Juniper Square

Modern investment management for the real estate industry

About Juniper Square

Founded in 2014, Juniper Square is transforming the private funds industry with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Designed specifically for real estate, Juniper Square is trusted by hundreds of GPs to manage more than 14,000 investments and $730B of real estate assets.

By using Juniper Square, clients such as Tishman Speyer, Rockpoint, and Beacon Capital raise more capital, save time and money on investment operations, and increase investor satisfaction. Juniper Square is based in San Francisco, CA and Austin, TX, and has quickly become the leader in real estate investment management software. Learn more at junipersquare.com.

Key benefits of Juniper Square

Organize contacts, and investor phone calls, meetings and notes in Juniper Square’s central CRM (customer relationship management) system.

Sensitive investor data is managed securely with role-based permissions and industry-leading security standards, plus compliance management tools.

The online investor portal gives clients centralized access to documents, reports, transactions and investment performance data.

Users can generate and distribute investor reports, such as capital account statements, transaction notices and performance summaries, directly to clients via the investor portal.

Calculate investment waterfall and investment performance metrics like yields, IRRs (internal rate of return) and multiples automatically with investment management tools.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Images

Gain quick and central access to contact information through Juniper Square's CRM
Manage investment ownership, transactions, and capital accounts with investment management tools
Juniper Square's investor portal faciliates virtual tours of assets through rich photos and integrated maps
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Juniper Square screenshot: Gain quick and central access to contact information through Juniper Square's CRM Juniper Square screenshot: Manage investment ownership, transactions, and capital accounts with investment management tools Juniper Square screenshot: Juniper Square's investor portal faciliates virtual tours of assets through rich photos and integrated maps

Features

Total features of Juniper Square: 69

  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Audit Trail
  • Bulk Send
  • CRM
  • Campaign Management
  • Check Printing
  • Client Management
  • Client Portal
  • Client/Property Matching
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Critical Date Alerts
  • Customizable Branding
  • Customizable Categories
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Distribution Management
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Marketing
  • Email Tracking
  • Fee Management
  • File Sharing
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Historical Reporting
  • Interaction Tracking
  • Interaction Tracking
  • Investments Tracking
  • Lead Management
  • Mobile Access
  • Performance Metrics
  • Portfolio Management
  • Real Estate
  • Real Time Notifications
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Security Auditing
  • Segmentation
  • Self Service Portal
  • Summary Reports
  • Tagging
  • Task Management
  • Third Party Integrations
  • Transaction Review
  • Visual Analytics
  • Workflow Management

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Reviews

Overall rating

4,9 /5
(59)
Value for Money
4,8/5
Features
4,7/5
Ease of Use
4,8/5
Customer Support
5/5

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Showing 5 reviews of 59
Joe S.
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Juniper Square enables us to manage 500+ investors and 1,500+ investor positions across 30...

Reviewed on 2018/05/16

Pros

Over the past 8 years, the Atlas portfolio and investor network has grown to a robust network of 500+ individual high-net-worth investors. Prior to launching Juniper Square over a year ago, we managed investors through a combination of bulk emails, Dropbox, and password protected documents. Not only was it burdensome, it was a poor and unprofessional experience for our investors.

We began looking for an investors management solution in 2014. Over the next 24-months, we tested every investor management software. Nothing met our criteria. Either the software was not built for the real estate industry and/or didn't have the depth and ease of use we needed.

However, in early 2017 a friend of ours introduced us to Juniper Square, a purpose-built real estate investment management software. Several demo's and calls with references later, and we were hooked! We signed up in late February and launched 3-4 weeks later.

Juniper has been a game-changer for us, as it's allowed us to scale our investor base and continue to acquire deals without building out a large operations or investment management team. The features we like best are the slick investor summaries, ability to tie multiple contacts to an account, the efficient document upload process, secure document storage, and robust investor dashboard.

We're constantly receiving feedback from our ultra-high-net-worth investors saying this is the best, and simplest, investment management tool they've ever used.

Cons

The software is great and has few deficiencies. In fact, what's been most impressive is the pace with which the team rolls out new features. One of the advantages of having a large and highly focused client base is that Juniper is able to get large amounts of feedback and determine which new features to build.

As an example, we thought the investor subscription and document signing process was a bit clunky. We provided the Juniper team with feedback and over the past 6-months, they've rolled out several features to make the process simpler and more streamline for investors.

Although the software is not perfect, it's incredibly impressive today and continues to improve on nearly a weekly basis.

Tina M.
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Juniper Square - Highly Recommend!

Reviewed on 2020/06/24

Overall, we've had a very positive experience with Juniper Square. Their customer service is...

Overall, we've had a very positive experience with Juniper Square. Their customer service is outstanding and always available to help.

Pros

Juniper Square offers our team and our investors an easy way to communicate, share important news and information and produce quarterly investor statements. Our investors like being able to access their current and historical investor information on their own schedule and the Juniper Square portal is intuitive and easy to use. It is a secure way for us to communicate with investors.

Cons

We would like the quarterly statements to be more customizable with regards to the layout and data fields we can include on the statements.

Verified Reviewer
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

the JS platform has been a great addition to our business

Reviewed on 2018/05/07

Pros

customer success team is great; software is very easy to use and administer; the functionality for creating multiple offerings has allowed our group to keep track of prospects during fundraising and dispositions that are running concurrently.

Cons

customization to a unique fund structure has been challenging; could use slightly more automation in the future; no calendar feature to keep up with key milestones and dates

David G.
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Thumbs Up for Juniper Square

Reviewed on 2019/12/18

The whole team has been extremely happy with Juniper Square. It greatly increased the efficiency...

The whole team has been extremely happy with Juniper Square. It greatly increased the efficiency in multiple aspects of our business.

Pros

Intuitive interface ties together well its complex and multi-purpose functionality. Very comprehensive coverage of nearly all aspects of real estate development. Extremely responsive and helpful customer support.

Cons

More suggestions than dislikes: would like better support for mezzanine debt; more flexibility in customizing columns showing in list views and for exports.

Chris E.
Overall rating
  • Industry: Real Estate
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Our 1st Year with Juniper Square

Reviewed on 2019/02/19

Our experience has been excellent. The Juniper staff is energetic and responsive and we have...

Our experience has been excellent. The Juniper staff is energetic and responsive and we have enjoyed all of our interactions with the team. We especially like that we have a dedicated support person to contact and that they regularly reach out to us - both via phone and physically coming to our office.

Pros

We are a relatively small firm with just 5500 units under management and no dedicated person handling Investor Relations. Prior to moving to the Juniper Square platform, we kept all of our investor information spread out in unsecured Excel files. The best aspect of Juniper is that it provides us with the tools necessary to let our investors feel like we are more "institutional" (in the best meaning of the word). We are now able to provide regular and consistent professional correspondence with our investors, regarding asset performance, tax matters, etc. We have also been able to streamline our distribution process by moving toward making all distributions via ACH. Furthermore, we now have a much more organized and professional platform with which to present new investment opportunities to our investors. For us, the change over the past 12+ months has been revolutionary, and we could not be more pleased with the product and the team behind it.

Cons

There is a lot of functionality built into the software so learning how to best utilize the software took some time. However the customer service is very responsive and supportive, so whenever we had questions we just reached out to the Juniper team and they provided us with the necessary direction.

The software is not cheap, and it takes some time to both organize the data (before uploading) and getting to know the software. But once you ramp up the learning curve there is tremendous payback.

Showing 5 reviews of 59 Read all reviews

Juniper Square FAQs

Below are some frequently asked questions for Juniper Square.

Juniper Square offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact Juniper Square for detailed pricing information.

We do not have any information about Juniper Square features

Juniper Square has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Juniper Square supports the following languages:

English

Juniper Square supports the following devices:

Juniper Square integrates with the following applications:

DocuSign, Gmail, Google Analytics, Google Maps, Lob, Mailchimp, Microsoft Outlook, Wistia

Juniper Square offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, Chat

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