<?xml version="1.0" encoding="UTF-8" ?><!-- generator=Zoho Sites --><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/"><channel><atom:link href="https://assetsoft.biz/blogs/tag/yardi-ai/feed" rel="self" type="application/rss+xml"/><title>Assetsoft - Blog #Yardi AI</title><description>Assetsoft - Blog #Yardi AI</description><link>https://assetsoft.biz/blogs/tag/yardi-ai</link><lastBuildDate>Thu, 08 Oct 2026 20:57:08 -0700</lastBuildDate><generator>http://zoho.com/sites/</generator><item><title><![CDATA[YASC 2026 San Diego: What to Expect | Assetsoft]]></title><link>https://assetsoft.biz/blogs/post/yasc-2026-san-diego-what-to-expect-assetsoft</link><description><![CDATA[<img align="left" hspace="5" src="https://assetsoft.biz/YASC 2026 San Diego - What to Expect and Why Assetsoft Will Be There-02.jpg"/>YASC 2026 runs October 7–9 in San Diego. Explore Yardi Virtuoso, Voyager 8, key sessions, AI updates, and where to meet Assetsoft at YASC.]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_nbuKLlcEReiaPUveAcX93Q" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_d8XAe0SCRjiwBgUaQjmpXg" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_3ENtL836TpC9ZZy763G3CQ" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_ElorseA4EkGV4aJijfHtXg" data-element-type="image" class="zpelement zpelem-image " data-animation-name="bounceInDown"><style> @media (min-width: 992px) { [data-element-id="elm_ElorseA4EkGV4aJijfHtXg"] .zpimage-container figure img { width: 1340px ; height: 287.26px ; } } </style><div data-caption-color="" data-size-tablet="" data-size-mobile="" data-align="center" data-tablet-image-separate="false" data-mobile-image-separate="false" class="zpimage-container zpimage-align-center zpimage-tablet-align-center zpimage-mobile-align-center zpimage-size-fit zpimage-tablet-fallback-fit zpimage-mobile-fallback-fit hb-lightbox " data-lightbox-options="
                type:fullscreen,
                theme:dark"><figure role="none" class="zpimage-data-ref"><span class="zpimage-anchor" role="link" tabindex="0" aria-label="Open Lightbox" style="cursor:pointer;"><picture><img class="zpimage zpimage-style-none zpimage-space-none " src="/YASC%202026%20San%20Diego%20-%20What%20to%20Expect%20and%20Why%20Assetsoft%20Will%20Be%20There-01.jpg" size="fit" data-lightbox="true"/></picture></span></figure></div>
</div><div data-element-id="elm_kbJw_jxx7fMvzhPl3FEBsA" data-element-type="box" class="zpelem-box zpelement zpbox-container zpdefault-section zpdefault-section-bg "><style type="text/css"> [data-element-id="elm_kbJw_jxx7fMvzhPl3FEBsA"].zpelem-box{ background-color:#CEE0F3; background-image:unset; border-radius:20px; } </style><div data-element-id="elm_-4Y1A1rRXVh9rFESguyJNA" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_-4Y1A1rRXVh9rFESguyJNA"].zpelem-text { margin-block-start:20px; margin-inline-end:25px; margin-block-end:20px; margin-inline-start:25px; } </style><div class="zptext zptext-align-center zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:4pt;margin-left:36pt;"></p><p style="margin-bottom:5pt;margin-left:27pt;"></p><div><p style="text-align:center;"><span style="color:rgb(22, 56, 90);"></span></p><div><p><b style="color:rgb(22, 56, 90);"></b></p><div><p><b style="color:rgb(22, 56, 90);"></b></p><div><p><span style="color:rgb(22, 56, 90);"></span></p><div><p><span style="color:rgb(22, 56, 90);"><b>The short version:</b><span> YASC 2026, the Yardi Advanced Solutions Conference for North America, runs <b>October 7–9, 2026 in San Diego, California</b>. It is Yardi's flagship client event: three days, more than 250 classes and roundtables, Knowledge Central for one-on-one time with Yardi experts, an executive roadmap session, a sunset networking reception, and the Yardi Party. This year, the spotlight is on Yardi Virtuoso and what AI actually looks like inside Voyager, RentCafe, Procure to Pay, and the Investment Suite.</span></span></p><p><span style="color:rgb(22, 56, 90);">This guide is for anyone deciding whether to go, planning their three days, or trying to work out which sessions matter for a commercial, multifamily, affordable, senior living, or investment portfolio. We point you to Yardi's official pages for the agenda and registration rather than repeating them. What we add is the operator's view: what to look for, what to ask, and how to turn a conference badge into a project plan.</span></p><p><span style="color:rgb(22, 56, 90);">And yes, <b>Assetsoft will be in San Diego</b>. We are a Yardi Independent Consultant Network (ICN) member and Virtuoso Qualified consultancy with clients across the United States, Canada, and Australia. If you are weighing a Voyager 8 upgrade, an MRI or Sage-to-Yardi conversion, Virtuoso readiness, a stalled integration, or a help-desk arrangement that isn't working, find us. Details on how to book time with the team are at the end of this post.</span></p></div><p><span style="color:rgb(22, 56, 90);"></span></p></div><p><b style="color:rgb(22, 56, 90);"></b></p></div><p><span style="color:rgb(22, 56, 90);"></span></p></div><p style="text-align:center;"><span style="color:rgb(22, 56, 90);"></span></p></div><p></p><p></p></div><p></p></div>
</div></div><div data-element-id="elm_Vg-afxgWAd1dPseDcLbFFA" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;">W</span>hat is <span style="color:rgb(29, 128, 226);">YASC</span>? The Yardi Advanced Solutions Conference explained.</b></b></b></span><span style="font-size:20px;"><b></b></span></h2></div>
<div data-element-id="elm_77DjJqO7Y4BclYnK8jHT_g" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p><span>YASC stands for the <b style="color:rgb(22, 56, 90);">Yardi Advanced Solutions Conference</b>. It is the annual user conference Yardi Systems runs for its clients, and it has grown from two US events in the mid-2000s into six in-person conferences on four continents plus a free virtual edition each spring. The North American event is the largest, and San Diego has been its home for several years running.</span></p><p><span>YASC is a client event, not a trade show. Registration is open to Yardi clients, and the content is built for people who already run Yardi software and want to run it better. That changes the tone. Yardi product staff and industry principals teach sessions; classrooms are organized by product and vertical; and a large share of the audience includes controllers, property accountants, systems administrators, IT leads, and operations managers rather than buyers kicking tires.</span></p><h3></h3></div><p></p><h3><strong><span style="font-size:16px;color:rgb(29, 128, 226);">YASC</span><span style="font-size:16px;color:rgb(22, 56, 90);"> San Diego 2026 at a glance</span></strong></h3></div>
</div><div data-element-id="elm_lpBW9Ml9IaqA8M_ZdHFHYw" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><table border="1" cellspacing="0" cellpadding="0"><thead><tr><td><p><span>Item</span></p></td><td><p><span>Detail</span></p></td></tr></thead><tbody><tr><td><p><span>Dates</span></p></td><td><p><span>Wednesday, October 7 – Friday, October 9, 2026</span></p></td></tr><tr><td><p><span>City</span></p></td><td><p><span>San Diego, California</span></p></td></tr><tr><td><p><span>Format</span></p></td><td><p><span>250+ classes, sessions and roundtables; Knowledge Central; executive roadmap; networking reception; Yardi Party</span></p></td></tr><tr><td><p><span>Who attends</span></p></td><td><p><span>Yardi clients: property managers, owners, operators, investors, finance and IT teams across North America</span></p></td></tr><tr><td><p><span>Theme</span></p></td><td><p><span>AI at the forefront: Virtuoso, Voyager, RentCafe and the connected Yardi platform</span></p></td></tr><tr><td><p><span>Official page</span></p></td><td class="zp-selected-cell"><p><span style="text-decoration-line:underline;"><a href="https://www.yardievents.com/event/b6f61065-c951-45cf-afc9-257b14e0ec53/summary"><span style="color:rgb(48, 4, 234);">YASC San Diego 2026 on Yardi Events</span></a></span></p></td></tr></tbody></table></div><p></p></div>
</div><div data-element-id="elm_-KM-7JU4bKGjerTDbxk86A" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p><span>For the class catalog, hotel blocks, registration status, and the Yardi Events app, use Yardi's pages: the <a href="https://www.yardi.com/yasc/" style="text-decoration-line:underline;color:rgb(48, 4, 234);">YASC hub</a> and the <a href="https://www.yardievents.com/event/b6f61065-c951-45cf-afc9-257b14e0ec53/summary" style="text-decoration-line:underline;color:rgb(48, 4, 234);">event summary</a>. Yardi's own preview, <a href="https://www.yardi.com/blog/yasc-san-diego-pre-event/" style="text-decoration-line:underline;color:rgb(48, 4, 234);">YASC San Diego 2026: Bringing AI to the forefront</a>, is the best single read on what the company intends to showcase.</span></p><p><span>If you work in Canada, note that YASC Canada already ran earlier in 2026; we covered Peter Altobelli's announcements in <a href="https://assetsoft.biz/blogs/post/yardi-canada-s-biggest-leap-since-y2k-everything-peter-altobelli-announced-at-yasc-2026" style="text-decoration-line:underline;color:rgb(48, 4, 234);">Yardi Canada's biggest leap since Y2K</a>. San Diego is where the full North American roadmap gets its widest airing, and many Canadian clients attend both.</span></p></div><p></p></div>
</div><div data-element-id="elm_Wjx0sdJ_zL9CWAhHFEV78w" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><b><span style="color:rgb(29, 128, 226);"><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;">W</span>hat Yardi offers in 2026: the platform you will see on stage</b></b></b></span></b><b></b></span></h2></div>
<div data-element-id="elm_62HK2R7ZNFI_epvXpAr3Pw" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p><span>Yardi is no longer a single product with add-ons. It is a connected platform, and the easiest way to make sense of 250 classes is to map them against the layers below. Each heading links to Yardi's own product page; we are describing what matters for an operator, not restating the brochure.</span></p><p><span><a href="https://www.yardi.com/suite/voyager-suite/"><b style="color:rgb(48, 4, 234);text-decoration-line:underline;">Voyager Suite</b></a> is the core: property management and accounting for commercial, residential, affordable housing, PHA, and senior housing. Voyager 8 is the current generation, and upgrade planning, custom-report migration, and the retirement of legacy plug-ins are the questions we hear most from clients still on 7S. Expect Voyager 8 classes to be full.</span></p><p><span><a href="https://www.yardi.com/virtuoso/"><b style="color:rgb(48, 4, 234);text-decoration-line:underline;">Yardi Virtuoso</b></a> is the AI layer that runs across the whole suite. Virtuoso Enterprise lets organizations create, deploy, and govern AI agents against live operational data, with no-code agent tooling and the Virtuoso Connectors that reached general release this summer (our breakdown: <a href="https://assetsoft.biz/blogs/post/yardi-virtuoso-connectors-now-in-general-release-assetsoft" style="text-decoration-line:underline;color:rgb(48, 4, 234);">Yardi Virtuoso Connectors now in general release</a>). If YASC 2026 has one headline, it is Virtuoso.</span></p><p><span><a href="https://www.yardi.com/suite/rentcafe-suite/"><b style="text-decoration-line:underline;color:rgb(48, 4, 234);">RentCafe</b></a> covers marketing, leasing, resident portals, and payments for multifamily, with affordable, PHA, and senior living variants. <a href="https://www.yardi.com/suite/commercialcafe-suite/"><b style="text-decoration-line:underline;color:rgb(48, 4, 234);">CommercialCafe</b></a> does the same for commercial tenants.</span></p><p><span><a href="https://www.yardi.com/suite/procure-to-pay-suite/"><b style="color:rgb(48, 4, 234);text-decoration-line:underline;">Procure to Pay Suite</b></a> (PayScan, Bill Pay, VendorCafe, VendorShield, Marketplace) is where AP automation lives. Combined with Virtuoso document intelligence, this is the most immediate ROI story on the floor.</span></p><p><span><a href="https://www.yardi.com/suite/elevate-suite-commercial/"><b style="color:rgb(48, 4, 234);text-decoration-line:underline;">Elevate Suite</b></a> covers asset performance: Asset IQ, Forecast IQ, and Revenue IQ on the residential side; Deal Manager, Construction Manager, Facility Manager, Forecast Manager, and Floorplan Manager on the commercial side. Smart Lease, Yardi's AI lease abstraction, sits here too.</span></p><p><span><a href="https://www.yardi.com/suite/investment-suite/"><b style="text-decoration-line:underline;color:rgb(48, 4, 234);">Investment Suite</b></a> handles the fund side: Investment Manager, Investment Accounting, Debt Manager, Performance Manager and Acquisition Manager. If you run funds or JV structures, the investment track at YASC is consistently one of the strongest.</span></p><p><span><a href="https://www.yardi.com/suite/energy-suite/"><b style="text-decoration-line:underline;color:rgb(48, 4, 234);">Energy Suite</b></a>, <a href="https://www.yardibreeze.com/"><b style="text-decoration-line:underline;color:rgb(48, 4, 234);">Yardi Breeze</b></a> for small to mid-size portfolios, <a href="https://www.yardi.com/suite/yardi-kube-suite/"><b style="text-decoration-line:underline;color:rgb(48, 4, 234);">Yardi Kube</b></a> for flexible workspace, the <a href="https://www.yardi.com/suite/care-suite/"><b style="text-decoration-line:underline;color:rgb(48, 4, 234);">Care Suite</b></a> for senior living, and the data products (<span style="text-decoration-line:underline;"><a href="https://www.yardi.com/product/data-connect/"><b style="color:rgb(48, 4, 234);">Data Connect</b></a><span style="color:rgb(48, 4, 234);">, </span><a href="https://www.yardi.com/product/replicate/" style="color:rgb(48, 4, 234);"><b>Replicate</b></a></span>) round out the catalog. The data products deserve more attention than they usually get: they are the foundation every AI use case depends on, as we argued in <a href="https://assetsoft.biz/blogs/post/yardi-data-architecture-for-ai-data-connect-replicate-ydms-explained-assetsoft" style="text-decoration-line:underline;color:rgb(48, 4, 234);">Yardi data architecture for AI</a>.</span></p><p><span>The practical point: almost nobody uses all of this well. YASC is the one week a year where the people who built each piece are in the same building as the people who have to make it work.</span></p></div><p></p></div>
</div><div data-element-id="elm_BS126Gnii2rgPe4TL4245g" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;">W</span>hat to expect at YASC San Diego 2026</b></b></b></span><span style="font-size:20px;"><b></b></span></h2></div>
<div data-element-id="elm_2fwGIOIE9WaD27A7jCV7eA" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p><span>Three days, roughly eight o'clock to five, with evening events on two of the nights. Here is how the week is structured and what each piece is actually for.</span></p></div><p></p><h3><span style="font-size:16px;"><strong>Classes, sessions and roundtables (250+)</strong></span></h3><p></p><div><h3></h3><p><span>The bulk of the agenda. Classes are grouped by product and by market, so a commercial controller, an affordable compliance lead, and a multifamily marketing manager will each have a distinct track. Yardi staff teach classes, peer-led roundtables include a Yardi facilitator, and client panels bring operators on stage to explain what they did and what went wrong. Expect three types of sessions:</span></p><p><span style="color:rgb(29, 128, 226);"><span>•&nbsp;</span><b>Product deep dives:</b></span><span> what a module does, including features released since last YASC and features on the near-term roadmap.</span></p><p><span style="color:rgb(29, 128, 226);"><span>•&nbsp;</span><b>Workflow sessions:</b></span><span> how to run a process end-to-end (month-end close, CAM reconciliation, lease-up, draw management) using several modules together.</span></p><p><span style="color:rgb(29, 128, 226);"><span>•&nbsp;</span><b>Strategy sessions:</b></span><span> AI governance, data readiness, change management, and executive panels on where the platform is heading.</span></p><p><span>The full class list is published in the Yardi Events app and on the event page in the weeks before the conference. Classes with hands-on labs fill fastest.</span></p><h3><span style="font-size:16px;"><strong>Yardi leadership and the product roadmap</strong></span></h3><p><span>Yardi executive leadership takes the stage with an exclusive look at the product roadmap and the trends it is building toward. In 2026, that means Virtuoso Enterprise, agents, Voyager 8, and the connected platform. This is the session to attend if you have to go back and brief a board or an executive team.</span></p><h3><span style="font-size:16px;"><strong>Knowledge Central</strong></span></h3><p><span>Yardi's one-stop support zone, open throughout the conference. You can book one-on-one time with product specialists, get a tailored overview of a module you are considering, or bring a specific configuration problem and work through it live. For many attendees, this is the week's highest-value hour. Bring screenshots.</span></p><h3><span style="font-size:16px;"><strong>Networking reception and the Yardi Party</strong></span></h3><p><span>The networking reception is a sunset event on the waterfront, and the Yardi Party is the headline evening with live music. Both are badge-access only. They sound like the fun part, and they are, but they are also where you meet the controller from another REIT who solved the exact intercompany problem you are stuck on.</span></p><h3><span style="font-size:16px;"><strong>Partners and consultants</strong></span></h3><p><span>Yardi's ecosystem of interface partners, Independent Consultant Network members, and service providers is on site. This is the right place to ask the questions Yardi itself cannot answer neutrally: which third-party tools work, which integrations are brittle, and who has done your kind of project before.</span></p><p><span>For registration, hotel blocks, and the current agenda, go to <a href="https://www.yardi.com/yasc/" style="text-decoration-line:underline;color:rgb(48, 4, 234);">Yardi's YASC pages</a>. Registration is restricted to Yardi clients, and guest-pass rules are set out there.</span></p></div></div>
</div><div data-element-id="elm_AwY6rkZxkEyj06QZax6g2w" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><b><span style="color:rgb(29, 128, 226);"><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;">H</span>ow to get the most out of YASC: an operator's playbook</b></b></b></span></b><b></b></span></h2></div>
<div data-element-id="elm_KyDmmnHjpWtnUV08WGzH-A" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p><span>The difference between a good YASC and a wasted one is preparation. Here is what we tell our own clients.</span></p></div><p></p><h3><span style="font-size:16px;"><strong>Before you fly</strong></span></h3><p></p><div><h3></h3><p><span>1.&nbsp;</span><b>Write down your three problems.</b><span> Not &quot;learn more about AI&quot; but &quot;our CAM reconciliations take six weeks&quot; or &quot;we cannot get Procore job cost into Voyager without rekeying.&quot; Measure every session, booth visit, and Knowledge Central slot against those three.</span></p><p><span>2.&nbsp;</span><b>Split the team across tracks.</b><span> If three people attend, cover finance, operations, and technology rather than sitting together. Agree on a nightly fifteen-minute debrief.</span></p><p><span>3.&nbsp;</span><b>Book Knowledge Central early.</b><span> Slots with the most popular specialists (Voyager 8 upgrade, Virtuoso, Investment Accounting) go within the first morning.</span></p><p><span>4.&nbsp;</span><b>Read the release notes for your current version.</b><span> Half the &quot;new&quot; features people get excited about at YASC are already in their environment, unconfigured.</span></p><p><span>5.&nbsp;</span><b>Line up partner meetings in advance.</b><span> Consultants and interface partners have calendars that fill before the conference opens. Ours included.</span></p><h3><span style="font-size:16px;"><strong>Sessions worth prioritizing in 2026</strong></span></h3><p><span>•&nbsp;</span><b>Virtuoso Enterprise and agents:</b><span> how to build, govern and measure an agent. Ask who owns the agent after go-live and how you audit what it did.</span></p><p><span>•&nbsp;</span><b>Voyager 8 upgrade paths:</b><span> especially if you have custom reports, custom plug-ins, or SQL-based integrations.</span></p><p><span>•&nbsp;</span><b>Procure to Pay with document AI:</b><span> the fastest payback in the suite, and the easiest to pilot.</span></p><p><span>•&nbsp;</span><b>Data Connect and Replicate:</b><span> if your BI, Fabric, or Power BI strategy depends on Yardi data, these are not optional.</span></p><p><span>•&nbsp;</span><b>Your vertical's roundtable:</b><span> commercial, affordable, senior, investment, or PHA. Peer roundtables are where the real configuration advice gets traded.</span></p><h3><span style="font-size:16px;"><strong>Questions to ask Yardi staff</strong></span></h3><p><span>• What is the recommended path from where we are to Virtuoso Enterprise, and what is the licensing model?</span></p><p><span>• Which of these features require Voyager 8, and which run on 7S?</span></p><p><span>• What does the SIPP (Standard Interface Partner Program) mean for the integrations we rely on today?</span></p><p><span>• How does Yardi recommend handling historical data and attachments during a conversion?</span></p><h3><span style="font-size:16px;"><strong>After you get home</strong></span></h3><p><span>Turn the notes into a one-page list: what to switch on now, what needs a project, what needs budget. Assign an owner to each line. Then decide which of the projects you will run with your internal team and which need outside help. If the answer is &quot;we need help, but we are not sure who,&quot; that is the conversation to have with us while you are still in San Diego.</span></p></div></div>
</div><div data-element-id="elm_0RtEhakWYyComRvPPH5Bfw" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;">C</span>ome and see <span style="color:rgb(29, 128, 226);">Assetsoft</span> at YASC San Diego 2026</b></b></b></span><span style="font-size:20px;"><b></b></span></h2></div>
<div data-element-id="elm_MToc8FutyE6oDGhm2EUo5A" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p><span>Assetsoft is a multi-platform PropTech consultancy founded in 2012, headquartered in Markham, Ontario, with delivery teams across Canada, the United States, India, and Sri Lanka. We are a Yardi Independent Consultant Network (ICN) member and Yardi Virtuoso Qualified, and we are also an MRI Software Gold Service Partner, Procore Partner, and SAP Concur Integration Partner. That mix matters at a Yardi conference, because a growing number of the projects we start on another platform and end on Yardi.</span></p><p><span>Our team will be at YASC all three days. Here is what to bring us.</span></p></div><p></p><h3><span style="font-size:16px;"><strong>Voyager 8 upgrades and platform health checks</strong></span></h3><p></p><div><h3></h3><p><span>If you are still on 7S, or you upgraded and nothing feels faster, we can walk through your custom reports, plug-ins, interfaces, and reporting stack and tell you what the upgrade will touch. Our <a href="https://assetsoft.biz/our-services/platform-health-check" style="color:rgb(48, 4, 234);text-decoration-line:underline;">platform health check</a> is designed to be scoped in a single conversation.</span></p><h3><span style="font-size:16px;"><strong>MRI, Sage, JD Edwards, or spreadsheet-to-Yardi conversions</strong></span></h3><p><span>Data conversion is where Yardi projects go wrong, and it is where we have spent the most time. We have converted commercial, multifamily, affordable, and investment portfolios from MRI, Sage 300 CRE, and legacy systems, and we are building a middleware conversion utility that reduces manual mapping effort. Read our <a href="https://assetsoft.biz/blogs/post/yardi-mri-data-migration-playbook-best-practices-for-a-clean-go-live" style="text-decoration-line:underline;color:rgb(48, 4, 234);">Yardi and MRI data migration playbook</a> before you come, then bring your cutover questions.</span></p><h3><span style="font-size:16px;"><strong>Virtuoso AI readiness and AI strategy</strong></span></h3><p><span>We are Virtuoso Qualified, and we spend a lot of our time telling clients what to fix before they switch anything on: chart of accounts hygiene, attachment strategy, Data Connect and Replicate foundations, and governance. Our <a href="https://assetsoft.biz/yardi-ai-strategy" style="text-decoration-line:underline;color:rgb(48, 4, 234);">Yardi AI strategy</a> and <a href="https://assetsoft.biz/yardi-data-strategy" style="text-decoration-line:underline;color:rgb(48, 4, 234);">Yardi data strategy</a> pages describe the approach.</span></p><h3><span style="font-size:16px;"><strong>Complex modules</strong></span></h3><p><span>Investment Management and fund accounting, Job Cost and Construction Manager, CAM recovery and reconciliation (see <a href="https://assetsoft.biz/blogs/post/cam-reconciliation-and-recovery-how-to-stop-leaving-money-on-the-table" style="text-decoration-line:underline;color:rgb(48, 4, 234);">CAM reconciliation and recovery: how to stop leaving money on the table</a>), Energy Suite, and affordable housing and Canadian social housing compliance.</span></p><h3><span style="font-size:16px;"><strong>Managed help desk and test automation</strong></span></h3><p><span>A shared Yardi support desk with ticketing standards, SLAs, and a named manager, for clients who do not want to hire a full-time Yardi administrator. Plus automated regression testing of Yardi workflows, so an upgrade or Virtuoso rollout doesn't break month-end.</span></p><p><span>We work with clients in the <b>United States, Canada, and Australia, and our delivery centers</b> give us overnight coverage for all three. Whether you are a REIT in Dallas, a social housing provider in Ontario, or an industrial fund in Sydney, the conversation starts the same way: what is the problem, and what would fixed look like?</span></p></div></div>
</div><div data-element-id="elm_yoAKUctnEXRkG_wtWe3Ukw" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><b><span style="color:rgb(29, 128, 226);"><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:24px;">YASC 2026 FAQ</span></b></b></b></span></b><b></b></span></h2></div>
<div data-element-id="elm_vd_sq-tQKz8D0L9kPQYnfQ" data-element-type="codeSnippet" class="zpelement zpelem-codesnippet "><div class="zpsnippet-container"><!-- ASSETSOFT FAQ ACCORDION – ONE COLUMN --><section class="as-faq-accordion"><style> @import url("https://fonts.googleapis.com/css2?family=Poppins:wght@400;500;600;700&display=swap"); .as-faq-accordion, .as-faq-accordion * { box-sizing: border-box; font-family: "Poppins", sans-serif; } .as-faq-accordion { width: 100%; max-width: 1100px; margin: 0 auto; padding: 20px 0; } .as-faq-list { display: flex; flex-direction: column; gap: 14px; } .as-faq-item { overflow: hidden; background: #ffffff; border: 1px solid rgba(29, 128, 226, 0.15); border-radius: 16px; box-shadow: 0 6px 22px rgba(0, 55, 110, 0.06); transition: border-color 0.3s ease, box-shadow 0.3s ease, transform 0.3s ease; } .as-faq-item:hover { border-color: rgba(29, 128, 226, 0.35); box-shadow: 0 10px 30px rgba(29, 128, 226, 0.12); transform: translateY(-2px); } .as-faq-item.is-open { border-color: rgba(29, 128, 226, 0.4); box-shadow: 0 12px 32px rgba(29, 128, 226, 0.14); } .as-faq-question { width: 100%; display: flex; align-items: center; justify-content: space-between; gap: 20px; padding: 22px 24px; background: transparent; border: 0; color: #00376e; text-align: left; cursor: pointer; outline: none; } .as-faq-question-text { flex: 1; font-size: 17px; font-weight: 600; line-height: 1.5; } .as-faq-icon { position: relative; flex: 0 0 38px; width: 38px; height: 38px; border-radius: 50%; background: #cee0f3; transition: background-color 0.3s ease, transform 0.35s ease; } .as-faq-icon::before, .as-faq-icon::after { content: ""; position: absolute; top: 50%; left: 50%; width: 14px; height: 2px; border-radius: 10px; background: #1d80e2; transform: translate(-50%, -50%); transition: transform 0.35s ease, background-color 0.3s ease; } .as-faq-icon::after { transform: translate(-50%, -50%) rotate(90deg); } .as-faq-item.is-open .as-faq-icon { background: #1d80e2; transform: rotate(180deg); } .as-faq-item.is-open .as-faq-icon::before, .as-faq-item.is-open .as-faq-icon::after { background: #ffffff; } .as-faq-item.is-open .as-faq-icon::after { transform: translate(-50%, -50%) rotate(0deg); } .as-faq-answer { display: grid; grid-template-rows: 0fr; opacity: 0; transition: grid-template-rows 0.45s ease, opacity 0.35s ease; } .as-faq-item.is-open .as-faq-answer { grid-template-rows: 1fr; opacity: 1; } .as-faq-answer-inner { min-height: 0; overflow: hidden; } .as-faq-answer-content { margin: 0 24px; padding: 0 0 24px; border-top: 1px solid rgba(29, 128, 226, 0.12); } .as-faq-answer-content p { margin: 18px 0 0; color: #425466; font-size: 15px; font-weight: 400; line-height: 1.8; } /* FAQ Links */ .as-faq-answer-content a { color: #1d80e2; font-weight: 500; text-decoration: none; transition: color 0.25s ease; } .as-faq-answer-content a:hover { color: #00376e; text-decoration: underline; } .as-faq-question:focus-visible { box-shadow: inset 0 0 0 3px rgba(29, 128, 226, 0.25); border-radius: 16px; } @media (max-width: 767px) { .as-faq-list { gap: 12px; } .as-faq-question { gap: 14px; padding: 18px; } .as-faq-question-text { font-size: 15px; line-height: 1.45; } .as-faq-icon { flex-basis: 34px; width: 34px; height: 34px; } .as-faq-answer-content { margin: 0 18px; padding-bottom: 20px; } .as-faq-answer-content p { margin-top: 16px; font-size: 14px; line-height: 1.7; } } @media (prefers-reduced-motion: reduce) { .as-faq-item, .as-faq-icon, .as-faq-icon::before, .as-faq-icon::after, .as-faq-answer { transition: none; } } </style><div class="as-faq-list"><!-- FAQ 1 --><article class="as-faq-item"><button
 class="as-faq-question" type="button" aria-expanded="false" aria-controls="as-faq-answer-1"><span class="as-faq-question-text"> When is YASC 2026 in San Diego? </span><span class="as-faq-icon" aria-hidden="true"></span></button><div class="as-faq-answer" id="as-faq-answer-1"><div class="as-faq-answer-inner"><div class="as-faq-answer-content"><p> YASC San Diego 2026 runs Wednesday, October 7 to Friday, October 9, 2026. Yardi also runs YASC Canada, YASC Europe (London), YASC Asia (Singapore), YASC Australia (Sydney), and YASC Middle East at other points in the year, plus a free YASC Virtual each spring. </p></div>
</div></div></article><!-- FAQ 2 --><article class="as-faq-item"><button
 class="as-faq-question" type="button" aria-expanded="false" aria-controls="as-faq-answer-2"><span class="as-faq-question-text"> What does YASC stand for? </span><span class="as-faq-icon" aria-hidden="true"></span></button><div class="as-faq-answer" id="as-faq-answer-2"><div class="as-faq-answer-inner"><div class="as-faq-answer-content"><p> Yardi Advanced Solutions Conference. It is the annual client conference for users of Yardi property management, accounting, and investment software. </p></div>
</div></div></article><!-- FAQ 3 --><article class="as-faq-item"><button
 class="as-faq-question" type="button" aria-expanded="false" aria-controls="as-faq-answer-3"><span class="as-faq-question-text"> Who can attend YASC? </span><span class="as-faq-icon" aria-hidden="true"></span></button><div class="as-faq-answer" id="as-faq-answer-3"><div class="as-faq-answer-inner"><div class="as-faq-answer-content"><p> Registration is open to Yardi clients. Guest-pass rules and registration details are published on <a href="https://www.yardi.com/yasc/" target="_blank" rel="noopener noreferrer">Yardi's YASC page</a>. If you are evaluating Yardi but are not yet a client, talk to your Yardi sales contact about options, or talk to us about what to look for. </p></div>
</div></div></article><!-- FAQ 4 --><article class="as-faq-item"><button
 class="as-faq-question" type="button" aria-expanded="false" aria-controls="as-faq-answer-4"><span class="as-faq-question-text"> How much does YASC cost? </span><span class="as-faq-icon" aria-hidden="true"></span></button><div class="as-faq-answer" id="as-faq-answer-4"><div class="as-faq-answer-inner"><div class="as-faq-answer-content"><p> Yardi publishes conference pricing to registered clients. Yardi announced early registration pricing when registration opened in the spring. Budget separately for the hotel block, flights, and the extra night most people add for the Yardi Party. </p></div>
</div></div></article><!-- FAQ 5 --><article class="as-faq-item"><button
 class="as-faq-question" type="button" aria-expanded="false" aria-controls="as-faq-answer-5"><span class="as-faq-question-text"> What is new at YASC 2026? </span><span class="as-faq-icon" aria-hidden="true"></span></button><div class="as-faq-answer" id="as-faq-answer-5"><div class="as-faq-answer-inner"><div class="as-faq-answer-content"><p> The biggest shift is Yardi Virtuoso: Virtuoso Enterprise, agent building, and the Virtuoso Connectors that reached general release in 2026. Other recurring themes include Voyager 8 adoption, RentCafe updates, Procure to Pay with document AI, and the Investment Suite roadmap. </p></div>
</div></div></article><!-- FAQ 6 --><article class="as-faq-item"><button
 class="as-faq-question" type="button" aria-expanded="false" aria-controls="as-faq-answer-6"><span class="as-faq-question-text"> Is YASC worth attending if we are on MRI, RealPage, or Sage? </span><span class="as-faq-icon" aria-hidden="true"></span></button><div class="as-faq-answer" id="as-faq-answer-6"><div class="as-faq-answer-inner"><div class="as-faq-answer-content"><p> If you are considering a move to Yardi, yes, and it is the fastest way to see the platform used by real operators rather than demoed by sales. Many of our conversion clients attended YASC a year before they signed. Bring your current-state pain points and compare notes with people who have made the switch. </p></div>
</div></div></article><!-- FAQ 7 --><article class="as-faq-item"><button
 class="as-faq-question" type="button" aria-expanded="false" aria-controls="as-faq-answer-7"><span class="as-faq-question-text"> Does Yardi publish the sessions afterward? </span><span class="as-faq-icon" aria-hidden="true"></span></button><div class="as-faq-answer" id="as-faq-answer-7"><div class="as-faq-answer-inner"><div class="as-faq-answer-content"><p> For YASC Virtual, classes are added to Client Central after the event. For in-person YASC, materials and recordings vary by session; ask at Knowledge Central or check Client Central after the conference. </p></div>
</div></div></article><!-- FAQ 8 --><article class="as-faq-item"><button
 class="as-faq-question" type="button" aria-expanded="false" aria-controls="as-faq-answer-8"><span class="as-faq-question-text"> Is Assetsoft at YASC San Diego 2026? </span><span class="as-faq-icon" aria-hidden="true"></span></button><div class="as-faq-answer" id="as-faq-answer-8"><div class="as-faq-answer-inner"><div class="as-faq-answer-content"><p> Yes. Assetsoft, a Yardi ICN member and Virtuoso Qualified consultancy, will be on site for all three days. We can talk about Voyager 8 upgrades, MRI or Sage to Yardi conversions, Virtuoso AI readiness, integrations, complex modules, and managed support. </p></div>
</div></div></article><!-- FAQ 9 --><article class="as-faq-item"><button
 class="as-faq-question" type="button" aria-expanded="false" aria-controls="as-faq-answer-9"><span class="as-faq-question-text"> How do I book a meeting with Assetsoft at YASC? </span><span class="as-faq-icon" aria-hidden="true"></span></button><div class="as-faq-answer" id="as-faq-answer-9"><div class="as-faq-answer-inner"><div class="as-faq-answer-content"><p> Use the <a href="https://assetsoft.biz/contact-us" target="_blank" rel="noopener noreferrer">contact form</a>, email <a href="mailto:info@assetsoft.biz">info@assetsoft.biz</a>, or call <a href="tel:+12143961616">+1-214-396-1616</a> (US) or <a href="tel:+16472761616">+1-647-276-1616</a> (Canada). Please tell us your portfolio type, current platform, and the one problem you most want solved, and we will hold a slot. </p></div>
</div></div></article></div><script>
    (function () {
      const faqSections = document.querySelectorAll(".as-faq-accordion");

      faqSections.forEach(function (section) {
        const items = section.querySelectorAll(".as-faq-item");

        items.forEach(function (item) {
          const button = item.querySelector(".as-faq-question");

          button.addEventListener("click", function () {
            const isOpen = item.classList.contains("is-open");

            /* Close all other FAQs */
            items.forEach(function (otherItem) {
              otherItem.classList.remove("is-open");

              const otherButton =
                otherItem.querySelector(".as-faq-question");

              otherButton.setAttribute("aria-expanded", "false");
            });

            /* Open selected FAQ if it was closed */
            if (!isOpen) {
              item.classList.add("is-open");
              button.setAttribute("aria-expanded", "true");
            }
          });
        });
      });
    })();
  </script></section></div>
</div><div data-element-id="elm_yc2O90tj8hr9MiU5MuzLGg" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><b><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;">S</span>ee you in <span style="color:rgb(29, 128, 226);">San Diego</span>.</b></b></b></span><span style="font-size:20px;"><b></b></span></h2></div>
<div data-element-id="elm_TLBxonuFChbCnfDK2k3MyA" data-element-type="box" class="zpelem-box zpelement zpbox-container zpdefault-section zpdefault-section-bg "><style type="text/css"> [data-element-id="elm_TLBxonuFChbCnfDK2k3MyA"].zpelem-box{ background-color:#CEE0F3; background-image:unset; border-radius:20px; } </style><div data-element-id="elm_RpGHHVA5WNCc3Yo4L1wWcg" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_RpGHHVA5WNCc3Yo4L1wWcg"].zpelem-text { margin-block-start:20px; margin-inline-end:25px; margin-block-end:20px; margin-inline-start:25px; } </style><div class="zptext zptext-align-center zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:4pt;margin-left:36pt;"></p><p style="margin-bottom:5pt;margin-left:27pt;"></p><div><p style="text-align:center;"><span style="color:rgb(22, 56, 90);"></span></p><div><p><b style="color:rgb(22, 56, 90);"></b></p><div><p><b style="color:rgb(22, 56, 90);"></b></p><div><p><span style="color:rgb(22, 56, 90);"></span></p><div><p><span style="color:rgb(22, 56, 90);"><b></b></span></p><div><p><span style="color:rgb(22, 56, 90);">YASC is three days a year when the whole Yardi ecosystem is in one place. Go with three problems written down, split your team, book Knowledge Central early, and leave with a list that has owners and dates on it. Register through</span><a href="https://www.yardi.com/yasc/" style="color:rgb(48, 4, 234);text-decoration-line:underline;">Yardi's YASC pages</a><span style="color:rgb(22, 56, 90);">, then come and find Assetsoft on the floor. We will be there October 7–9, and we are glad to be the people you argue the plan through with.</span></p><p><span><a href="https://assetsoft.biz/contact-us"><span style="text-decoration-line:underline;color:rgb(48, 4, 234);">Book a meeting with Assetsoft at YASC 2026 →</span></a></span></p></div><p><span style="color:rgb(22, 56, 90);"></span></p></div><p><span style="color:rgb(22, 56, 90);"></span></p></div><p><b style="color:rgb(22, 56, 90);"></b></p></div><p><span style="color:rgb(22, 56, 90);"></span></p></div><p style="text-align:center;"><span style="color:rgb(22, 56, 90);"></span></p></div><p></p><p></p></div><p></p></div>
</div></div><div data-element-id="elm_ur8iIMBOSMm-XZzADukT9A" data-element-type="button" class="zpelement zpelem-button " data-animation-name="bounceIn" data-animation-repeat="true"><style></style><div class="zpbutton-container zpbutton-align-center zpbutton-align-mobile-center zpbutton-align-tablet-center"><style type="text/css"></style><a class="zpbutton-wrapper zpbutton zpbutton-type-primary zpbutton-size-md zpbutton-style-none " href="/contact-us" target="_blank"><span class="zpbutton-content">Get Started Now</span></a></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Thu, 01 Oct 2026 07:16:04 -0500</pubDate></item><item><title><![CDATA[Inside Yardi’s AI Roundtable: Virtuoso Strategy, Governance & AI Adoption | Assetsoft]]></title><link>https://assetsoft.biz/blogs/post/inside-yardi-s-ai-roundtable-virtuoso-strategy-governance-ai-adoption-assetsoft</link><description><![CDATA[<img align="left" hspace="5" src="https://assetsoft.biz/Inside-Yardi-s-AI-Roundtable_Squr.jpg"/>Explore key insights from Yardi’s AI Roundtable at the 2026 Executive Briefing. Learn how Brian Sutherland, Shivani Kumar, Joe Consolo, and Aaron Cabelli are shaping Virtuoso, AI governance, agent strategy, and adoption for property management firms running Yardi Voyager.]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_XQAMfImbSd2zZ2vZiz4xRA" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_INamjkiMSaeb_AYfElMQpA" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_pOgyGv5iSl2ziEnCbfZFkA" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_H8vfFUohiHaYQByk73Oc9w" data-element-type="image" class="zpelement zpelem-image " data-animation-name="bounceInDown"><style> @media (min-width: 992px) { [data-element-id="elm_H8vfFUohiHaYQByk73Oc9w"] .zpimage-container figure img { width: 1280px !important ; height: 274px !important ; } } </style><div data-caption-color="" data-size-tablet="" data-size-mobile="" data-align="center" data-tablet-image-separate="false" data-mobile-image-separate="false" class="zpimage-container zpimage-align-center zpimage-tablet-align-center zpimage-mobile-align-center zpimage-size-original zpimage-tablet-fallback-fit zpimage-mobile-fallback-fit hb-lightbox " data-lightbox-options="
                type:fullscreen,
                theme:dark"><figure role="none" class="zpimage-data-ref"><span class="zpimage-anchor" role="link" tabindex="0" aria-label="Open Lightbox" style="cursor:pointer;"><picture><img class="zpimage zpimage-style-none zpimage-space-none " src="/Inside-Yardi-s-AI-Roundtable_Rect.jpg" size="original" data-lightbox="true"/></picture></span></figure></div>
</div><div data-element-id="elm_HTEILa7G-wpb_FUxOX5YSQ" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h3
 class="zpheading zpheading-style-none zpheading-align-center zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><strong><span style="font-size:20px;">Strategy, Governance, and Adoption from Brian Sutherland, Shivani Kumar, Joe Consolo, and Aaron Cabelli</span></strong></h3></div>
<div data-element-id="elm_cJXipP1cbUVAr6PXvMgZzA" data-element-type="row" class="zprow zprow-container zpalign-items-flex-start zpjustify-content-flex-start zpdefault-section zpdefault-section-bg " data-equal-column="false"><style type="text/css"></style><div data-element-id="elm_Cu4gAsy-gZsFU-OGs8WgHA" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-4 zpcol-sm-12 zpalign-self- zpdefault-section zpdefault-section-bg "><style type="text/css"></style><div data-element-id="elm_rZB6fbna6Hl-i_PpsR3NLg" data-element-type="box" class="zpelem-box zpelement zpbox-container zpdefault-section zpdefault-section-bg "><style type="text/css"> [data-element-id="elm_rZB6fbna6Hl-i_PpsR3NLg"].zpelem-box{ background-color:rgba(206,224,243,0.73); background-image:unset; border-radius:10px; } </style><div data-element-id="elm_qMjmtXoBxjG9niLV8tZTXQ" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h3
 class="zpheading zpheading-style-none zpheading-align-center zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><span><span style="font-size:24px;"><b>Year 2</b></span></span></span></h3></div>
<div data-element-id="elm_4OSLYA9M-E8jlOMQpUaX4w" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_4OSLYA9M-E8jlOMQpUaX4w"].zpelem-text { margin-block-start:3px; margin-inline-end:15px; margin-block-end:20px; margin-inline-start:15px; } </style><div class="zptext zptext-align-center zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:5pt;"><span>of a 5-year AI journey, per Shivani Kumar's framing</span></p><p style="margin-bottom:5pt;"><span>at the briefing</span></p></div><p></p></div>
</div></div></div><div data-element-id="elm_Zns1RS2PLsO7MVNmCv6-fg" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-4 zpcol-sm-12 zpalign-self- zpdefault-section zpdefault-section-bg "><style type="text/css"></style><div data-element-id="elm_cspRl3v5kgiUq4pZ6PM7TQ" data-element-type="box" class="zpelem-box zpelement zpbox-container zpdefault-section zpdefault-section-bg "><style type="text/css"> [data-element-id="elm_cspRl3v5kgiUq4pZ6PM7TQ"].zpelem-box{ background-color:rgba(206,224,243,0.73); background-image:unset; border-radius:10px; } </style><div data-element-id="elm_perJwpMmxDUUYvIcDSEMZA" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h3
 class="zpheading zpheading-style-none zpheading-align-center zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><span><span style="font-size:24px;"><b><span><b><span>3 client tiers</span></b></span></b></span></span></span></h3></div>
<div data-element-id="elm_UVBDazhrv7zCKEHw0pAkTA" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_UVBDazhrv7zCKEHw0pAkTA"].zpelem-text { margin-block-start:3px; margin-inline-end:15px; margin-block-end:20px; margin-inline-start:15px; } </style><div class="zptext zptext-align-center zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:5pt;"><span></span></p><div><p style="margin-bottom:5pt;"><span>from just-getting-started, to actively researching, to actively deploying agents</span></p></div><p style="margin-bottom:5pt;"><span></span></p></div><p></p></div>
</div></div></div><div data-element-id="elm_TUKFbjKWtJMszS0uWWZrJA" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-4 zpcol-sm-12 zpalign-self- zpdefault-section zpdefault-section-bg "><style type="text/css"></style><div data-element-id="elm_4e_9rlF_m7sHAbAUzsViyA" data-element-type="box" class="zpelem-box zpelement zpbox-container zpdefault-section zpdefault-section-bg "><style type="text/css"> [data-element-id="elm_4e_9rlF_m7sHAbAUzsViyA"].zpelem-box{ background-color:rgba(206,224,243,0.73); background-image:unset; border-radius:10px; } </style><div data-element-id="elm_XjIssxWE7DiqfWbP3gB8PQ" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h3
 class="zpheading zpheading-style-none zpheading-align-center zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><span><span style="font-size:24px;"><b>78%</b></span></span></span></h3></div>
<div data-element-id="elm_hd6PaE6DT2yg41A5KCFTbQ" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_hd6PaE6DT2yg41A5KCFTbQ"].zpelem-text { margin-block-start:3px; margin-inline-end:15px; margin-block-end:20px; margin-inline-start:15px; } </style><div class="zptext zptext-align-center zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:5pt;"><span></span></p><div><p style="margin-bottom:5pt;"><span>of Virtuoso Support queries resolved without escalation across hundreds of clients</span></p></div><p style="margin-bottom:5pt;"><span></span></p></div><p></p></div>
</div></div></div></div><div data-element-id="elm_kq49mVzyROGGHqA8V994PQ" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-center zptext-align-mobile-center zptext-align-tablet-center " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span>The numbers above frame how Yardi positions its AI program: a multi-year build, a market segmented by readiness, and a deployed product line that already serves hundreds of property management firms. The <b>AI Roundtable</b> session at the May 2026 Yardi Executive Briefing brought together the four people responsible for translating that program into client outcomes.</span></p><p style="margin-bottom:7pt;"><span></span></p><div><p style="margin-bottom:7pt;"><span>This post synthesizes the Roundtable's core themes, AI strategy, governance, and adoption and grounds them in each panelist's published Yardi positions. Where direct framings come from the briefing's panel sessions, those are noted. Where statements come from Yardi's published announcements, those are linked. The intent is to give real estate firms evaluating Yardi's AI program a clear read on the platform's direction without speculation.</span></p></div><p></p></div><p></p></div>
</div><div data-element-id="elm_Ad3LeEVuQmjslCcUIDa5MA" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><span style="font-size:32px;"><strong>T</strong></span><strong>he four people setting <span style="color:rgb(29, 128, 226);">Yardi</span>'s AI direction</strong></span></h2></div>
<div data-element-id="elm_-ziba0EBFwHNMP2J42UGIw" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span>The Roundtable was titled &quot;AI Roundtable: Meet the Yardi Virtuoso Team&quot;, a deliberate framing for a session situated within an Executive Briefing oriented toward consulting partners. The format brought the four people responsible for shaping and shipping Virtuoso into one conversation, making visible how the program operates: who owns what, what is shipping, what is gated, and where partner work is most valuable.</span></p></div><p></p></div>
</div><div data-element-id="elm_Hwh7_R4RmlOqVCWXtKLU0Q" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span></span></p><div><table border="1" cellspacing="0" cellpadding="0" width="624"><thead><tr><td><p><b><span>Panelist</span></b></p></td><td><p><b><span>Yardi role</span></b></p></td><td><p><b><span>Topical focus at the briefing</span></b></p></td></tr></thead><tbody><tr><td><p><b><span>Brian Sutherland</span></b></p></td><td><p><span>Vice President, Commercial</span></p></td><td><p><span>Yardi's overall AI strategy direction, agent-based architecture, and the 'AI Org Chart' concept were publicly co-introduced with Yardi president Akshai Rao in February 2026</span></p></td></tr><tr><td><p><b><span>Shivani Kumar</span></b></p></td><td><p><span>Industry Principal</span></p></td><td><p><span>Client AI strategy engagement; the gap between AI excitement, resource allocation, and execution; the 5-year industry journey framing</span></p></td></tr><tr><td><p><b><span>Joe Consolo</span></b></p></td><td><p><span>Industry Principal</span></p></td><td><p><span>Client adoption patterns; three tiers of buyer readiness; the security and permissions moat versus third-party AI vendors</span></p></td></tr><tr><td><p><b><span>Aaron Cabelli</span></b></p></td><td><p><span>Senior Product Manager</span></p></td><td><p><span>Virtuoso product roadmap; month-end close as the highest-leverage anchor agent; when agents replace stored procedures</span></p></td></tr></tbody></table></div><p></p></div><p></p></div>
</div><div data-element-id="elm_T0asE5HWBqgqzSdb4L-1RA" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span></span></p><div><p style="margin-bottom:7pt;"><span>Each panelist sits at a different intersection of the program. Sutherland anchors strategic direction. Kumar runs client AI strategy engagements weekly. Consolo carries client adoption patterns from across the field. Cabelli builds and ships the actual product. The Roundtable made these intersections visible.</span></p></div><p></p></div><p></p></div>
</div><div data-element-id="elm_tRTtJHvH0TICE-VmGm6c0w" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><span><span><span style="color:rgb(29, 128, 226);"><span style="font-size:32px;"><strong></strong></span><strong><span style="font-size:32px;">S</span>trategy: Agents, the 'AI Org Chart,' and the Composer-Marketplace pattern</strong></span><strong></strong></span><strong></strong></span><strong></strong></span></h2></div>
<div data-element-id="elm_ls4tDriMeKdAvbSIZEQ6cQ" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span>Yardi's strategic AI direction was publicly refined in February 2026 through a <a href="https://www.yardi.com/blog/yardi-new-ai-strategy/" style="color:rgb(48, 4, 234);">Yardi blog post</a> co-authored by Brian Sutherland and Yardi president Akshai Rao. The published strategy turns on three architectural decisions:</span></p><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp; AI is delivered through <b>agents'</b>&nbsp;specific tasks delegated to specialized AI workers, each configured to be an expert in its respective area, rather than a single monolithic AI assistant.</span></p><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp; Real estate organizations are encouraged to think in terms of an <b>'AI Org Chart, '</b>&nbsp;the structured map of which agents will perform which functions, and how those agents will connect into upstream and downstream systems.</span></p><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp; Agent creation and distribution operate through <b>Virtuoso Composer</b> (the no-code builder) and <b>Virtuoso Marketplace</b> (the agent distribution layer at virtuoso.ai), where Yardi, third-party consultants, and clients can all create and consume agents.</span></p><p style="margin-bottom:7pt;"><span>This strategic framing answers a central question for consulting partners working with Yardi clients: where does partner work fit? The published answer is that direct partners build agents in Composer, distribute through the Marketplace, and wrap implementation services around the agent lifecycle. Per Yardi's published strategy update, partners are not auxiliary to the program; they are constituent to it.</span></p></div><p></p></div>
</div><div data-element-id="elm_GoBDsIkDN7sl5sDeDVEIpw" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><span><span><span style="font-size:32px;"><strong></strong></span><strong><span style="font-size:32px;">G</span>overnance: why the <span style="color:rgb(29, 128, 226);">Yardi</span>-internal model is structurally different from third-party AI</strong><strong></strong></span><strong></strong></span><strong></strong></span></h2></div>
<div data-element-id="elm_yf7QWl2SyWcTwvg_ZQlHww" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span>Governance was the highest-stakes topic in the panel sessions. Joe Consolo framed the architectural argument throughout the briefing: the dominant client concern about external AI vendors is not capability but access control.</span></p></div><p></p><h3><span style="font-size:16px;"><strong>The third-party data extraction problem</strong></span></h3><p></p><div><h3></h3><p style="margin-bottom:7pt;"><span>Most AI vendors targeting Yardi-running organizations operate by ingesting Voyager exports into their own environment. That model breaks the Yardi security architecture. Property-level restrictions, role-based permissions, and tenant data segregation, all defined in Voyager, are absent from a flattened export. As Consolo emphasized in the Virtuoso panel session, the number-one client concern with third-party AI tools is <b>team members circumventing security controls to access data they normally cannot access</b>.</span></p><h3><span style="font-size:16px;"><strong>The Yardi-internal architectural commitment</strong></span></h3><p style="margin-bottom:7pt;"><span>Yardi's published Virtuoso architecture preserves the security model end-to-end. User permissions and credentials carry through into the AI interaction. A user who lacks visibility into a specific property in Voyager will not see that property's data in Virtuoso Support, agent-driven workflows, or Connectors. Yardi's <a href="https://www.yardi.com/virtuoso/" style="color:rgb(48, 4, 234);">Virtuoso platform documentation</a> makes this a structural property of the platform rather than a configuration option.</span></p></div></div>
</div><div data-element-id="elm_Mg4Nw28jjsCBOWibB1S9Kw" data-element-type="box" class="zpelem-box zpelement zpbox-container zpdefault-section zpdefault-section-bg "><style type="text/css"> [data-element-id="elm_Mg4Nw28jjsCBOWibB1S9Kw"].zpelem-box{ background-color:rgba(206,224,243,0.73); background-image:unset; border-radius:10px; } </style><div data-element-id="elm_wmM9KxAO0ta16PTcubbAig" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_wmM9KxAO0ta16PTcubbAig"].zpelem-text { margin-inline-end:20px; margin-block-end:20px; margin-inline-start:20px; } </style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><b><span style="color:rgb(29, 128, 226);">What this means for compliance and audit conversations</span></b></p><p style="margin-bottom:7pt;"><span style="color:rgb(22, 56, 90);">In jurisdictions where data privacy and access governance are regulated, such as Canada (PIPEDA), the European Union (GDPR), Australia (Privacy Act), the United Arab Emirates (data residency), and the United States (state-level frameworks), a third-party AI deployment that exports Voyager data introduces a new regulated data flow. The Virtuoso-internal model does not. For CISO and compliance officer conversations, this is a meaningful architectural difference, not a marketing distinction.</span><br/></p></div><p></p></div>
</div></div><div data-element-id="elm_tRQjfXA049zEyXJ0N5SgXA" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><span><span><span style="color:rgb(29, 128, 226);"><span style="font-size:32px;"><strong></strong></span><strong><span style="font-size:32px;"></span><span style="font-size:32px;">A</span>doption: the three tiers of client readiness</strong></span><strong></strong></span><strong></strong></span><strong></strong></span></h2></div>
<div data-element-id="elm_jSYI1P4EjnVKKJypZ-AZaw" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span>Joe Consolo's adoption framework, presented across the briefing's panel sessions, divides the Yardi client base into three tiers based on AI readiness:</span></p></div>
<p></p><h3><span style="font-size:16px;"><strong><span style="color:rgb(29, 128, 226);">Tier 1</span> - Just getting started</strong></span></h3><p></p><div><h3></h3><p style="margin-bottom:7pt;"><span>These clients are still figuring out where to apply AI. They have not yet selected a vendor or initiated an internal AI program. Conversations focus on strategy, framework selection, and the identification of the first one or two use cases worth resourcing. This is the largest tier by client count.</span></p><h3><span style="font-size:16px;"><strong><span style="color:rgb(29, 128, 226);">Tier 2</span> - Actively researching solutions</strong></span></h3><p style="margin-bottom:7pt;"><span>These clients are evaluating vendors. Per Consolo's framing, the first vendor consideration is often not Yardi; it is a third-party AI specialist that has approached them directly. The second or third vendor evaluated is typically Yardi. Consolo noted that this group is consistently surprised by the depth of Yardi's roadmap once they engage with it.</span></p><h3><strong><span style="font-size:16px;"><span style="color:rgb(29, 128, 226);">Tier 3</span> - Actively deploying</span></strong></h3><p style="margin-bottom:7pt;"><span>The minority tier. These clients have already begun building agents. Many have hired internal AI personnel. They are looking less for direction and more for execution velocity. Yardi's positioning for this tier is operational: integrate with what they have already built, accelerate where they are blocked, and provide the agent-deployment infrastructure that lets them scale.</span></p><h3><strong><span style="font-size:16px;">The strategic implication for sequencing</span></strong></h3><p style="margin-bottom:7pt;"><span>Shivani Kumar's framing across the briefing made the resource-allocation reality explicit: <b>AI excitement is high; resource allocation is materially lower; execution is lower still</b>. Kumar reported working with five to seven clients weekly as Industry Principal, with the engagement scope revisited every couple of months. Most engagements involve scoping the first two or three use cases worth committing to, not building an enterprise-wide AI roadmap on day one. The pragmatic path for most operators starts narrow and compounds over time.</span></p></div>
</div></div><div data-element-id="elm_2tDhaoOq0uUC7bxsEFSDCA" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><span><span><span style="font-size:32px;"><strong></strong></span><strong><span style="font-size:32px;"></span><span style="font-size:32px;">W</span>hat is shipping? What is gated</strong><strong></strong></span><strong></strong></span><strong></strong></span></h2></div>
<div data-element-id="elm_l9RoRvEpvYzbNzKwjTNOqw" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span>The briefing's combined sessions, including the Roundtable, made the program's pacing explicit. Yardi is managing rollout deliberately to maintain stability.</span></p></div><p></p><h3><span style="font-size:16px;"><strong>Generally available today</strong></span></h3><p></p><div><h3></h3><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp;&nbsp;<a href="https://www.yardi.com/news/press-releases/yardi-virtuoso-launches-in-app-assistant-to-deliver-support-and-insights/" style="color:rgb(48, 4, 234);">Virtuoso Support</a> — in Voyager 8 and RentCafe CRM IQ; live with hundreds of clients and tens of thousands of users</span></p><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp;&nbsp;<a href="https://www.yardi.com/news/press-releases/yardi-announces-first-property-management-connector-anthropic-claude/" style="color:rgb(48, 4, 234);">Virtuoso Connectors</a> — starting with Anthropic's Claude as the first LLM partner</span></p><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp; Native AI capabilities embedded in Yardi products, including Maintenance IQ, Smart Lease (AI lease abstraction), and PayScan (AI-powered OCR)</span></p><h3><span style="font-size:16px;"><strong>Active beta with selective access</strong></span></h3><p style="margin-bottom:7pt;"><span><a href="https://www.yardi.com/news/press-releases/yardi-launches-virtuoso-ai-agents-to-deploy-ai-powered-workflows/" style="color:rgb(48, 4, 234);">Virtuoso AI Agents</a> and the <a href="https://virtuoso.ai/login" style="color:rgb(48, 4, 234);">Virtuoso Marketplace</a>&nbsp;- launched at YASC in September 2025, with active deployment across early-adopter clients. Per Consolo's framing during the briefing, the broader rollout is being staged with a Q3 broader availability target. The throttle is intentional: ensuring stability and operational quality before broader exposure.</span></p><h3><span style="font-size:16px;"><strong>Roadmap and emerging</strong></span></h3><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp; Composer's continued expansion to allow agent triggers connected to specific Voyager actions referenced in the panel as in-progress, not yet generally available</span></p><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp; Additional Virtuoso Connectors beyond Anthropic's Claude as the LLM partner network expands</span></p><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp; Continued expansion of Virtuoso Support across additional Yardi applications beyond Voyager 8 and CRM IQ</span></p></div></div>
</div><div data-element-id="elm_QCE0XDGghu6Iplbi4pVQxQ" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><span><span><span style="color:rgb(29, 128, 226);"><span style="font-size:32px;"><strong></strong></span><strong><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;">W</span>hat this means for real estate firms now</strong></span><strong></strong></span><strong></strong></span><strong></strong></span></h2></div>
<div data-element-id="elm_rD-xhyPqzgWDM7Hm1w6vag" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span>The combined message across the briefing's panel sessions, distilled across the four panelists' contributions and Yardi's published strategy, points to four practical conclusions for property management organizations evaluating where to apply AI:</span></p><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp;</span><b><span>AI is platform infrastructure, not a feature.</span></b><span> Yardi's positioning treats AI as a structural layer of the property management stack, parallel to accounting and reporting, with multi-year investment behind it. Operators building short-horizon AI strategies will find themselves out of step with the platform's direction.</span></p><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp;</span><b><span>Governance is an architectural choice, not a procurement choice.</span></b><span> The decision to use Yardi-native AI versus a third-party AI vendor is not a price comparison. It is a decision about whether the security model of the system of record carries through into AI workflows. For regulated jurisdictions, this is the controlling decision.</span></p><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp;</span><b><span>Sequencing matters more than ambition.</span></b><span> The pragmatic adoption path is narrow, compounding, and revisited quarterly. Per Kumar's framing, most operators benefit from picking two or three use cases, building Composer-driven agents around them, measuring outcomes, and expanding from there rather than committing to an enterprise-wide AI roadmap before any agent is in production.</span></p><p style="margin-bottom:5pt;margin-left:36pt;"><span>•&nbsp;</span><b><span>Partner work is a constituent of the program.</span></b><span> Per Sutherland and Rao's published strategy, third-party consultants build agents in Composer and distribute them through the Marketplace alongside Yardi-built agents. Implementation partners are not adjacent to the AI program; they are participants in it.</span></p></div><p></p></div>
</div><div data-element-id="elm_Lei1mSBL5y-quEYI2SjkuQ" data-element-type="box" class="zpelem-box zpelement zpbox-container zpdefault-section zpdefault-section-bg "><style type="text/css"> [data-element-id="elm_Lei1mSBL5y-quEYI2SjkuQ"].zpelem-box{ background-color:rgba(206,224,243,0.73); background-image:unset; border-radius:10px; } </style><div data-element-id="elm_0O9nORQVoNkjFtAbrt1-vQ" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_0O9nORQVoNkjFtAbrt1-vQ"].zpelem-text { margin-inline-end:20px; margin-block-end:20px; margin-inline-start:20px; } </style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><b><span style="color:rgb(29, 128, 226);"></span></b></p><div><p style="margin-bottom:7pt;"><b><span style="color:rgb(29, 128, 226);">Where Assetsoft delivers in Yardi's AI program</span></b></p></div><p style="margin-bottom:7pt;"></p><p style="margin-bottom:7pt;"><a href="https://www.assetsoft.co/" style="color:rgb(48, 4, 234);"><strong>Assetsoft</strong></a><span style="color:rgb(22, 56, 90);"> works across all three tiers of the adoption framework. For Tier 1 clients, Assetsoft scopes initial Virtuoso readiness assessments and builds the AI Org Chart that maps client-specific workflows to Yardi's agent architecture. For Tier 2 clients in active evaluation, Assetsoft delivers a comparative analysis of Virtuoso-native and third-party AI options, anchored in the security and governance differences. For Tier 3 clients deploying agents, Assetsoft builds Composer-based custom agents, integrates Yardi agents with mixed ERP estates through </span><a href="http://www.kriyago.com/"><b style="color:rgb(48, 4, 234);">KriyaGo</b></a><span style="color:rgb(22, 56, 90);"> (an integration platform with 100-plus pre-built connectors across MRI, Procore, ViewPoint, CMiC, SAP Concur, and Zoho), and operates the long-tail support that production agent deployments require. Delivery teams across Canada, India, Sri Lanka, and the United States serve clients across North America, Australia, the United Kingdom, the Middle East, and APAC.</span><br/></p></div><p></p></div>
</div></div><div data-element-id="elm_khpA6rx9GS-4xX8hReYvhA" data-element-type="heading" class="zpelement zpelem-heading " data-animation-name="bounceIn"><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:20px;"><span><span><span style="font-size:32px;"><strong></strong></span><strong><span style="font-size:32px;"></span><span style="font-size:32px;"></span><span style="font-size:32px;">F</span>requently asked questions</strong><strong></strong></span><strong></strong></span><strong></strong></span></h2></div>
<div data-element-id="elm_e9v4ws1vTQPHzK9IaefFtg" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h3
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:18px;"><span><span>Who sat on the Yardi AI Roundtable in May 2026?</span></span></span></h3></div>
<div data-element-id="elm_rHeZ7YpdvnLIRYVD9jHH4w" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_rHeZ7YpdvnLIRYVD9jHH4w"].zpelem-text { margin-block-start:13px; } </style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span>The Roundtable, formally titled &quot;AI Roundtable: Meet the Yardi Virtuoso Team,&quot; was held during the Yardi Executive Briefing in Santa Barbara during the week of May 4, 2026. The four panelists were Brian Sutherland (Vice President, Commercial), Shivani Kumar (Industry Principal), Joe Consolo (Industry Principal), and Aaron Cabelli (Senior Product Manager).</span></p></div><p></p></div>
</div><div data-element-id="elm_6fQvr5uH_IrnE3FEO2xG7g" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h3
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:18px;"><span><span><span><span>What is the 'AI Org Chart' concept?</span></span></span></span></span></h3></div>
<div data-element-id="elm_jCNPQdUCg6ojAeLjYHma-Q" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_jCNPQdUCg6ojAeLjYHma-Q"].zpelem-text { margin-block-start:13px; } </style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span></span></p><div><p style="margin-bottom:7pt;"><span>Per Yardi's February 2026 published AI strategy update, co-authored by Brian Sutherland and Yardi president Akshai Rao, the AI Org Chart is a structured map of which AI agents perform which functions within a real estate organization and how those agents connect to other systems. It is the planning artifact for organizations adopting agent-based AI architectures rather than monolithic AI assistants.</span></p></div><p></p></div><p></p></div>
</div><div data-element-id="elm_XLVTkVAeJJyZ_Tni3xFGSw" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h3
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:18px;"><span><span><span><span><span><span>How does Yardi's security model differ from third-party AI vendors targeting Yardi data?</span></span></span></span></span></span></span></h3></div>
<div data-element-id="elm_S_C-BwkgkFrXb1UzmI_Sdg" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_S_C-BwkgkFrXb1UzmI_Sdg"].zpelem-text { margin-block-start:13px; } </style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span></span></p><div><p style="margin-bottom:7pt;"><span>Most third-party AI vendors operate by ingesting Voyager exports into their own environments, thereby removing Voyager's property-level and role-based access controls. Yardi's Virtuoso platform preserves those controls end-to-end: user permissions and credentials carry through into the AI interaction. A user who cannot see a property in Voyager cannot access that property's data through Virtuoso. This is a structural property of the platform, not a configuration setting.</span></p></div><p></p></div><p></p></div>
</div><div data-element-id="elm_MKqTQjXtp41dAYc8JJZMLw" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h3
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:18px;"><span><span><span><span><span><span>What are the three client tiers Joe Consolo described?</span></span></span></span></span></span></span></h3></div>
<div data-element-id="elm_6366nxJr0hFgtD7MtlCR9g" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_6366nxJr0hFgtD7MtlCR9g"].zpelem-text { margin-block-start:13px; } </style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span></span></p><div><p style="margin-bottom:7pt;"><span>Per Consolo's framing across the briefing, Yardi's client base divides into three AI readiness tiers: clients just getting started (figuring out where to apply AI), clients actively researching solutions (often after engaging non-Yardi vendors first), and clients actively deploying agents (the minority tier, often with internal AI personnel). The tier structure determines how a consulting engagement should be scoped.</span></p></div><p></p></div><p></p></div>
</div><div data-element-id="elm_cLH2kFRiQ4_BJWEbRM4WMA" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h3
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:18px;"><span><span><span><span><span><span>What is Yardi's published timeline for the broader availability of Virtuoso AI Agent?</span></span></span></span></span></span></span></h3></div>
<div data-element-id="elm_RjS0Sg6J9xTZwTfGfkNXcQ" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_RjS0Sg6J9xTZwTfGfkNXcQ"].zpelem-text { margin-block-start:13px; } </style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span></span></p><div><p style="margin-bottom:7pt;"><span>Per the briefing, the broader rollout of agent-based capabilities is being staged, with a Q3 broader availability target. Yardi product leadership is managing the pace deliberately to maintain stability. Clients interested in early access should engage their Yardi account team to confirm current eligibility and timing.</span></p></div><p></p></div><p></p></div>
</div><div data-element-id="elm_ZloS0FIZtCkzH9t4xQtNfA" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h3
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span style="font-size:18px;"><span><span><span><span><span><span>How does this Roundtable connect to the rest of the Yardi AI Strategy series?</span></span></span></span></span></span></span></h3></div>
<div data-element-id="elm_IUUeA1lx9_PN-yj0t2yqtw" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_IUUeA1lx9_PN-yj0t2yqtw"].zpelem-text { margin-block-start:13px; } </style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><span></span></p><div><p style="margin-bottom:7pt;"><span>This is cluster post #3 of a four-part series from the May 2026 Yardi Executive Briefing. The companion posts cover Yardi's data architecture (Data Connect, Replicate, YDMS), the Virtuoso five-layer platform stack with Aaron Cabelli and Joe Consolo, and the pillar post that introduces the ABC framework underlying the full series.</span></p></div><p></p></div><p></p></div>
</div><div data-element-id="elm_GJWoYtDENtp7QQlyqQisZg" data-element-type="box" class="zpelem-box zpelement zpbox-container zpdefault-section zpdefault-section-bg "><style type="text/css"> [data-element-id="elm_GJWoYtDENtp7QQlyqQisZg"].zpelem-box{ background-color:rgba(206,224,243,0.73); background-image:unset; border-radius:10px; } </style><div data-element-id="elm_dWuKmNw4aJubbvdYp7M4Qg" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_dWuKmNw4aJubbvdYp7M4Qg"].zpelem-text { margin-inline-end:20px; margin-block-end:20px; margin-inline-start:20px; } </style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p style="margin-bottom:7pt;"><b><span style="color:rgb(29, 128, 226);"></span></b></p><div><p style="margin-bottom:7pt;"><b><span style="color:rgb(29, 128, 226);">Ready to scope your Yardi AI program?</span></b></p></div><p style="margin-bottom:7pt;"><span style="color:rgb(22, 56, 90);"><span><span>Assetsoft delivers Virtuoso readiness assessments, AI Org Chart design, Composer-based custom agent development, Virtuoso Marketplace integration, and Connector architecture for property management firms across North America, Australia, the United Kingdom, the Middle East, and APAC. Engagements scope to the client tier and AI readiness.</span></span></span></p><p style="margin-bottom:7pt;"><strong style="color:rgb(22, 56, 90);">→ Start with a Virtuoso readiness assessment at</strong><a href="/" title="www.assetsoft.biz" rel="" style="color:rgb(48, 4, 234);">www.assetsoft.biz</a><br/></p></div><p></p></div>
</div></div><div data-element-id="elm_8lsO8GRPRf-4CXXaoI79kA" data-element-type="button" class="zpelement zpelem-button " data-animation-name="bounceIn" data-animation-repeat="true"><style></style><div class="zpbutton-container zpbutton-align-center zpbutton-align-mobile-center zpbutton-align-tablet-center"><style type="text/css"></style><a class="zpbutton-wrapper zpbutton zpbutton-type-primary zpbutton-size-md zpbutton-style-none " href="/contact-us" target="_blank"><span class="zpbutton-content">Get Started Now</span></a></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Sun, 10 May 2026 06:45:45 -0500</pubDate></item></channel></rss>