Yardi Commercial Suite

Shorten leasing lifecycles, maximize revenue, gain better insight and improve service to your

customers by running your entire business from one fully integrated platform.
Power Your Business Yardi Commercial Suite
With a Single Property Management & Accounting 1

Connected Solution Asset Management 7

• Lower your total cost of ownership Marketing & Tenant Services 11

• Gain real-time access to KPIs and a Budgeting & Forecasting 15
complete portfolio-wide view
Payment Processing 19
• Shorten business cycles by connecting
all users in one system Procure to Pay 23
• Eliminate duplicate data entry and
integrate automated processes
Construction Management 27

• Untether your staff with mobile access to Market Data 31

reporting, approvals and tenant services
Energy 35
• Drive revenue, reduce costs, work efficiently,
improve tenant services, manage risk Online Learning 39
and gain a competitive edge
Software as a Service 43
• Keep your data safe and reduce costs with an
award-winning cloud solutions provider

• Leverage the experience and applied

knowledge of the industry leader
 Yardi Commercial Suite
Matrix
Market Data and R
esearc
h
Investments Investment Accou
nting
and
Rep
Energy Efficiency and I orti
ntelli ng
Energy gent
t, Build
Procuremen Vendor Manage ing
s
men
t, In
ting , Te n a nt Portal v oice
Procure to Pay Marke s Pro
ce
em e nt, Operational D
anag

ssi
ata,

ng
al M Por
Marketing De e nt , Ac co tfo
ag em unting lio
M an , O
rty p era

Vis
pe

ibil
ity
Pro

tio
ns,
Asset Management

Fixe
d Assets, Constructio
ERP

SaaS
Key Benefits
• Automates workflows and eliminates
error-prone processes

• Reduces general and administrative costs

• Provides the flexibility to scale

operations for growth strategies

• Improves strategic decision-making and competitiveness

through enhanced business intelligence

• Delivers complete transparency

across your entire operation

• Shortens training cycles and drives higher productivity

• Allows staff to work from any

browser on any mobile device

• Includes hassle-free application, database and

network management with secure SaaS options
Property
Management
& Accounting
Enhance the value of your portfolio with a full

business solution that streamlines the property

and financial management aspects of the

commercial real estate cycle.

Yardi | 1
 Yardi Voyager Commercial
Our most advanced Software as a Service (SaaS) commercial property management and accounting platform allows office, retail and
industrial real estate owners to manage portfolios of any size from one platform. Browser-agnostic and fully mobile, Yardi Voyager drives
workforce efficiency, promotes portfolio visibility and delivers comprehensive business intelligence. It manages ownership, operations, financials,
budgets, forecasts, construction and maintenance with role-based dashboards, workflows, critical date notifications and analytics.

Automated Lease
Comprehensive Lease Management
Administration
Lease administrators can set up even the most complicated
industrial, office and retail leases and amendments with Property/Space Prospects/Contacts Customer/Company
Voyager’s automated leasing workflow. It’s easy to drill
down to lease modification details such as expansions,
contractions, relocations, holdovers and renewals. Leases
can be organized by customer, simplifying the billing
and analysis of multiple leases for national tenants.

Streamlined Recoveries Lease

Voyager simplifies one of the most complex and time-

consuming aspects of property management by automating
the recoveries process and compiling an accurate accounting
of what tenants owe. Property owners no longer need
to reconcile variables such as base years, caps, gross-ups
and management fees. A collectors workstation function
chases overdue balances and efficiently records results.

Critical Dates, Rent Retail

Tasks & Notifications renewal, escalations, straight-
line rent
percentage of sales-
based rent structure

You’ll never miss an important deadline again, thanks to the

integration of dates and tasks into user dashboards. You Recoveries Options
Amendments
can automate tasks or email notifications based on dates expense books & to lease clauses expansion, contraction,
reconciliations renewal, termination
you define, including lease expirations, option notices and
tenant insurance expirations. Voyager also centralizes all tax
schedules and payments and supports internal audit functions.

2 | Yardi
 Key Features
• Controlled administration of
leases and amendments including
lease option management
with encumbrance tracking

• Integrated accounting and

property management functions

• Role-based dashboards and

critical date notifications

• Simplified setup of complex

expense recoveries

• Complete retail percentage

rent calculations

• Easy straight-line rent adjustments

for FAS 13 and IAS 17

• Real-time analytics, dashboards

and business intelligence

• Quick access to regularly

visited screens and history

Customized Advanced Retail • Supports multiple currencies,

languages, GAAP and local
Correspondence Voyager makes it simple to track sales and taxation requirements
charge percentage rents. Easily define sales
Take tenant communications to the next level types and reporting and billing frequencies
with Yardi Correspondence Management. and breakpoints, including an automatic
You can create customized invoices, calculation of natural breakpoints. You get
statements, collection letters and other items. up-to-the-minute retail analytics on sales,
Templates merge with lease data, reports including MTD, YTD, Moving Annual Total (MAT)
and graphs. Documents are automatically comparisons and tenant occupancy costs.
emailed, printed or stored electronically.

Yardi | 3
 Portfolio Reporting & Analysis
Role-Based Dashboard
View your property management tasks and performance across your
portfolio in a single, user-friendly interface. Property managers can track
critical dates, pending lease workflow actions and work order summaries and
access key reports. Drill down to transaction-level detail is quick and easy.

Real-Time Analysis
Managers receive real-time key performance indicators with the Yardi
Analytics reporting tool. Drill down to source transaction and slice and
dice data by attribute such as portfolio, region and currency.

• Analyze by attribute, entity, GL book, segment and period

• Drill down from summary to source transaction
• Publish to Microsoft® Excel or Adobe® PDF
• Email report packages automatically
• Create your own KPIs with custom analytics

Commercial Analytics
Leverage comprehensive reporting on your portfolio with commercial
analytics ranging from owner reports to internal exception and
management reporting. Real-time KPIs for lease management,
recovery reconciliation, performance statistics and more are
at your fingertips. You can create and publish reports through
Microsoft® Excel and Microsoft® SQL Server Reporting Services.

4 | Yardi
 Financial Analytics Key Features
Yardi Analytics delivers the robust reporting and
key indicators you need to measure your portfolio’s • Commercial and financial analytics
performance. You can create instant comparisons and insight for better decisions
and analytics and compile monthly, quarterly and
yearly financial report packages in real time. You
• Multiple GAAP, multi-language
can arrange income statements by user-defined
and multi-currency capabilities
property attributes, view your balance sheet by
• SSAE 18 compliance via
country and currency and publish financial reports
Yardi Cloud Services
to an investor portal with the click of a button.
• Real-time, 24/7 access to operational
• Supports IFRS, GAAP and data with Yardi Mobile Apps
international accounting needs
• Automated delivery with
correspondence management
• Reporting speed optimized by Voyager data marts
• Financial reports using custom analytics
• Used by publicly traded companies around the world

Spreadsheet Reporting
Yardi Spreadsheet Reporting gives you the means
to create and publish high-quality reports for your
internal and external audiences. You can create
templates in Microsoft® Word, Microsoft® Excel
and Adobe® PDF or display the data on screen.

• Presentation-quality reports with

text, grids and graphs
• Report packets combining
different types of reports
• Complex reports with multiple sections
• Easy sorting, grouping and sub-totaling
• Customizable reports by changing
filters and data columns

Yardi | 5
 Key Benefits
• Recommends actions to help lower costs,
balance risk and increase revenue

• Allows greater insight, more accurate

forecasting and improved project tracking

• Provides the tools to close deals faster, complete

projects on time and hit forecasted returns

6 | Yardi
Asset Management
Elevate the performance of your portfolio with

one connected solution for asset management.

 Yardi Elevate
Yardi Elevate is the most comprehensive commercial asset management solution available. With this suite of products, you gain in-depth operational
data and predictive analytics, unprecedented portfolio visibility and recommended actions to lower costs, balance risk and increase revenue.

Deal Manager
Close better deals, faster with this easy-to-use deal management solution
for asset managers and their internal and external brokers.

• Gain an integrated stacking plan with encumbrances, options, contacts and renewals
• Automate and search availability based on Yardi Voyager lease expiration data
• Enable individual and team collaboration on properties, deals and prospects
• Customize your NER calculation and compare performance across proposals and deals
• Centralize marketing for available space

Forecast Manager Construction Manager

Forecast the future by connecting leasing, asset management and finance teams Stay on time and on budget with real-time insight into budget performance
to the budgeting process. and revenue impacts of capital projects and tenant improvements.

• Allow leasing teams to quickly enter revenue forecasts via an intuitive user • Search and compare projects according to job type, status, manager
interface, tied directly to your Yardi Advanced Budgeting & Forecasting solution and risk level
• Bring active deals automatically from Deal Manager into the revenue forecast • Gain visibility into pipeline from active deals in Deal Manager
• Filter units quickly by risk, deals, assumptions and reconfigurations • Get real-time drilldown into financials
• Visualize revenue forecast unit by unit on an interactive timeline • Create user-defined milestones
• Create speculative leases quickly using pre-defined fields • Use easy approval workflows for budgets, revisions, contracts,
change orders and IRs

8 | Yardi
 Key Features
• Integrated stacking plans
with encumbrances, options,
contacts and renewals

• Search availability based on

Facility Manager Voyager lease expiration data

Command building performance with streamlined management of equipment • Filter by risks, deals, assumptions
maintenance, property inspections and service requests, designed for chief engineers and reconfigurations
and facility managers.
• Closer team collaboration on
• Track work orders, equipment and inspections properties, deals and prospects
• Reduce repairs and overall equipment costs with preventative maintenance • Customized NER calculations
• Gain back-office integration and robust reporting and comparisons
• Simplify scheduling with automated functionality
• Centralized marketing
• View equipment, maintenance and cost data via specialized dashboards of available space

• Automatic inclusion of active

deals into revenue forecasts

• Complete construction
pipeline visibility

• Simplified maintenance scheduling

• Specialized dashboards
for viewing equipment,
maintenance and cost data

Yardi | 9
 Key Benefits
• Enhances property marketing to drive broader
visibility into available leases and properties for sale

• Integrates brand and corporate messaging by

promoting properties and leases online

• Drives workforce efficiency and reduces costs

with online document management

• Shortens accounts receivable lifecycles

by enabling online payments

• Reduces response times and enhances tenant relations

by providing online portals for service requests

• Promotes collaboration with customers with

services delivered via any web-enabled device

10 | Yardi
Marketing &
Tenant Services
Strengthen your online marketing and deliver

outstanding customer services.

Yardi | 11
 COMMERCIAL Café
Attract prospects, convert leads and retain tenants with a powerful commercial marketing and tenant services platform. Make life
easier for prospects, tenants and staff with dynamic corporate and property websites and a self-service portal and app. Tenants can
make lease payments and enter maintenance requests and retail sales data online. Fully mobile and integrated with Yardi Voyager,
COMMERCIALCafé makes it possible for marketing and onsite staff to turn more leads into leases — faster than ever.

Dynamic Property Listings Easy Site Management

COMMERCIALCafé serves as an online property listing service that The site manager tool lets you configure and brand property listing sites.
is branded to your own company or corporate style. It supports You can easily add suites, photo galleries and property tour videos and
commercial real estate property categories including office, industrial update property and suite features. Administrators can enter and edit
and retail space and land for sale. Prospects can search by property tenant announcements, manage users, configure work order workflows,
type, location and property criteria from any web-enabled device. process payments, create menus and more for the tenant portal.

12 | Yardi
Competitive Services Key Features
Tenants can access statements, make payments
and submit maintenance requests (including • Tenant portals with streamlined
images) online. Tenants can also reserve conference access to online statements,
rooms, elevators and common areas with the payments and more
concierge module. These portals help property
• Mobile app for maintenance
managers respond quickly to requests, increasing
requests and document access
tenant satisfaction and improving staff productivity.
Make it simple for tenants to submit
maintenance requests and easy for your • Dynamic property listing service
staff to respond with an online tenant
portal. All related data is stored in Voyager. featuring clean listing layouts and
easy-to-use search functions

• Site manager tool for easy

administration of property
marketing sites and listings

Online Payments
Tenants can make payments online with a convenient, paperless
self-service option. Site employees spend less time processing
payments, allowing them to focus on higher value tasks.

Mobile App
Convenience
COMMERCIALCafé Tenant enhances
communication and the tenant experience
by allowing tenants to view lease documents
and submit and track maintenance
requests from a mobile device.

Yardi | 13
 Key Benefits
• Reduces process cycle times for budgets,
long-term forecasts and valuations

• Increases budget projection accuracy

to help maximize profitability

• Easily forecasts revenue, job cost, CAPEX

and debt based on configurable models

• Allows efficient, error-free collaboration so multiple

people can work on a single budget at the same time

• Leverages multi-currency capabilities and

international valuation techniques

14 | Yardi
Budgeting &
Forecasting
Make quick, accurate and flexible forecasts and

deliver budget projections with increased accuracy.

Yardi | 15
 Yardi Advanced Budgeting & Forecasting
Measuring the financial health of your investments is an essential function for commercial real estate owners, managers and investors. Yardi
Advanced Budgeting & Forecasting makes it easier by automating the process and drawing data directly from Yardi Voyager. You get accurate
forecasts informed by detailed property data, with the flexibility to easily change assumptions, speculative leases and construction projections.

Enhanced Budgeting
Shorten the budget preparation and review process by delivering
comprehensive analysis and comparisons of future income and
expenses. You can create detailed projections with greater accuracy
and efficiency using data from actual tenant leases.

Automated Valuations
Receive reliable information on a timely basis, deliver better risk
analysis and maximize returns with better-informed buy, hold or
sell decisions. Advanced Budgeting & Forecasting automatically
calculates future cash flows and determines net present values
and internal rates of return at the property or portfolio level.

Advanced Modeling
Gain clear visibility into current and potential assets with
data drawn directly from Yardi Voyager. Advanced modeling
capabilities create forecasting scenarios that deliver optimal
investment assumptions for acquisitions and investors. Forecast
and manage debt service using real-time assumptions for loan
terms, mortgage interest rates and repayment schedules.

16 | Yardi
Sensitivity Analysis Key Features
Improve acquisition and disposition decisions with “what if” scenarios that combine
real-time property, lease and investor data with market leasing assumptions and other • Automated budget preparation and
variables. Quickly change hold timing, cap rates, inflation and other factors to immediately analysis using real-time property data
see their impact on assets, assess risk and capitalize on emerging opportunities.
• Commercial model properties
to safely make lease and space
Market Leasing Assumptions configuration changes

Receive precise budget projections for rents, recoveries, charges, concessions and • Scenario analysis and comparison
retail sales overage figures. Forecast lease options with a revenue forecasting tool to predict revenue
that enables quick updates of “at risk” space. You can update market rates, manage
• Vacancy, debt and rentable
early terminations and access in-progress deals from Yardi Leasing Manager.
items for modeling

Model Properties • Robust workflows and

approval processes
Create budgets based on model properties so you can make assumptions in the
• Unlimited budget versions
“budget world” without affecting “real world” unit and lease records.
and revisions with copy and
consolidate capabilities
Robust Reporting
Advanced commercial tenant analytic reports show revenue, lease
inducements, market leasing assumptions and occupancy for a budget
term. Quickly isolate variances by comparing budget versions.

Yardi | 17
 Key Benefits
• Increases tenant satisfaction and
maximizes your cash flow

• Scans and digitizes paper checks

and money orders in bulk

• Streamlines accounts payable with

automated vendor payments

• Auto-transfers electronic deposits and

payments to and from your bank account

• Eliminates manual errors and time-consuming bank trips

18 | Yardi
Payment Processing
Save time and maximize cash flow with a

payment processing solution that eliminates

bank runs, automates rent collection and

simplifies vendor payments.

Yardi | 19
 Yardi Payment Processing
Increase tenant satisfaction and office efficiency with Yardi Payment Processing. Manage accounts receivable and accounts payable
with one system that helps you streamline rent collection, cut operational costs and reduce processing errors. Make collecting rent
and other fees easier with user-friendly payment options that eliminate bank runs for your staff. Your tenants can conveniently pay
rent by check or online. Your staff can more quickly process incoming payments and outgoing payments to any vendor.

Collect Online Payments Collect Check Payments

Offer paperless self-service lease payments with a recurring payment Eliminate trips to the bank, lost checks and manual keying errors
option using Yardi Online Payments. Tenants can log in at any time, while reducing NSF risk with Yardi CHECKscan. Scan bulk batches of
view their account balances and pay directly from a bank account (ACH personal, corporate, bill pay and cashier’s checks as well as money orders
payment) or with a credit or debit card. Online payments are entered to greatly reduce processing time. Instantly create receipt batches in
directly into Yardi Voyager, with automatic deposits and easy bank Voyager for all items and permanently store the image files — so you
reconciliation. ACH payments are sent to your bank via EFT the next don’t need to make copies. Payments are transferred electronically to
day. Credit and debit card payments are processed within 2-4 days. your financial institution the next day, optimizing your cash flow.

20 | Yardi
 Key Features
• Electronic deposits for rapid
availability of funds

• 24/7 tenant access to

make online payments

• Credit and debit card and ACH tenant

payments with recurring ACH option

• Voyager auto-matches charges and

applies payment priority rules

• Permanent check image storage

for scanned payments

• Electronic vendor and owner

payment processing and transfer

• Full-service check writing

and distribution by our check
writing service organization

• All transactions instantly

recorded in Voyager

Pay Vendors and Owners*

Automate check writing and electronic vendor or owner payments with outgoing accounts payable.
ACH payments are administered and distributed automatically, then instantly recorded in Voyager
— speeding up processes, reducing manual errors and cutting down on paper waste. For vendors
or owners that don’t accept electronic payments, we process, print and mail checks for you with
all activity documented in Voyager, saving your team significant time and increasing productivity.

*Not currently available in Canada

Yardi | 21
 Key Benefits
• Saves money by consolidating procurement
spend into one platform

• Enables better decision-making with

real-time Voyager data

• Provides powerful analytics to support

continuous process improvement

• Increases efficiency and productivity

with online and mobile workflows

• Eliminates interfacing with third-party systems

• Saves time and drastically reduces scanning,

keying, printing and other manual tasks

• Gives vendors real-time transparency

into their business with you

• Identifies potential at-risk vendors and

develops strategies for managing them

22 | Yardi
Procure to Pay
Go paperless and reduce manual

tasks with an end-to-end procure

to pay solution. Gain real-time

visibility into budgets and cash,

increase efficiency with online

catalogs and manage vendors

more effectively.

Yardi | 23
 Yardi Procure to Pay
Gain efficiency and productivity across the procure to pay process while attaining real-time transparency into your budgets and cash flow.
The end-to-end Yardi Procure to Pay platform includes electronic invoice processing, online and mobile approvals for purchase orders and
invoices, flexible purchasing catalogs and powerful vendor management tools.

Paperless Invoice
Processing Payments Vendor Management
Yardi PAYscan is a paperless, mobile- • Yardi Bill Pay offers outsourced • VENDORCafé provides a web/
check printing and ACH payments mobile platform to help manage
enabled invoice workflow platform that
vendors more effectively
provides a 360-degree view of transactions • Yardi Bill Pay credit card payments
(both physical and virtual) create • VENDORCafé provides
from check to payable to invoice to
a frictionless payment process vendors real-time invoice and
purchase order, work order, job or contract. payment transparency
• Complete the automation of
In addition, all budget and cash data
the Procure to Pay cycle • VendorShield reduces risk
is available in real-time. Use powerful and helps automate vendor
analytics to drive continuous improvement screening and onboarding
across your procure to pay process.

Full-Service Invoice
Processing
Invoice Processing Procurement
Reduce costs and increase efficiency even further
with Yardi PAYscan Full Service, which lets • Yardi PAYscan offers web/ • Yardi Marketplace offers a web/
mobile invoice processing mobile purchasing platform
vendors submit invoices to a secure, centralized
with powerful reporting
location from which Yardi scans and enters • Vendors submit invoices to Yardi
for scanning and data entry • Your suppliers and pricing reside
the data for you. Yardi opens a dedicated PO
in one procurement platform
Box and email address for your organization’s • Yardi Utility Expense Management
(Yardi catalogs also available)
drastically reduces time
vendors to send their invoices. The invoices show • Deep integration allows
spent on utility invoices
in Voyager as invoice registers, ready for you electronic invoices to flow
to review, approve and process as payables. directly into PAYscan

24 | Yardi
Online Procurement Key Features
Yardi Marketplace is an online and • Centralized and powerful
mobile MRO shopping platform. Manage procurement platform
suppliers and leverage contracted pricing
in one platform with off-the-shelf supplier
• Full audit trail capabilities
relationships and catalogs, or create your
to enforce compliance
own online catalogs. Yardi Marketplace
• Open invoice monitoring and
works seamlessly with PAYscan to process
real-time view of cash
invoices electronically. Get insightful
reporting that gives you full control of your • SKU-level reporting to
organization’s procurement activity. identify potential savings

• Electronic invoicing with Yardi

Marketplace and VENDORCafé

• Full-service invoice importing and

data entry to eliminate self-scanning

Vendor Management • Invoice matching to POs,

contracts, WOs and jobs
Empower your vendors to manage
their business with you through the • Simple management of W-9, COI,
VENDORCafé online and mobile service contracts and other documents
portal. Vendors can submit invoices
• Integrated mobile app for online
and view invoice status, payment
invoice approvals and review
details, purchase orders and work
orders in real time. Invoices submitted
electronically through VENDORCafé
import immediately into PAYscan.
VendorShield simplifies management
of Form W-9s, certificates of insurance,
service contracts and other documents.

Simplified Bill Payments

Automate check writing and electronic vendor or owner payments with outgoing accounts payable.
ACH payments are administered and distributed automatically, then instantly recorded in Voyager
— speeding up processes, reducing manual errors and cutting down on paper waste. For vendors
and owners that don’t accept electronic payments, we process, print and mail checks for you with
all activity documented in Voyager, saving your team significant time and increasing productivity.

Yardi | 25
 Key Benefits
• Provides financial oversight with real-time cost,
commitment and budget comparisons portfolio-wide

• Helps maintain tight cost control with automatic

over-budget monitoring of every transaction

• Establishes governance with predefined workflows

and rules consistent with Yardi Voyager

• Controls capital expenditure budget allocation process

• Includes extensive analytic reporting

26 | Yardi
Construction Management
Improve cost control, budget oversight and profitability

for construction projects of every size and description—

from capital expenditures and single-unit improvements

to ground-up developments.

Yardi | 27
 Yardi Job Cost
Keep projects on track with heightened cost control, complete budget oversight, and accurate forecasting and management of contracts, commitments
and cash flow. Manage all types of construction projects including CAPEX, tenant improvements, space renovations and property development.

Construction and Development

Support projects at all phases, from pre-development to close-
out, and for any duration. You can also develop financing plans
and manage contract commitments, draws and progress
billings from general contractors and subcontractors, and
complete projected final and cash flow forecasting.

Job Costing and Budgeting

Your actual costs are automatically tracked and compared to
the job budget. You get full visibility into all committed costs
and change orders, with real-time job cost and general ledger
updates as transactions are entered. Billing and draws can be
created easily by actual costs incurred or percent complete,
and charges generated automatically for recovering costs.

Comprehensive Reporting
Strengthen your reporting with comprehensive information related
to budget amounts, revisions, commitments, change orders and
amounts billed to date per category. Slice the data any way you like–by
property, job, cost code or job attribute, among many other options.

28 | Yardi
 Key Features
• Unlimited, user-defined budget cost
Increased Flexibility categories with templates and models

Apply user-defined workflow approvals for jobs, budgets, contracts and budget • Full contract and change order,
transactions. Simplify your work by hiding unused features and fields. Define your committed cost tracking and analysis
own fields for capturing pertinent data for historical purposes and reporting.
• Detailed, real-time recording of
job costs and other actions across
the entire construction lifecycle

• Multiple job cost summary and

detail reports with drilldown
to underlying transactions

• Custom, automated workflow

approval for jobs, job budgets and
revisions, contracts and change orders

• Multiple points of access for

importing and exporting data

• Custom job cost analytics for

creating your own reports

• Seamless integration with Voyager

Yardi | 29
 Key Benefits
• Provides immediate access to decision-
makers, saving time

• Includes comprehensive property and market

analytics that drive superior returns

• Targets borrowers early in the refinancing process

• Identifies value-add prospects based on defined criteria

• Delivers information on the right deals, not

just those currently on the market

30 | Yardi
Market Data
Your source for originating, pre-underwriting

and managing assets for profitable real

estate loans and investments.

Yardi | 31
 Yardi Matrix
Empower your business with the same information that leading real estate investors across the U.S. rely on to make better business
decisions. Whether your principal interest is office, industrial, multifamily or self storage properties, we’ll deliver the information you
need to take control of property prospecting, underwriting and asset management processes. All parties gain value from Matrix—
brokers, acquisition groups, foreign and domestic equity investors, debt investors, fee property managers and more.

Complete Property Research

Matrix does the heavy lifting—with extensive quality control—to
compile property-level research that closes deals and drives value.
We save you time by unveiling the true ownership of LLCs and senior
level contacts, abstracting all senior loans, continuously updating sales
data, obtaining verified tenants, lease rents, lease expirations and
current listings and providing data-driven occupancy and forecasts.

Actionable Analysis
Get the data and models you need to analyze and feed your own financial models,
so you do not waste time pursuing unproductive deals. Find that needle in the
haystack—the right deal—with our unique asset rating system and loan maturity
schedules. You’ll know the deal is in your strike zone before devoting your valuable
and expensive time on it. You will be empowered to drive proposals that show
that you know the owners and their properties—before picking up the phone.

32 | Yardi
 Key Features
• In-place loans; construction,
Accurate Tracking permanent, CMBS and
their expirations
Track asset performance and the valuation of your properties—along with
those of your competitors or potential partners. Our proprietary improvement • Full ownership and
and location ratings systems allow you to compare apples to apples— management information
giving you fair and balanced performance information to act upon.
• Complete site-level and verified
tenant, lease and available space
Market Insights information (currently residential only)

Whatever your role—acquisitions, refinance underwriting, valuations or • Patented property improvement

sales—Matrix is your source for actionable information. Our renowned and location ratings systems
institutional research on markets, investment strategy and long-
term trends is at your fingertips and included as a subscriber. • Aggregated and anonymized
residential and office revenue and
expense comps—an industry exclusive

• Cloud-based services
and mobile access

• Competitive subscription pricing

based on markets and users

Yardi | 33
 Key Benefits
• Reduces HVAC energy consumption while
maintaining or improving tenant comfort

• Monitors electric meters in real time to

improve building energy performance

• Lowers cost of managing utility payables

• Validates and pays utility bills

• Provides competitive bids for power

from carefully chosen suppliers

• Tracks all sustainability data and goals

• Supports compliance for ENERGY STAR,®

local laws, GRESB and other standards

• Monitors utility-related budgets, revenues and expenses

• Benchmarks properties to find energy waste

• Offers smart and simple ways to reduce utility costs

34 | Yardi
Energy
Gain visibility and control to reduce energy

consumption, keep tenants comfortable

and simplify analysis and reporting with

automated energy management solutions.

Yardi | 35
 Yardi Smart Energy Suite
Manage costs, consumption and efficiency with an energy program built for commercial real estate businesses that fits your sustainability goals and
streamlines processes. Gain better control over your energy expenses—from your entire portfolio to a single building—leveraging the synergies between the
Yardi Smart Energy Suite and your Yardi Voyager property management and accounting platform.

Optimize Building Energy Performance

Yardi Pulse is an integrated set of unique solutions Pulse Central Control
designed to optimize energy management, Monitor, schedule and control your
reduce costs and improve occupant comfort HVAC systems and thermostats
for your entire portfolio and any building size. with multi-site remote access.
With single sign-on for easy navigation, you
can manage utility invoice data, real-time load Pulse Active EE
profiles, HVAC faults and trending, thermostat Optimize your existing HVAC system
settings and HVAC optimization in one app. and improve occupant comfort with
intelligent load-based algorithms and
Pulse Real-Time Metering artificial intelligence that actively
Improve building energy performance by adjusts setpoints every 30 seconds.
monitoring electric meters in real time for
better visibility and decision making. Pulse Occupant
Engagement Dashboard
Pulse Fault Detection & Diagnostics Create awareness and promote energy
Get HVAC monitoring, trending and actionable conservation by giving tenants and
alerts to detect and resolve problems before stakeholders visibility into consumption.
they cost you money or impact tenant comfort.

Energy Tracking
Stay on top of your portfolio’s energy consumption with Yardi E2 Insight, a simple web-based system that provides energy and utility dashboards to track utility
cost, consumption and emissions. The system intelligently compares buildings for actionable insights and sustainability benchmarking in one platform.

36 | Yardi
Utility Expense Key Features
Management • Utility payables created in
Save money and time with a paperless solution Voyager automatically
for managing your utility payables and energy
data. Yardi Utility Expense Management • File for ENERGY STAR® and GRESB
receives, validates, enters into your general
• Utility budgeting support
ledger and (optionally) pays your utility bills.
Automating payables includes invoice tracking, • Comprehensive energy
exception auditing and faster processing to procurement support
ensure on-time payments, which drastically
reduces late fees and expensive errors. All • Centralized online access to bills,
utility cost and consumption data is made budgets, supply contracts and more
available for analysis and benchmarking.
• Optimized HVAC equipment efficiency

• Real-time monitoring of utility

electric meters

Expand Sustainability • Fault detection and diagnostics of

HVAC systems
Our Certified Energy Managers®, engineers and MBAs have broad experience in rates,
policy and analysis as well as hands-on knowledge of mechanical utility systems. • Precise, automated demand response
We can identify conservation opportunities that meet your business initiatives
• Multi-site remote access to monitor,
and measure results with property benchmarking following industry-approved
schedule and control HVAC systems
protocols, including ENERGY STAR® scores, reporting and certifications.
and thermostats

Recapture Utility Costs • Occupant energy profiles to compare

usage, manage energy competitions
Monitor and bill your tenants for their energy and water consumption with and promote sustainability
Yardi's full-service commercial Yardi Utility Billing offering. Accurate consumption
• Submetering and automated
measurement means timely generation of tenant bills, full analysis and
tenant billing
forecasting of utility revenues and problem alerts that cut waste.

Tailor Energy Procurement

Protect against energy cost volatility and achieve budget certainty with Yardi's
energy contract negotiation service. Yardi PowerShopping secures reliable energy
at competitive prices for clients in deregulated states. PowerShopping does all
the upfront work—market research, requests for pricing, supplier bid price analysis,
legal review of contracts—with a deep understanding of all energy markets.

Yardi | 37
 Key Benefits
• Speeds up employee onboarding with
courses that blend Yardi software training
and custom policies and procedures

• Reduces training admin costs with efficient

automated workflows and data import/export

• Consolidates training program admin

tasks to a single platform

• Automates recertification processes

and compliance reporting

• Improves employee performance by encouraging staff

to explore new skills in safe, Yardi practice areas

• Builds a robust culture of learning with achievements,

peer discussions and assignment feedback tools

• Achieves better accountability and knowledge

retention over traditional training

• Boosts employee confidence with relevant and effective

training resources that improve job efficiency

38 | Yardi
Online Learning
Create a personalized learning experience that

maximizes knowledge retention

and job satisfaction.

Yardi | 39
 Yardi eLearning
Get more value from your training budget. Yardi eLearning eclipses traditional staff training programs with on-demand digital
content designed to improve job performance, reduce staff turnover and eliminate outdated teaching methods.

Personalized Training Curated Resources

Give each employee a role-specific learning plan with self-paced Create a one-stop-shop for company resources and announcements, software
courses, tests and live instructor-led events. Employees can choose to assistance, procedural checklists, FAQs and more. Learners can search from the
add optional training from the Yardi eLearning dashboard with content Yardi eLearning dashboard using keywords and content tags. Keep sensitive
automatically suggested based on previous assignments and job title. information secure with configurable access to resources based on staff role.

Comprehensive Catalog Effective Content

The Yardi eLearning catalog includes customizable courses and Yardi- Maximize learning retention by catering to individual learning preferences.
taught webinars that are updated with dozens of classes each quarter. From modular micro-courses based in familiar scenarios to guided
Professional designers and Yardi software experts collaborate to create activities coupled with engaging audio, visual and interactive elements,
all Yardi eLearning content. The catalog includes training for software Yardi eLearning fits the needs of every learner. The Yardi Course Builder
skills, compliance, HR, professional development, leasing and safety app makes it easy to deliver effective content by importing documents
courses, many of which are available in English and Spanish. and using graphic-based simulations with step-by-step captions.

Automated Administration
Save time by eliminating many repetitive tasks from training
administration. Automated tasks include nightly reports, account
maintenance and learning assignments based on preset rules and
course completions. Yardi eLearning interfaces with HR software to
keep employee records up to date without manual data entry.
Track user progress with
scheduled and manual
Efficient Reporting reporting tools. Quick
links and drilldown provide
detailed user-specific data.
Gain oversight of your staff training program—from highest-level
trends to granular details such as time spent per page, number of test
retakes, assignments per employee and mentor notes. Reports can be
set up to notify supervisors of employees’ missed deadlines, alert HR
staff to course completions, report status to executives and more.

40 | Yardi
Effortless Events Key Features
Make it easy for trainers to manage classroom, webinar and in-person events. Trainers can use Yardi
eLearning to register event attendees, oversee waitlists, send invites and reminders and create pre- • Centralized solution for online
and post-event assessments and follow-ups. Yardi eLearning also integrates with many conference courses, live training events and
management software programs for real-time syncing of registration and attendance data. organizational resources

• Integration with multiple HRIS,

Connected Solutions webinar and helpdesk software
providers with single sign-on
Yardi eLearning offers integrated data processing with:
• Manual and scheduled reporting
• YardiOne, Active Directory (ADFS), Azure™, OneLogin™, Ping Identity®, Centrify® and Okta™ tools to track student progress
• Zendesk®, Salesforce®, Freshdesk™ and Jitbit • Role-based course deployment
• Yardi Webinar Subscription Feeds, GoToMeeting™, GoToWebinar™, Webex® and Adobe® Connect and suggested learning
• Vimeo®
• Extensive curriculum developed
• HRIS and payroll systems, including Ultipro®, ADP,® PayCare™ and Halogen™
and maintained by Yardi
• Yardi Voyager for hands-on exercises and industry experts
• Yardi Online Help
• Intuitive authoring tools for quick
course creation and rollout to learners

• Support for multimedia formats

including SCORM, HTML,
documents, images and videos

• Mobile access through all major

handheld devices and web browsers

• Training and consultation from

experienced Yardi eLearning experts

• Easy-access search function for staff

Role-specific course suggestions
make it simple for learners to sign to find company-wide resources
up for appropriate classes.

Yardi | 41
 Key Benefits
• Ensures seamless integration of
new releases and updates

• Features rapid solution implementation and deployment

• Includes hardware and network setup

and performance monitoring

• Provides 24/7 accessibility

• Offers scalability and protection

against outdated technology

• Lowers overall cost of implementation and maintenance

• Delivers up-to-the-minute reporting for

all properties in your portfolio

• Includes access to expert technical support staff

from an award-winning cloud solutions provider

42 | Yardi
Software as a Service
Rapid, best practices based deployment

without the worry of application

management or IT maintenance.

Yardi | 43
 Yardi Software as a Service (SaaS)
Yardi Cloud Services utilizes more than 10 data centers around the world to enable faster, best practice based deployment of our latest platforms. Taking away the
worry of managing applications and maintaining IT networks, Yardi SaaS allows you to optimize your Yardi platform with painless upgrades and delivers a preconfigured
setup, secure IT infrastructure, 24/7 accessibility and full business continuity–all while reducing your overhead and capital costs. Yardi SaaS deployments include:

SaaS
With Yardi SaaS, clients share the application but have their own
secure database. Yardi manages versions, relieving clients of performing
upgrades themselves. Each SaaS client benefits from their own secure,
best practices configured database and retains the ability to tailor
and customize program features to meet their individual needs.

SaaS Select
Yardi SaaS Select clients have their own installation of the
application and their own secure database which offers each client
the ability to control their own versions and upgrades. Clients
can choose if and when to upgrade and adopt new releases.

44 | Yardi
 Award-Winning Key Features
Provider • Real-time, centralized processing
Power your business with the and remote site linking
real estate industry’s most
trusted cloud provider. Yardi is • 128-bit encryption over the Internet
part of the Forbes Cloud 100,
• SSAE 18 and PCI compliance
the definitive list of the top 100
private cloud companies in the • Multiple firewalls
world, developed in partnership
with Bessemer Venture Partners. • On-premises security personnel

• Continuous video surveillance

• Biometric screening to enter/

exit Yardi Data Centers

• Primary and secondary data center

location for comprehensive DRP
(Disaster Recovery Planning) service

Full Compliance
Our hosting services are fully SSAE 18 (formerly SSAE 16) compliant. We undergo
third-party audits and receive the SSAE 18 Service Auditor’s Report twice a year.

Redundancy and Uptime

• Guaranteed business continuity and disaster recovery
• Nightly backups and offsite transfer of all data
• Seismically braced server racks
• State-of-the-art fire suppression system
• Weekly server maintenance
• Around-the-clock monitoring of server operation
• Battery backups and a fully automatic fail-over standby generator to
ensure uninterrupted performance in the event of a power failure

Yardi | 45
46 | Yardi
Power your
business
with a single
connected
solution
Yardi | 47
 Energized for Tomorrow

At Yardi our mission is to provide our clients with

superior products and outstanding customer

service, while we take care of our employees and

the communities where we work and live. With that

commitment, Yardi leads the industry in providing

full business software solutions for real estate

investment management, property management,

financial accounting, asset management and

ancillary services. Organizations like yours  have

been using our proven and mature software with

confidence for decades.

Yardi Systems, Inc.  430 South Fairview Avenue, Santa Barbara, California 93117
phone: +1 800 866 1144 | email: [email protected] | www.Yardi.com
NOTICE: Design and content ©2018 Yardi Systems, Inc. All rights reserved. Information is subject to change without notice and does not represent
a commitment on the part of Yardi Systems, Inc. Voyager,® COMMERCIALCafé,™ CHECKscan,™ PAYscan™, Bill Pay™, Marketplace™, VENDORCafé®,
VendorShield™, Pulse®, PowerShopping® and Yardi® are either registered trademarks or trademarks of Yardi Systems, Inc. in the United States and/or
other countries. All other products mentioned herein may be trademarks of their respective companies.

Printed on recycled paper. CS-BOOK-11x8.5 09/07/2018