Owner reporting / Evaluation guide
What should a NCREIF reporting preparation process record?
Start with the current reporting requirements that apply to your organization. Identify the required records, definitions, periods and responsible reviewers, then map the authorized source information to those requirements and keep unresolved gaps visible.
By CREx Software · Editorial review 2026-10-18
A template is not evidence of conformance.
Have the reporting owner identify the relevant standard, edition and submission requirements. Record how each required item is derived and reviewed. A platform description or sample output does not establish certification, membership or compliance with a reporting standard.
What to confirm before choosing the scope
| Requirement | What to confirm | What to retain |
|---|---|---|
| Requirements | Identify the applicable edition and reporting instructions. | Keep a requirement reference and responsible owner. |
| Source crosswalk | Link required items to property or entity records. | Record the source field and reporting definition. |
| Periods | Confirm valuations, operating periods and source dates. | Flag mismatches before the output is accepted. |
| Review | Have the reporting owner assess treatment and completeness. | Record unresolved gaps and the acceptance decision. |
| Delivery | Agree the format and authorized submission route. | Separate preparation from submission responsibility. |
These are buyer and reviewer questions. They do not claim that the checks run automatically in CREx or establish a missing capability in another product.
Review example
A source question to work through
The reporting instruction requires an investment-level item, while the available file contains only a property result. Record the gap and obtain the required entity information before treating the item as complete.
Record the source, affected output, person responsible and next review date. Keep an unanswered item open until the appropriate reviewer accepts its treatment.
Where CREx fits
CREx OS is the portfolio data and reporting foundation beneath CREx Intelligence. Agree source coverage, reporting definitions, delivery expectations and review responsibilities for your account. Confirm the specific AI environment and available capabilities in the proposal. Your team reviews the evidence and makes the decision.
Eligible CREx OS accounts include support from the CREx team. Work with a named CREx operator to agree reporting responsibilities, shared capacity and coverage for your account.
Core is separately scoped Consulting for bespoke data projects. It is separate from the data foundation included in OS.
Questions to bring to the discussion
Is CREx certified or endorsed by NCREIF or PREA?
Does this guide automate a submission?
Continue with the relevant guide
Source information
Sources reviewed 2026-10-18. Vendor information describes its published offering, not a hands-on test or confirmation of your licensed scope. This guide is written by CREx. Confirm current availability and responsibilities with each provider.
Discuss your requirements
Bring the source question.
Start with the manager roster, reporting purpose and open questions. We can discuss the relevant CREx scope and what needs confirmation.
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