Yardi

One System For All Your Needs

Leading real estate software for property managers, owners, developers, and investment managers.

Implementation, Optimization & Reporting for Real Estate Leaders

We specialize in helping organizations unlock the full potential of Yardi. With decades of experience and recognition as part of Yardi’s Independent Consultant Network, we are trusted partners for owners, operators, and investment managers across all sectors of real estate.

Our team delivers more than just system setup. We help our clients implement Yardi the right way, optimize existing environments, and design reporting that drives real business decisions. By aligning configuration and change management with industry best practices, we ensure Yardi isn’t just running, it’s empowering your teams to work smarter and your leadership to see further.

End-to-End Yardi Services from a Trusted Consulting Partner

Our consultants are deeply experienced with Yardi and specialize in adapting it to the complexities of real estate investment and operations.

Yardi Implementation & Setup

Support for new Yardi implementations or system restructures, ensuring everything from module configuration to permissions is aligned with your operating model.

Yardi Custom Reporting & Analytics

Reports and dashboards that meet the needs of internal stakeholders, compliance, and investor communications, built reliably and delivered on schedule.

Yardi Compliance Configuration

Configuration and governance that reflect local regulatory requirements, lease terms, and financial rules relevant to your markets.


What We Enable Within Yardi

REdirect ensures you make full use of Yardi’s capabilities:

  • Core Accounting: General ledger, accounts payable, accounts receivable, bank reconciliations, budgeting, and forecasting.
  • Leasing & Portals: Online applications, digital leasing, tenant and resident self-service tools.
  • Maintenance & Field Operations: Work orders, preventive maintenance scheduling, and mobile field access.
  • Payments & Payables: Invoice automation, electronic payment processing, and vendor management.
  • Data & Reporting: Yardi reporting tools including YSR and Data Connect, with KPI dashboards and scheduled reporting.
  • Security & Audit: Role-based permissions, approval hierarchies, compliance monitoring, and audit readiness.
  • Specialized Functions: Support for Investment Accounting, Construction Management, and other advanced Yardi modules.

Markets We Serve

Yardi is a single‑stack platform built to support diverse real estate verticals. We tailor its configuration to the specific needs of each market.

Multifamily

In the multifamily sector, success hinges on efficient leasing, seamless resident experiences, and accurate financial management. We help operators configure Yardi to manage lead-to-lease processes, automate approvals, and maintain accurate budgets and financials.

Commercial (Office, Retail, Industrial)

Commercial operators need clarity on leases, recoveries, and tenant relationships. We configure Yardi to handle complex CAM recoveries, manage lease clauses, track deal pipelines, and oversee facilities.

Affordable Housing

Affordable housing organizations face unique compliance and reporting requirements. We help configure Yardi to handle certifications, vouchers, and waiting lists, ensuring smooth operations and audit readiness.

Investment Management & Investment Accounting

Institutional investors demand transparency and accuracy. We configure Yardi’s IM and IA tools to track waterfalls, manage capital activity, and deliver investor-ready reporting.

Emerging Markets

Yardi solutions for Senior Housing and Self-Storage are rapidly gaining traction. We help clients explore and implement these modules, preparing them for future scalability.

Connecting Excel to Your MRI and Yardi Data

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Why REdirect for Yardi

Proven Implementation and Optimization


From discovery workshops to go‑live support, we manage the entire Yardi lifecycle, ensuring your system is implemented correctly and continuously improved.

Workflow and Change Management


Many organizations bring legacy habits into Yardi. We redesign processes so your teams adopt best‑practice workflows, automating repetitive tasks and eliminating inefficiencies.

Advanced Reporting and Analytics


We build KPI‑driven reporting using SQL for YSR and Data Connect to drive Power BI, so leaders have timely, actionable insights at their fingertips.

Secure Administration


We configure roles, permissions, and audit‑ready controls, backed by recurring system health checks to ensure security and compliance.

Deep Product Expertise


We stay aligned with vendor best practices and evolving MRI functionality.

Tangible Results


Clients experience faster financial closes, fewer manual entries, greater efficiency in recoveries, and better adoption across teams.

How We Work: The Yardi Lifecycle

Our approach covers every stage of your Yardi journey, providing consistency, clarity, and confidence.

1. Business Process Review (BPR) & Roadmap

We begin with a comprehensive business process review, analyzing your data, workflows, and objectives. The result is a roadmap that defines scope, milestones, risks, and a phased approach tailored to your needs.

2. Implementation & Data Migration

We prepare and cleanse legacy data, configure Yardi modules to fit your market requirements, and guide your teams through testing and validation. Go-live is supported with stabilization, so your operations run smoothly from day one.

3. Optimization & Automation

After go-live, optimization ensures you are getting the most from Yardi. We automate recurring tasks, deploy scheduled jobs, streamline AP processes, and adjust configurations for performance and growth.

4. System Administration & Security

We provide ongoing administration and governance. From role-based access controls to audit readiness and patch management, our team ensures your system stays reliable, secure, and compliant.

5. Reporting, KPIs & Analytics

We help organizations move from data to insight. That means defining company-specific KPIs, building custom reports, and deploying dashboards that support both operational management and board-level reporting.

6. Training & Adoption

Adoption is critical to success. We offer role-specific training, “day-in-the-life” playbooks, and refreshers that ensure staff not only understand Yardi but use it as intended.

7. Managed Services

Our managed services allow you to choose the right level of support. Whether you need a full outsourced administration model or an extension of your existing team, we provide SLA-backed services, with the option to include recurring optimization cycles if desired.


Solving the Problems You’re Facing in Yardi

Many of our clients come to us after struggling with the same issues:

  • Reports that don’t reflect what investors or executives actually need
  • Over-reliance on spreadsheets outside the system
  • Workflows that are manual, error-prone, or difficult to track
  • Lack of clarity around how the system was set up, or why
  • Poor adoption among internal teams
  • Outdated configurations that no longer match how the business operates

If any of these sound familiar, we can help.


Case Studies

Mack-Cali

Summary: REdirect migrated Mack‑Cali Realty Corporation’s commercial portfolio from a highly customized legacy IBS system into their existing Yardi database (already in use for residential), while integrating Yardi with a proprietary SQL reporting database. The engagement included business process design, implementation, training, testing, custom reporting, and project management.

Highlights:

  • Unique chart of accounts design and conversion into the existing database
  • Parallel runs of IBS and Yardi for two quarters to validate reporting
  • Commercial property management setup: billing, step rents, straight‑line rent, etc.
  • Commercial recoveries (CAM, taxes, insurance) with reconciliations and invoicing
  • General ledger with intercompany tracking and multi‑format financial reporting
  • AP, Maintenance, and user security configuration
  • Interfaces: Yardi ↔ Mack‑Cali’s custom SQL lease reporting portal

Timeline & Delivery: ~1 year, 6 months; delivered on time and on budget.

“The people standing behind the effort are what is going to make the effort successful and the project viable. REdirect stood behind me the whole way.” — Nick Mitarotonda, SVP & CIO

Read More Here: Case Study - Mack-Cali: Migration To Yardi For Publically Traded Reit®

 

Rose

Summary: REdirect implemented Yardi as a single‑stack solution across Rose Associates’ diverse residential and commercial portfolio to streamline operations, improve efficiency, and ensure compliance with New‑York‑specific and Affordable Housing regulations. Scope included business process redesign, training and support, full‑scale data conversion, and structured change management.

Highlights:

  • Six‑phase conversion including GL detail, budgets, lease data, attachments, DHCR and compliance data
  • Data cleansing/validation across multiple sources for accuracy and consistency
  • Structured, intentionally phased rollout with dedicated post‑go‑live support
  • Standardized system reduced need for custom workflows and improved role clarity

Timeline & Delivery: ~2 years, 2 months; delivered on time and on budget.

“Simply put, REdirect is the best in the (NYC) market.”

“It was everything. We chose the right people, for sure.”

Read More Here: Case Study - Rose Associates: Transforming Operations with Yardi


Measurable Outcomes

Clients choose REdirect for Yardi because the results speak for themselves:

  • Streamlined AP processes through invoice automation and approval routing.
  • Significantly reduced month-end close times with scheduled reconciliations.
  • Executive KPI packages delivered on a cadence tailored to each client’s needs.
  • Standardized CAM setup improves recovery accuracy.
  • Higher user adoption rates through targeted training and change management.
  • Projects on-time and on-budget.


Yardi Frequently Asked Questions

Is Yardi customizable?

Yardi is highly configurable. We help configure modules and reporting to fit your organization’s needs.

We already use Yardi, can you review and improve our system?

Absolutely, we often help firms rework their configuration, eliminate redundancies, and streamline daily use.

Do you offer support after implementation?

Yes, our team can serve as a long-term support partner, whether you need help desk coverage, ad hoc fixes, or strategic planning.

Can you help us reduce manual processes in Yardi?

Yes, we help identify and address areas where automation can improve efficiency and accuracy.

What kind of reporting improvements can you support?

We build and refine reports that meet the needs of accounting teams, asset managers, and external stakeholders, based on how you operate.

Do you work with firms managing assets in multiple regions?

Yes, we have experience working with multi-market firms and configuring systems to reflect regional compliance and financial rules.

Do you only work with operators, or also with investment teams?

Both, we support investment firms, asset managers, operators, and developers across the full real estate lifecycle

What’s the difference between implementation and optimization?

Implementation gets you live on Yardi. Optimization enhances processes, automates workflows, and strengthens reporting after go-live.

Do you build custom reports?

Yes, we design reports and dashboards tailored to your KPIs using Yardi’s reporting tools (SQL for YSR, Data Connect for Power BI).

Can you manage security and user access?

Yes, we configure roles, permissions, and segregation of duties, and provide ongoing system administration.

Do you provide managed services?

Yes, we offer outsourced administration and team-extension models, backed by SLA commitments. Additional optimization cycles can be provided if requested.


For Over Two Decades, Experience with Yardi

We’re not just familiar with Yardi, we’ve been working with it since the earliest versions of Voyager. For over a decade, we’ve supported hundreds of clients through system transitions, growth phases, and portfolio reorganizations.

  • Pioneered the implementation of Yardi Voyager 7S
  • Decades of combined consulting experience
  • Offices in the U.S., UK, and Australia
  • Deep understanding of investment structures and operational demands
  • Solutions tailored to your team, not prepackaged workarounds

What Our Clients Achieve with Yardi and REdirect

From simplifying reporting to enabling smoother property operations, we help clients turn their Yardi systems into reliable tools that support the way they actually work.

Bernstein Management Corporation

Washington, DC
Kelly Lynch – Senior Managing Director

"It’s fantastic to have REdirect come in, understand our business, understand our people and how they operate, and then help us choose the right implementation and I think they did a fantastic job with that. We did talk to two other consultant firms and REdirect by far was the best. They exceeded our expectations. I would very happily recommend REdirect. I can say it very simply that my experience with REdirect was everything that I hoped it would be."

Monday Properties

New York, NY
Terry Piscitelli – Executive Vice President

"When I think about REdirect, what I appreciate most is their business sense. They understand the business purpose of what we're trying to do. Then using their intricate knowledge of the software, are able to make the connection between business and technology. The process is so much easier when we can relay the business requirements to someone who can relate to what we are saying, and then incorporate best practices into their recommendations. … They stick to the plan, deliver on-time and budget, and that’s important. They are a great organization to partner with, and I enjoy collaborating with them on new initiatives."

Walton Street Capital

Chicago, IL
Courtney Schumacher – Assistant Controller

"The consultants were really able to sit down with me and explain everything that was going on, and were so patient. … Having the consistency and the knowledge base of REdirect knowing that they have the background working their clients have been through this time and time again I think that it’s essential. It’s their job, it’s what they do and it’s what they are good at. It’s nice to have someone that’s there that you can rely on."

Connecting Excel to Your MRI and Yardi Data

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