IT Services and Solutions for Real Estate Investment Trusts

Software that offers rule-based construction, real-time performance tracking, and analytics-driven optimization of REITs’ multi-asset and specialized (e.g., office, industrial, retail, hospitality, residential property) portfolios. It automates property- and portfolio-level attribution analysis, supports allocation scenario modeling, what-if analysis, and stress testing, and handles portfolio auto-benchmarking.

Solutions meant to automate the aggregation, sorting, and analysis of multi-source data relevant to real estate investment decisions, including data on property fundamentals, real estate market trends, macroeconomic trends, demographic shifts, construction pipelines, and occupancy patterns. They provide secure centralized storage for source data and research deliverables and offer intuitive information search features.

Software that automates property valuation under the REIT’s chosen approach (cost, income, sales comps, etc.). It calculates NOI, ROI, GRM, cap rate, and other property value metrics and generates valuation reports for internal use, audit, and investor presentation. Such solutions can be integrated with property databases and market data platforms to auto-upload data on property prices and broader real estate trends.

Software aimed to streamline REITs’ daily workflows across property development and maintenance and tenant relationship management. They automate tenant due diligence and onboarding, property maintenance planning and control, and vendor sourcing. Advanced solutions comprise self-service portals for tenants and vendors and offer automated counterparty communication.

Solutions that centralize REITs’ lease data and documents and support automated workflows for managing rental property finances. They automate rent scheduling, tenant billing, CAM reconciliations, and debt collection, taking into account REIT-specific lease compliance requirements. Lease admins can track rent rolls via interactive dashboards and create tailored reports.

Digital platforms used for collaborative planning, monitoring, and assessment of REITs’ CapEx projects (e.g., facility construction or renovation). They support analytics-based contractor sourcing and project budgeting, automate cost, milestone, and contractor performance tracking, and offer automated compliance controls for engineering and construction orders.

Solutions used to track environmental, social, and governance (ESG) performance across REITs’ portfolios. They calculate property-level utility, energy usage, and carbon footprint metrics, match them against investor ESG mandates, and flag misalignments. Such tools also track sustainability certifications (e.g., LEED, Energy Star) and monitor REITs’ compliance with ESG reporting standards like GRESB and SASB.

Software meant to streamline financing strategy planning for mortgage REITs. It enables automated what-if analysis and forecasting of long-term outcomes across tailored cash flow, interest rate, mortgage risk, and loan performance scenarios. Custom solutions can accommodate proprietary risk and yield models for whole loans, MBS, and structured products and automate the creation of financing plans.

A centralized workspace to manage interactions with institutional and individual REIT investors, process and store operational documents across fundraising and reporting cycles, track deal flows and capital commitments. Advanced CRMs offer data-driven investor analytics and AI-supported planning of personalized outreach, follow-up, and engagement campaigns.

Specialized tools that automate revenue recognition, expense allocation, tax filing, and general ledger operations in accordance with IFRS, local GAAP, and REIT-specific accounting rules. They calculate taxable income and due dividend amounts taking into account the IRS’ income distribution requirements, enforce scheduled dividend payouts, and produce financial reports.

Software that applies rule-based algorithms and robotic process automation (RPA) to automatically generate and distribute investment performance reports, capital account statements, distribution summaries, and tax documents (e.g., forms 1099s or K-1s). It can be integrated with property, portfolio, and accounting systems to automatically gather report-relevant data.

Secure web platforms that provide self-service options for REIT investors, including self-registration, account management, portfolio modeling, and investment ordering. Users can access the latest portfolio performance information and reports and communicate with REIT reps via live chat tools. The portals can accommodate investor-facing educational and analytics modules.

Advanced solutions that leverage machine and deep learning to handle complex diagnostic and predictive tasks across investor relationship management, portfolio management, property administration, and REIT finance areas. They can provide AI-driven suggestions on the optimal operational decisions, e.g., suggest high-yield real estate deals or proactive property maintenance procedures.

Smart chatbots meant to assist REIT professionals in research, modeling, and document generation tasks. They instantly process textual and voice user inquiries and communicate the requested information in regular human language or present it in a chosen report format. Such tools rely on large language models (LLMs) to capture, fuse, and summarize massive volumes of multi-format data.

Solutions that provide tamper-proof, fully traceable recordkeeping of multi-party REIT transactions on the blockchain. Smart contracts can automate multi-step workflows across investor onboarding, trade processing and settlement, tenant billing and debt collection, regulatory compliance and ESG verification.

Solutions that help REITs boost real estate liquidity and reduce barriers to investing via converting pre-defined portions of their assets and pooled property investment offerings into tradeable digital tokens. Token issuance, custody, and trading take place on the blockchain and are handled in a fully automated manner.

Solutions used for the real-time monitoring of occupancy patterns, utility and energy usage, HVAC performance, construction health, and maintenance progress across REITs’ properties. They handle straight-through processing of big data from asset monitoring systems (building condition tracking systems, equipment controllers, smart home sensors, etc.) and instantly report pre-defined events.