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features
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support

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Description

CREx OS gives commercial real estate investment managers one trusted record of their portfolio, even when every property sits with a different third-party property manager. CREx connects directly to Yardi, MRI, RealPage, Entrata and other property management systems and refreshes the data daily. Nobody uploads files or logs into portals. Before the data reaches a report, it is checked, and the CREx team handles the ongoing work of keeping it clean: mapping each property manager's chart of accounts, chasing feeds that go missing and resolving exceptions month to month. That record covers rent rolls, collections, leasing, occupancy, budget-to-actuals, valuations, debt, fund structures and performance. On top of it, CREx runs Agentic Asset Management. AI agents assemble the monthly close package, work exception queues, review rent rolls, route approvals, draft variance commentary and refresh forecasts, so asset managers spend their time on decisions instead of data collection. Teams can also query their portfolio from AI assistants through the CREx OS MCP integration. Deal Intelligence, an add-on for acquisitions screening and underwriting, feeds new deals into the same record.

Description

Our purpose is to address a significant challenge in the industry: swiftly and accurately assessing the worth of commercial real estate assets. The tools we offer are designed to be accessible and straightforward, eliminating the complexity and lengthy processes typically associated with property investment modeling, thereby enabling our clients to explore a broader market without incurring extra costs or needing more resources. Valuing institutional-grade commercial real estate is often intricate and labor-intensive. Over the last 15 years, we have created property investment tools to tackle the real challenges we faced while collaborating with real estate professionals. Drawing from this experience, we have curated a range of tools that align perfectly with the needs of our users. Our products, known for their user-friendliness and intuitive design, aim to streamline commercial real estate investment modeling, making it logical, straightforward, and time-efficient. Specifically tailored for shopping centers, this valuation model is crafted to meet the unique requirements of a retail environment, ensuring that users can achieve accurate assessments with ease. Additionally, our commitment to innovation means we continuously refine our offerings to adapt to the evolving landscape of commercial real estate.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

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Screenshots View All

Integrations

AppFolio Property Manager Yes 
Claude Yes 
Entrata Yes 
MRI Commercial Management Yes 
MRI Residential Management Yes 
RealPage Yes 
Yardi Voyager Yes 

Integrations

AppFolio Property Manager No 
Claude No 
Entrata No 
MRI Commercial Management No 
MRI Residential Management No 
RealPage No 
Yardi Voyager No 

Pricing Details

Annual subscription based on portfolio size and integrations. Contact CREx for a quote.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CREx Software

Founded

2021

Country

United States

Website

www.crexsoftware.com

Vendor Details

Company Name

Forbury

Country

New Zealand

Website

www.forbury.com/en

Product Features

AI Real Estate

CREx offers a comprehensive solution for Agentic Asset Management, utilizing AI agents that operate based on a verified and trusted record of your investment portfolio instead of relying on unprocessed data from property management exports. These intelligent agents compile the monthly closing package, manage exception queues, examine rent rolls, handle approval routing, draft commentary on variances, and update forecasts, all while asset managers oversee and validate the results. The data sourced from Yardi, MRI, RealPage, Entrata, and other platforms is refreshed daily and meticulously maintained by the CREx team, ensuring that the agents' outputs are based on figures that are already reliable. Additionally, CREx OS seamlessly integrates with AI assistants like Claude through a built-in MCP connection.

Commercial Real Estate

CREx OS serves as the operating system specifically designed for commercial real estate owners whose properties are managed by external property management firms. It consolidates information from various property management platforms such as Yardi, MRI, RealPage, and Entrata into a single reliable database that is updated daily and verified for accuracy before being utilized. Asset managers have access to comprehensive data on rent rolls, collections, leasing activities, occupancy rates, budget comparisons, important deadlines, and debt information for all properties in one centralized location, eliminating the need for file uploads or multiple portal logins. Additionally, AI agents automate routine tasks, including the preparation of monthly close packages, rent roll evaluations, and variance analysis.

Brand Management No 
CRM No 
Cash Flow Analysis Yes 
Critical Date Alerts Yes 
Deal Management No 
For Appraisers No 
For Brokers No 
For Investors Yes 
For Property Managers No 
Portfolio Management Yes 
Strategic Planning No 

Real Estate Investment Management

CREx OS serves as a vital link for investment managers, integrating property-level operations with fund-level reporting. This platform consolidates property data from diverse third-party managers into a single reliable source, which is aligned with fund structures, valuations, performance metrics, internal rates of return (IRR), and debt information. The CREx team ensures that the chart of accounts remains accurately mapped and up-to-date, guaranteeing that investor reporting reflects consistent figures throughout the portfolio. Meanwhile, Agentic Asset Management leverages AI agents to streamline this data management process by compiling close packages, managing approval workflows, generating variance commentary, and updating forecasts—enabling asset and portfolio managers to oversee a greater number of assets without the need for increasing personnel.

Product Features

Commercial Real Estate

Brand Management No 
CRM No 
Cash Flow Analysis No 
Critical Date Alerts No 
Deal Management No 
For Appraisers No 
For Brokers No 
For Investors No 
For Property Managers No 
Portfolio Management No 
Strategic Planning No 

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