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Connecting Excel to Your MRI and Yardi Data

Pull live data into Excel while maintaining the ability to drill down to source transactions.

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Robbins Electra

As a fast-growing firm investing and managing more than 60 multifamily properties across the Southeast US, we knew it was time to upgrade beyond general ledger software and into a centralized system.

Through REdirect’s diligent and patient guidance, setting up Yardi Investment Management and the Investor Portal was actually a relatively simple and user-friendly process. When we encountered a hurdle, our REdirect consultants were responsive and constructive, often presenting us with several options that reflected not only a breadth of experience, but also an eagerness to engage in new research when it was required.

Moving all of the data behind 63—and growing—multifamily properties was a massive undertaking. Working with REdirect made all the difference: we stayed under budget and within our timeframe: we went live in six months, and had our investors accessing the IM Portal in less than seven!

Our investors are loving working with our newly automated systems. Our high net worth individuals feel confident in the security of their data, and having real-time access to their investments empowers their choices as investors—and buoys our relationship with them, too.

Simply put, we are now poised for even bigger growth in the year ahead, and working with REdirect has played a big role in that.

Travis Wobbekind – Director of Investor Relations
Robbins Electra