Real estate investment trusts (REITs) software

Satisfying public market demands and driving FFO requires real estate investment trusts (REITs) to execute at the highest levels. This can be challenging, given the global growth of the REIT market in recent years and the resulting competition for investor interest.

Add to the mix the tedious nature of manual, day-to-day processes, and it can be difficult for REITs to find the time or resources to differentiate themselves from competitors, while also meeting public market expectations and regulatory requirements.

Meeting public market expectations


Keeping up with market demands while staying compliant is no easy task. REITs have to find a way to keep a finger on the pulse of the market while also ensuring that their data is secure, clean, and compliant at all times. This can be difficult if REITs don’t have clear, strategic processes in place for everything from daily operations to deal management and reporting. It’s vital that they implement the right technology stack to bring together all their policies, procedures, and data in one place.

REITs are competing for capital among an ever-widening investor base.  With increased competition for investors, who now have an eye on nonfinancial as well as financial performance, REITs have to find ways to bolster their reporting and leverage data strategically to compete in the public markets. Financial factors aren’t the only things investors are interested in these days — so REITs with strong nonfinancial reporting capabilities have a clear edge. To do this, they must demonstrate a clear process for analysis, measurement, determination of long-term value, and stakeholder engagement.

Compliance comes first

With the level of transparency REITs operate under, it’s imperative that they maintain compliance in all processes to keep up with regulatory requirements. That means maintaining heightened security at all times and staying ahead of the curve in data protection and management.

If REITs maintain a single source of truth for all their data, they can better meet regulatory requirements and systematically sort, navigate, and review exactly the data they need in a matter of seconds, customizing their reporting to meet regulatory and market demands.

Efficiency through automation

The manual nature of day-to-day business processes creates major time constraints for REITs — bottlenecks they can’t afford when trying to keep up with public market demands. For example, pulling accurate investor reporting data is vital to the success of the business, yet it’s often completed in a tedious and time-consuming, manual manner that also includes the risk of human error.

Instead, REIT management teams should identify operational problems, think through how they’re connected, and drill down to the causes of the issues. Most glitches can be traced back to bad data or the lack of processes. Many happen because companies don’t invest in a central “hub” that captures data and then uses specific tools to glean data and identify trends. Now is the time to invest in a digital solution that centralizes data and automates processes. This will prepare REITs for the next growth cycle.

Why DealCloud?

DealCloud’s real estate investment and development CRM centralizes REITs’ key deal information, market information, and financial models, so they can develop successful deal strategies and meet acquisition targets.

With data-based insights, REITs have a more thorough understanding of relationships — from conversations to current and past deal flows. Our platform is designed specifically for the commercial real estate industry and optimized for each REIT’s performance in satisfying public market demands.

From strategy to execution

Purpose-built real estate investment software to help derive value in every transaction, the DealCloud real estate deal and relationship management platform is fully configurable and flexible.

Best-in-class real estate professionals leverage DealCloud’s real estate investor CRM software for the following:


  • Centralized deal information
  • Pipeline management
  • Business development activity tracking
  • Due-diligence collaboration
  • Task management and tracking
  • Fundraising and IR
  • Property and portfolio analysis

Real estate investment trust software that powers modern dealmaking

DealCloud’s software provides REITs with intelligent pipeline tracking, powerful deal analytics, and collaborative workflows, so REITs can focus on meeting market demands, keeping up with regulatory requirements, and driving FFO.

Custom reporting

DealCloud’s customizable reporting capabilities allow REITs to leverage their data in whatever way best suits their organization. Whether a REIT’s management team prefers a custom dashboard directly inside the platform, or delivered automatically by email, DealCloud is easily configured to meet the team’s needs.

Best-in-class risk management

The larger the system, the greater the security risk. DealCloud has addressed this by protecting enterprise value with institutional grade data security and risk management controls REITs can trust. We maintain SOC2 Type 2 certification and standards for security, processing integrity, and confidentiality.

Model scenarios

Thanks to DealCloud’s modeling capabilities, REIT teams can collaborate all in one place and improve internal processes as a result. Our platform is secure and easy to use. The software is flexible enough to adapt to REITs’ specific operational needs and keep them compliant.

Dynamic deal tracking

To make the right investment decisions, REITs need data and insights at the touch of a button. That’s why DealCloud offers IC formats, dashboards, and marketing-leading reporting. Within each deal, REITs can see their entire pipeline’s analytics, create business processes, and develop a tailored knowledge base. All of that data is automatically culled and configured based on personal preferences. That way, REITs can keep management apprised of every update via a custom-tailored interface.

Seamless scalability

The size of a deal should never limit a REIT’s team. Because DealCloud is so scalable and customizable, REITs have the ability to seamlessly manage and track deals of every size. This is true whether it’s a small player with high potential or their biggest deal yet. REITs can no longer rely on conjecture or general insights alone to win investor favor. Investors expect data analytics. Having the right tools to analyze and connect literally millions of data points is invaluable to REITs. Our real estate investor CRM allows for greater insights with data insights and discovery.

Want to learn more about our solutions for real estate investors?

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Ready for a CRM that is purpose-built for REITs?


Despite careful consideration and planning, most capital markets firms struggle to implement a CRM solution in a way that serves the firm’s needs. Many firms store vital data in unorganized or unoptimized systems. In fact, countless deal professionals find themselves wasting time on manual data entry or repetitive pipeline updates as they happen.

If this sounds familiar, it may be time to reconsider your current CRM selection and pipeline management process.

The good news is, you’re not alone. With countless CRM migrations under our belt, we have the expertise to craft a strategy for optimizing your CRM using just a few pieces of information about your firm’s size, data, reporting needs, and workflow.


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Purpose-built for real estate investors

Download our case study which showcases how the Kayne Anderson Real Estate team transformed their operations by leveraging DealCloud.



Outcomes for REITs



  • Deploy capital efficiently
  • Track deals completely
  • Close deals faster
  • Institutionalize market knowledge

  • Reduce closing costs
  • Improve FFO
  • Mitigate risk and maintain compliance


“We process an extraordinary amount of documents, and have countless meetings, emails, and phone calls. We leverage DealCloud to help us turn our day-to-day activities into business development opportunities, and the solution helps us execute and report on deals more efficiently.”

Anthony Mariano

“We led a competitive selection process with various PE and real estate CRM providers. As we moved through the process, it became increasingly evident that DealCloud would provide the most value-add to our fundraising process from Day 1. Additionally, we believe that the deal management component will provide improved tools for helping us to evaluate new real estate opportunities and to manage our existing portfolio.”

Jason Claro

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