CREx/Core · Data, Analytics & AI
PlatformBuilt on Azure FabricOn-prem or cloud

The data, analytics, and AI foundation for real estate.

Three layers built on Microsoft Fabric — pipelines, reporting, and governed AI — that turn every platform in your stack into a single source of truth.

/ 01The problem

Real estate data is messy. We lived the pain — then built the cure.

Most CRE firms have six systems, three spreadsheet zoos, and one analyst hand-stitching the monthly report at 2am. We've been that analyst. We built CREx Core so you don't have to be.

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

From your systems to grounded AI.

One pipeline, four hops. Every stage is sanctioned, governed, and observable — all running on Microsoft Fabric.

SOURCE01
Property Management & ERP
Yardi · MRI · RealPage · Entrata · AppFolio
General ledger
Rent roll
AP / AR
Leasing
WAREHOUSE02
CREx Core Data Warehouse
Governed CRE semantic model
Sanctioned pipelines
Audit trail
On-prem or cloud
REPORTING03
CREx Analytics
Reports & dashboards in Power BI
200+ prebuilt reports
Drill-through
Role-based dashboards
AI04
Claude · Microsoft Copilot
Governed AI on your data
Natural-language Q&A
Anomaly detection
Agentic workflows
F
Powered by Microsoft Fabric
OneLake · Lakehouse · Direct Lake · Purview governance · Copilot Studio
End-to-end lineage
Three layers

Your path to enterprise data, analytics & AI.

Each layer builds on the last. Deploy Data Core first — the rest lands faster and works better.

/01 · DATA
CREx Data Core

Sanctioned pipelines from Yardi, MRI, RealPage, Entrata, and custom sources into a governed CRE semantic model.

/02 · ANALYTICS
CREx Analytics Core

Prebuilt report library, dashboards, and self-serve exploration — all aligned to how CRE teams actually think.

/03 · AI
CREx AI Core

Copilots, agentic workflows, and governed AI — deployed on your data, running in your cloud.

Analytics Core

Analytics Core — reporting that ships.

Pre-built CRE reports across financials, multifamily, and commercial — deployed to your environment on day one.

Financial Reports4 reports
/01
Financial Summary

A high-level snapshot of a property or portfolio's financial health for a selected period. Highlights income, expenses, NOI, variances, and key performance indicators in one view.

View report →
/02
Period Comparison

A report that compares financial performance across multiple periods (M/M, Q/Q, Y/Y, or custom ranges) to show trends, movement in major line items, and shifts in NOI or occupancy.

View report →
/03
Property Comparison

A side-by-side view of multiple properties, allowing quick evaluation of revenue, expenses, NOI, occupancy, and operational metrics to identify top and bottom performers.

View report →
/04
T-12

A trailing twelve-month report showing a rolling year of financials. Used to evaluate performance on a stabilized basis, smooth out seasonal swings, and support underwriting and asset-management analysis.

View report →
Multifamily Reports5 reports
/01
Dashboard

A high-level overview of operational and financial performance for a property or portfolio. Includes occupancy, leasing velocity, renewals, financial KPIs, work orders, delinquency, and key trends in a single consolidated view.

View report →
/02
Collections

A detailed view of charges, payments, and outstanding balances. Helps track delinquencies, monitor resident payment behavior, and evaluate month-end or daily collection performance.

View report →
/03
Rent Roll

A unit-level report listing current residents, lease terms, rent amounts, concessions, charges, balances, and unit status. Often used for underwriting, financial reviews, and day-to-day asset management.

View report →
/04
Leasing

A report focused on leasing activity — new leases, renewals, notices, traffic, conversions, and lease trade-outs. Shows leasing velocity and helps track performance against occupancy or prelease goals.

View report →
/05
Work Orders

A maintenance report showing open, in-progress, and completed work orders. Includes response times, categories, technician assignments, and aging to help improve maintenance performance and resident satisfaction.

View report →
Commercial Reports5 reports
/01
Dashboard

A high-level overview of a commercial property or portfolio's performance. Includes occupancy, lease expirations, rent roll snapshots, financial KPIs, arrears, capital projects, and key operational metrics in one consolidated view.

View report →
/02
Collections

A detailed view of billed rent, payments received, outstanding balances, and aged receivables. Used to monitor tenant payment behavior, evaluate delinquency risk, and track month-end or daily cash performance.

View report →
/03
Rent Roll

A space-level report detailing tenants, suite information, lease terms, contract rent, escalations, recoveries, options, and current balances. Essential for underwriting, valuation, lender reporting, and asset-management reviews.

View report →
/04
Leasing & Lease Schedules

A report showing leasing activity across the property — new leases, renewals, expansions, contractions, expirations, proposals, and pipeline. Helps evaluate leasing velocity, deal flow, and progress against occupancy targets. A detailed schedule for each tenant showing base rent, escalations, and key dates.

View report →
/05
Occupancy & Leasing Trends

A trend report showing historical and projected occupancy, leased vs. available space, expirations, absorption, and pipeline impact. Helps visualize leasing momentum and identify potential upcoming vacancy risk.

View report →
Get the report library

See the reports in action.

Drop your email and we'll send you the full Power BI report library — live dashboards, sample data, and a walkthrough deck.

Deployment

From foundation to copilots.

12 weeks median, milestone-based, with clear go-live checkpoints at every phase.

/ 01WEEK 1–4
Foundation

Stand up the data foundation: pipelines, semantic model, governance, and SLAs. Built on Microsoft Fabric.

Output
Data foundation live
/ 02WEEK 5–8
Reporting

Deploy the prebuilt report library, customize it to your reporting cadence, and train your team.

Output
Report library live
/ 03WEEK 9–12
Analytics

Self-serve analytics for analysts; role-based dashboards for operators and executives.

Output
Self-serve analytics
/ 04WEEK 13+
AI

Copilots and agentic workflows layered on top of the foundation — deploy only when data is ready.

Output
Copilots in production
Data Core

Data Core — the foundation.

Sanctioned pipelines, a governed semantic model, and a prebuilt report library. Built on Microsoft Fabric.

/01
Sanctioned Yardi pipelines

Pre-built, certified connectors with SLAs. No custom ETL. No mystery SQL.

/02
CRE semantic model

A governed data model that speaks rent roll, fund, and waterfall — not database.

/03
Prebuilt report library

200+ reports covering operations, finance, asset management, and investor reporting.

/04
Live, not static

Dashboards refresh on a schedule; exceptions surface when they happen, not in next month's review.

/05
On-prem or cloud

Deploy in your Azure tenant, your on-prem environment, or a hybrid. Your data never leaves.

/06
Multi-source integration

Pull from payroll, expense, ESG, and market data into the same governed layer.

Analytics Core

Analytics Core — reporting that ships.

Dashboards and reports designed by CRE operators. Role-based, drill-through, and connected to the governed model.

/01
Executive dashboards

Portfolio-level health, variance, and capital plan at a glance. Drill to rent roll in one click.

/02
Asset management

Tenant rollover, rent stability, and NOI variance — with commentary, not just numbers.

/03
Fund & investor

Waterfall, commitment, and returns reporting — LP-ready, audit-ready.

/04
Operational

AP/AR, work-order, leasing, and property management KPIs aligned to your cadence.

/05
Benchmarking

Compare your portfolio to market data and peer comps inside the same workspace.

/06
Custom modeling

Bring-your-own logic. Analysts build their own measures on the governed model.

AI Core

AI Core — copilots on governed data.

Deploy AI only after the foundation is ready. Every action is logged, every query is permissioned.

/01
AI copilots

Natural-language queries on the semantic model. "What changed in NOI at 345 Park between Q2 and Q3?" — answered.

/02
Intelligent insights

Anomaly detection, variance explanation, and tenant risk signals — surfaced automatically.

/03
Safe & governed AI

Role-based access, audit trail for every AI action, and zero data egress. Built on Copilot Studio.

Case study

Multi-asset portfolio, 12-week deployment.

A $4.2B fund replaced 9 legacy reporting tools with CREx Core. Close went from 14 days to 4. LP reporting from 3 weeks to 36 hours.

Time-to-report−73%From 14 days to 4
Data accuracy99.4%vs. 91% with manual ETL
AUM per FTE2.8×Post-deployment
Time-to-go-live12 wkMedian enterprise deploy
Included

Documentation & support.

Everything your team needs to own the platform on day 91. Trained, documented, and handed off.

/01
Data dictionary

Every field documented. What it means, where it comes from, how to use it.

/02
Entity relationship diagram

The semantic model made visible — for your architects, auditors, and new hires.

/03
User guides

Role-specific guides: executives, analysts, accountants, asset managers.

/04
Excel starter reports

50+ Excel-native starter reports connected directly to the governed model.

/05
Technical team training

Structured training for your IT and data teams — includes runbook and escalation tree.

/06
Business user training

Hands-on sessions for every role that consumes reporting. Recorded, indexed, searchable.

FAQ

Questions about CREx Core.

We have certified connectors for Yardi, MRI, RealPage, Entrata, AppFolio, Buildium, and 75+ more. Custom integrations for niche systems are part of the standard engagement.

Ready to launch CREx Core for your portfolio?

A 45-minute discovery call is the fastest way to scope a deployment. We'll review your stack, identify the foundation quickly, and send a fixed-fee proposal within 48 hours.