Systems for CRE Firms
Commercial real estate firms make money through acquisition fees, disposition gains, and recurring management fees. The biggest drains usually come from the due diligence period when manual document tracking stalls or when potential tenants and investors drop out due to slow response times.
Real Estate & Property
How the business actually works
Origination
Identify off market opportunities and manage incoming deal flow from broker networks.
Underwriting
Analyze pro formas and market data while centralizing property financials for review.
Due Diligence
Coordinate environmental reports, surveys, and title audits through automated task lists.
Capital Raise
Distribute offering memorandums to limited partners and track capital commitments.
Closing
Manage the handoff between legal counsel, lenders, and escrow officers to finalize the deed.
Asset Management
Maintain property performance through lease renewals, renewals, and tenant improvements.
Disposition
Prepare the asset for sale and manage the bidding process with prospective buyers.
Where it leaks
Opportunities often get buried in crowded email inboxes or scattered spreadsheets. Without a centralized hub, your team may miss the window for a high value LOI or fail to follow up on a promising lead.
The timeline between an executed contract and closing is fragile. Missing a single environmental report or survey deadline can jeopardize financing and lead to costly extensions.
Limited partners expect regular updates and easy access to K-1s and distribution reports. Manual reporting consumes hours of staff time and increases the risk of data entry errors.
Every day a storefront or office suite sits empty represents unrecoverable lost rent. Slow responses to prospective tenant inquiries or broker tours directly impact the property NOI.
Compiling quarterly reports across a diverse portfolio is often a manual burden. Lack of real time visibility into occupancy and collections makes it difficult to pivot strategy quickly.
What LATTICE can build
Visualize every property in your funnel from initial whisper to final closing with custom deal stages.
Provide a secure environment for partners to view project updates, download tax documents, and track distributions.
Receive automated notifications six to twelve months before a lease expires to begin renewal negotiations early.
Ensure every inquiry from a tenant broker or prospective buyer receives an immediate, intelligent response regardless of the hour.
Systematize the gathering of rent rolls, estoppel certificates, and site plans during the due diligence phase.
Track tenant improvement projects from permits to punch lists, ensuring build outs stay on schedule for occupancy.
Automatically prompt satisfied commercial tenants to leave positive feedback, improving the asset's digital profile.
Link all calls, emails, and texts to specific assets or entities to maintain a clear audit trail of negotiations.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
The system is designed to be asset agnostic, allowing you to create custom fields and workflows for retail, industrial, office, or multi family properties. You can track specific metrics like NNN reconciliations for retail or loading dock counts for industrial assets within the same interface.
Yes, you can create segmented pipelines so your acquisition team focuses on deal sourcing while your leasing team manages tenant leads and renewals. This keeps the data separate but provides the executive team with a unified view of the entire firm's activity.
We prioritize security by utilizing encrypted portals for all document exchanges and investor communications. You can control user permissions to ensure that only authorized personnel can access sensitive underwriting models or investor personal information.
The system streamlines the capital raise process by organizing your investor database, tracking who has opened offering memorandums, and automating the follow up for soft circles and hard commitments. This reduces the administrative load of syndication.
By accelerating the leasing process and reducing vacancy downtime through faster lead response, you directly increase rental income. Additionally, automating administrative tasks for asset managers allows them to oversee more square footage without increasing corporate overhead.