Institutional owners and operators run their portfolios on CREx.
“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.”
The layer in between.
Your property managers keep running their systems. Your owners, investors, and lenders need answers those systems were never built to give. CREx sits in the middle: feeds land nightly, every operator maps to one chart of accounts, and a person fixes what breaks before it reaches you.
Every platform goes live. The numbers still show up wrong.
Consolidating the data is the easy half. The hard half is everything that happens in month seven. CREx ingests it, validates it, scores it, and puts a person on what the score exposes.
All three are measurable. So CREx measures them, continuously.
A portfolio in trouble, measured. Five overdue sources, 1,902 unmapped mapping rows out of 2,406, fifteen properties missing a recent rent roll, each one named and ranked. The score is deliberately unflattering, because a governance tool that always reads green is not measuring anything.
The pipeline ingests and normalizes data from any property management system, then refreshes on a daily cadence so portfolio information stays current instead of going stale between closes.
Rule sets and ML checks run across every feed before data reaches your warehouse, so a bad number never becomes a report you have to retract.
Freshness, COA mapping coverage, financial completeness, and governance are weighted into one trust score, with the top issues listed by owner and next action.
Software can flag a missing trial balance. It cannot call the property manager and get it fixed. That is why every CREx license comes with people.
You get the platform. And the team that runs it.
Every CREx license includes Agentic Asset Management: AI agents that run the mechanics of the close, plus CPAs and asset managers who work inside your environment, on your reporting calendar, as an extension of your team.
Every operator's trial balance and P&L reviewed against your chart of accounts and your accounting policy before it reaches the record. Variances explained, not just flagged.
Occupancy, collections, delinquency, and expense trends watched across every asset. What needs your judgment gets escalated. The rest gets resolved at the source.
Expirations, options, escalations, recoveries, and critical dates tracked off your actual lease data. You hear about the option deadline before it passes, not after.
DSCR, LTV, and reporting covenants tested against your actual loan terms, not a spreadsheet copy of them. You hear that a covenant is trending toward a breach while there is still time to act, and the lender package is built from the same numbers.
Fund to investment to property kept current, including nested vehicles and joint ventures. Effective look-through ownership is computed down every path, so performance and distributions roll up at your true percentage instead of being rebuilt by hand each quarter.
Reforecasts built off live actuals instead of last quarter's spreadsheet. Budget versus actual with commentary your investment committee can read without a translator.
Asset and fund level performance: NOI, IRR, valuation, and debt metrics, plus the investor and lender packages built from them.
Other platforms hand you a login and an implementation call. Nobody there is accountable for whether your numbers are right in month seven.
How the AM team worksWhat your asset manager owns every month.
- ▪COA stewardship
New and changed GL accounts mapped to your reporting chart so roll-ups stay comparable.
- ▪Feed and freshness monitoring
Broken connectors caught and fixed before close, not discovered during it.
- ▪Exception resolution
The queue worked to zero, with corrections chased back to the property manager.
- ▪Close and reporting cadence
The month locked on a calendar, and the recurring packs out on schedule.
- ▪Analysis on demand
The hard partner question answered from live data instead of a rebuilt spreadsheet.
Built for multifamily, commercial, and credit. With the reports already built.
One operating system across the three pillars of institutional real estate, with asset-class-aware models, ledgers, and workflows rather than a generic BI tool retrofitted to fit. Not a BI project and not a six month engagement to design dashboards: the institutional report set for all three classes ships with the platform and runs on your data in the first close cycle.
Garden, mid-rise, high-rise, student, affordable, BTR.
- ▪Rent roll analytics
- ▪Collections and delinquency
- ▪Occupancy and leasing velocity
- ▪Budget versus actual with variance commentary
- ▪Renewal and tradeout analysis
- ▪Work order and turn performance
Office, industrial, retail, mixed-use, medical, life sciences.
- ▪Lease expiration schedule
- ▪Leasing performance and pipeline
- ▪Expense recoveries and CAM reconciliation
- ▪Tenant credit and concentration
- ▪Budget versus actual with variance commentary
- ▪Rent roll and lease abstract review
Whole loans, mezzanine, preferred equity, CMBS, bridge, construction.
- ▪Loan book and maturity ladder
- ▪Covenant compliance and testing
- ▪Watchlist and risk rating
- ▪Debt service and DSCR trends
- ▪Lender reporting package
- ▪Interest and fee accrual
Custom reports on top of the standard set are included in your license, not a change order. Your asset manager builds them.
Their operating data. Your ownership data. One record.
A property management system knows what happened last month. It does not know what you paid for the asset, how the deal was underwritten, which fund owns what percentage, or how it should be classified for benchmarking. CREx holds both sides in one governed record, so the numbers that actually govern an investment decision are computed continuously instead of rebuilt by hand in a spreadsheet every quarter.
Both sides joined, one portfolio view
Every number gets signed off. By a name, on the record.
Investment reporting automation from the feeds, not a rebuilt spreadsheet. Investor reporting falls apart the moment nobody can say who approved what. CREx runs the close as an approval workflow at the cell level: every property, in every domain, approved by a named person before the quarter can seal. You always know the exact count remaining, who owns it, and whether they are on pace to finish by quarter end.
Quarterly close, Q3 2026 · 165 approvals across five domains, paced per owner, with a scheduled auto-approval date
Cell-level sign-off, not one checkbox
A quarter does not get approved, cells do. Every property times every domain is its own approval with its own owner, so a few hundred discrete sign-offs replace one blanket confirmation nobody can defend six months later.
Domains seal, then freeze
A domain seals when every property in it is approved and frozen. Property, Financials, Rent Roll, Debt, and Valuations each carry their own progress and their own accountable owner, so you can close what is ready instead of waiting on what is not.
Reopened cells go back in the queue
When a number changes after approval, the cell reopens and returns to its owner marked Needs Re-Approval. Nothing moves quietly behind a completed sign-off, and the reopened count stays on the close page where everyone can see it.
A queue that paces the reviewer
Up next, on deck, back, skip. Reviewers work a queue rather than hunting through a matrix, with the property, domain, asset class, and assignee on every card. The full matrix is one click away when you want it.
Who the close is waiting on
Remaining count per person, ranked by most left, with the weekly pace each owner needs to hit quarter end. Copy the status straight into your team channel, or nudge an owner without opening your email.
Auto-approval with a stated deadline
Set a date and the remaining cells approve as-is when it arrives. The banner names the date, the count, and who scheduled it, and anyone can cancel before it runs. Close deadlines stop being a negotiation.
Your CREx asset manager works this queue alongside your team. That is the difference between a close dashboard that tells you how far behind you are and a close that actually gets finished.
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.
An MCP connector is table stakes now. What matters is what it points at. CREx computes your metrics once, with your definitions and your accounting policy, then serves them to Claude, Copilot, or ChatGPT with the source data attached. Plus 60+ prebuilt real estate skills, so nobody on your team starts from a blank prompt.
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 agents to ingest operator files, map them to your COA, surface anomalies, and post variance memos, without anyone opening the app.
Auth is tied to your user ID. Every request flows through APIs that enforce your existing permissions, so the model cannot reach data you could not reach yourself.
What you are actually choosing between.
Most of this category consolidates data and hands you a login. The question worth asking a vendor is who does the work after go-live.
| Capability | CREx OS | Multifamily data platforms | Enterprise brand platforms | AI workflow layers | BI template tools |
|---|---|---|---|---|---|
| Asset classes covered | Multifamily, commercial, and credit | Multifamily only | Commercial focused | Varies by prompt | Whatever your BI can model |
| Reports out of the box | Full institutional set, all three classes | Dashboards, multifamily | Dashboards and portfolio views | You build the workflow | Template library, usually one PMS |
| Data governance | Automated checks plus a staffed exception queue | Automated checks | Automated checks | None | None |
| Who does the monthly work | Your CREx asset management team | Your team | Your team | Your team | Your team |
| Named service lines | Seven, scoped to your portfolio | None | None | None | Implementation only |
| AI access | Governed MCP plus 60+ real estate skills | Emerging | Vendor AI features | The core product | Bolt-on |
| Acquisition side | Deal Intelligence inbound triage | None | Separate products | None | None |
Questions we hear most often.
Ready to see CREx OS on your portfolio?
A 30 minute walkthrough led by the asset manager who would run your account. We wire up one of your funds live, on your data.
- IncludedA named asset manager on your account
- IncludedAll seven service lines, scoped to your portfolio
- IncludedThe institutional report set, live in your first close cycle
Not ready for a demo? 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.
Want the full outline first? See what the five days cover.
- Day 1Inventory every PM feed you actually receive
- Day 2One chart of accounts. Yours.
- Day 3Feeds that arrive without a person
- Day 4The five checks on every load
- Day 5Name the exception owner