Case Study: Olive Tree Management achieves efficient investment management with Agora Real Estate

Providing Olive Tree with an accessible and user-friendly investor portal that optimizes communications and documentation

Olive Tree Management, a growing real estate investment management firm, needed a better way to handle investor communications, document management, and tax operations after relying on spreadsheets and Outlook. The company was looking for an easy-to-use investor portal with minimal onboarding, especially to support K-1 distribution and centralized investor information.

Agora Real Estate provided Olive Tree Management with an intuitive investment management and investor portal solution that unified communications, document storage, and K-1 1065 distribution in one place. Olive Tree Management was able to submit K-1s to multiple investors within two weeks of partnering with Agora, and CFO Tzvi Gordon said the platform saved him countless hours by making investor data, distributions, and documents easy to find and send.

Olive Tree Management

Tzvi Gordon

Chief Financial Officer