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What is STRATAFOLIO?

STRATAFOLIO is an innovative web-based software solution tailored for individuals overseeing their real estate investments through QuickBooks. This application enhances operational efficiency, boosts profitability, and minimizes the need for manual intervention. Financial Management: With seamless synchronization to QuickBooks, users gain access to real-time data that presents a comprehensive overview of their entire portfolio's financials, including Net Operating Income (NOI), cash flow, and operating expenses, allowing for quick identification of spending trends and patterns. Asset Management: All properties can be centralized under one platform, providing a cohesive view of asset values while enabling users to monitor purchase dates and prices effectively. Operations Management: The tool features automated alerts for lease management, including notifications for lease escalations and upcoming expirations, alongside the capability to export rent rolls, manage maintenance requests, and simplify CAM reconciliations like never before. Investor Management: Dedicated dashboards for investors allow read-only access, eliminating the need for physical reports, while also facilitating tracking of cash on cash returns, ultimately fostering greater confidence among investors. Additionally, STRATAFOLIO's intuitive interface ensures that users can navigate through their real estate data effortlessly, making it an indispensable asset for property managers.

What is CREx?

CREx is an all-encompassing platform tailored for the commercial real estate sector, particularly benefiting investment managers collaborating with external property management companies. It efficiently consolidates financial and operational data from various property management systems, including Yardi, MRI, RealPage, AppFolio, and Entrata, into a unified, regulated data environment that updates on a daily basis, thereby removing the necessity for tedious manual uploads or logging into multiple systems. The platform skillfully oversees numerous elements such as rent rolls, collections, lease schedules, occupancy rates, budget comparisons, valuations, internal rate of return (IRR), debt management, and investor reporting, all while utilizing a thorough three-layer data verification process to ensure accuracy. Moreover, clients gain access to a fractional asset management team composed of CPAs and asset managers who handle the mapping of charts of accounts, track down any missing data feeds, rectify data inconsistencies, and produce both monthly and quarterly reports. CREx prioritizes an API-first strategy, incorporating a native MCP integration along with ready-made skills for asset management agents, enhancing user experience and adaptability. Its AI-enhanced deal triage tool proficiently assesses broker emails based on the client’s investment benchmarks, extracts pertinent information from offering memorandums and T-12 statements, and automatically populates underwriting models, thereby expediting the investment review process. This groundbreaking blend of automation and professional assistance empowers investment managers to concentrate on strategic decisions while ensuring their asset data remains precise and current, ultimately leading to more informed investment choices. Additionally, CREx's commitment to continuous improvement and user feedback helps refine its features, allowing it to stay ahead in a rapidly evolving market.

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Integrations Supported

Microsoft Excel
QuickBooks Accountants
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

API Availability

Has API

API Availability

Has API

Pricing Information

$100 / mo
Essential
$100/Monthly
5 Buildings Included
$10 Each Additional Building

Professional
$120/Monthly
5 Buildings Included
$25 Each Additional Building

Enterprise
$150/Monthly
5 Buildings Included
$30 Each Additional Building

Pricing Information

Based on Integrations

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
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

STRATAFOLIO

Date Founded

2017

Company Location

United States

Company Website

stratafolio.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

Cash Flow Analysis
Critical Date Alerts
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Land Management

Lease Management

Lease Management

Billing & Invoicing
Commercial Leases
Contact Management
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Tenant Database

Property Intelligence

Not specified

Real Estate

Not specified

Real Estate Accounting

Accounts Payable
Accounts Receivable
Contract Management
Mobile Access
Property Development Management
Reporting / Analytics
Work Order Management

Real Estate Property Management

Billing & Invoicing
Commercial Properties
Contact Management
Expense Management
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking

Rental Property Management

Online Payments
Owner Portal
Tenant Management
Tenant Portal
Vacancy Tracking

Categories and Features

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