Real estate investment management software enables teams to automate, streamline and scale the real estate investment process. It serves as the central hub for investment-related data and insights, connecting every step of a deal to a portfolio in coordination with asset and accounting systems. Investment management software empowers firms to act based on holistic real-time data aligned with their strategy.

Real Estate Investment Software with Intelligent Automation Its In order to reach optimal operational efficiency, real estate investment companies require an all-encompassing platform. Selecting the appropriate real estate investment management software is crucial in growing a robust bottom-of-funnel pipeline and making timely decisions that maximize returns.

Investment management software helps real estate firms source, screen and underwrite deals quickly with an efficient workflow – eliminating spreadsheets, emails and phone calls as unnecessary processes. Firms using a platform that gives an overarching picture of each asset may save hundreds of hours annually in data entry and normalization activities.

InvestNext offers sponsors and investors a complete solution for simplifying real estate syndication processes, with a branded investor portal that enhances brand experience while making performance metrics easy to view and documents accessible. Collaboration tools such as automatic distribution calculations, central communication hubs and document sharing facilitate collaboration while Zapier integration ensures key processes remain uninterrupted.

This platform streamlines the due diligence process, decreasing risk and time to closure. Through an automated workflow process, there is less chance of missing important details; teams work in concert without risk of miscommunication; manual Excel work is eliminated to increase speed and accuracy of reports for internal and external stakeholders.

Real-time data visualization and reporting capabilities give users an accurate representation of each asset and its performance, with real-time visualization enabling users to generate industry-standard reports easily with just a click – as well as create their own customized ones. It can automatically generate journals for capital calls, investments and expenses; information can then be easily shared with limited partners through an investor portal.

Investment management software should offer an outstanding customer support team to address all questions quickly and address potential issues promptly. Preferably this should be accessible via phone, email or live chat and be helpful and friendly – showing they value each client individually. When searching for real estate investment management software to use, look for one with a reliable support team capable of quickly answering queries accurately.