Data and reporting in real estate


Today’s real estate investors and operators will accept nothing less than a sophisticated and technology-driven strategy for deploying capital. They require a complete, purpose-built real estate investor software that meets the unique needs of CRE investment teams ― regardless of their structure, size, and specialties. Every investment opportunity is unique, and the teams who execute on it should have a fully configurable, unified real estate investment software to act as the central hub for relationship intelligence.

Real estate investors need to maintain visibility on every corner of the market in order to compete. DealCloud’s integrated data solution DataCortex, allows real estate investors to manage proprietary and third-party data in one unified platform, empowering them to transform that data into institutional knowledge. In addition, equipped with transaction workflow capabilities and team collaboration functionalities, DealCloud’s platform offers a state-of-the-art deal and relationship management software for real estate investors.

Dive into the data

Technology is the single most important driver in successfully competing for deals, giving real estate investors the ability to move quickly, stay organized, and achieve a sustainable competitive advantage in today’s real estate investment landscape. Technology and the development of purpose-built, real estate investor software like DealCloud has made it easier for real estate investment firms to keep all their data including contacts, activities, and other critical information in one place. With these advances, real estate investors are better able to manage deals and relationships and rise above the competition.

Centralization of data not only keeps you from piecing your data together from disparate sources, it allows you to quickly and easily pull the relevant data you need. DealCloud centralizes all data related to brokers, sellers, third-party advisors, attorneys, and lenders. When you have that entire ecosystem of people in one place, re-engagement efforts become much more streamlined and process-driven. DealCloud’s real estate investment software also centralizes key deal information, market information, and financial models, so you can develop successful deal strategies and meet acquisition targets.

Managing several disparate software platforms that all have unique purposes is time-intensive and inefficient. By leveraging a single source of truth like DealCloud’s real estate investment software, you provide your entire firm with a centralized, authoritative location, for the firm’s institutional knowledge.

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Real estate reporting made easy

DealCloud’s customizable reporting capabilities allow real estate investors to leverage their data in whatever way best suits their organization. Whether a real estate investment team prefers a custom dashboard directly inside the platform, or delivered automatically by email, DealCloud is easily configured to meet your needs. DealCloud’s real estate investment software unifies data, systems, and people with fully interactive reporting and every dashboard, chart, graph, tearsheet, data sheet, and profile can be customized to meet each user’s preferences. DealCloud’s real estate software enables teams to download and design preformatted reports based on any data set from either a web or mobile interface. You can also schedule reports to be sent to yourself, a team member, or group of people as a PDF or Word Document at a cadence that works best for you. In addition, most real estate investment software does not offer portfolio view and reporting features such as quick and easy data segmentation, tear sheet downloads, and financial and loan report downloads. However, all of these crucial elements for real estate investors are available in DealCloud.

Using DealCloud’s real estate investment software, real estate investors have configurable workflows, deal and relationship management, and team collaboration capabilities, all of which are instrumental in helping real estate investors execute on deals successfully.

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DealCloud delivers real estate investment software solutions

As other industries continue to digitize at a rapid pace, and the market keeps evolving, it’s imperative that real estate investors make a foray into technical solutions if they want to keep up. Purpose-built real estate investment software to help derive value in every transaction, the DealCloud platform is the fully-configurable and flexible real estate deal and relationship management software dealmakers need to stay competitive in the market.

Our real estate reporting software also provides a single source of truth for real estate investment trusts (REITs), real estate fund managers, and real estate operators alike, and can help real estate investors achieve superior outcomes.

It’s time for real estate investors to get serious about CRM technology. To learn more about how DealCloud’s state-of-the-art deal and relationship management system was built specifically for real estate professionals, schedule a demo.


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Olivia Simons

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