CREx

CREx

CREx Software
IMS

IMS

RealPage
+
+

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About

CREx OS is the operating system for commercial real estate owners and investment managers whose properties are run by third-party property managers. It pulls data from each property manager's system, including Yardi, MRI, RealPage and Entrata, into one trusted record for the whole portfolio. Feeds refresh daily with no file uploads or portal logins, and the data is checked before anyone relies on it. CREx OS is delivered as Agentic Asset Management: the data, AI agents, the CREx team and the process run together inside your portfolio. The CREx team keeps every property manager's data clean month to month, maps charts of accounts and chases missing feeds. Agents work on that trusted record. They assemble the close package, work exception queues, review rent rolls, route approvals, draft variance commentary and refresh forecasts. CREx OS also connects to AI assistants through a native MCP integration.

About

Calculating accurate distributions for your equity investors is a necessary activity for your private equity real estate firm but complex waterfalls in fragile Excel spreadsheets takes time and resources away from higher value work. Additionally, as you continue to make acquisitions and grow your business the scale of calculating distributions across each project will continue to weigh down your team. Your investor’s expectations of how they receive and interpret information about their investments is evolving. In addition to the trusted relationship you have already established, they expect always, everywhere, availability and transparency. Modern wealth management and investment accounts have sophisticated web and mobile investor portals and the expectation is now the same for commercial real estate investments. To deliver on this expectation, you need an investor dashboard that ties together your investors' information with their distributions and investment information.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Asset, portfolio and fund managers with roughly $100M to $5B AUM whose properties are run by more than one third-party property manager

Audience

Investment management software for real estate firms who manage outside investors and want to out-maneuver the market

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

Annual subscription based on portfolio size and integrations. Contact CREx for a quote.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

CREx Software
Founded: 2021
United States
www.crexsoftware.com

Company Information

RealPage
Founded: 2015
United States
www.investormanagementservices.com

Alternatives

Alternatives

AOPAY

AOPAY

AOPAY Technology
Backstop

Backstop

Backstop Solutions Group
Re-Leased

Re-Leased

Re-Leased Software Company
Allvue

Allvue

Allvue Systems

Categories

AI Real Estate Supported

CREx delivers Agentic Asset Management: AI agents that work on a trusted, checked record of your portfolio rather than on raw property manager exports. Agents assemble the monthly close package, work exception queues, review rent rolls, route approvals, draft variance commentary and refresh forecasts, with asset managers reviewing and approving the output. Because the underlying data from Yardi, MRI, RealPage, Entrata and others is refreshed daily and kept clean by the CREx team, agent output is grounded in numbers the team already trusts. CREx OS also connects to AI assistants such as Claude through a native MCP integration.

CREx OS is the operating system for commercial real estate owners whose properties are run by third-party property managers. It brings data from Yardi, MRI, RealPage, Entrata and other property management systems into one trusted record, refreshed daily and checked before anyone relies on it. Asset managers get rent rolls, collections, leasing, occupancy, budget-to-actuals, critical dates and debt for every property in one place, without file uploads or portal logins. AI agents then handle recurring work like the monthly close package, rent roll reviews and variance commentary.

For investment managers, CREx OS connects property-level operations to fund-level reporting. Property data from every third-party manager rolls up into one trusted record alongside fund and investment structures, valuations, performance, IRR and debt. The CREx team keeps charts of accounts mapped and feeds current, so the numbers behind investor reporting are consistent across the portfolio. Agentic Asset Management puts AI agents to work on that record: assembling close packages, routing approvals, drafting variance commentary and refreshing forecasts, so asset and portfolio managers cover more assets without adding people.

Categories

Commercial Real Estate Features

Brand Management Not Supported
Cash Flow Analysis Supported
Critical Date Alerts Supported
CRM Not Supported
Deal Management Not Supported
For Appraisers Not Supported
For Brokers Not Supported
For Investors Supported
For Property Managers Not Supported
Portfolio Management Supported
Strategic Planning Not Supported

Commercial Real Estate Features

Brand Management Not Supported
Cash Flow Analysis Supported
Critical Date Alerts Supported
CRM Supported
Deal Management Supported
For Appraisers Not Supported
For Brokers Supported
For Investors Supported
For Property Managers Supported
Portfolio Management Supported
Strategic Planning Supported

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Not Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Supported

Real Estate CRM Features

Campaign Management Not Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Not Supported
Segmentation Supported

Real Estate Transaction Management Features

Accounting Supported
Appointment Scheduling Not Supported
Commission Management Not Supported
Contract Management Supported
Critical Date Alerts Supported
CRM Supported
Document Templates Supported
Electronic Signature Supported
File Sharing Supported
Task Management Supported
Transaction Review Supported

Integrations

AppFolio Property Manager Supported
Claude Supported
Entrata Supported
Gmail Not Supported
Google Analytics Not Supported
MRI Commercial Management Supported
MRI Residential Management Supported
Microsoft Outlook Not Supported
RealPage Supported
Rocket Data Replicate & Sync Not Supported
SuiteSpot Not Supported
VuSpex Not Supported
Vyzer Not Supported
Yardi Voyager Supported

Integrations

AppFolio Property Manager Not Supported
Claude Not Supported
Entrata Not Supported
Gmail Supported
Google Analytics Supported
MRI Commercial Management Not Supported
MRI Residential Management Not Supported
Microsoft Outlook Supported
RealPage Not Supported
Rocket Data Replicate & Sync Supported
SuiteSpot Supported
VuSpex Supported
Vyzer Supported
Yardi Voyager Not Supported
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