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Real Estate Investment Management Software: Definitive 2022 Guide

Matt Carrigan


This post was last updated on Wednesday, June 15th.

Commercial real estate has become an increasingly tech-driven industry, as new tools open doors that many investors never knew existed. In response to this ongoing digital proptech transformation, industry leaders are seeking a competitive, data-driven edge, powered by technology. For institutional real estate investors, real estate investment management software has revolutionized how deal teams source, screen, underwrite, collaborate and execute on new deals and opportunities.

With the right real estate investment management software in your tech stack, your firm can scale its pipeline and portfolio to outperform competitors. Read on to learn more about the real estate investment management software changing how investors transact, and the key value drivers unlocking this momentum.

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Competing in a Data-First Landscape: Why Real Estate Investment Management Software Is Essential

Unlike the spreadsheet-centric investing model of years past, firms that align around real-time data and information–enabling them to uncover and execute on deals faster and with greater efficiency–are positioned to succeed. Real estate investment management software, such as deal management platforms, drive success and scale for firms of all sizes.

Gaining Real-Time Pipeline Visibility With Real Estate Investment Management Software

Understanding where your deal pipeline stands–and the latest progress on each deal–shouldn’t take hours of manual reporting. To devote valuable resources to the most profitable opportunities, your team needs clear insight into historical comps. Adopting real estate investment software programs provides your team with the real-time visibility required to find answers and execute faster.

One of the top 20 CRE investment managers evaluated 194% more deals by managing its pipeline in Dealpath.

Align Around Real Estate Investment Software to Improve Operational Efficiency and Collaboration

Without real estate investment management software, deal teams often cobble together multiple tools and enter data in multiple locations. New technology with centralized data and configurable workflows eliminates the duplicative work of finding and entering data. Instead, stakeholders can find real-time information right when they need it to complete next steps and make informed decisions–leaving valuable time to review more deals.

A large investment manager grew top-line revenue exponentially by leveraging Dealpath, increasing deal volume and velocity by 120%.

Close More Deals and Grow Top-Line Revenue

When closing deals takes months on end, your firm could miss other opportunities due to resource constraints. Real estate investment management software enables firms to boost deal volume and velocity. Closing more deals enables firms to benefit from economies of scale, driving top-line revenue growth.

A large private investment manager deployed 472% more capital by managing its deals in Dealpath.

6 Value Drivers In Real Estate Investment Management Software 

By relying on real estate investment management software to scale, manage and execute on your deal pipeline, you can take a data-first approach to growing a competitive portfolio. However, shiny objects rarely hold the secrets to success. Instead, adopt software that adds visibility, value and efficiency at every stage of the deal lifecycle. 

These are the primary value drivers that empower institutional investors to systematize data-driven decisions and scale with deal management software, from the analyst level through the c-suite.

1. Automated, Turnkey Reporting 

Report building is a mission-critical task for both daily decisions and big-picture strategy setting. Unfortunately, it can also be a time-consuming project that detracts from deal execution–ultimately leaving stakeholders doubting accuracy. Real estate investment software like Dealpath shaves hours of time off reporting work with automated, turnkey reports.

Managing deals in real estate investment management software ensures that all reports include real-time, vetted data. Reports can be automated for daily or weekly delivery so that management can keep a minute-to-minute pipeline pulse. As new questions arise, deal teams can easily create new reports by slicing and dicing data in seconds. 

2. Real-Time and Historical Data Analytics

Comps and historical deal data are invaluable market intelligence, but file structures previously made harnessing this power challenging. Real estate investment analysis software like Dealpath makes data your competitive advantage by allowing you to slice and dice data in seconds. Deal teams can easily look to data analytics as they screen new deals, instead of sifting through historical drives or requesting information from within the organization. By making faster decisions, deal teams unlock the opportunity to review an even larger pipeline. 

3. Data Security

As cybersecurity concerns rise, ensuring sufficient data protection at every touchpoint is critical for protecting your competitive advantage. Before moving your deal pipeline to the cloud, consider what steps the solution provider takes to secure your valuable data. The enterprise gold standard is SOC 2 Type 2 Certification, which indicates that a third party has reviewed and approved the platform’s secure, resilient and highly available cloud-native applications and data services.

4. Guided Implementation and Ongoing Support

Adopting real estate investment software can be a transformative experience, particularly for firms early on in their software journeys. While some functionality may carry a positive impact immediately, it’s important to strategically implement software and capture all possible value. For this reason, one of the most important value drivers for real estate investment management software solutions is a guided implementation and hands-on support team. Find a partner that has guided similar firms to achieve their goals based on established knowledge of real estate best practices.

Remember, your firm’s goals may not align with the goals of other software users. Be sure to find a provider that takes a consultative approach to driving success based on your objectives.

5. Real-Time Visibility With Cloud-Based Real Estate Investment Management Software

For years, firms have confronted the challenge of working from up-to-date data. Cloud-based real estate investment management software has solved that by allowing multiple team members to view, edit and report on real-time data simultaneously. Instead of questioning the accuracy of spreadsheet data, firms can now align around one single source of truth. In addition to data, firms can also rely on these solutions for up-to-date versions of key documentation, preventing version control risks. Cloud-based solutions also enable investors to work from anywhere–tearing down barriers imposed by network regulations.

Because anyone can view the deal and corresponding data, other teams can also find the answers they need, limiting inbox traffic and reducing distractions from high-priority work.

6. Standardize Investment Workflows

Scaling portfolio growth means working in a streamlined, repeatable process. Many firms accomplish this by leveraging standardized workflows within real estate investment management software. Rather than recreating every deal, deal teams can source deals with the same information, then screen them with a regimented process based on the asset class. As deals move through the funnel, automation ensures that the right deals reach the right stakeholders at the right times. 

This transition will not only expedite the deal lifecycle and eliminate time-consuming manual work, but provide clarity and visibility to new team members unfamiliar with firm protocols. While simplicity is key, be sure to never settle for a tool that forces process changes. Find a configurable solution that allows you to amplify your successful methods to deliver ROI–not alter them.

Systematizing Investment Decisions With Real Estate Investment Management Software 

The goal of implementing real estate investment software should be to drive top-line revenue growth, which means building a strong bottom-of-funnel process is equally as important as finding ways to source more deals. Working from repeatable due diligence workflows prevents vital details from slipping through the cracks as teams collaborate in lockstep.

Download our free eBook to learn how leading deal teams close more deals by managing due diligence in cloud-based software. 

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Matt Carrigan



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