About Juniper Square

Juniper Square is a cloud-based investment management platform, which assists real estate firms with client management and partnership accounting. Key features include file sharing, document management, payment distribution and customizable reporting.

The application enables users to create a database for current and prospective investors while maintaining records of phone calls and meetings. Managers can use this system to organize and track fundraising, emails, and document-sharing activities for team members. Finance teams can create rule-based workflows for processing transactions, such as capital and net asset value (NAV) calls, and distribute payments to investors via ACH and automated checks.

Juniper Square genera...


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Supported Operating System(s):

Web browser (OS agnostic)

59 Reviews of Juniper Square

Average User Ratings

Overall

4.92 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(54)

54

4 stars

(5)

5

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 59 results

May 2018

User Profile Picture

Joe from Atlas Real Estate Partners

Verified Reviewer

Company Size: 11-50 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

Juniper Square enables us to manage 500+ investors and 1,500+ investor positions across 30 deals

Pros

Over the past 8 years, the Atlas portfolio and investor network has grown to a robust network of 500+ individual high-net-worth investors. Prior to launching Juniper Square over a year ago, we managed investors through a combination of bulk emails, Dropbox, and password protected documents. Not only was it burdensome, it was a poor and unprofessional experience for our investors. We began looking for an investors management solution in 2014. Over the next 24-months, we tested every investor management software. Nothing met our criteria. Either the software was not built for the real estate industry and/or didn't have the depth and ease of use we needed. However, in early 2017 a friend of ours introduced us to Juniper Square, a purpose-built real estate investment management software. Several demo's and calls with references later, and we were hooked! We signed up in late February and launched 3-4 weeks later. Juniper has been a game-changer for us, as it's allowed us to scale our investor base and continue to acquire deals without building out a large operations or investment management team. The features we like best are the slick investor summaries, ability to tie multiple contacts to an account, the efficient document upload process, secure document storage, and robust investor dashboard. We're constantly receiving feedback from our ultra-high-net-worth investors saying this is the best, and simplest, investment management tool they've ever used.

Cons

The software is great and has few deficiencies. In fact, what's been most impressive is the pace with which the team rolls out new features. One of the advantages of having a large and highly focused client base is that Juniper is able to get large amounts of feedback and determine which new features to build. As an example, we thought the investor subscription and document signing process was a bit clunky. We provided the Juniper team with feedback and over the past 6-months, they've rolled out several features to make the process simpler and more streamline for investors. Although the software is not perfect, it's incredibly impressive today and continues to improve on nearly a weekly basis.

June 2020

Tina from Urban Development + Partners

Company Size: 11-50 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2020

Juniper Square - Highly Recommend!

Overall, we've had a very positive experience with Juniper Square. Their customer service is outstanding and always available to help.

Pros

Juniper Square offers our team and our investors an easy way to communicate, share important news and information and produce quarterly investor statements. Our investors like being able to access their current and historical investor information on their own schedule and the Juniper Square portal is intuitive and easy to use. It is a secure way for us to communicate with investors.

Cons

We would like the quarterly statements to be more customizable with regards to the layout and data fields we can include on the statements.

Reasons for Switching to Juniper Square

CrowdStreet was too limited. It was more of a document receptacle and wasn't as easy to use and didn't offer functions such as the abilty to create and publish statements.

May 2018

Anonymous

Verified Reviewer

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

May 2018

the JS platform has been a great addition to our business

Pros

customer success team is great; software is very easy to use and administer; the functionality for creating multiple offerings has allowed our group to keep track of prospects during fundraising and dispositions that are running concurrently.

Cons

customization to a unique fund structure has been challenging; could use slightly more automation in the future; no calendar feature to keep up with key milestones and dates

December 2019

David from T. Wall Enterprises

Company Size: 11-50 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2019

Thumbs Up for Juniper Square

The whole team has been extremely happy with Juniper Square. It greatly increased the efficiency in multiple aspects of our business.

Pros

Intuitive interface ties together well its complex and multi-purpose functionality. Very comprehensive coverage of nearly all aspects of real estate development. Extremely responsive and helpful customer support.

Cons

More suggestions than dislikes: would like better support for mezzanine debt; more flexibility in customizing columns showing in list views and for exports.

Reasons for Choosing Juniper Square

Interface more intuitive. Excellent presentation and demos of the product. Pricing structure.

February 2019

User Profile Picture

Chris from Audubon Communities

Verified Reviewer

Company Size: 51-200 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Our 1st Year with Juniper Square

Our experience has been excellent. The Juniper staff is energetic and responsive and we have enjoyed all of our interactions with the team. We especially like that we have a dedicated support person to contact and that they regularly reach out to us - both via phone and physically coming to our office.

Pros

We are a relatively small firm with just 5500 units under management and no dedicated person handling Investor Relations. Prior to moving to the Juniper Square platform, we kept all of our investor information spread out in unsecured Excel files. The best aspect of Juniper is that it provides us with the tools necessary to let our investors feel like we are more "institutional" (in the best meaning of the word). We are now able to provide regular and consistent professional correspondence with our investors, regarding asset performance, tax matters, etc. We have also been able to streamline our distribution process by moving toward making all distributions via ACH. Furthermore, we now have a much more organized and professional platform with which to present new investment opportunities to our investors. For us, the change over the past 12+ months has been revolutionary, and we could not be more pleased with the product and the team behind it.

Cons

There is a lot of functionality built into the software so learning how to best utilize the software took some time. However the customer service is very responsive and supportive, so whenever we had questions we just reached out to the Juniper team and they provided us with the necessary direction. The software is not cheap, and it takes some time to both organize the data (before uploading) and getting to know the software. But once you ramp up the learning curve there is tremendous payback.