Owner reporting / Evaluation guide
How does acquisition due diligence differ from ongoing portfolio reporting?
Acquisition review examines the information supporting a transaction. Ongoing portfolio reporting needs a repeatable source, definition and review process after ownership begins. Compare the handoff between those jobs when choosing software or services.
By CREx Software · Editorial review 2026-10-18
Plan the handoff from the deal file to the owner roster.
A rent roll used during diligence can have a different date, entity identifier or basis from the first manager package after closing. Retain the original document and assumptions, then identify what has changed before comparing an operating result with underwriting.
What to confirm before choosing the scope
| Requirement | What to confirm | What to retain |
|---|---|---|
| Transaction sources | List the documents used in the acquisition review. | Keep the original dates and stated limitations. |
| Ownership handoff | Confirm the acquired entities and properties. | Agree identifiers and opening reporting requirements. |
| Underwriting assumptions | Record the accepted plan and assumptions. | Separate forecasts from actual operating information. |
| Recurring sources | Confirm what the manager will supply after closing. | Agree access, periods and the delivery calendar. |
| Review ownership | Name who resolves differences between the packages. | Record the accepted basis for comparisons. |
These are buyer and reviewer questions. They do not claim that the checks run automatically in CREx or establish a missing capability in another product.
Review example
A source question to work through
The diligence rent roll predates a lease amendment. Keep the diligence assumption, identify the later amendment and explain the changed source before presenting a variance from the acquisition plan.
Record the source, affected output, person responsible and next review date. Keep an unanswered item open until the appropriate reviewer accepts its treatment.
Where CREx fits
CREx OS is the portfolio data and reporting foundation beneath CREx Intelligence. Agree source coverage, reporting definitions, delivery expectations and review responsibilities for your account. Confirm the specific AI environment and available capabilities in the proposal. Your team reviews the evidence and makes the decision.
Eligible CREx OS accounts include support from the CREx team. Work with a named CREx operator to agree reporting responsibilities, shared capacity and coverage for your account.
Core is separately scoped Consulting for bespoke data projects. It is separate from the data foundation included in OS.
Questions to bring to the discussion
Does one diligence tool also cover ongoing reporting?
Does CREx promise automated underwriting or transaction execution here?
Continue with the relevant guide
Discuss your requirements
Bring the source question.
Start with the manager roster, reporting purpose and open questions. We can discuss the relevant CREx scope and what needs confirmation.
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