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Ratings and Reviews 0 Ratings
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What is RefineRE?
RefineRE enables you to monitor the metrics and key performance indicators that matter most to you, presenting the results in a clear and comprehensible manner while fostering collaboration within your team to make impactful strategic decisions. You can effortlessly gain a comprehensive overview of your entire commercial real estate portfolio by merging and visualizing essential CRE data from various business systems. Additionally, you can benchmark your commercial real estate portfolio against other properties or peers within any asset class or geographic area. By aligning human resources with workplace strategies, you can enhance the efficiency of your CRE spaces. This comprehensive approach not only supports better decision-making but also drives overall organizational success.
What is CREx?
Built for asset, portfolio and fund managers running roughly $100M to $5B in commercial real estate across more than one property manager. Most of these teams spend the first weeks of every month collecting reports from Yardi, MRI, RealPage, Entrata and other systems, then rebuilding them in Excel. CREx OS replaces that cycle. Data flows in from each property manager daily, is checked and mapped to a single chart of accounts, and lands in one trusted record for the whole portfolio. The CREx team keeps it that way, month after month, as part of the platform. With the data settled, AI agents take on the recurring asset management workload: building the close package, reviewing rent rolls, working exception queues, routing approvals, drafting variance commentary and refreshing forecasts. Reporting covers rent rolls, collections, occupancy, leasing, budget-to-actuals, valuations, debt and investor reporting. CREx OS is API-first and connects to AI assistants through MCP. Deal Intelligence adds acquisitions screening and underwriting that feeds into the same record.
Media
No images available
Integrations Supported
Integrations Supported
AppFolio Property Manager
Claude
Claude Duet
Claude for Legal
Entrata
MRI Commercial Management
MRI Residential Management
RealPage
Yardi Voyager
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Pricing Information
Annual subscription based on portfolio size and integrations. Contact CREx for a quote.
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
RefineRE
Date Founded
2017
Company Location
United States
Company Website
www.refinere.com
Company Facts
Organization Name
CREx Software
Date Founded
2021
Company Location
United States
Company Website
www.crexsoftware.com
Categories and Features
Commercial Real Estate
Not specified
Categories and Features
AI Real Estate
CREx offers a revolutionary approach to Asset Management known as Agentic Asset Management, featuring AI agents that operate on a verified and trusted portfolio record instead of relying on unfiltered property manager reports. These agents efficiently compile monthly closing packages, handle exception queues, scrutinize rent rolls, manage approval workflows, draft commentary on variances, and update forecasts—all while asset managers oversee and sanction the results. Thanks to the CREx team's diligent efforts, the foundational data sourced from platforms like Yardi, MRI, RealPage, and Entrata is updated daily and meticulously maintained, ensuring that the agents' outputs are based on reliable figures. Additionally, CREx OS seamlessly integrates with AI assistants like Claude through a built-in MCP connection.
Not specified
Commercial Real Estate
CREx OS serves as the go-to operating system for owners of commercial real estate whose properties are managed by external property management firms. It consolidates information from various property management platforms such as Yardi, MRI, RealPage, Entrata, and more into a single reliable source that is updated daily and verified for accuracy before use. Asset managers can easily access vital details such as rent rolls, collections, leasing information, occupancy rates, budget comparisons, important dates, and debt status for all properties, eliminating the need for file uploads or multiple portal logins. Additionally, AI-driven agents automate routine tasks such as preparing monthly closing packages, reviewing rent rolls, and providing variance analyses.
Cash Flow Analysis
Critical Date Alerts
For Investors
Portfolio Management
Real Estate Investment Management
CREx OS serves as a vital link for investment managers, integrating on-the-ground property operations with comprehensive fund-level reporting. It consolidates property data from various third-party managers into a single reliable source, incorporating fund structures, valuations, performance metrics, internal rates of return (IRR), and debt information. The CREx team ensures that charts of accounts are accurately mapped and continuously updated, maintaining consistency in the figures used for investor reports across the entire portfolio. Meanwhile, Agentic Asset Management leverages AI agents to enhance this data management process: they streamline the assembly of closing packages, facilitate approval workflows, generate variance commentary, and update forecasts. This allows asset and portfolio managers to effectively oversee a larger number of assets without necessitating additional personnel.
Not specified