Case Study – Denholtz Associates

ABOUT DENHOLTZ ASSOCIATES

Denholtz Associates operates a diverse portfolio of office and industrial properties encompassing 30
properties across five states, more than 700 tenants, and almost 5 million square feet total. Since its inception
in 1954, Denholtz Associates has grown into a highly experienced developer and a prolific real estate
syndicator, maintaining an active high-net-worth investor network of over 500 investors.

THE CHALLENGE:

Denholtz utilized a homegrown technology solution for investor relationship based on their existing Yardi
Systems property management system. However, they soon found Yardi lacked recording options for
investor-specific data including investor preferences, broker referrals, transfers, and historical distributions,
and frequently struggled to meet Denholtz’ reporting needs. To solve for this, they started developing their
own system using an Access database.

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