Real Estate

Real Estate CRM & Investor Portal

Dynamo™ provides highly configurable real estate investment management software to real estate investors worldwide. Streamline your real estate asset management efforts with fundraising & marketing, investor relations, accounting, and portfolio monitoring features from Dynamo.


Real Estate Case Studies

LaSalle Investment Management  |  Clearbell Capital  |  The Davis Companies  


With over 20 years transforming private asset managers’ operations, Dynamo’s seasoned team can help you centralize your front and back offices, and save you and your investors valuable time. Our real estate investment management software’s flexible entity, field, and interface layouts foster collaboration and increase user adoption across the organization, allowing your team to make the most of the system.

Real Estate Investor Portal

Real estate investor management is made simple with Dynamo’s out-of-the-box, tailored capabilities. Dynamo’s fully integrated, configurable fundraising portal allows real estate firms to share marketing materials and PPMs with current and prospective investors, as well as manage fundraising pipelines. Users can also give committed investors access to investment and performance data via our investor portal with ad hoc reporting capabilities, and e-signature functionality through DocuSign®. To learn how LaSalle Investment Management leverages the Dynamo investor portal, download our case study here.

Real Estate Portfolio Management Software

Dynamo’s real estate deal and portfolio management functionalities enable you to streamline investment decisions. Optimize your real estate deal management pipeline with easy access to documentation, correspondence, activities, custom data fields, and reporting. Users can define custom workflows to automatically create and manage tasks as deals move through the pipeline.

Dynamo also automates how you process and store large quantities of property research and portfolio performance data. Dynamo offers powerful portfolio monitoring software, so you can view and manage acquisitions and other holdings within a centralized location while streamlining the flow of financial data from each property. With Dynamo, you can manage internal and external recommendations, and build configurable reports through integration with third party data providers and internal tools you’re already familiar with, including:

  • Microsoft Office Suite
  • Adobe
  • Tableau
  • PowerBI

Dynamo’s granular user permissions allow you to segregate access to information at the business, team, or user level. This way, you can establish clear separation of duties and your team can focus their efforts on analysis instead of burning hours manually hunting down documents, extracting data, and running reports.

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Download the Real Estate Brochure

Streamline your real estate investment accounting and back office

Users can enhance real estate investment accounting with PEView, a powerful investor accounting and financial reporting system integrated with a flexible general ledger. Dynamo’s partnership accounting capabilities through PEView help investors meet compliance regulations and LPs’ demands for tighter controls and more detailed investor accounting. Users can also automate call and distribution notices and investor statements that can then be distributed through Dynamo’s real estate CRM and investor reporting portal, for a seamless integration.

Dynamo has road warrior real estate investors covered with a feature-rich mobile app and proprietary workflow automation features that ensure front and back-office teams stay in sync no matter where they are.

It’s time to be Dynamo Driven!

Real Estate CRM & Capital Raising

Integrated Investor Portal

Real Estate Portfolio Management

Acquisition Management & Pipelines

Research & Document Management

Automated Workflows

Real Estate Investment Accounting

Educational Documents

10 Best Practices for Deal Management Software

White Paper:
Investor Reporting Portal

Marketing & Fund Raising Automation

Case Study:
LaSalle Investment Mgmt

Case Study:
Deerfield Management