Juniper Square
The #1 investment management software for CRE.
Overview
Juniper Square is a leading software solution for real estate investment managers. While not exclusively a 1031 exchange tool, it is widely used by DST sponsors and other real estate firms that offer 1031-eligible investments. The platform helps these firms manage investor relationships, streamline fundraising, handle investment administration, and provide a modern, secure investor portal. For a 1031 investor, their interaction with Juniper Square would be through the portal provided by their DST sponsor.
✨ Key Features
- Investor relationship management (CRM)
- Secure investor portal with document access and performance dashboards
- Automated subscription and fundraising workflows
- Investment accounting and reporting
- Compliance tools
🎯 Key Differentiators
- Modern, user-friendly interface for both sponsors and investors
- All-in-one platform combining CRM, investor portal, and administration
- Strong focus on the specific needs of real estate investment managers
Unique Value: Provides real estate investment sponsors, including those offering 1031/DST products, with a powerful and easy-to-use platform to manage their business and deliver a superior experience to their investors.
🎯 Use Cases (3)
✅ Best For
- Providing the investor portal for numerous DST sponsors in the 1031 exchange market.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Individual investors looking for a QI (it's a B2B platform for investment sponsors).
🏆 Alternatives
Offers a more modern and integrated solution specifically for investment management compared to older, more property-management-focused systems like Yardi or MRI.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
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