

"Juniper Square enables us to manage 500+ investors and 1,500+ investor positions across 30 deals"

Pros: Over the past 8 years, the Atlas portfolio and investor network has grown to a robust network of 500+ individual high-net-worth investors. Prior to launching Juniper Square over a year ago, we managed investors through a combination of bulk emails, Dropbox, and password protected documents. Not only was it burdensome, it was a poor and unprofessional experience for our investors. We began looking for an investors management solution in 2014. Over the next 24-months, we tested every investor management software. Nothing met our criteria. Either the software was not built for the real estate industry and/or didn't have the depth and ease of use we needed. However, in early 2017 a friend of ours introduced us to Juniper Square, a purpose-built real estate investment management software. Several demo's and calls with references later, and we were hooked! We signed up in late February and launched 3-4 weeks later. Juniper has been a game-changer for us, as it's allowed us to scale our investor base and continue to acquire deals without building out a large operations or investment management team. The features we like best are the slick investor summaries, ability to tie multiple contacts to an account, the efficient document upload process, secure document storage, and robust investor dashboard. We're constantly receiving feedback from our ultra-high-net-worth investors saying this is the best, and simplest, investment management tool they've ever used.

Cons: The software is great and has few deficiencies. In fact, what's been most impressive is the pace with which the team rolls out new features. One of the advantages of having a large and highly focused client base is that Juniper is able to get large amounts of feedback and determine which new features to build. As an example, we thought the investor subscription and document signing process was a bit clunky. We provided the Juniper team with feedback and over the past 6-months, they've rolled out several features to make the process simpler and more streamline for investors. Although the software is not perfect, it's incredibly impressive today and continues to improve on nearly a weekly basis.

  • Reviewer Source 
  • Reviewed on 16/05/2018
Tina M.
Investor Communications Manager
Real Estate, 13-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 24/06/2020

"Juniper Square - Highly Recommend!"

Comments: Overall, we've had a very positive experience with Juniper Square. Their customer service is outstanding and always available to help.

Pros: Juniper Square offers our team and our investors an easy way to communicate, share important news and information and produce quarterly investor statements. Our investors like being able to access their current and historical investor information on their own schedule and the Juniper Square portal is intuitive and easy to use. It is a secure way for us to communicate with investors.

Cons: We would like the quarterly statements to be more customizable with regards to the layout and data fields we can include on the statements.

  • Reviewer Source 
  • Reviewed on 24/06/2020
Verified Reviewer
Director of Finance
Used the Software for: 6-12 months
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    3/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 07/05/2018

"the JS platform has been a great addition to our business"

Pros: customer success team is great; software is very easy to use and administer; the functionality for creating multiple offerings has allowed our group to keep track of prospects during fundraising and dispositions that are running concurrently.

Cons: customization to a unique fund structure has been challenging; could use slightly more automation in the future; no calendar feature to keep up with key milestones and dates

  • Reviewer Source 
  • Reviewed on 07/05/2018
David L.
Private Capital Analyst
Real Estate, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 30/06/2020

"Fantastic and intuitive product"

Comments: Juniper Square is a 10/10 product that I would highly recommend to anyone in the real estate industry.

Pros: Juniper Square is an incredible product for admins and investors alike. It's an all in one data repository, investor management system, and investment database. Our investors love the thorough and easy-to-use portal. The integration process was seamless and it has been a huge upgrade over our previous systems.

Cons: I have had very few issues with the software, and the Juniper Square team is incredibly responsive and helpful in addressing any issues.

  • Reviewer Source 
  • Reviewed on 30/06/2020
David G.
Director of Investment Capital
Real Estate, 13-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 18/12/2019

"Thumbs Up for Juniper Square"

Comments: The whole team has been extremely happy with Juniper Square. It greatly increased the efficiency in multiple aspects of our business.

Pros: Intuitive interface ties together well its complex and multi-purpose functionality. Very comprehensive coverage of nearly all aspects of real estate development. Extremely responsive and helpful customer support.

Cons: More suggestions than dislikes: would like better support for mezzanine debt; more flexibility in customizing columns showing in list views and for exports.

  • Reviewer Source 
  • Reviewed on 18/12/2019