For owner-operators
Investor management and property management, finally the same software
If you raise the equity and run the building, you have been paying for two systems that never agree. CREAssets is one platform for both: the property is the asset, so operations and investor reporting share one record.
Updated
Sound familiar?
The work that never scales
Two systems, two rent rolls
The property manager’s software and the investor platform each have a version of the truth.
Reports built from exports
Every quarterly update starts with downloading operating data and pasting it somewhere else.
Residents and investors in separate silos
Different logins, different brands, different vendors to manage.
With CREAssets
What changes on Monday
A week running the building and the investors
One property, one record. The operations you run on Monday are the numbers your investors read at quarter-end.
- 01 · Monday
Fill a vacancy
Share the public rental application link, review applicants in the leasing tab, then record the move-in and keep the lease documents on the unit.
- 02 · Tuesday
Handle maintenance
A resident submits a request from the tenant portal. Your team tracks its status and records what the repair cost, against the property.
- 03 · Wednesday
Keep the books current
Upload the property’s bank statement and match each line. Bank rules categorize the recurring ones, and the asset’s P&L prints a tie-out line.
In Accounting
- 04 · Thursday
Watch the numbers
The property overview shows units, vacancy, leases ending in the next 90 days and overdue rent — on the same record as the investment.
- 05 · Friday
Update investors
Budget versus actual is already on the deal’s KPIs. On the Platform plan, the letter drafter writes a first draft from the deal’s figures, each one cited, for you to review and send.
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.
Property management and the tenant portal sit in the same $299 plan as the investor side — not a second product with a second 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
Do residents and investors use the same app?
They sign in at the same address but get different portals, and each sees only what their role allows.
Can residents pay online?
Online rent payment is built into the tenant portal and turns on when you connect a payment provider.
Do you replace our property management system?
It is designed to, for sponsor-operated portfolios. Send us your unit counts and workflows and we will tell you honestly where it fits and where it does not.
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.