For family offices in real estate
Own, operate and co-invest on one private record
CREAssets is software for family offices that hold commercial real estate directly or invest alongside sponsors: books per deal and per asset, the buildings run on the same record, and offerings kept private to the people you invite.
Updated
Sound familiar?
The work that never scales
An entity chart nobody can see whole
Trusts, LLCs and holding companies, each with its own spreadsheet and its own accountant.
Buildings and capital in different systems
Rent in a property tool, ownership in a workbook, distributions in the bank portal.
Co-investors want answers
Family members and partners ask for positions and documents by email.
Is this for you?
Built for the real estate side of a family office: the buildings you own and operate, and the deals you sponsor or co-invest in. Real estate only — not a whole-wealth consolidation tool. If you need public markets, private equity funds and bank accounts in one net-worth view, use a wealth platform alongside CREAssets.
With CREAssets
What changes on Monday
A week in the real estate office
For the buildings you own and the deals you co-invest in. Real estate only — the rest of the balance sheet stays in your wealth platform.
- 01 · Monday
Map the entities
Record each trust, LLC and IRA as an investing entity with its own positions and documents, so the entity chart is a list you can open, not a set of spreadsheets.
- 02 · Tuesday
Run the buildings
Check vacancy, leases ending in the next 90 days and overdue rent on each property, review rental applications and track maintenance and its cost.
- 03 · Wednesday
Keep the books
Each deal and each asset has its own double-entry books. Upload bank statements, match lines and print a P&L and balance sheet that tie out.
In Accounting
- 04 · Thursday
Offer a co-investment privately
Set the offering to invite-only, open an NDA-gated deal room for family members and partners, and close the subscriptions online.
- 05 · Friday
Answer the family
Family members check their own positions, distributions and documents in the portal. Staff and advisors work under scoped roles, and consequential actions are in the audit log.
What it costs, and how to switch
The same price and the same switching offer for every role on the sponsor side.
One price for every module
$0 until you collect investor money, then $299/month for every module, AI included. Month-to-month, cancel anytime. No per-seat, per-investor, per-entity or AUM fees.
No fees on assets under management or per entity, so adding a trust, an LLC or another building does not change the bill.
See pricingFree migration and your 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.
A written migration plan within 3 business days of the exports, and the book loaded for review within 7 business days. Nothing goes live until every balance is reconciled.
Start my free migrationQuestions from sponsors like you
Does CREAssets consolidate our whole portfolio?
No. CREAssets is for real estate only. It does not consolidate private equity, venture or public holdings, and it does not handle multi-currency.
Can family members see only their own positions?
Yes. Each investor sees their own entities, positions, distributions and documents in the portal.
Can our staff and advisors have access?
Yes. Add team members with a role — investor relations, finance or view-only — scoped to the deals they work on. Every consequential action is in the audit log.
Run your next raise on one platform.
Sign up free and build your first deal today. Upgrade only when you collect investor money — and if you are moving from another platform or from spreadsheets, we migrate you at no cost and your first month is free.