Capital Workflow Specialists

Yardi Investment Management Consulting

BC Solutions helps owners, developers, funds, and finance teams implement and optimize the Yardi Investment Management Suite. We align capital tracking, lender reporting, debt workflows, and investment accounting with the Voyager environment your team already depends on.

Core Products

  • Yardi Investment Manager
  • Yardi Debt Manager
  • Yardi Investment Accounting
  • Entity and capital structures
  • Reporting across ownership tiers
The Challenge

Where Property Operations Meet Capital Reporting

The Yardi Investment Management Suite is the capital layer that sits above day-to-day property operations. When ownership structures, debt schedules, capital activity, and reporting expectations are not aligned, teams end up reconciling critical finance data outside the system they already pay to run.

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Ownership Structure Complexity

Funds, holding companies, borrowers, joint ventures, and property entities all need a structure that rolls up cleanly for accounting and reporting.

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Investment Accounting Pressure

Capital accounts, allocations, close support, and audit-ready schedules break down quickly when the accounting layer is not designed around the ownership model.

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Debt Workflow Visibility

Lender reporting, maturity schedules, financing activity, and debt-related controls need to stay visible inside the same operating model as the rest of finance.

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Capital Activity Tracking

Contributions, distributions, intercompany movements, and ownership-level balances require better controls than a spreadsheet stitched onto monthly close.

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Cross-Module Coordination

Development, job cost, payables, and property accounting decisions often spill into the capital layer. If those workflows are disconnected, reporting becomes slow and brittle.

How We Help

Yardi Investment Management Services

We support investment-management environments the same way we support the rest of the BC Solutions practice: implementation, workflow design, reporting, and ongoing support. The difference is that the work centers on capital workflows instead of resident or tenant operations.

Investment Accounting Design

We configure the accounting layer so capital transactions, close processes, and supporting schedules behave correctly inside your ownership structure.

  • Chart of accounts design
  • Capital account structure
  • Allocation logic review
  • Month-end close support
  • Audit-ready schedules

Debt Workflow Setup

We help teams structure debt-related workflows so financing activity, lender requests, and reporting obligations are easier to manage inside Yardi.

  • Debt Manager process design
  • Maturity and schedule visibility
  • Lender reporting outputs
  • Operational handoff support
  • Workflow cleanup

Custom Reporting & BI

We build reporting for executives, investment teams, lenders, and ownership groups using the outputs and delivery cadence your stakeholders actually expect.

Cross-Module Alignment

Investment-management work rarely lives in isolation. We help finance, development, payables, and reporting workflows stay aligned as decisions move across modules.

  • Voyager dependency review
  • Construction workflow coordination
  • Historical conversion cleanup
  • Inter-team process mapping
  • Issue triage and remediation

Ongoing Support & Training

We stay involved after go-live with help desk support, reporting adjustments, workflow cleanup, and role-based training for finance and accounting teams.

  • Help desk and troubleshooting
  • Reporting refinements
  • Role-based user training
  • New entity setup support
  • Project-based follow-on work
Core Products

Products in the Yardi Investment Management Suite

The Yardi Investment Management Suite includes the products teams use to manage ownership-level reporting, debt workflows, and capital-side accounting inside the broader Yardi environment.

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Yardi Investment Manager

Supports ownership structures, capital activity tracking, and reporting workflows tied to funds, entities, and stakeholders.

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Yardi Debt Manager

Organizes debt-related workflow visibility, lender reporting needs, and financing schedules inside the broader Yardi operating model.

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Yardi Investment Accounting

Extends the accounting layer for capital-tier close, reporting support, and investment workflows that sit above property operations.

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Shared With Voyager

The Yardi Investment Management Suite depends on clean coordination with the accounting, security, reporting, and operational data already living in Voyager.

Trusted By

Investment And Development Teams We Support

We work with ownership groups, developers, and finance-heavy portfolios that need Yardi to support more than day-to-day property management.

Goldfarb Properties
Lordae Properties
The Brodsky Organization
Beacon Communities
Dakota REIT
Coro Realty
Client Perspective

What Finance And Investment Teams Say

Their consultants have demonstrated a strong understanding of how investment accounting and construction development intersect in Voyager, which is a rare combination.

J. Kelly Lanier VP Accounting/Tax, Woodfield Development Company, LLC
View Case Study

What we value about BC Solutions is their combination of patience and precision. They explain their recommendations clearly and deliver configurations that work correctly the first time.

Jeramie Hnot Chief Financial Officer, Ashton Gray LLC

The amount of money we've collected has more than paid for our cost of implementation. If the framework and the methodology and the systems are efficient and correct, you actually increase profitability.

Camillo Santomero Co-Owner, Lordae Properties
View Case Study
Common Questions

Yardi Investment Management FAQ

What is Yardi Investment Management?

Yardi Investment Management is the capital-side layer of the Yardi platform. It supports ownership structures, investment accounting, debt workflows, and stakeholder reporting that sit above property-level operations inside Voyager.

Which products are part of the suite?

For this hub, we are focused on Yardi Investment Manager, Yardi Debt Manager, and Yardi Investment Accounting. Those products cover the clearest day-to-day capital workflows we see in BC Solutions engagements.

How is Investment Manager different from Investment Accounting?

Investment Manager is generally the ownership and capital workflow layer, while Investment Accounting focuses on the accounting structure, close support, and reporting outputs behind those workflows. In practice, most teams need both the process design and the accounting design to work together.

Do you support Debt Manager setup and reporting?

Yes. We help teams configure debt-related workflows, improve visibility into financing activity, and design reporting outputs that make lender and internal review easier to manage.

Can you help if we're already on Yardi but the capital layer is messy?

Absolutely. Many investment-management engagements start after a Voyager go-live, when ownership structures, reporting packages, debt workflows, or accounting rules need to be cleaned up. We usually begin with an assessment, then prioritize the issues creating the most month-end friction.

Can Yardi Investment Management work alongside development workflows?

Yes, and that overlap is common. Our Woodfield Development work is a good example of how investment accounting, construction job cost, historical conversions, and day-to-day Voyager usage can all affect each other inside one environment.

Need help getting Yardi Investment Management right?

Tell us where your capital workflows are breaking down—investment accounting, debt reporting, ownership structures, or cross-module visibility—and we will help you prioritize the fix.