Case Study: Paragon Real Estate Fund achieves 50% investor growth without adding staff with Yardi Investment Accounting

Paragon Real Estate Fund - Customer Case Study

Paragon Real Estate Fund, LLC is a La Jolla–based investment manager that runs an open-ended fund for family offices, institutional investors and high-net-worth individuals. As its investor base expanded, the accounting team relied on manual spreadsheets for property accounting, distributions and general ledger updates—processes that were time-consuming, error-prone and difficult to scale.

Implementing Yardi Investment Accounting, tightly integrated with Yardi Voyager, centralized investment data and automated distributions, NAV calculations and entity reallocations. The single-data-platform reduced errors, eliminated manual spreadsheet transfers (saving multiple days each month) and enabled Paragon to grow its high-net-worth investor base by 50% without adding staff.

Paragon Real Estate Fund

Matt Berlin

Chief Financial Officer