1. Financial Summary
A high-level snapshot of a property or portfolio's financial health for a selected period. It highlights income, expenses, NOI, variances, and key performance indicators in one view.
CREx Core
The Data, Analytics & AI Foundation for Real Estate
We unify your data from Yardi, RealPage, and Entrata into a modern, Fabric-based platform. Stop drowning in spreadsheets—start driving Alpha with investor-ready reporting and AI-led workflows.
Data Core
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Analytics Core
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AI Core
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Institutional Intelligence
A proven 3-month progression from fragmented data to enterprise-grade AI readiness.
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CREx Core: The Future of Real Estate Data
Built for Operators, by Operators
Real estate data is messy. We’ve lived the pain of manual reporting, and we built the solution to end it.
CREx Core wasn't designed in a vacuum. It was built from the ground up to solve the specific data silos and manual bottlenecks that hold back $1B+ portfolios. We don't just provide software; we provide the foundation for institutional-grade operations.
Your Path to Enterprise Data, Analytics & AI
A proven progression from foundation to intelligence
CREx Data Core
3
Months
Unified data lake & warehouse ready
CREx Analytics Core
5
Months
Full dashboards & reporting suite live
CREx AI Core
6
Months
AI copilots & automation deployed
Progressive Implementation: Start seeing value from month one. Each phase builds on the last, ensuring your team adopts and owns the platform at every stage.
Proven, Low-Risk Engagement
We've done this before—you shouldn't be the only one carrying the risk. Our flexible engagement model is designed to scale with your needs and accelerate outcomes.
No Discovery Fees
Flexible Cost Levers
Collaborative Delivery
Your Data Sources Welcome
Secure On-Premises & Cloud Deployment
CREx Analytics Core is deployed directly on your network with full on-premises or cloud deployment options. Everything is safely protected by your network security protocols, giving you complete control over your data.
On-Premises Deployment
Cloud Deployment Options
Your Network Security
Complete Data Control
PHASE 1 - 3 MONTHS
CREx Data Core
Unify rent rolls, GL, occupancy, leasing, and operational data from systems like Yardi, RealPage, Entrata, and Excel into a governed data lake and warehouse on Microsoft Fabric or Azure
Built for CRE Systems
Seamless integration with Yardi, RealPage, Entrata, DealPath, and other key property management platforms
Microsoft Fabric or Azure
Flexible architecture deployable on modern Microsoft cloud infrastructure
Scalable for Any AUM
Cost-optimized and modular design tailored to fit budgets of any size
Low-Risk Deployment
Proven framework for rent rolls, financials, leasing, and valuations
Training & Enablement
Cross-training, team upskilling, and documentation built into every engagement
Analytics & AI Ready
Purpose-built for data science, forecasting, and advanced automation
Architecture
Purpose-built architecture designed for commercial real estate data, analytics, and AI workflows
Unified Platform: Data ingestion, transformation, warehousing, analytics, and AI—all on Microsoft Fabric or Azure infrastructure
Data Sources
CREx Core integrates with the leading property management, CRM, and financial systems in commercial real estate
Yardi
MRI Software
Entrata
AppFolio
Chatham
DealPath
Salesforce
RealPage
ResMan
SFTP
Plus Many More: CREx Core can connect to virtually any data source including Excel files, SQL databases, APIs, and custom systems. Our data engineering team works with you to integrate your unique data landscape.
PHASE 2 - 2 MONTHS • BUILT ON POWER BI
CREx Analytics Core
Our plug and play ready to implement Power BI Report Accelerators. Deploy prebuilt CRE analytics for financials, occupancy, leasing, collections, and investor reporting across multifamily, office, retail, industrial, and mixed-use portfolios
Financial Reports
2. 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.
3. 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.
4. T-12
A trailing twelve-month report showing a rolling year of financials. It's used to evaluate performance on a stabilized basis, smooth out seasonal swings, and support underwriting and asset-management analysis.
Multifamily Reports
1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
Commercial Reports
1. 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.
2. 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.
3. 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.
4. Leasing and 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.
5. Occupancy and 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.
Ready to Transform Your Analytics?
Deploy investor-ready Power BI dashboards and reports in weeks instead of months
View Interactive Demo
PHASE 3 - 3 MONTHS
CREx AI Core
Layer AI copilots and workflow automation on top of trusted data. Use AI for narrative reporting, variance explanations, and process workflows once your Data Core is in place
AI Copilots & Automation
AI-assisted variance explanations, natural language search over data and documentation, and automated commentary generation for investor reports.
See AI Use CasesIntelligent Insights
Predictive analytics for lease renewals, occupancy trends, and maintenance needs. AI-powered anomaly detection for financial and operational metrics.
Explore AI CapabilitiesSafe & Governed AI
Templates and guardrails for expanding AI safely. Security and governance are built in because CREx AI Core is deployed directly in your tenant's infrastructure—your data never leaves your environment. Full control, compliance, and auditability from day one.
Learn About AI GovernanceSee CREx Analytics Core In Action
Explore how CREx Core turns raw Yardi, RealPage, and Entrata data into live dashboards, investor-ready reports, and AI-ready workflows on Microsoft Fabric or Azure.
Explore Interactive DemoCase Study: CREx Core for a Multi-Asset Portfolio
How a $7B real estate firm used CREx Core to modernize data, analytics, and AI foundations
The Challenge
A $7B real estate investment firm was struggling with:
- Data Silos: Property data scattered across Yardi, RealPage, and 15+ Excel workbooks
- Manual Reporting: 40+ hours weekly to prepare investor and internal reports
- Delayed Insights: Financial performance data lagging by 3–4 weeks
- Inconsistent Numbers: Different teams pulling metrics from different sources
- Limited AI Readiness: No single trusted data foundation to support AI initiatives
Portfolio Overview
250 properties • 35,000 units • 8 markets • $7B AUM
Our CREx Core Solution
We implemented CREx Core with a focus on Data Core in the first phase, followed by Analytics Core and initial AI workflows.
Weeks 1–4: Discovery & Roadmap – Aligned stakeholders, documented 40+ existing reports, and defined CREx Core architecture on Microsoft Fabric.
Weeks 5–8: Data Core – Unified rent roll, GL, occupancy, and leasing data from Yardi and RealPage into a single Fabric lakehouse and warehouse.
Weeks 9–12: Analytics Core – Deployed income statement, variance, occupancy, and collections dashboards in Power BI, including portfolio and property drill-downs.
Weeks 13–16: AI Core (Pilot) – AI-assisted data discovery and variance detection, talk to your data, and insights automation.
Implementation Timeline
First dashboards in 6 weeks • Core data foundations in 3 months • Initial AI workflows in month 4
Results That Matter
95%
Reduction in Report Prep Time
From 40+ hours to 2 hours weekly
85%
Faster Data Access
Daily vs 3-4 weeks
100%
Alignment on “One Source of Truth”
Executive, asset management, and PM teams on the same numbers
$2.1M
Estimated Annual Value
Combination of time savings, fewer errors, and better decisions
"Franklin Street has been looking to analyze our Yardi 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."
"CREx has been the easiest, most hands-off implementation that my team has ever done. We can now analyze and uncover trends in our property data without having to manually pull reports from third-party managers."
Trusted by Leading Real Estate Companies
Organizations of all sizes use CREx Core and our accelerators to modernize data, analytics, and AI
What Documentation and Support is Included
Everything you need to build, understand, and operate your data, analytics, and AI foundations
Data Dictionary
Comprehensive documentation of all data entities, fields, relationships, and business definitions tailored to your CRE portfolio.
Entity Relationship Diagram (ERD)
Visual representation of your data model showing how properties, tenants, financials, and other key entities connect and relate.
User Guides
Step-by-step guides for accessing dashboards, running reports, understanding metrics, and working with your CREx Core platform.
Excel Starter Reports
Pre-built Excel templates connected to your data warehouse for users who prefer working in familiar spreadsheet formats.
Guided Training – Technical Team
Hands-on sessions for IT, data, and engineering teams covering architecture, pipeline management, data governance, and platform operations.
Guided Training – Business Report Users
Training sessions for asset managers, accountants, and executives on navigating dashboards, interpreting metrics, and creating custom views.
Frequently Asked Questions About CREx Core
Common questions about our Data, Analytics, and AI foundations program for commercial real estate
How does CREx Core integrate with my existing property management system?
CREx Core includes integration patterns and tooling for major CRE systems, including Yardi, RealPage, and Entrata. Our team helps you obtain the right access, configure secure data movement into Microsoft Fabric or Azure, and validate that rent rolls, GL, occupancy, and leasing data are flowing correctly.
How long does it take to implement CREx Core?
Most organizations get their first CREx Core dashboards and foundations in 4–6 weeks, with a full Data Core rollout typically completed in around 3 months. Analytics Core and AI Core are added as your team is ready, based on your roadmap and priorities.
Which property types and ownership structures does CREx Core support?
CREx Core is built for commercial real estate portfolios across multifamily, office, industrial, retail, mixed-use, and more. We support both vertically integrated and third-party managed structures, including complex JV and fund hierarchies.
What do we need in place before we can start with AI?
One of the core ideas behind CREx Core is that AI sits on top of Data and Analytics. We help you establish a clean, governed Data Core first, followed by a stable Analytics Core with defined metrics. From there, AI Core adds safe, targeted workflows such as narrative commentary, assisted analysis, and knowledge search.
Can I add in other data sources beyond my property management system?
Absolutely. CREx Core is foundationally designed to bring in as many data sources as your organization needs for a true enterprise data warehouse. Whether it's market data, construction systems, debt and equity platforms, ESG tracking tools, or custom Excel models, our data engineering experts work with you to integrate additional sources into your unified data lake and warehouse. This extensibility is core to the platform—you're not locked into just property management data. As your needs evolve, CREx Core scales to accommodate new systems and datasets seamlessly.
See CREx Core in Action
Experience how CREx Core can transform your data, analytics, and AI foundations with a personalized demonstration.
- Unified data warehouse on Microsoft Fabric or Azure
- Investor-ready dashboards and reporting
- AI-powered analytics and insights
- 3-month implementation with proven methodologies
Ready to Launch CREx Core for Your Portfolio?
Schedule time with our team to see how CREx Core can help you move from spreadsheets and disconnected reports to unified Data, Analytics, and AI foundations.