01 / Source
Property management and ERP
Yardi, MRI, RealPage and Entrata.
- General ledger
- Rent roll
- AP / AR
- Leasing
CREx Consulting
Vendor-neutral
PropTech & ERP
consulting.
Two practices for real estate owners and operators.
CREx Core builds your data, reporting and AI foundation on Microsoft Fabric. CREx Blueprint helps you choose, fix and implement your technology stack, including Yardi.
01 CREx Core
The data, analytics
and AI foundation
for real estate.
Three layers built on Microsoft Fabric: pipelines, reporting and governed AI. Together they turn every platform in your stack into a single source of truth.
Real estate data is messy. Most CRE firms have six systems, three spreadsheet zoos and one analyst hand-stitching the monthly report at 2am. We've been that analyst. We built CREx Core so you don't have to be.
A governed data foundation first. Then reporting. Then analytics. Then AI. In that order. Skipping steps is how firms end up with a chatbot that hallucinates on their rent roll.
How it flows Three layers Report library Deployment Questions
Core / How it flows
From your systems
to grounded AI.
One pipeline, four hops. Every stage is governed and observable, and all of it runs on Microsoft Fabric.
Yardi, MRI, RealPage, Entrata and ERP→CREx Core data warehouse→CREx Analytics in Power BI→Governed AI: Claude or Microsoft Copilot
02 / Warehouse
CREx Core data warehouse
A governed CRE semantic model.
- Prebuilt pipelines
- Audit trail
- On-prem or cloud
03 / Reporting
CREx Analytics
Reports and dashboards in Power BI.
- Prebuilt report library
- Drill-through
- Role-based dashboards
04 / AI
Claude or Microsoft Copilot
Governed AI on your data.
- Natural-language Q&A
- Anomaly detection
- Agentic workflows
Powered by Microsoft Fabric: OneLake, Lakehouse, Direct Lake, Purview governance and Copilot Studio, with end-to-end lineage.
Core / Three layers
Your path to enterprise
data, analytics & AI.
Each layer builds on the last. Deploy Data Core first, and the rest lands faster and works better.
See the deployment phasesIllustrative interface concept. Property names and statuses are fictional, not a live portfolio.
SourcesYardiMRIRealPageEntrataERP
Select a layer to see what it does
01 / 03 Data Core
Data Core: the foundation.
Prebuilt pipelines from Yardi, MRI, RealPage, Entrata and custom sources into a governed CRE semantic model. Built on Microsoft Fabric.
Prebuilt pipelines
Prebuilt connectors for Yardi, MRI, RealPage and Entrata. No custom ETL. No mystery SQL.
CRE semantic model
A governed data model that speaks rent roll, fund and waterfall, not database.
Live, not static
Dashboards refresh on a schedule. Exceptions surface when they happen, not in next month's review.
On-prem or cloud
Deploy in your Azure tenant, in your on-prem environment or as a hybrid.
Multi-source integration
Payroll, expense, ESG and market data in the same governed layer.
- Yardi · General ledgerLoaded
- MRI · Rent rollLoaded
- RealPage · AP / ARLoaded
- Entrata · LeasingException flagged
02 / 03 Analytics Core
Analytics Core: reporting that ships.
Dashboards and reports designed by CRE operators. Role-based, drill-through and connected to the governed model.
Executive dashboards
Portfolio health, variance and capital plan at a glance. Drill to the rent roll in one click.
Asset management
Tenant rollover, rent stability and NOI variance, with commentary, not just numbers.
Fund and investor
Waterfall, commitment and returns reporting for LPs.
Operational
AP/AR, work orders, leasing and property management KPIs on your cadence.
Benchmarking
Compare your portfolio to market data and peer comps in the same workspace.
Custom modeling
Bring your own logic. Analysts build their own measures on the governed model.
- Financial Summary · PortfolioRefreshed
- T-12 · Juniper PlazaRefreshed
- Rent Roll · Cedar CommonsRefreshed
- Collections · Harbor PointReview aging
03 / 03 AI Core
AI Core: copilots on governed data.
Deploy AI only after the foundation is ready. Every action is logged and every query is permissioned.
AI copilots
Natural-language questions on the semantic model, answered from the governed data.
Intelligent insights
Anomaly detection, variance explanation and tenant risk signals, surfaced automatically.
Safe and governed AI
Role-based access and an audit trail for every AI action. Built on Copilot Studio.
What changed in NOI at Juniper Plaza between Q2 and Q3?
NOI fell quarter over quarter. Repairs ran over plan after a roof repair, and two suites moved to vacant in August.
Income statement · Q3Rent roll · Sep 30
Core / Report library
Analytics Core:
reporting that ships.
Prebuilt CRE reports across financials, multifamily and commercial, deployed to your environment on day one.
4 reports
Financial
- Financial Summary. Income, expenses, NOI, variances and KPIs for a property or portfolio in one view.
- Period Comparison. M/M, Q/Q, Y/Y or custom ranges, with movement in major line items, NOI and occupancy.
- Property Comparison. Revenue, expenses, NOI and occupancy side by side to find top and bottom performers.
- T-12. A rolling year of financials on a stabilized basis for underwriting and asset management.
5 reports
Multifamily
- Dashboard. Occupancy, leasing velocity, renewals, delinquency, work orders and financial KPIs.
- Collections. Charges, payments and balances, month-end or daily.
- Rent Roll. Unit-level residents, lease terms, rent, concessions, charges and unit status.
- Leasing. New leases, renewals, notices, traffic, conversions and trade-outs.
- Work Orders. Open, in-progress and completed, with response times, categories and aging.
5 reports
Commercial
- Dashboard. Occupancy, expirations, arrears, capital projects and financial KPIs.
- Collections. Billed rent, receipts, outstanding balances and aged receivables.
- Rent Roll. Suites, lease terms, contract rent, escalations, recoveries, options and balances.
- Leasing & Lease Schedules. Deal flow, expirations and a rent schedule for each tenant.
- Occupancy & Leasing Trends. Leased vs. available space, absorption and upcoming vacancy risk.
Core / Deployment
From foundation
to copilots.
About 12 weeks to self-serve analytics. Milestone-based, with a go-live checkpoint at every phase.
| Phase | Timing | What happens | Output |
|---|---|---|---|
| Foundation | Weeks 1–4 | Stand up the data foundation: pipelines, semantic model, governance and SLAs on Microsoft Fabric. | Data foundation live |
| Reporting | Weeks 5–8 | Deploy the prebuilt report library, tune it to your reporting cadence and train your team. | Report library live |
| Analytics | Weeks 9–12 | Self-serve analytics for analysts. Role-based dashboards for operators and executives. | Self-serve analytics |
| AI | Week 13+ | Copilots and agentic workflows on top of the foundation, deployed only when the data is ready. | Copilots in production |
Documentation & support · Included in every Core engagement
Own it on day 91.
Everything your team needs to own the platform. Trained, documented and handed off.
01 / Documentation
Data dictionary
Every field documented: what it means, where it comes from and how to use it.
02 / Documentation
Entity relationship diagram
The semantic model made visible for your architects, auditors and new hires.
03 / Documentation
User guides
Role-specific guides for executives, analysts, accountants and asset managers.
04 / Reporting
Excel starter reports
Excel-native starter reports connected directly to the governed model.
05 / Training
Technical team training
Structured training for your IT and data teams, with a runbook and escalation tree.
06 / Training
Business user training
Hands-on sessions for every role that consumes reporting. Recorded, indexed and searchable.
Core / Questions
Questions about
CREx Core.
How does CREx Core integrate with my property management system?
Prebuilt connectors cover Yardi, MRI, RealPage and Entrata. Custom integrations for niche systems are part of the standard engagement.
How long does it take to implement?
About 12 weeks to self-serve analytics. Deployments are milestone-based, with clear go-live checkpoints along the way. AI follows once the data is ready.
Which property types do you support?
Multifamily and commercial portfolios. The semantic model normalizes entities, accounts and metrics across property types and operators.
What do we need before AI?
A governed data foundation. CREx Core builds it on Microsoft Fabric, with prebuilt pipelines, a semantic model and data quality checks, so AI copilots answer from clean, trusted portfolio data.
Can we add other data sources?
Yes. CREx Core is built to grow. New systems and data sources go into the same governed layer and are normalized to the same semantic model.
Do we need Core before CREx OS?
No. CREx OS includes its data foundation. Core is a data warehouse for firms that want the foundation in their own environment, and it is an on-ramp to CREx OS when you're ready.
02 CREx Blueprint
Tech decisions,
made with clarity.
Independent advisory that maps your stack, selects the right platforms and delivers implementations your team can actually operate. Modernization without the vendor pitch.
Modernization stalls when tools, data and ownership don't align. Most CRE firms don't have a software problem. They have an ownership problem: six platforms, three data teams and nobody on the hook for the rent roll that ends up in the investor report.
Blueprint starts with the org chart and ends with a go-live. You leave with the right tools, the right processes and the right people accountable for each.
Services
Built for real estate operators.
Four focused service lines. Delivered by practitioners who've run portfolios, not pure consultants.
/01 · Advisory
Real estate ERP advisory & selection
Independent evaluation of Yardi, MRI, RealPage, Entrata, and category alternatives. No vendor kickbacks.
/02 · Diagnostic
System rationalization
Consolidate overlapping tools, retire shelf-ware, and design a platform map that scales with your firm.
/03 · Operations
Business process assessment
Re-engineer workflows for reporting, lease administration, and capital planning with defined owners.
/04 · Implementation
Yardi services
Implementation, module activation, and custom reporting — delivered by certified Yardi practitioners.
Yardi practice
Independent Yardi expertise.
A deep bench of certified Yardi practitioners — used when Yardi is the right answer, not by default.
/01 · Implementation
Full-Scale Implementation
End-to-end Yardi® deployments, including services such as discovery, project management, implementation, and comprehensive organizational change management. All focused on your specific future operating model and needs.
/02 · Migration
Legacy Data Migration
Data cleansing, migration, and validation from legacy systems.
/03 · Reporting
Custom Report Development
CREx, with a depth of understanding of the Yardi data model and schema, is well-positioned as your partner for custom report development using SQL, YSR or Power BI.
/04 · BAU Support
Support Services
Support framework to provide stability and confidence for your end users.
Blueprint / Questions
Questions about
Blueprint.
Is CREx a Yardi reseller?
No. We're an independent advisory firm.
How is Blueprint priced?
Each engagement and relationship is different. We spend time up front on your strategic objective, needs and projects, then send a Statement of Work and a proposal built around them.
How fast can you start?
Depending on the engagement, we can ramp up a project team in two to four weeks.
Do you support non-Yardi stacks?
Yes. We'll want to understand your technology architecture and stack first, so we know we can support it well.
My enquiry relates to an older CREx service. Where should I start?
Contact CREx with the service or project you have in mind and the work you need today. We will confirm the relevant scope and next step. Existing engagement terms continue to be governed by their own agreement.
Book a scoping call
Tell us about your stack.
Share the systems you run, the decision in front of you and your timing.
If the form does not load, email contact@crexsoftware.com. Share a business question and leave confidential documents and personal resident details out of this initial enquiry.