This release adds multi-currency financial statements and NCREIF-method performance returns to CREx OS. Investment managers can now read any financial statement in USD, CAD, EUR, or GBP using live FX rates, and track quarterly TWR and IRR computed directly from approved close snapshots.
New additions
Multi-currency financial reporting
A currency selector is now available on all financial report pages, offering USD, CAD, EUR, and GBP alongside the existing report filters. Live FX rates come through a Frankfurter integration with environment-level configuration — no hard-coded rates. The exchange-rates tool is also exposed to the MCP layer, and a fuller feature specification is written up for phases after this first version.
Performance module: NCREIF returns
A new Performance module delivers quarterly TWR and IRR on the NCREIF method, chain-linked across quarters, with pooled since-inception IRR and a one-year total return benchmarked against market. Every value is frozen from the quarter’s approved close snapshot — corrections are made by reopening the quarter in Quarterly Approvals and re-approving. At-share roll-up across member properties is value-weighted by each member’s ownership weight and never rescaled, with tabs for benchmarking, attribution, and sale sensitivity.
If you have feedback or feature requests, we’d love to hear from you.