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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

For private equity real estate firms, accurately calculating distributions for equity investors is essential, yet managing complex waterfalls within delicate Excel spreadsheets diverts valuable time and resources from more strategic initiatives. As your firm continues to expand through acquisitions, the burden of calculating distributions for each project will only become more cumbersome for your team. Moreover, as investor expectations shift regarding how they receive and understand their investment information, it is imperative to adapt. Investors not only require the established trust of your relationship but also demand constant availability and transparency in their communications. In today's landscape, modern wealth management and investment platforms offer advanced web and mobile portals, setting a new standard that now extends to commercial real estate investments. To meet these evolving expectations, implementing an investor dashboard that integrates all relevant data—such as distributions and investment details—will be crucial for enhancing the overall investor experience and streamlining communications. This approach will ultimately allow your team to focus on more impactful tasks while ensuring that investors remain informed and engaged.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

AppFolio Property Manager Yes 
Claude Yes 
Claude Duet Yes 
Claude for Legal Yes 
Entrata Yes 
Gmail No 
Google Analytics No 
MRI Commercial Management Yes 
MRI Residential Management Yes 
Microsoft Outlook No 
RealPage Yes 
Rocket Data Replicate & Sync No 
SuiteSpot No 
VuSpex No 
Vyzer No 
Yardi Voyager Yes 

Integrations

AppFolio Property Manager No 
Claude No 
Claude Duet No 
Claude for Legal No 
Entrata No 
Gmail Yes 
Google Analytics Yes 
MRI Commercial Management No 
MRI Residential Management No 
Microsoft Outlook Yes 
RealPage No 
Rocket Data Replicate & Sync Yes 
SuiteSpot Yes 
VuSpex Yes 
Vyzer Yes 
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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 
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 Yes 
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

RealPage

Founded

2015

Country

United States

Website

www.investormanagementservices.com

Product Features

Commercial Real Estate

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 

Product Features

Commercial Real Estate

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

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions Yes 
Performance Metrics Yes 
Portfolio Management No 
Risk Management Yes 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Real Estate CRM

Campaign Management No 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Real Estate Transaction Management

Accounting Yes 
Appointment Scheduling No 
CRM Yes 
Commission Management No 
Contract Management Yes 
Critical Date Alerts Yes 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review Yes 

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