Case Study: Atlas Real Estate Group achieves 500+ investors and streamlined reporting with Juniper Square

How Atlas Real Estate Partners grew to 500+ investors with Juniper Square

Atlas Real Estate Group, a New York–based private real estate investment firm with over $1B in assets under management, faced growing administrative strain as its investor base expanded to 400+ investors and 1,200+ investor positions. Fundraising and quarterly reporting relied on emails, PDFs and spreadsheets, creating long turnaround times and repetitive investor communications. Seeking a secure, scalable solution, Atlas selected Juniper Square’s investor portal and capital-raising platform.

Juniper Square implemented its investor portal, CRM, online subscriptions, integrated data rooms and system-generated reporting, going live in under 30 days to deliver K‑1s across 30 investments and 1,200+ positions. The platform reduced reporting from days to hours, enabled five completed capital raises, earned strong investor praise, and helped Atlas scale to 500+ investors without adding headcount — improving efficiency, security and fundraising productivity.

Atlas Real Estate Group

Chris Sweeney

Controller