Juniper Square
50 Case Studies
A Juniper Square Case Study
Tishman Speyer, a global owner, developer, operator, and fund manager of first‑class real estate, faced limitations with an aging, custom-built investment management stack (built on SharePoint and a decade‑old CRM) that could not meet the sophistication needed for modern investor relations, tax reporting, and cross‑team collaboration. After evaluating options, they selected Juniper Square’s purpose‑built real estate investment management platform and CRM to deliver the polished, adaptable investor experience they required.
Juniper Square implemented a single, web‑based source of truth—combining CRM, investor communications, and tax workflows—which reduced manual processes and errors, improved cross‑functional collaboration, and sped up investor reporting. The platform gave Portfolio Management, Equity Capital Markets, and Tax teams full context on relationships and investments, helped handle thousands of K‑1s more reliably, and delivered measurable benefits in fewer mistakes and increased operational efficiency.
Joe Doran
Chief Financial Officer