Built for multifamily, commercial, and credit.
One operating system across the three pillars of institutional real estate. Asset-class-aware models, ledgers, and workflows — not a generic BI tool retrofitted to fit.
Ingest, validate, sync — continuously.
- Automated data processing
Intelligent pipeline ingests and normalizes data from any property management system.
- Built-in validation
Rule sets and ML checks ensure accuracy across every feed before data lands in your warehouse.
- Real-time sync
Continuous updates keep portfolio information current and actionable at all times.
All your data — in one place.
- Centralized repository
Property and asset data consolidated in one secure, accessible location.
- 360° property view
Financial, operational, tenant, and market data on one dashboard.
- Portfolio → asset drill-down
Zoom from portfolio-level overviews to individual property details without switching tools.
Proactive alerts — with context.
- Real-time notifications
Instant alerts when key metrics cross thresholds or anomalies appear.
- AI-led detection
Pattern recognition catches what rules-based systems miss.
- Actionable by default
Every alert comes with context and recommended next steps.
Your chart of accounts. Their data.
Map any operator's GL into your standard P&L — automatically. The model learns synonyms, splits, and reclasses, then applies your firm's accounting policies on every close.
- Firm-standard chart of accounts
Define your COA once. Every operator, every fund, every quarter rolls up the same way.
- Auto-mapping with human approval
The model proposes mappings with confidence scores. Your controller approves what matters and the rest auto-applies.
- Splits, merges, and reclasses
Single GL line into many. Many into one. CIP into the right capex bucket. All preserved as auditable rules.
- Versioned policy
Mapping rules, materiality thresholds, and accounting policies are versioned per fund. Roll forward, roll back, diff between periods.
- Audit trail by line item
Click any number on any P&L to see the source GL line, mapping rule, and approver. Investor-grade provenance.
Any rent roll. Any format. Any language.
Drop in a spreadsheet, a scanned PDF, a phone photo, or a direct PMS feed. CREx normalizes the schema, translates the headers, and surfaces every anomaly worth a closer look — before the data ever hits your portfolio model.
Your portfolio, inside Claude.
CREx ships a headless AI layer that exposes your portfolio, rent rolls, and credit book directly to Claude over MCP. Ask questions in plain English. Get audited answers — with the source data attached.
Authenticate once. CREx publishes scoped tools — query portfolio, run rent roll review, look up loans, generate reports — all governed by your firm's permissions.
Responses link back to the exact P&L line, lease clause, or covenant. No hallucinated NOI. Audit teams get the same trail your portal shows.
Schedule Claude to ingest new operator files, map them to your COA, surface anomalies, and post variance memos to your team — without anyone opening the app.
Auth is tied to your user ID. Every request flows through APIs that enforce your existing permissions, so Claude can't reach data you couldn't reach yourself.
Prebuilt for every asset class.
Ship dashboards in days, not quarters. Each module is tuned for how institutional teams actually report.
Questions we hear most often.
Ready to see CREx OS on your portfolio?
Book a 30-minute walkthrough led by an asset manager. We'll wire up one of your funds live.
- IncludedFractional asset manager on your account
- IncludedAI-powered rent roll review & validation
- IncludedAutomated PMS data collection
- IncludedPortfolio dashboards + custom reports
- Included50% faster time-to-value