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REAL ESTATE INVESTMENT MANAGEMENT
Automate the entire back office
Trusted by 1400+
customers worldwide
Case study
“With Agora I can simply click and upload the K-1s as a collection of documents, and just like that, each person receives the correct K-1."
Lynn Glantz
Head of Investor Relations
Case study
“With Agora, we no longer have to spend time on the nitty gritty parts of our tax operations – we just send them raw data and they do it all for us.”
Rebecca Park
Associate Director of Financial Operations
Case study
“Agora has been extremely helpful in streamlining our whole back-end operations and centralizing the whole investor experience.”
Chelsea Deluca
Chief Operating Office
Case study
“The dedicated support from Agora’s customer success team has been transformative for us.”
Mike Doney
Operating Officer
Case study
“Agora streamlined our investor onboarding, what used to take hours now takes just minutes. Investors complete entire subscription docs in 8-10 minutes."
Matt Stein
Chief Development Officer
Case study
“With Agora, I’ve cut communication efforts by 50-75%. Uploading documents, K-1s, and investment statements has never been easier”
Ryan Clintworth
Principal
Case study
“Agora is more than a solution; it's a partner. It solves our operational needs securely, saves us time, and is built to grow with us for the long haul."
Nicole Warwood
Chief Financial OfficerAccurate real estate investment management
Track ownership on a live cap table
Agora keeps investor positions, ownership percentages, and equity classes current as capital moves in and out. Transfers, new commitments, and class changes post to one record instead of five copies of a workbook.
Run waterfalls, capital calls, and payments
Model any waterfall structure, calculate the splits, and process payments through the same platform. Capital calls go out with each investor’s exact share, funded straight through the portal.
Support every structure from syndication to fund-of-funds
Deal-by-deal syndications, closed-end and open-end funds, debt funds, TICs, and parallel funds all run in Agora. Each entity keeps its own terms, ledger, and investor records without a separate tool for any of them.
THE ANSWER
The end-to-end real estate investment management solution
Agora replaces cap table spreadsheets, waterfall workbooks, and wire checklists with one system for ownership, payments, and fund administration.
Keep ownership current
Investor positions, equity classes, and transfers stay accurate as your portfolio grows. The cap table updates itself as each transaction posts.
- Live cap tables for each entity
- Custom investor classes and share terms
- Position and ownership change history
- One record for transfers and commitments
Run every capital event
Waterfalls calculate exact splits, distributions pay out, and capital calls collect in one platform. Each event posts straight to your ledger.
- Waterfall splits calculated per investor
- Distribution processing and payments built in
- Capital calls funded through the portal
- Auto-generated notices for every event
Administer any fund structure
Open-end, closed-end, debt, TIC, and parallel structures each run on their own terms. Agora keeps a clean ledger for every entity.
- Deal-by-deal and fund-of-funds support
- Side letters and class-based waterfalls
- Debt fund interest and principal tracking
- One ledger across all your entities
HOW IT WORKS
How Agora automates real estate investment management
From entity setup to paid distributions, every operation runs in one system.
Set up your entities
Create each fund, syndication, or SPV with its own terms.
Load the cap table
Investor positions, classes, and ownership come into one live record.
Run capital events
Waterfalls, distributions, and capital calls calculate and process automatically.
Reconcile and report
Every transaction posts to the ledger and flows into statements.
BUILT FOR REAL ESTATE
Who uses real estate investment management software
Managing real estate investments touches every desk in the firm. Agora gives each role the numbers, records, and controls its work depends on.
- FUND MANAGERS
- IR Professionals
- CFOS & COOS
Scaling operations as funds multiply
Every new fund adds cap tables, waterfalls, and calls to the same small team. The manual load grows faster than the firm.
- Run all entities from one system
- Standardize waterfalls across every fund
- See portfolio performance in live dashboards
- Grow AUM without growing headcount
FUND MANAGERS
Real people, real results
Having a one-stop shop with Agora to manage data, send out distributions, and raise capital is a game-changer! It saves us heaps of time and boosts our accuracy."
Nicole Warwood, CFO
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What is real estate investment management software used for?
Real estate investment management software runs the ownership, payment, and fund operations behind every investment. With Agora it:
- Tracks investor positions and equity classes on a live cap table
- Calculates waterfall splits for every distribution automatically
- Runs capital calls from notice through investor funding
- Administers syndications, funds, TICs, and parallel structures in one system
One investment management platform holds the records, calculations, and payments for your whole portfolio.
How does Agora simplify real estate investment operations?
Agora removes the manual work that slows fund operations down by:
- Replacing cap table spreadsheets with one live ownership record
- Calculating and paying distributions without a single spreadsheet formula
- Collecting called capital straight through the investor portal
- Posting every transaction automatically to one audit-ready ledger
The back-office work that once filled the quarter end now runs in the background.
What types of fund structures can Agora manage?
Agora supports every structure real estate firms actually use, including:
- Single-asset syndications with deal-by-deal cap tables
- Open-end funds with rolling subscriptions and redemption windows
- Closed-end funds with committed capital and call schedules
- Debt funds running interest and principal payments
- TICs, parallel funds, and fund-of-funds structures
Each vehicle runs on its own terms and ledger without a separate tool.
How does Agora track performance across your portfolio?
Agora keeps live portfolio data in front of your team and investors by:
- Showing positions, balances, and returns on one dashboard
- Updating return metrics the moment transactions post
- Publishing statements through built-in investor reporting
- Posting distribution and capital call activity to each investor’s portal
You answer LP questions from live numbers instead of last quarter’s spreadsheet.
How can Agora reduce errors in fund administration?
Agora takes fund administration off spreadsheets, where the most costly operational errors begin, by:
- Running waterfall calculations that block the illogical setups spreadsheets allow
- Pulling every notice and statement from the same underlying transaction record
- Matching each payment to the right calculation and investor automatically
- Backing your team with expert fund administration and accounting support