One Platform for Your Entire CRE Portfolio
Track NOI, occupancy, lease expirations, and investor returns across every property type — all from a single, real-time dashboard powered by your actual data.
Portfolio Management Features
Everything you need to monitor, analyze, and optimize your CRE portfolio
Unified Portfolio Dashboard
See all properties, KPIs, and alerts on one screen. Filter by property type, market, fund, or custom groupings. Real-time data from every source system.
NOI & Revenue Tracking
Track net operating income across your entire portfolio with drill-down to property, tenant, and line-item level. Automated variance analysis vs budget and prior year.
Lease Expiration Management
Visual lease rollover schedules with automated alerts for upcoming expirations. Track renewal negotiations, tenant improvement costs, and lease spreads.
Occupancy Analytics
Real-time occupancy tracking by property, floor, and tenant. Absorption trends, vacancy forecasting, and competitive positioning against market benchmarks.
Investor Returns Reporting
Automated investor reports with IRR, equity multiples, distribution yields, and waterfall calculations. Publish to investors on schedule.
Portfolio Benchmarking
Compare properties against each other and market benchmarks. Identify top and bottom performers to allocate resources and capital effectively.
AI-Powered Insights
AI analysis identifies anomalies, predicts tenant churn, and surfaces opportunities across your portfolio that humans might miss.
75+ Integrations
Connect Yardi, RealPage, Entrata, MRI, and 70+ other systems. One unified view regardless of what PM systems your properties use.
Spreadsheets vs. Portfolio Software
Why the largest portfolios are moving beyond Excel for portfolio management
Spreadsheet Chaos
- Data lives in 10+ disconnected workbooks
- Version control nightmares — which file is current?
- Manual data entry from PM system exports
- Formula errors go undetected for months
- Takes 2-3 weeks to produce quarterly reports
- No real-time visibility into portfolio health
- Impossible to benchmark across properties
- Key person risk — only one analyst knows the model
CREx Portfolio View
- Single source of truth for all portfolio data
- Automatic versioning with full audit trail
- Data flows directly from PM systems via API
- Automated validation catches errors immediately
- Reports generate in hours with live data
- Real-time dashboards accessible to the whole team
- Built-in benchmarking across properties & markets
- Institutional-grade platform that scales with you
Built for Every Property Type
CREx OS portfolio management supports the unique metrics and workflows for each asset class
Office
Track occupancy by floor, parking ratios, TI costs, and tenant credit across Class A, B, and C assets.
Retail
Monitor tenant sales, percentage rent thresholds, co-tenancy clauses, and foot traffic analytics.
Industrial
Track clear heights, loading docks, TI requirements, and the distinct lease structures of logistics properties.
Multifamily
Unit-level rent tracking, concession management, turnover costs, and resident retention analytics.
Mixed-Use
Manage complex properties with multiple asset classes, separate P&Ls, and unified portfolio reporting.
Frequently Asked Questions
What is CRE portfolio management software?
CRE portfolio management software provides a centralized platform to track financial performance, occupancy, lease expirations, and investor returns across all properties. It replaces scattered spreadsheets with real-time dashboards and automated reporting, powered by data from your property management systems.
How does portfolio management software differ from property management software?
Property management software (Yardi, RealPage, MRI) handles day-to-day operations at the property level. Portfolio management software like CREx OS sits above these systems, aggregating data for portfolio-level analytics, cross-property benchmarking, and investor reporting.
What ROI can I expect from portfolio management software?
Organizations typically see 40% faster reporting, 50% reduction in manual data work, and improved decisions through real-time KPI tracking. ROI comes from both labor savings and better investment decisions driven by timely, accurate data.
See Your Portfolio in a New Light
CREx OS gives you real-time visibility into every property, every metric, every dollar — in one unified platform.