Real estate investment firms looking to raise capital and manage investor relationships need software that can grow with their portfolio. The right platform can make all the difference in streamlining operations and supporting expansion.
In this part of our comparison series, we’re taking a closer look at SyndicationPro and Yardi’s Investment Suite -two platforms created for these business needs.
SyndicationPro overview
SyndicationPro is a component of the overall SponsorCloud software suite that provides investment management software for handling investor relations, including:
- Self-service investor portal
- Co-sponsor module
- Real estate investment CRM
Yardi overview
Yardi primarily focuses on property management solutions for real estate investment firms in residential, affordable housing, mobile homes, and self-storage. The platform includes a module for investment management software that includes:
- Investor reporting
- Real estate investment CRM
- Investor portal
SyndicationPro vs Yardi: Pros & cons
| SyndicationPro | Yardi | ||
| Pros | Cons | Pros | Cons |
| Scalable cost structure | Multiple logins needed to access all properties | Integrated platform with property management and accounting | Multiple modules are needed for complete functionality |
| Integrated self-directed IRA funding option | Limited integration with existing CRM | Easy to navigate | Limited functionality for pooled fund fundraising |
SyndicationPro vs Yardi: Key differences
SyndicationPro focuses exclusively on real estate investments and helping real estate syndicators manage investor relationships.
Yardi Investment Manager’s core solutions provide management capabilities for real estate property assets. Investment Management is an add-on module that handles investor relations for commercial real estate investments.
Top features
SyndicationPro’s top feature is its cost value and ability to scale as GPs build out their real estate portfolio.
Yardi’s top feature for its real estate investment software is its integration with existing Yardi property management modules, Yardi Voyager and Yardi Breeze.
Pricing
SyndicationPro and Yardi do not publish pricing for their real estate investment management software on their website.
Back office management
SyndicationPro has a dashboard to track investor capital balances and investor operations. This helps real estate investment managers monitor the overall relationship.
Yardi includes the ability to manage investor sub-ledgers along with regular property accounting. This provides a unified financial view for real estate investment firms.
Best for
SyndicationPro is best for private real estate funds seeking a dedicated investor relations and capital management platform.
Yardi is best for companies already utilizing Yardi’s property management solutions (like Voyager or Breeze) who want to integrate investment management capabilities within the same ecosystem.
Customer support
SyndicationPro and Yardi offer support online and by phone.
SyndicationPro users report positive interactions with support and online tutorials. Limited data exists about Yardi’s customer support for the Investment Manager Suite.
Automation
SyndicationPro automates real estate fundraising with digital PPM and integrated e-sign capabilities.
Yardi enables real estate companies that use its other modules to automate investment accounting and performance measurement of real estate assets.
Integrations
SyndicationPro integrates with several applications, including Airtable, ClickFunnels, Discord, Google Drive, Dropbox, Facebook Ads, Gmail, Google Calendar, Google Sheets, Slack, Stripe, Trello, Typeform, Vyzer, and WordPress.
Yardi provides integrations with third-party solutions focused on property management like tenant screening, vacancy listings, and revenue management.
Deal management
SyndicationPro users can calculate waterfall distributions and provide investor statements.
Yardi’s real estate portfolio management supports automated performance metrics and benchmarking.
Fundraising management
SyndicationPro provides the capability to add co-sponsors, get soft commitments, verify investor accreditation, create digital PPMs, and secure agreements through e-signature.
Yardi allows users to share new investments in a deal room environment and track each step of the subscription agreement process. Some users expressed limitations of the fundraising capability because it’s limited to individual properties versus the ability to raise funds for a robust real estate fund.
Investor reporting
SyndicationPro’s centralized investor portal allows investment and development teams to share reporting, documents, and investment tracking information for LPs.
Yardi’s digital real estate platform allows investors to see approved summaries of investment-specific metrics.
Training software
Both SyndicationPro and Yardi provide online documentation, webinars, and videos.
Ease of admin
SyndicationPro users report that the software is easy to administer, particularly noting the convenience of integrated email tools and e-signing capabilities.
Yardi users suggest that a more intuitive user interface would improve system accessibility for various team members.
Ease of setup
Some SyndicationPro users report experiencing an initial learning curve when adopting the software.
Yardi users report some functionality issues, particularly with features like the transfer function.
Ease of use
SyndicationPro users rate the software highly and mention its intuitive interface for both investors and sponsors.
Some Yardi users report that the solution is less user-friendly compared to other investment management software options.
Platforms supported
Both SyndicationPro and Yardi are web-based cloud SaaS solutions.
Market segments
SyndicationPro focuses exclusively on real estate syndication capabilities.
Yardi caters to real estate firms that leverage its property management software.
Value for money
SyndicationPro users consistently rate the software 5.0/5.0 for value, citing its cost-effective pricing structure.
Yardi customers rate the Investment Suite 5.0/5.0 for value. Users’ existing relationships with Yardi’s property investment and management tools may influence this high rating.
Ratings & reviews
| SyndicationPro | Yardi | |
| G2 | 5/5 (2 reviews) | 1/5 (1 review) |
| Capterra | 5/5 (15 reviews) | 4.1/5 (8 reviews) |
SyndicationPro and Yardi have limited user reviews, making it difficult to fully assess user satisfaction and experience. SyndicationPro has some positive feedback, but the sample size is small. Yardi’s reviews are even more scarce, with only a handful of entries, and Yardi’s G2 rating is based on a single review from 2018.
Awards and recognitions
As of this review, neither SyndicationPro nor Yardi’s Investment Manager has received notable industry-specific awards or recognitions for their real estate investment management software offerings.
Alternatives
GPs working with serious real estate investors should evaluate multiple options to choose the best long-term solution for their firm. We’ve created comparison reviews of several alternatives, including SyndicationPro versus JuniperSquare, InvestNext, and AppFolio Investment Manager, to aid in your decision-making process.
Consider also Agora’s award-winning real estate investment management software. Consistently praised by users and third-party evaluations, we’ve won accolades such as the Best FinTech Solution of 2024 from SIIA CODiE Awards and a place in G2’s top 100 fastest-growing products for 2024.
With a 4.8/5.0 score on both Capterra and G2, our comprehensive platform covers everything from fundraising and investor reporting to distributions via a powerful investor portal and distributions. We invite you to explore how our solution might meet your firm’s needs alongside the other options discussed.
SyndicationPro vs Yardi: Which platform is better for you?
The best solution depends on your specific real estate investment model and business needs.
If you’re looking for a platform focused exclusively on real estate investing, capital management, and investor relations, SyndicationPro might be a better fit.
If you’re already using Yardi’s other solutions, such as their real estate analysis software or property management tools, their investment management platform could be a good choice for centralizing your data.
To make the best choice for your specific needs and long-term goals, evaluate multiple options. Meet with sales and support teams, request product demos, and chat with other customers. This comprehensive approach can help private equity firms select the most suitable platform for their operations.
Conclusion
Choosing between SyndicationPro and Yardi’s Investment Manager depends on your firm’s specific needs. SyndicationPro offers strengths in real estate syndication with scalable pricing, while Yardi excels in integration with its property management tools. The best choice will align with a firm’s current systems, operational requirements, and growth plans.
Picking the right investment management software is a big decision that affects your team and investors for the long haul. Take time to explore your options and research to find the platform that best fits your firm’s needs and goals.
