How to Develop Real Estate Investment Software?

Updated on Dec 14th, 2023

How to Develop Real Estate Investment Software?

Real estate is one of the most dynamic industries. That’s why the process of real estate investment management can be daunting. Are you looking for ways to stay ahead of the competition and exceed investor expectations? Look no further than real estate investment software development. Yes, building this software with a reliable vendor can solve thousands of hassles associated with this field.  

Still in doubt? According to reports, the global real estate investment management software market is growing at an estimated CAGR of 8.2%. So, now would be a great time to jump on the bandwagon.  

Moreover, imagine your investment managers or deal teams empowered with an ultimate command center. And this hub offers them real-time visibility into investment preferences, historical benchmarks, and valuable opportunities in their pipeline. It’s no less than gold information! That’s how real estate investment software development can simplify your entire process. So, tell your team not to drown them in spreadsheets or a flood of emails.  

But first, explore the extent of the transformative potential of real estate investment management software. Dive into this blog and understand the benefits it can provide to your particular business. In this piece, you will also learn about the features you can add and the development process. So, let’s break it down!

  • Real estate investment software development can help you empower your team and unlock transformative potential in the industry. 
  • It aids deal volume and velocity, allows access to real-time pipeline visibility, and offers many other advantages. 
  • With custom real estate investment software, you can adjust features to fit them into your business process.  
  • Some features of advanced real estate investment software are real-time data analytics and dashboards, workflow standardization and automation, etc. 
  • Remember to rely on a professional partner through real estate investment software development. Doing this will ensure you follow the right development strategy and have long-term expert support.

Benefits of Real Estate Investment Software

Benefits of Real Estate Investment Software

It’s time to move on from emails, spreadsheets, and phone calls to making investment decisions. With custom enterprise software development, introduce these benefits in your real estate investment processes- 

Increased Deal Volume and VelocityIncreased Deal Volume and Velocity

Systematize data-driven investment decisions with real estate investment software. Having this tool in your arsenal will help investment managers focus on deal volume and velocity. So your team could chase both speed and efficiency.  

With these advantages, your firm could deploy more capital at scale. As a result, you will have a fair chance of outperforming the rigid competition in this industry.  

Real Time Pipeline VisibilityReal-Time Pipeline Visibility

When working with real estate investment software, your team can get head-on with real-time pipeline visibility. This means the investment managers will have a clear and real-time pulse on every deal in their pipeline.  

Imagine them planning the right move at the right time. They could allocate company resources only to the most profitable opportunities. With informed decision-making through the software, you can save your company resources and maximize earnings. 

Improved Operational EfficiencyImproved Operational Efficiency

Managing the deal pipeline involves many clerical tasks. For instance, manual data entry can be pretty hectic. Real estate investment software lets you centralize your entire deal pipeline in one platform. It allows you to streamline your process and reduce administrative chores. So your team can save the time they spend on errands. The software will help them focus on reallocating resources toward evaluating more deals. 

Enhanced Data AnalyticsEnhanced Data Analytics

Real estate investment software offers real-time data analytics. But to ensure they’re enhanced, partner with an AI development company. 

What do these metrics do? Well, to point out a few benefits, they help 

  • Make informed decisions
  • Evaluate historical deal data
  • Maximize ROI
  • Reveal industry best practices and market trends.
  • Strengthen investment strategies

Thus, having the software is great for staying relevant in the real estate industry. It equips you with the power of data that is important for every aspect of your business plan. 


It is risky to close a large volume of deals in real estate. However, you can make this dream come true with real estate investment software. It works like a magic tool that lets you evaluate more deals with fewer resources.  

But ensure you implement structured and tech-enabled processes. Doing so will pave the way for centralization. And with all the information streamlined, your investment managers can scale their pipeline and evaluate more deals. Ultimately, as a business, you can expand your options for investments.

Benefits of Real Estate Investment Software

Features To Consider for Real Estate Investment Software Development

Real Estate Investment Software Development - Top Features

It’s one of the most crucial parts of the software. So here’s a list of the top features you can consider:  

Real-time Data Reporting and DashboardsReal-time Data Reporting and Dashboards

The software can give you access to comprehensive and real-time data. It includes valuable comps and historical deal data. All this information is like an armor that empowers investment managers to make well-informed decisions. But for this, ensure you keep real-time insights and competitive market intelligence handy. You can easily accommodate such features. All you have to do is partner with a software development company expert with next-gen solutions. 

Now let’s talk about the outcomes you’ll get with real-time data. Real estate investment software offers real-time reporting and customizable dashboards packed with vetted data. So, with them, investment managers can  

  • Effortlessly generate reports 
  • Keep a close eye on the pipeline 
  • Stay updated on the status of deals down to the minute, etc.  

The features will make your team take decisions like pros. They will enhance transparency and ensure every investment move is sensible. 

Institutional-Grade-Data-SecurityInstitutional-Grade Data Security

If you want holistic protection against hacking, choose institutional-grade data security for your software. Though not a feature, ensuring security should be one of the most crucial aspects of creating real estate investment software 

So if you do not know where to begin, consider levels like SOC 2 Type 2 Certification. Such security levels will help keep your software safe and ensure it has undergone a third-party review. 

Thus, with institutional-grade data security, you can tick off essentials from your list like: 

  • Allround protection 
  • Resilience 
  • Availability of cloud-native applications and data services, etc.

Workflow Standardization and AutomationWorkflow Standardization and Automation

With an expert team, you can ensure you centralize your deal pipeline in one platform. They’ll help you create real estate investment software that allows you to view, track, and assess deals. This way, you can standardize and automate a large chunk of your daily operations. For instance, there will be lesser administrative work, such as manual data entry. Ultimately, your team will be able to: 

  • Streamline processes 
  • Save time spent on reporting 
  • Reallocate resources towards evaluating more deals, etc. 

Document Management with Cloud Based InfrastructureDocument Management with Cloud-Based Infrastructure

With legacy software, investment managers face multiple hassles in managing and sharing documents. You can dodge this bullet if you opt for advanced custom-built real estate investment management software. Such software comes with cloud integration services. The cloud infrastructure can streamline document sharing for your team by letting them exchange data anytime. Moreover, with this software, you can: 

  • Centralize pipeline collaboration 
  • Allow for contextual commentary 
  • Track asset progress through the asset lifecycle, etc. 

Customizable-Goal-Tracking-and-Monitoring-SystemCustomizable Goal Tracking and Monitoring System

This feature enables users to: 

  • Define specific investment goals 
  • Track their progress 
  • Receive real-time updates on key performance indicators.  

It can allow you to set milestones and check alignment with investment strategies. Moreover, with this, you can enhance the focus and accountability of your team throughout the investment process. 

Portfolio-ManagementPortfolio Management

The software can offer ready-to-use tools for comprehensive portfolio management. These tools enable tracking and analyzing : 

  • Property performance 
  • Cash flow projections 
  • Risk assessment 
  • Portfolio optimization, etc.

Financial Modeling and ForecastingFinancial Modeling and Forecasting

Imagine a magic wand guiding you about what’s going to happen next in the market. Real estate investment software is that tool. It offers built-in financial modelling tools that allow for accurate forecasting and scenario. You can customize these tools as per your company’s needs.  Such tools  

  • Support strategic planning  
  • Aid risk assessment 
  • Help evaluate investment performance, etc.

Customized Real Estate Investment Software Development

Real Estate Investment Software Development Process

It’s time to introduce streamlined workflows, accurate data analytics, improved collaboration, and much more. So embark on creating custom software that accommodates all your investment process requirements. Keep an experienced vendor close who’s adept at making your vision a reality. That said, let’s unravel the steps you should know as a business-

CollaborationStep 1: Discover Needs Through Collaboration

First things first, make your vendor understand your business goals, challenges, and requirements. Remember to keep all communication channels open, as this step will demand thorough cooperation.  

Additionally, keep all the stakeholders in the loop. This way, you’ll encourage creativity and carve out the best elements for your real estate investment software.  

All in all, stay proactive during this step. It’s the time when you set the foundation for developing a tailored solution that aligns perfectly with your unique needs. 

Research-and-PlanningStep 2: Planning – Laying the Blueprint for Success

Once you’ve established a solid foundation through collaboration, it’s time to dive into the planning phase of your real estate investment software development. This step is where the magic happens. You get to transform your requirements into a comprehensive roadmap for success. 

Again, collaborate with the vendor and other stakeholders to map out the software’s features and functionalities. Your goal during this step should be to create a blueprint that not only meets your current needs but also accommodates future growth. 

Also, remember your participation and feedback are critical. Whether you want to streamline deal management or optimize portfolio performance, keep your focus on advancing your operations. 

Additionally, take full advantage of the expert guidance of your vendor. Seek insights and recommendations based on industry best practices and years of experience. 

Development and TestingStep 3: Development and Testing

It’s time to roll up your sleeves and turn your real estate investment software blueprint into a reality. Now, you should leverage your development partner’s cutting-edge technology and coding prowess. So collaborate with them to take the reins to build your real estate investment software. 

Also, thorough testing guarantees that the software performs flawlessly. It identifies what issues may occur and enables your team to mitigate them early. Remember your active involvement in the testing phase lets you provide valuable feedback. And this feedback helps your vendor refine the software to meet your specific needs. To have an idea of tech stack, refer to the below-given table-

Real Estate Investment Software Development -Tech Stack

Integration,-Testing-and-DeploymentStep 4: Deployment and Integration

It’s time to unleash the power of your software! But first, let your software development partner integrate it seamlessly with your existing systems and data sources. The integration ensures a smooth transition and minimizes disruption to your operations. You can also consider enterprise solutions during this step of real estate investment software development 

Finally, your software will get ready for deployment. If you want those nitty-gritty details to get perfect, consider deploying an MVP. It will help you gain user feedback. This feedback will help you adjust your software according to the popular demand.  

Continuous Improvement and SupportStep 5: Training and Support

It’s better to prioritize a smooth onboarding experience. That’s why you should gain comprehensive training to ensure your team can confidently leverage the software’s capabilities. So ask your vendor to assist you every step of the way. Also, ensure you have long-term support. Because despite testing and training, no one can absolutely escape cybersecurity concerns and technical glitches. Thus, ensuring proper maintenance through support can help you stay on track all the time. Only a reputable and experienced company can offer you trusted testing services (automated and manual). Want to cut to the chase to find the best partner who can fit all your specific needs? Hop on to the next section! 


Why Choose Matellio for Real Estate Investment Software Development?

At Matellio, we understand the dynamic world of real estate investment. We also understand the dire need for cutting-edge technologies in this field. That’s why we can be your trusted ally who delivers your unique business requirements. 

Partnering with us means unlocking the potential of advanced real estate investment software. And the solutions empower you to make data-driven decisions, streamline operations, and much more. What’s more? Our collaborative approach ensures that your vision becomes a reality. We assure so with our years of experience, delivering seamless integration and flawless deployment.

So collaborate with us, and we’ll deliver a solution that meets your expectations and exceeds them. Let us help you confidently navigate the ever-evolving landscape of real estate investment. Ready to drive unparalleled success for your business? Choose Matellio, and together we’ll transform your real estate investment process. Contact us today to get started! 

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