CREx OS puts certified PM feeds in one place as trusted data, then runs the close.
Certified feeds from every property manager land as trusted portfolio data. Investment reporting and close automation run on that record across multifamily, commercial, and credit. Agentic Asset Management is included delivery with every license, not an upsell.
Access to your data. The only daily feed system on the market.
Data anomalies resolved, worked by your AM team so month end stops being a fire drill.
PMS connectors. Yardi, MRI, RealPage, Entrata, ResMan, and more.
Average AM salary you skip. A named CREx operator runs the OS for your portfolio.
See CREx OS in under three minutes.
Certified feeds landing, the data trust center, one chart of accounts, and the investor pack going out signed. This is the short cut. The full walkthrough runs 19 minutes and covers every module.
What is CREx OS?
CREx OS is the operating system for institutional CRE owners with third-party property managers. Certified PM feeds land daily as trusted data in one governed record. Investment reporting and close automation run on that record. Agentic Asset Management is how OS is delivered: AI agents plus a named CREx operator who runs the OS for your portfolio, accountable to your close calendar. Data cleanup on the feeds is part of it, and it's included with every license, not sold separately.
Multi-PM estates. Wrong numbers. Late packs.
Every platform goes live. The numbers still show up wrong. Feeds break. COA drifts. Exceptions sit unworked. Dashboards look fine while the pack is still wrong.
Feeds break quietly
A password rotates. A property gets renamed. An export stops on a Tuesday. Nobody finds out until the investor pack is due on Friday.
Freshness has to be watchedEvery operator codes it differently
New GL accounts show up every month from every property manager. Left alone, your chart of accounts drifts and NOI stops being comparable across assets.
COA drift is the silent killerFlags without owners
Validation flags a negative recoverable area. Then what? Somebody has to call the property manager and get it corrected at the source.
Unworked queues become late packs
If you are evaluating CRE portfolio software for third-party PMs or investor-grade reporting across mixed PM estates, this is the gap the product has to close. If the feeds themselves are the problem, start with how to fix property manager data at the source.
Feeds → COA / rent roll → signed-off close
How certified PM feeds become trusted portfolio data, then investment reporting you can defend.
Your chart of accounts. Their data.
- Map any operator's GL into your standard P&L
- Synonyms, splits, and reclasses learned and applied
- Firm accounting policies enforced every close
- Unmapped lines stay visible until someone owns them
Numbers checked before anyone asks
- Cell-level approvals, not one checkbox
- You see who the close is waiting on
- Reopened cells go back in the queue
- Audit trail for investors and lenders
Agentic AM included with every license
OS puts certified feeds and reporting in one place. Agentic Asset Management runs the work inside your portfolio. Named operator with your team. Data cleanup on the feeds included. Not a consulting SKU.
Seven Agentic AM capabilities / workstreams included with every OS license, scoped to your portfolio: financial review, portfolio monitoring, lease monitoring, loan covenant monitoring, ownership structures, forecast, and performance. They are delivery workstreams, not add-on SKUs.
Financial review
Trial balances and P&Ls reviewed against your COA and policy before they harden.
Portfolio monitoring
Occupancy, collections, delinquency, and expense trends watched across every asset.
Lease monitoring
Expirations, options, escalations, and critical dates tracked off live lease data.
Loan covenant monitoring
DSCR, LTV, and reporting covenants tested against actual loan terms. Depth on CREx OS Debt.
Ownership structures
Fund to investment to property kept current, including nested vehicles and JVs.
Forecast
Reforecasts built off live actuals instead of last quarter's frozen workbook.
Performance
Performance surfaces when the data lands, with commentary your team can defend.
Pitch this against opening another analyst req, not against any PMS by name. See alternatives to hiring a CRE analyst.
Built across multifamily, commercial, and credit
One operating system with asset-class-aware models and the institutional report set already built. Not a six-month dashboard project.
Garden to BTR
- Rent roll analytics
- Collections and delinquency
- Occupancy and leasing velocity
- Budget versus actual with commentary
- Renewal and tradeout analysis
Office, industrial, retail, mixed-use
- Tenant and lease roll-ups
- Recoveries and escalations
- Critical date calendars
- Vacancy and stack plans
- Owner reporting packs
Loan books and lender packs
- Covenant testing
- DSCR and LTV watches
- Maturity calendars
- Watchlists
- Full debt depth →
Trusted by institutional owners and operators
SOC 2 Type II. SSO, role-based access, and an audit trail on the close. Numbers checked before anyone asks.
"Franklin Street has been looking to analyze our data for many years. But none of our past initiatives gave us the insight, ease of use, and flexibility that we achieved by partnering with CREx."
Enterprise controls on a product built for the close, not a BI overlay with a login. View our Trust Center →
Every standard data point aligned to NCREIF
Property type and subtype, NCREIF region, market value, NOI, capital split the way NCREIF splits it, debt, and returns. Investor-grade reporting and NCREIF submissions come from the same governed record.
See the NCREIF data point map →Your portfolio, inside Claude
An MCP connector is table stakes. What matters is what it points at. CREx computes your metrics once, with your definitions, then serves them to Claude, Copilot, or ChatGPT with the source attached.
One-click connect
Scoped tools for portfolio query, rent roll review, loans, and reports. Governed by your firm's permissions.
Claude · Copilot · ChatGPTEvery answer cites the source
Responses link back to the P&L line, lease clause, or covenant. Audit teams get the same trail your portal shows.
No hallucinated NOI60+ CRE skills included
Prebuilt real estate skills so nobody starts from a blank prompt on close week.
Runs on your governed recordAgents built on your org chart
One agent per property, rolled up to the investment, reported at the fund. Numbers run as queries, the model writes the sentence. All of it runs on trusted data in CREx OS.
How agent harnesses work →What you are actually choosing between
Most of this category consolidates data and hands you a login. The better question is who does the work after go-live, and whether you are about to hire another analyst to keep the packs honest.
| Capability | CREx OS | DIY analyst hire | BI / template tools | Login-only data platforms |
|---|---|---|---|---|
| Certified PM feeds | 100+ connectors, daily, chased when they break | Person logs into portals and downloads | Whatever you pipe in | Connectors vary; chasing is still yours |
| Trusted data / governance | Automated checks plus a staffed exception queue | Heroics in spreadsheets | None on the source | Automated checks, queue still yours |
| Investment reporting / close | Institutional report set + cell-level sign-off | Rebuilt each quarter by hand | Templates you maintain | Dashboards; pack assembly still yours |
| Asset classes | Multifamily, commercial, and credit | Whatever the hire knows | Whatever your BI can model | Often one class or one PMS shape |
| Agentic Asset Management (OS delivery) | Included. A named CREx operator runs the OS for your portfolio. Seven workstreams scoped to the portfolio. | You hire and manage the seat (~$120K AM average) | None | None. Login only. |
| Who owns month-end work | Agents + named CREx operator with your team | Your new hire | Your team | Your team |
For software peers (not PMS vendors), see the 2026 CRE asset management software buyer's guide and head-to-heads vs symmetRE, Pereview, REBA, RevolutionRE, NavigatorCRE, and Datex.
Questions we hear most often
Product answers for evaluators. Delivery depth lives on the Agentic AM page.
What is CREx OS?
What does CREx OS include?
Do we have to replace our property management system?
Our property managers are third parties and slow to share data. Does that break this?
Does CREx only use property management data?
How is this different from a BI tool or a dashboard project?
How is this different from hiring another analyst?
Is Agentic AM included or an upsell?
Who owns the data, and can we get it out?
How fast can we go live?
What does it cost?
Is CREx OS cloud-based?
Does CREx OS integrate with other property management systems?
Ready to see CREx OS on your portfolio?
A 30-minute walkthrough led by the CREx operator who'd run the OS for your portfolio. We wire up one of your funds live, on your data.
- A named CREx operator running the OS for your portfolio
- Seven Agentic AM workstreams, scoped to your portfolio
- Institutional report set live in your first close cycle
Fix your PM data first
Five days, one step a day, each under 10 minutes. The rent-roll checks asset managers run before they trust the numbers.
See the full platform overview.
The complete 19-minute CREx OS walkthrough: every module, the data trust center, close automation, investor reporting, and how the asset management team works inside the platform. Tell us a little about your portfolio and the video is yours on the next page.
- The full walkthrough, module by module, on a multifamily and commercial portfolio
- How certified feeds land daily, map to one chart of accounts, and clear validation before anyone sees a number
- The quarterly close and investor pack, from exception queue to sign-off
- A reply from a CREx operator within one business day, not an SDR sequence
Put certified feeds and the close in one place.
Tell us your portfolio mix, your property management estate, and your reporting calendar. We will show CREx OS on your data and introduce the AM who would run the account.
Book a demo → Agentic AM delivery