Owner reporting / Evaluation guide
How should an owner monitor a portfolio across different property managers?
Agree the measures the owner needs to review, the reporting period for each source and who follows up when information is missing or a result needs explanation. A portfolio view is useful when its coverage and open questions are visible.
By CREx Software · Editorial review 2026-10-18
Keep observation, explanation and action separate.
A changed measure is an observation. Its cause may require another source or a conversation with the property manager. The owner's decision belongs in a separate record, with an accountable person and a date for the next review.
What to confirm before choosing the scope
| Requirement | What to confirm | What to retain |
|---|---|---|
| Measures | Agree the definitions used across properties. | Keep the reporting basis beside the measure. |
| Coverage | List the sources expected for the period. | Show received, partial and missing information. |
| Change | Compare appropriate periods and populations. | Explain revisions or changes in property scope. |
| Follow-up | Identify the question and the person who can answer it. | Name an action owner and next review date. |
| Decision | Record what the ownership team decides. | Keep assumptions and unresolved limitations. |
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
A property leaves the portfolio between reporting periods. Explain the change in population before interpreting the portfolio occupancy movement as an operating trend.
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 portfolio monitoring mean real-time data?
Are automatic watchlists or actions included?
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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