Alternatives to MRI Portfolio Management
Compare MRI Portfolio Management alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to MRI Portfolio Management in 2024. Compare features, ratings, user reviews, pricing, and more from MRI Portfolio Management competitors and alternatives in order to make an informed decision for your business.
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Agora
Agora
Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.Starting Price: $599 per month -
2
STRATAFOLIO
STRATAFOLIO
STRATAFOLIO is a web-based software solution designed specifically for people managing their real estate assets through QuickBooks and looking for a way to streamline operations, save time, improve profits, and reduce manual work. Financial Management: - Real-Time Data with QuickBooks sync - Consolidated view of your entire portfolio’s financials -NOI -Cash Flow -Operating Expenses - Identify spending trends and patterns at a glance Asset Management: - Unify your properties under one umbrella - Consolidated view of asset value - Track purchase dates and prices Operations Management: - Automated Alerts for Lease Management (Lease escalations & Expiring Leases) - Rent roll export - Manage work orders and maintenance requests - Easiest CAM Reconciliations you’ll ever do! Investor Management: - Dashboard specific to Investor - Read-only investor login to eliminate the need for mailed reports - Track cash on cash return - Create confidence with investorsStarting Price: $100 / mo -
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ARGUS Enterprise
Altus Group
ARGUS Enterprise is the industry-leading commercial property valuation and asset management software that enables real estate companies to value and manage the performance of their real estate assets throughout the investment life cycle. With ARGUS Enterprise, you’ll have in-depth insights into your real estate portfolio, out-of-the-box reporting to suit all your investors’ needs, and more significant decision-making capabilities to manage asset performance and risk. With ARGUS Enterprise, you will be able to build detailed cash flow forecasts, stress test market and leasing assumptions, create comprehensive commercial property valuations using the discounted cash flow analysis and other global valuation methods. -
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MSCI Real Estate Enterprise Analytics provides global market and portfolio analytics that fit your view of the real estate investment world, allowing you to see and evaluate the total performance of your entire real estate portfolio, and how you’re managing it. Available through the MSCI Real Estate Analytics Portal, Enterprise Analytics delivers whatever level of analysis you need from portfolio fund summary reporting to granular asset-level data. Using the portfolio and query builder tools you also have the ability to isolate and analyze the performance of specific sectors, segments, or assets, run analysis on custom portfolios, and evaluate custom time horizons. Enterprise Analytics also provides a common language for the C-Suite, research, risk, and investor relations teams across your organization. From strategy through capital raising, portfolio construction, and risk and performance reporting, it supports you to determine future allocation.
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5
Exquance
Exquance Software
We increase efficiency and bring full transparency to real estate portfolio management and valuation. ModelTree is the ultimate all-in-one financial modeling and reporting platform for property investment management and valuation. Financial modeling with built-in or custom cash flow models, exportable to Excel with calculation formulas. Acquisition analysis, performance tracking and numerical business plan analysis, to lock optimal investment decisions. Real estate valuation with digitalized assets and reporting to your clients via online web reporting portal. Crunching your own as well as third-party property and market data, to help you in valuation and investment decisions. We increase efficiency and bring full transparency to real estate portfolio management and valuation. ModelTree is the ultimate all-in-one financial modelling and reporting platform for property investment management and valuation.Starting Price: $99 per month -
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Aggregate building, occupancy, cost and business data across your entire portfolio. Apply analytics to measure value, make predictions, and generate useful insights on investment potential. Track and manage investment activity with secure software to uncover operational efficiencies, maximize revenue, and improve portfolio performance. Introduce potential tenants to real estate opportunities with augmented reality, cinematic video, drone footage, and customized, 360-degree experiences. Explore the technology solutions that help our clients transform their space and their business. This is the must-have app for serious real estate investors. Keep a pulse on the biggest issues affecting real estate trends around and the world, and receive personalized notifications on new investment opportunities. JLL’s Portfolio Analytics Tool provides core business intelligence on your real estate portfolio.
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ARGUS Taliance
Altus Group
ARGUS Taliance is a robust real estate fund and alternative investment management software that enables real estate companies to manage the performance of a real estate fund and real estate investment trusts (REITs). With ARGUS Taliance, you can model complex investment structures, run scenario testing to assess the impact of market or ownership changes, calculate distribution waterfalls and create detailed reporting to stakeholders and investors. With the complexity of global real estate investments and different funding sources, creating a multi-tiered investment structure with unique calculations and reporting outputs can be challenging. With ARGUS Taliance, you can model an entire portfolio of real estate funds through an interactive interface and quickly view your investment structure over time. You can also drill down into each investment entity and even adjust models to configure waterfall distributions and distribution per unit calculations that allow you to forecast. -
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Collateral Analytics
LexisNexis
LexisNexis® Risk Solutions offers automated valuation model (AVM) tools and analytic solutions from Collateral Analytics, a Black Knight company, to help your business accelerate well-informed decisions across the real estate lifecycle. Building a profitable portfolio while protecting against risk depends on your ability to expedite critical decisions. Collateral Analytics offers a host of intelligent and easy-to-interpret solutions, specifically designed to help your business automate decisioning at any point in the real estate lifecycle. Understand current, and comprehensive, market conditions. Identify areas of mortgage risk. Broaden perspective into your portfolio’s performance. Support ongoing compliance efforts. With Collateral Analytics, a Black Knight company, your business can access fast, reliable and cost-effective residential property valuations and maximum insight into the current status of the nationwide real estate market. -
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Valere
Retransform
Valere is designed to help asset managers, investors, lenders and brokers make informed decisions about their assets. Whether you need to determine value for acquisitions or dispositions, prepare detailed cash flow analysis or understand overall financial performance, Valere has your answer. Into the performance of your assets throughout the investment lifecycle. Save time on budgeting. With an outlook to transform your data into optimal investment decisions. Manage multiple property valuations, investments, budgets and portfolios. -
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Fundy
EXQUANCE
When you need to manage property fund’s investors and transactions efficiently in a secure environment, Fundy is your place to go. Fundy is a platform where you calculate, track and report about property fund’s daily operations, like capital calls from investors, distribution payments, net asset value and the fund’s investment portfolio. Fundy calculates capital calls, distributions and NAVs for open-end or closed-end funds so you are free of any Excel calculation formula errors. Tracking how fund’s real estate or indirect property fund investments are performing, is easy in Fundy. Monitoring market values, other KPI’s and maintaining business plans over time is simple. We take security seriously with Fundy and at Exquance. Fundy is built with deep audit trail logging, distribution payment confirmation procedure, various user access rights and permission, SSO login and GDPR features. -
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SimCorp Dimension
SimCorp
SimCorp Dimension offers a robust multi-asset risk and performance management solution that is integrated with real-time positions to drive the utmost transparency for better investment decisions. Our solution helps you and your teams. Understand investment performance and attribution right down to the security transaction level. Utilize best-in-class market risk models and analytics to support investment decisions, internal controls, reporting and regulatory compliance. Adhere to solvency and capital market requirements. Markets are changing fast, and it’s critical to manage the volatility of portfolios and the balance sheet. Therefore, it is important to be able to simulate the impact of different scenarios on your investments, liquidity, balance sheet and capital requirements. The ability to calculate different future paths of events will help you proactively evaluate necessary adjustments to your target asset allocation. -
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Yardi Investment Suite
Yardi
Yardi Investment Suite provides a fully connected solution that improves communications with current and prospective investors. Manage new investment opportunities including the subscription process and track activities, tasks and correspondence to build and grow relationships. Centralize and manage contacts, track current and prospective investor activities and improve collaboration by providing access to information to internal stakeholders. View and approve key metrics, reports and documents prior to publishing to the investor portal. Reduce costs and increase operational efficiencies by automating your entire investment accounting, performance measurement and investor reporting cycle with Yardi Investment Accounting. Combined with the comprehensive operational accounting and management features of Yardi Voyager, and the front office investor relations capabilities of Yardi Investment Manager, Yardi Investment Accounting provides full transparency from investor to asset. -
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Ark7
Ark7
Welcome to the simplest way to invest in real estate. Your rental income is distributed monthly to your account. Plus, ride appreciation when your home equity goes up. Build a custom portfolio. Choose your properties based on all the financials and location data. Buy real estate shares and earn passive monthly income. All without the hassle of property management. Look at our curated list of properties in the hottest markets in the U.S. that are cash flowing from day one. Review complete legal, financial and operational documentation and information. Then pick your properties and order your shares. You now own real estate for real. Without any of the hassle of tenants, maintenance, or management. Start diversifying into real estate today. Click, check out, own; no bidding or fundraising required. We're currently open to accredited investors only. Get notified when we open to all investors. -
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Plunk
Plunk
Plunk delivers the most comprehensive, AI-driven financial analysis of any US property or geographic market, revolutionizing the way real estate, finance, and insurance professionals evaluate and monetize residential real estate investments. It powers real estate investing with AI-driven analytics and real-time insights. Home values, local market trends, and even home buyer behaviors are all dynamic, and Plunk individually tracks over 104 million homes in real time to deliver a new level of comprehensiveness and transparency. Homes themselves are also dynamic, with their values changing every day. Plunk leverages both real estate and non-real estate data, along with the power of AI, machine learning, and image analysis, to capture the dynamic value of a single home, a trade area, a key segment, and the entire market to keep you ahead of even the fastest-moving housing markets. AI-powered valuation and risk assessment mean smarter investments.Starting Price: Free -
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GroundBreaker
GroundBreaker
Software to automate real estate fundraising, portfolio reporting, and investor relations. Because when your firm runs better, your investors feel it! Give your investors 24/7 access to their investments, including contribution and distribution history, reports, and K-1s. Delight them with all their information behind one login. Give your team investment management software that everyone is excited to use. Our clean design makes everything easier, your team will ramp up faster, your company will see quicker results, and your investors will love using it. Native integrations and matching workflows give CRE syndicators a true sense of the word “automation”. And with just the right amount of features, deal sponsors can get the job done, delight investors, and move on to other tasks. We focus solely on providing investment management software to real estate syndicators. Our stakeholders use our software daily to manage and operate their real estate assets and give us constant feedback. -
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Pereview
Pereview Software
Pereview helps real estate firms quickly, accurately, and consistently answer the questions stakeholders are asking about their investments. This facilitates better risk management and helps drive decision-making on your data across equity and debt from the fund to the lease. Track equity and debt transaction information at the beginning of a deal through closing. This information can be leveraged by other departments and also used to setup the asset upon closing. Pereview also automates deal pipeline reporting and other powerful analytics. Pereview connects your Excel models to the Pereview database allowing for centralized storing of your underwriting assumptions and cashflows. Once the data is centralized in Pereview, reporting on underwriting projections vs. actual performance is one click away. -
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Update Capital
Update Capital
Provide your investors with a beautiful, modern, and personalized view into their portfolio. Allow your investors to track their investments, projections, and returns on a single page. Drill down to the details of each investment. Always keep your investors up to date on the go or from the comfort of their homes. Our software is built specifically for real estate investment firms, so everything is designed around what your firm needs. Take control and automate your internal processes to increase efficiency and reduce error. Manage your contacts, entities, ownership data, distributions, and tax information in a single place for your whole team to access and update. Have our powerful marketing automation engine on your side. Update Capital works together with your existing marketing materials and website to make the funding process better. Create instant landing pages and gain insight on prospect interest and engagement. -
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itamlink
Rethink Solutions
The comprehensive, secure solution for managing real estate property assessment and taxation across a global portfolio. itamlink provides end-to-end property tax management. Consolidate all of your data in one central repository with itamlink. Replace manual processes with powerful automation, and take control of the entire property tax lifecycle - including assessments, appeals, taxes and expenses, forecasts and budgets, and more. Review and analyze taxation and assessments across your entire portfolio in a fraction of the time. Uncover tax-saving opportunities, ensure data accuracy, and more with configurable custom and standard reports. Designed for today's global economy, itamlink supports multiple languages, currencies, and units of measurement. Easily manage data access and ensure organizational security for your dispersed team, third-party consultants, and more.Starting Price: $15,000 -
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Parcl
Parcl
A digital real estate platform that lets you gain exposure to the real estate market with no minimum investment, low transaction fees, and immediate liquidity. Whether you're a real estate novice or an industry expert, Parcl allows you to gain exposure to the real estate market like never before. Our Parcl Index mimics the price behavior of the real world real estate market and gives users access to price exposure without the burdens of owning or transacting hard assets. By creating a digital representation of property values from various cities and neighborhoods. Parcl lets you trade a digital square foot of neighborhoods from around the world. Don't be limited by pre-selected portfolios or investing in areas you don't want. -
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Yardi Elevate
Yardi
Yardi Elevate provides in-depth operational data and predictive insights with recommended actions to elevate asset performance by lowering costs, balancing risk and increasing revenue. Stop wasting time worrying about the health or value of your properties. Gain unprecedented visibility into your portfolios, maintain data integrity and reduce risk to make sure you close deals faster, complete projects on time and hit your forecasted returns. Easy-to-use deal management solution for asset managers and their internal and external brokers. Connect leasing, asset management and finance teams to the budgeting process. Designed for chief engineers and facility managers to streamline equipment maintenance, property inspections and service requests. Real-time insight into budget performance and revenue impacts of capital projects and tenant improvements. Easily visualize retail customer relationships to match prospects and spaces more efficiently. -
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FundStar
FundStar
With our innovative software, real estate managers and their stakeholders gain more control, further insight and better returns. We can help you as a real estate investor or real estate investment manager to gain a better insight more frequently into the profitability of your portfolios. This will save precious time. All of the applications in our software ensure that you can make better real estate decisions. For now and in the future. In addition, are you aware that sharing this information will lead to better collaboration with your stakeholders, such as financiers? FundStar always retrieves its information automated from source systems. As a result, all of the data is real-time, validated, clean and up to date. Make use of all sorts of convenient applications. This will help you to analyze your profitability and portfolios, and make cross-sections. You can see straight away how your returns are built up. -
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FacilityForce
FacilityForce
You manage a portfolio of government or commercial facilities and assets. Your organization and community count on you to keep it all running smoothly and efficiently. We have the software and expertise to help! State, local or federal entities with large portfolios of real estate, buildings and assets. Government or commercial organizations are challenged to manage assets more strategically. Organizations that seek better collaboration between agencies, divisions and departments. Agencies needing better financial management and insights into overall facilities costs. Facilities departments who have outgrown their current software systems. Commercial organizations that manage a large portfolio of their own buildings. Your investments in your facilities, people, and assets are critical to your long-term success. FacilityForce enables you to build strategic multi-year investment scenarios with an eye toward accomplishing specific strategic goals. -
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BuyHoldTrack
BuyHoldTrack
Enter annual market values, loan balances, income, and expenses. Measure KPI’s such as equity, cash flow, internal rate of return and more. Invite fellow investors to view each other's portfolios. Whether you are looking for passive income or trying to attain a certain real estate net worth, BuyHoldTrack gives you the insights you need to reach your goals. Ready to put your financial goals into motion? Get started with BuyHoldTrack today. Real estate tracking has never been so easy. The app lets you measure, manage and compare your real estate investments. BuyHoldTrack was built by real estate investors for real estate investors. It helps you better understand your progress towards your financial goals. Are you trying to attain a certain real estate net worth? Do you want to reach a specific amount of passive income so you can quit your day job and stop trading time for money? BuyHoldTrack will keep you focused on attaining your goals and give you the insights you need.Starting Price: $49.95 per year -
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Stessa
Stessa
Stessa makes it easy for property investors to track, manage and communicate the performance of their real estate portfolio, for free. Over 10,000 investors use Stessa to save time and optimize their single-family rentals and multifamily buildings with Visual performance dashboards, Automated income and expense tracking, and Tax-ready financial reports Get started in minutes: add your properties, link your financial accounts, and everything updates in real-time. -
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ModelTree
EXQUANCE
Analyze new acquisitions and current portfolios with fully transparent cash flow models and keep track on actual performance over time. Track the acquisition pipeline with cash flow models and try simulating new acquisitions into your current portfolio. Analyze capital allocations, asset management decisions, debt funding and set exit portfolios on your route to maximize portfolio returns while ensuring overall risks are at acceptable levels. Monitor assets from acquisition until exit, understand which assets and portfolios are reaching their financial targets and report to investors over a web reporting portal. Track potential acquisition pipeline by valuing and modeling asset cash flows with quick-and-dirty or more detailed cash flow models. With ModelTree’s collaboration possibilities, several users can contribute to pipeline asset data and share insight of the potential new assets. -
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Cash Flow Portal
Cash Flow Portal
We've already helped many real-estate syndicators raise $100MM+ using Cash Flow Portal. We make it easy for GPs to raise money, streamline operations, and reach investors to win more deals than ever before. The main challenge for early real-estate syndicators is creating a system to raise capital. Our platform helps syndicators present new deals, share documents, administer property information, and manage to fundraise. Build your investor network and raise money faster. Our platform brings together syndicators and investors and helps you build a track record by keeping open communication lines. We help you maximize value to the investors by giving them access to the comprehensive deal data and monthly cash flow via a robust real estate investor portal. Boost your track record and scale your business faster. Real estate investor portal that makes investing a breeze.Starting Price: $99 per month -
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reamis
reamis
The platform serves as a well-founded management and decision-making tool. Thanks to the unique, intelligent data processing with reamis® data management, the real estate data is fully integrated and updated. An unlimited number of different data sources from management, CRM or benchmarking systems can be connected. With the reamis® Strategy & Planning solution, you are able to answer the most important questions about strategic portfolio management and planning. They are able to record and plan current and future events and to identify and analyze any risks at an early stage and to control them using suitable measures. Our customers include cities, pension funds, real estate funds, family offices and service companies that offer professional asset and portfolio management. -
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Altrio Origin
Altrio
Request a free demo to see how you and your team can benefit from Origin - a leading real estate investing management platform, used by the industry leaders. You’ve built a powerful network and amassed a trove of market knowledge, but extracting the insights you need can be challenging. Information is often buried in spreadsheets or emails, making it impossible to access it quickly. Origin effortlessly extracts deal information from documents and emails and puts everything you need to know about deals, assets, companies, and markets at your fingertips, making origin the best real estate investment management software. Faster real estate investment decisions drive better portfolio returns. You need to put your insights to work quickly so you know when to pass fast and when to push forward. Our real estate analysis software makes your deal screening and underwriting more efficient by bringing the right data and insights into your process early on. -
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The CRE Suite
CREModels
After 5 years in the making, and building upon decades of experience by our top executives, The CRE Suite is our revolutionary flagship real estate analysis, underwriting, and asset management platform which changes the way investment and development teams operate. The CRE Suite allows your team to finally collaborate on portfolios and mixed-use projects without sacrificing productivity, dealing with locked files, or email Excel files around the office. Don't give up the flexibility you deserve. Don't give up the power you need. Use the tool that was built by clients like you, for clients like you, to tackle the biggest deals or the quick-turnaround projects. -
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MRI ManhattanONE
MRI Software
It's time to transform your end-to-end real estate management and decision-making with ManhattanONE™, a complete software suite for greater control and visibility of your real estate portfolio and financials. Consistently named a leader by independent analysts, ManhattanONE is a proven IWMS (Integrated Workplace Management System) designed to help you align your real estate, empower teams and respond to change. ManhattanONE provides seamless access to all current modules and future system developments, in one complete package. With full access to all modules in one solution, you can unlock any current or future functionality, including the latest advancements and innovations in our IWMS technology, when and where you need it. MRI ManhattanONE is the hub of a successful real estate experience. With an open architecture, you can connect and harmonize your key real estate functions, third-party software and IoT data sources to meet your exact needs. -
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First Rate Vantage
First Rate Vantage
First Rate, a leading provider of financial technology and services to the wealth management industry, recently acquired Vantage Software to expand their market and global impact by leveraging both firms’ capabilities. First Rate Vantage offers private equity, venture capital, and real estate advisors one single source of truth in managing a fund’s life-cycle and reporting on private investments including deal flow management, partnership accounting, and investor reporting. Click the appropriate box below to learn how Vantage can help you! In 2021, seeing the opportunity to leverage our years of experience and excellent client relationships, First Rate, Inc. acquired Vantage. For more than 30 years, First Rate has provided innovative solutions and services to help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment strategies for their clients. -
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InvestorFlow
InvestorFlow
Smart experiences, workflows and content designed to scale distribution and to simplify the investor services functions of global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds. Manage your contacts, investors, prospects, commitments and deals in a CRM specifically designed for your world. Branded, institutionally wrapped communications for private placements. The perfect portal to get you started and at the perfect price. Ideal for firms that do not have a portal, need something that they can quickly get off the ground and makes them look world class in front of investors. Includes all the workflows and tools to report and communicate. It takes the Essentials Portal to the next level by adding CRM and performance dashboards. Handy for firms who want to get off Excel or other inefficient tools for contact and investor relationship management and become more professional in how they manage their firm and report. -
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Fundamental Portal
Fundamental Portal
Fundamental Portal is your ultimate solution for transforming the investment management experience for real estate GPs, owner/operators, fund managers, and more. Our cutting-edge platform offers a streamlined approach to capital raising, providing users with professional, secure, and simple interfaces in order to facilitate efficient investor interactions. Fundamental Portal ensures a seamless experience for both investors and capital raisers: 🚀 Facilitates quick soft commitments 📈 Enables funds to be raised in minutes 🔄 Streamlines distribution workflows 📄 Allows real-time document sharing But that's not all. As an add-on, Fundamental Admin complements Fundamental Portal with comprehensive back-office support. Say goodbye to administrative burdens as Fundamental Admin was created to allow fund managers to focus on capital raising and growth.Starting Price: $1500/yr -
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TNR Solution
SS&C Technologies
SS&C GlobeOp’s TNR Solution is an integrated, comprehensive, front-to-back platform for firm-wide private equity and real asset fund operations, data management and investor reporting. Its modular design allows you to implement specific components or the whole platform based on your needs. Using TNR gives you not only the industry’s leading private equity technology, but also a 1000+ person PE fund services team of experts to help with virtually every aspect over the life of a fund, including partnership documents and fund structures, investor and fund manager reporting, investment transactions and tax allocations. Support for complex, multi-level fund structures: Manage master-feeder funds, blockers, holding companies, SPVs and AIVs. Fund raising and investor relations modules: Track investor capital balances and correspondence preferences. Comprehensive reporting via a library of standard reports, dynamic dashboards and report writers. -
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Backstop
Backstop Solutions Group
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile. -
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Rendity
Rendity
Rendity enables online real estate investments from €500 and offers attractive real estate projects in urban locations from renowned project partners. By digitizing the real estate market, you can invest easily and transparently. The entire payment process is handled over an insolvency-protected escrow account. After the successful completion of the funding, the funds are then transferred to the real estate developer. Your submitted personal data, the integrity and authenticity of our platform are secured by state-of-the-art TLS/SSL encryption. With our Income product, our investors can invest in fully rented apartment buildings and existing properties in a self-determined manner and thereby create a regular additional income. With our Growth product, our investors can invest in attractive development projects of renowned real estate developers in a self-determined manner and thereby achieve superior returns. -
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AppFolio Investment Management
AppFolio
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property. The AppFolio Investor Portal gives investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital. Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital. Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.Starting Price: $600 per month -
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iLEVEL
S&P Global
Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team. -
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REALTY BUNDLES
REALTY BUNDLES
We’re REALTY BUNDLES and we want to change the way you invest in real estate. Our team includes experts in real estate, tech, law and finance who are all dedicated to making your next investment smart and easy. By collaborating with well-established partners from around the world, we offer you the best investment opportunities available in a new, exciting and approachable format. REALTY BUNDLES is an investment platform for private real estate funds, which we call ‘property bundles’. We connect investors, big and small, with selected agencies from around the world who offer exclusive property bundles through our user-friendly platform designed to maximise your success by minimising risk and removing the hassle of the investment process altogether. When we built this platform, our goal was to eliminate three of the main barriers to real estate investment: the money barrier, the knowledge barrier and the risk barrier. -
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IMS
RealPage
Calculating accurate distributions for your equity investors is a necessary activity for your private equity real estate firm but complex waterfalls in fragile Excel spreadsheets takes time and resources away from higher value work. Additionally, as you continue to make acquisitions and grow your business the scale of calculating distributions across each project will continue to weigh down your team. Your investor’s expectations of how they receive and interpret information about their investments is evolving. In addition to the trusted relationship you have already established, they expect always, everywhere, availability and transparency. Modern wealth management and investment accounts have sophisticated web and mobile investor portals and the expectation is now the same for commercial real estate investments. To deliver on this expectation, you need an investor dashboard that ties together your investors' information with their distributions and investment information. -
41
ICRS
Metamagix
ICRS for exchange-listed real estate companies, insurance companies, real estate funds and REITS. Central real estate platform, bundling of asset information. Risk-monitoring and AIFMD compliance. All important reports from one system, object surveys, portfolio reports, vacancy lists, etc. Structured management of property management data, accounting data, documents and media. Operative tool for vacancy management, approvals, notifications and more. Operative reporting and reporting for committees and authorities. Create compliance and transparency. We create business applications with web technologies for our customers. Most of our solutions are in the areas of databases, web applications, data warehousing, business solutions, and system integration. metamagix uses open-source frameworks and Java components to reduce costs, development times and project risks. -
42
HouseCanary
HouseCanary
Groundbreaking solutions to buy, sell, and finance homes. Improve and accelerate your business with the gold standard in valuations. Our powerful technologies combine artificial intelligence and image recognition to extract actionable insights from a sea of real estate information. As a valuation-focused real estate brokerage, we provide coverage of millions of residential properties to help our clients identify and transact on properties quickly and wisely. We train our valuation models with decades of in-depth data to power highly accurate valuation products that serve the entire real estate ecosystem. We have assembled the most comprehensive dataset in the residential real estate industry, drawing from over 200 individual databases. Combined with our sophisticated machine learning models, which understand the relationships between property value drivers, we can determine the current and future valuations for 100 million residential properties. -
43
ProAPOD
ProAPOD
AGENT 6 software is made for investment real estate newbies who don't typically require tax shelter consideration. If you're new to real estate investing—or perhaps plan only to work with investment real estate on a limited basis—you shouldn't have to pay for the more robust tax and time value elements required by those more actively engaged in real estate investing. In fact, you might discover that your investors prefer to disregard the tax matters...at least initially. So why not see how it goes first. EXECUTIVE 10 software is designed for agents and investors who are more actively engaged in real estate investing as a business, and looking to start, build or grow it over the long-term. Executive 10 is the logical step up for those who are getting serious about rental income property because this software includes full consideration for the elements of tax shelter. That means such tax matters as depreciation, capital gains taxes, and cash flow after tax are all computed.Starting Price: $149.95 one-time payment -
44
VAL
Rockport VAL
Rockport VALTM is the future of commercial real estate cash flow modeling and valuation. It is the long-awaited alternative to ARGUS®. VAL is user-friendly, affordable, and powerful – it leverages the best in modern technology to help individual users and entire companies streamline their modeling experience. It is a true cloud-based platform, allowing users to create, share and collaborate on models from anywhere – anytime – on any device. And VAL’s API architecture allows for the flow of data into and out of the platform from user’s and third-party sources. Whether you want to run a 10-year DCF on a property or a portfolio – or a simple, one-year stabilized cash flow – learn how your company can benefit from technology’s newest solution to cash flow modeling and valuation. Create multiple scenarios in one model. Responsive and knowledgeable support & training teams.Starting Price: $275 per user per month -
45
Property Tracker
PropertyTracker.com
Property Evaluator is the most powerful real estate investment analysis software for the iPad and iPhone. After entering some information about the property, you can view performance projections that help you do a true apples-to-apples comparison between properties. You can also email a professional PDF report to your clients, lenders, or investment partners. Whether you're investing in a foreclosure, short sale, REO, MLS listing, or commercial property, this app will help you run the numbers quickly and perform your due diligence. Investors use it to analyze deals before they buy the property. Real estate agents and lenders use it to email professional PDF projections to their clients. Slide your finger to change the holding period from 0 to 30 years, and all of the numbers instantly update! Email the performance projection to your clients, lenders, or investment partners as a PDF file.Starting Price: $24.95/month/user -
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REI 360
Real Estate Investment Management
Manage all of your real estate transactions inside your easy to use, custom dashboard. Track your deals by lead type, referral source, status and more. Manage the flow of every transaction through marketing, negotiations, valuation, construction, financing, settlement and more. Run marketing and financial reports. This works with all real estate transactions including flip, wholesales, rentals and more. Manage your to do list, activities, calendar, docs, contracts, photos, etc… Directly Email and click to call through the software. Get your very own real estate investing website to attract local property buyers and sellers. The easy step-by-step process can all be done right inside the Members’ Area. Choose from 4 unique proven website designs and get an email to brand your company. This awesome tool was developed by Josh Weidman’s office out of necessity. -
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Property Evaluator
Real Estate Tools
After entering some information about the property, you can view performance projections that help you do a true apples-to-apples comparison between properties. You can also email a professional PDF report to your clients, lenders, or investment partners. Investors use it to analyze deals before they buy the property. Real estate agents and lenders use it to email professional PDF projections to their clients.Starting Price: $19.99 per month -
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Archipelago
Archipelago
Using AI to digitize and enrich your primary risk data, our platform connects your properties and enhances the data in your submissions for the best insurance outcomes through resiliency-driven ROI. Archipelago takes the pain out of managing your property data. Trusted by risk managers, brokers, and insurers to proactively manage commercial property risk. Designed to support the diverse array of buildings in any portfolio. Connecting every player in the property insurance industry for better outcomes. The current way risk managers, insurers, and brokers work together to protect properties and manage risk is manual and inefficient. Move to a platform designed to connect, streamline, and automate the way property placements are done for optimal outcomes. AI sources and translates real estate data and 10,000s documents into insurance formats for SOVs, modeling, and desktop analysis. -
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LenderKit
LenderKit
LenderKit is a flexible white-label crowdfunding software for regulated investment businesses. Create a P2P lending platform for individual or corporate investors and fundraisers with LenderKit. Digitize your offline business and develop an equity crowdfunding platform for SME or property financing.Use LenderKit to get started with real estate crowdfunding or build a REIT management platform. Industries like SME or real estate crowdfunding have become an integral part of the economy, while others like green energy and agriculture crowdfunding are getting its momentum. Adhering to your choice, LenderKit can be customised to fit your industry, country’s regulations, and business needs. It can work as a white-label crowdfunding software, so you can pitch to your stakeholders and get started, or it can be used to build a fully-fledged platform. -
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Build-Apps
Build-Apps
Our patented process enables UNSDG’s to be automatically mapped across the CDM creating streamlining of ESG reporting. Key metrics for a truly green portfolio are achieved. Generating greater information flow and stronger operational use for CRE portfolio owners who will see recognizable changes in performance optimization. Digital Twin, IoT-based commissioning, and AI-based deep integrations. Having the detail of the maintenance contract indexed with the CDM gives the ability of the team to provide KPI tracking, and maintenance outcomes are significantly enhanced. Managing the big picture of when to buy, sell and develop property needs visibility of a full data stack. Our process provides an executive lens and framework from feasibility through to delivery. Assist, monitor and mitigate risks across your CRE property portfolio through the seamless implementation of a proactive risk management framework that profiles your risks into a single platform.