CRE Assets softwareUnderwrite it. Raise it. Run it. Pay it out.
CRE Assets is one platform for commercial real estate sponsors — AI underwriting, fundraising and investor CRM, digital closings, waterfalls, fund admin, accounting and property management, all on the same record. Start free with every module; upgrade at your first investor wire.
- Free until your first investor wire
- $299/mo for every module, AI included
- No credit card
The whole deal, from LOI to K-1, on one record
The assumptions you underwrite become the deal. The deal becomes the raise. The property you operate sits on the same deal as its books, its investors and its distributions — so there is far less to re-key.
- UnderwriteParse the OM, rent roll and T-12 into a model.
- RaiseDeal rooms, campaigns, pipeline, soft commits.
- CloseSubscriptions, e-signature, accreditation, funding.
- OperateUnits, leases, maintenance and a tenant portal.
- AccountA double-entry ledger for every deal and asset.
- DistributeClasses, hurdles and waterfalls that pay every class.
- ReportStatements, K-1 drafts, KPIs and the investor portal.
A deal usually runs across a stack of tools and a mailbox.
Every handoff is a copy-paste: the cap table into the waterfall workbook, the workbook into the distribution, the bank export into the books, the books into the investor letter. CRE Assets puts those jobs on the same deal record, so there are fewer copies to keep in sync.
- Underwriting spreadsheet
- Investor CRM
- Email marketing tool
- Scheduling links
- E-signature vendor
- Investor portal
- Waterfall workbook
- Bookkeeping exports
- Property management software
- One CRE Assets workspace per sponsor firm
Nine products that would each be a separate subscription elsewhere
Start with the part that hurts most. Everything you add later already knows your deals, investors and properties.
Raising the next deal? Start with our CRE fundraising software: offerings, deal rooms and the investor CRM on the record you pay from.
AI underwriting
Drop in the OM. Get a model you can defend.
The AI underwriter reads offering memoranda, rent rolls and T-12s — PDF or Excel — and fills a typed workbook: unit mix, income, expenses, financing, sale, rent comps and a cash-flow model with sensitivities. When the deal is a go, it becomes the deal, with no re-keying.
- Source documents stay attached, so a human can check the machine
- Scenarios, sensitivities, loan sizing and HUD rent benchmarks
- An assistant that drafts investor letters with every number cited — or marked unresolved
AI output is analysis and drafts for human review — not investment, appraisal or tax advice.
Change the pref. Watch the split move.
This is a simplified version of the math CRE Assets runs on every distribution: return of capital, a compounding pref, GP catch-up and two promote tiers. Try your own terms.
Deal terms
To LPs
$17,860,000
LP multiple
1.88x
LP annualized*
13.5%
GP promote
$2,200,000
| Tier | LPs | GP |
|---|---|---|
| Return of capital | $9,500,000 | $500,000 |
| 8% preferred return | $4,458,617 | $234,664 |
| GP catch-up to 20% | $0 | $1,173,320 |
| 80/20 split to 2.0x LP multiple | $3,901,383 | $1,232,016 |
| Total | $17,860,000 | $3,140,000 |
Where the cash goes
GP multiple on its co-invest: 6.28x
*Annualized = LP multiple compounded over the hold, not an IRR (IRR depends on the timing of each cash flow). Illustrative only: a single class, a compounding pref with no interim distributions, and the GP's co-invest paid pro rata. The CRE Assets engine handles multiple classes, IRR, cash-on-cash and ROC hurdles, and your operating agreement's actual terms.
Your investors and your buildings, finally the same software
Units, leases, leasing, maintenance and documents live inside the deal — and the property is the asset, so the rent roll you operate is the one your investors are reported on.
- Online rental applications on a public link
- A white-labelled tenant portal: lease, charges, payments, maintenance requests
- Vacancy, leases ending in 90 days and overdue rent at a glance
The questions your LPs email you, answered before they ask
Every investor gets a branded portal with their positions, distributions, documents and tax center — across every entity they invest through, and every sponsor they invest with.
- Invest online: browse offerings, sign, fund
- K-1s, statements and updates in one place
- Two-factor authentication and in-portal tutorials
Switching platforms
Already raising elsewhere? Move for $0.
Running deals on another platform or in spreadsheets? We migrate your investors, entities, positions, contributions, distribution history and documents with you at no cost, and your first month on the Platform plan is free.
CRE Assets
$0 until your first investor wire · migration free
$299/mo
As listed on each vendor’s website, or by the third parties named, on 27 October 2026. Each row links to a sourced comparison that also says where that platform is stronger.
We would rather show you than tell you
No logo walls or borrowed badges. Here is what you can verify today, without talking to anyone.
- waterfall templates, plus your own
- 23waterfall templates, plus your own
- official sanctions lists screened
- 7official sanctions lists screened
- accounts in the default chart of accounts
- 61accounts in the default chart of accounts
- ready-made investor report templates
- 8ready-made investor report templates
Start free. $299 when your investors pay in.
Paid platforms we compared publish prices from $498 to $749 a month, billed yearly. CRE Assets costs nothing until your first investor wire, then one price covers every module.
Start
$0every module · upgrade at your first investor wire
Sign up and use every module to set up your company, build deals, model them and market them. No credit card. At your first investor wire you upgrade to the Platform plan. You can also upgrade any time. The AI chat in AI underwriting needs a paid plan.
Sign up free- Every module, from deal rooms and the investor CRM to waterfalls and the portal
- Build deals, offerings, classes and deal rooms
- Underwriting workbook and 23 waterfall templates
- Set up properties, books and your branded portal
- Investor emails are free; email beyond the free allowance needs an upgrade
- Upgrade at your first investor wire, or any time
Platform
$299per month · every module · month-to-month
Required from your first investor wire. One price for the whole platform, month-to-month — no annual contract, no per-seat, per-investor or AUM fees. Activated with the team.
Sign up free- Every module, AI chat included: AI underwriting (OM, rent roll and T-12 into a workbook) within a monthly AI budget per firm
- AI assistant and agents, with cited figures
- Subscriptions, e-signature, accreditation and sanctions screening
- ACH funding and payouts through your connected provider
- Waterfalls, distributions, capital calls and capital accounts
- Fund admin workspace, K-1 drafts and report builder
- Deal-level double-entry accounting
- Property management and tenant portal
AI Underwriting
$49.99per month · AI underwriting only
The AI chat in the AI underwriting module, without the rest of the paid plan. Being enabled — ask us. Other AI features need the Platform plan.
Ask us- AI chat in underwriting: OM, rent roll and T-12 into a workbook
- Ask questions about a deal, with cited figures
- Everything else stays on the Start plan
- Month-to-month, cancel anytime
- Not self-serve checkout yet
Moving from another platform
$0migration · first month free
Running deals on another platform or in spreadsheets? We migrate your investors, entities, positions, contributions, distribution history and documents with you at no cost, and your first month on the Platform plan is free.
How migration works- $0 migration fee — from another platform or from spreadsheets
- Your migration plan within 3 business days of receiving your exports
- Your book loaded for you to check within 7 business days
- First month of the Platform plan free
- Month-to-month after that; cancel anytime
- You reconcile every balance before investors are invited
Competitor prices are taken from their public pricing pages — see the dated comparisons.
Full pricing and FAQFrequently asked questions
What is CRE Assets?
CRE Assets (also written CREAssets) is software for commercial real estate sponsors. One platform covers AI underwriting, fundraising and the investor CRM, the investor portal, waterfalls and distributions, fund administration tools, accounting and property management, all on the same deal record. Start is free with every module; you upgrade to $299 a month for every module at your first investor wire. It lives at creassets.com, and sponsors sign in at app.creassets.com.
Who makes CRE Assets, and what does CRE Assets software cost?
CRE Assets, LLC makes it, in Key Biscayne, Florida. The CRE Assets platform costs $0 to start and $299 a month from your first investor wire, with no per-seat, per-investor or AUM fees and no annual contract.
When do I start paying?
At your first investor wire, or any time you choose. Until then, sign up free to use every module to set up your company and build, model and market deals. From then on, every module is $299 a month, with no per-seat, per-investor or AUM fees. The AI chat in AI underwriting needs a paid plan: $49.99 a month for AI underwriting only (being enabled — ask us) or the $299 plan. Email beyond the free allowance and texting are capped plans you add if you need them.
Who is CRE Assets for?
Commercial real estate sponsors and GPs who syndicate deals or run funds, their investor-relations and finance teams, and owner-operators who manage the properties they raise for. Investors and residents use the portals their sponsor gives them.
We run deals on another platform or in spreadsheets. What does switching cost?
Nothing. If you have running deals on another platform or in spreadsheets, we migrate your deals, investors, entities, positions and history with you at no cost, and your first month is free. You check the cap table and capital accounts against your records before your investors are invited.
Does CRE Assets move money or sell securities?
No. CRE Assets is software. ACH payments run through licensed third-party providers you connect (US bank accounts only), and offerings are made solely by the sponsor. CRE Assets is not a broker-dealer, funding portal or investment adviser.
How does CRE Assets protect our data?
Two-factor authentication, tenant isolation on every query, audit logs on consequential actions, rate limiting and encrypted transport, all listed on our security page. Your data is yours and exports to Excel, CSV and QuickBooks formats. If your LPs or lender send a security questionnaire, we answer it in writing. We hold no SOC 2 report, and you do not need one to start: sign up free and set up your first deal today.
What do my investors see?
A portal branded with your logo and colours: their positions, distributions, capital calls, documents, tax center and updates, plus online subscriptions for offerings you make available to them.
Run your next raise on one platform.
Sign up free and build your first deal today. Upgrade only from your first investor wire — and if you are moving from another platform or from spreadsheets, we migrate you at no cost and your first month is free.