Case Study: Chase Properties achieves greater operational efficiency with Juniper Square

From admin burden to strategic advantage

Chase Properties, a real estate investment firm, had been using a legacy investment management solution for nearly eight years, but it couldn’t keep up as the business grew. The poor user interface and limited customer support created administrative strain and made it harder to deliver a smooth investor experience. Chase Properties turned to Juniper Square to address these challenges and reduce the burden on internal teams.

With Juniper Square’s investor and fund administration platform, Chase Properties streamlined critical tasks like distributing uploads and capital call management, cutting administrative time by more than half for some team members. The platform also gave LPs real-time access to portfolios, performance metrics, and documents, while providing a single login experience across managers. Juniper Square’s responsive support and intuitive software helped Chase Properties improve transparency, boost efficiency, and create a “best in class” investor experience.

Chase Properties

Chad Gardner

Chief Financial Officer