01 / Source
Property management and ERP
Yardi, MRI, RealPage and Entrata.
- General ledger
- Rent roll
- AP / AR
- Leasing
CREx Consulting
PropTech & ERP consulting.
Two practices for real estate owners and operators.
CREx Core is a separately scoped Consulting engagement for data, reporting and AI foundations, including work on Microsoft Fabric. CREx Blueprint covers technology selection and implementation. Neither is a prerequisite tier of CREx OS.
01 CREx Core
The data, analytics
and AI foundation
for real estate.
Core is a separately scoped Consulting engagement. Agree the Microsoft Fabric data, reporting and AI workstreams, source coverage, deliverables and handoff requirements for the project.
Different source systems and reporting definitions can create recurring preparation work. Core scopes a data and reporting project around the sources, environment and handoff your team needs.
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. Governance and observability are scoped for each stage, 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. Agree the data foundation first; later work depends on its readiness.
See the deployment phasesSourcesYardiMRIRealPageEntrataERP
Select a layer to see what it does
01 / 03 Data Core
Data Core: the foundation.
Data pipelines and source-specific integration work are scoped per engagement, including permissions, available connectors and acceptance criteria.
Source pipelines
Assess the source access, available connectors and integration work required for the selected systems. Custom work is scoped per engagement.
CRE semantic model
A governed data model that speaks rent roll, fund and waterfall, not database.
Agreed reporting cadence
Agree the refresh schedule, exception review and reporting acceptance needed for the project.
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 for CRE reporting needs. Scope the relevant roles, source detail and access requirements.
Executive dashboards
Discuss portfolio health, variance and capital-plan views, including the available drill-downs and source detail.
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.
Agree the data prerequisites, access controls, permitted actions and logging requirements before enabling AI.
AI copilots
Natural-language questions on the semantic model, answered from the governed data.
Intelligent insights
Discuss anomaly review, variance analysis and risk questions against the available source data. Confirm the scope, inputs and reviewer responsibilities.
Safe and governed AI
Define the access roles, AI environment and audit records required. Confirm the implemented controls before rollout.
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.
Discuss the report library and configuration needed in your environment. Deployment timing, inputs and acceptance are agreed for the engagement.
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.
Timing depends on source access, data readiness and scope. Milestones, handoff and acceptance are agreed for the engagement.
| Phase | Sequence | What happens | Output |
|---|---|---|---|
| Foundation | First | Agree the sources, data model, controls and acceptance criteria. | Agreed foundation outputs |
| Reporting | Next | Scope and configure reports, then review them with the team. | Accepted reporting outputs |
| Analytics | Then | Define access and analysis needs for the agreed reporting model. | Reviewed analysis scope |
| AI | When ready | Evaluate an AI pilot after data and access prerequisites are accepted. | Agreed pilot scope |
Documentation & support · Scoped for each Core engagement
Plan the handoff.
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
Discuss hands-on sessions for the roles that use the reporting. Format, documentation and recordings are agreed in scope.
Core / Questions
Questions about
CREx Core.
How does CREx Core integrate with my property management system?
Source access, available connectors and any custom integration work are scoped per engagement.
How long does it take to implement?
Timing depends on source readiness, the required reporting and agreed milestones. AI work follows the data and control prerequisites.
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?
CREx Core is separately scoped Consulting for data and reporting foundations. Define the sources, reporting model, controls and any AI prerequisites for the project.
Can we add other data sources?
Discuss how new sources or systems affect the agreed model, integration work and delivery scope.
Do we need Core before CREx OS?
CREx OS includes its portfolio data and reporting foundation. Core is separately scoped Consulting for specific projects, not a prerequisite platform layer.
02 CREx Blueprint
Tech decisions,
made with clarity.
Technology and ERP consulting for selection, configuration and implementation. Agree the delivery responsibilities and vendor relationships for the project.
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.
Discuss the technology decision, relevant project experience, delivery responsibilities and acceptance requirements.
/01 · Advisory
Real estate ERP advisory & selection
Evaluate the relevant systems and alternatives against your requirements. Confirm the scope and any vendor relationships before engagement.
/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 configuration and custom reporting are scoped around the selected system, available access and acceptance requirements.
Yardi practice
Yardi implementation experience.
Discuss the relevant Yardi implementation experience and project responsibilities when Yardi is the selected system.
/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. CREx is a trusted partner with a decade of experience helping clients through successful Yardi implementations, working in partnership with Yardi PSG (Professional Services Group).
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?
Team availability and project timing are confirmed after the scope and required skills are understood.
Do you support non-Yardi stacks?
Discuss your technology architecture, required systems and delivery needs so the supported scope can be agreed.
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.
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