Investment Management

Investor Management Services (IMS) is the first investor experience platform for commercial real estate firms to engage their investors and manage assets. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing, and Investor Statements. They focus on creating investor transparency and engagement by providing performance dashboards, document dissemination, and a centralized location for new offerings. Spun out of QuietStream Financial, a collaboration of Rob Finlay and growth equity investor Summit Partners, IMS is a complete solution for investor management.

IMS is disrupting the industry by partnering with forward-thinking CRE operators who seek operational / competitive advantages through technology and analytics.

Investor Management Services was created in response to an obvious void that was causing inefficiencies for private equity real estate firms. In 2000, Rob Finlay recognized the complications associated with defeasance contingencies in CMBS loans and successfully completed the first defeasance in the United States, and then Canada. Commercial Defeasance established and led the industry and continues to do so to this day.

IMS was launched in 2015 with the vision to partner with CRE Operators to deliver unparalleled Investor Experiences while freeing internal expertise, time, and resources to focus on their core objectives.

If you are interested in using IMS for real estate fund investor management services, please visit their website at

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