Data foundation
Multiple property managers
Agree source coverage across property managers, reporting definitions and the information your ownership team needs to review.
Explore the manager-feed guide ↗Resources
Useful context.
Practical work.
Start with a question your team is already working through, then explore the guide, example or conversation that helps.
Choose where to start.
JV data services
Getting data from JVs
Collect partner packages, map accounts and make reporting gaps visible.
Explore joint venture data services ↗Data services comparison
CREx, RealPage AIM and MRI
Compare account mapping, portfolio reporting and the work included after data delivery.
Compare data services and account mapping ↗Source systems
Getting data from Yardi
Understand the reporting and data options to discuss for your environment.
Read the guide ↗Product design
The morning portfolio review
See a brief and the follow-up agenda beside the evidence.
See the example ↗Starting catalog
Daily to quarterly
Twelve initial workflow designs, with named dependencies and review points.
Explore the workflow plan ↗Learning
Training and videos
Practical learning resources and a conversation about your team’s training requirements.
Explore learning resources ↗Articles
Questions from the work
Browse articles on data, reporting, operations and asset management.
Browse articles ↗Start with the information you have.
Start with the PM-data pack: a hygiene checklist and workflow pack your team can use with any manager.
Guides for ownership teams
Start with the reporting question.
Choose the guide that matches your buying or reporting need. Each guide separates review requirements from capabilities that need confirmation.