Technology and data advisory for US multifamily owners and operators.
You are adding communities, taking on third-party management and integrating acquisitions. We give you an independent view of whether the operating stack underneath can take it, what to fix first, and what a realistic implementation costs.
No software commissions. No reseller agreements. No platform agenda.
The work multifamily operators actually bring us.
Portfolio acquisitions and onboarding
Bringing acquired communities onto your platform with unit, lease and resident records that reconcile line by line, not roughly.
Third-party management transitions
Taking over management without inheriting someone else's data debt: what transfers, what gets rebuilt, and who signs it off.
Yardi, MRI and ERP integration
Property, finance and operations talking to each other so the general ledger, the rent roll and the field agree.
Portfolio and investor reporting
Owner packages and portfolio reporting produced from the systems of record, not assembled by hand each month.
Maintenance and work-order data
Work orders, preventive maintenance and vendor invoices in one flow, so unit turns and repairs are visible while they matter.
Resident and lease data
One trustworthy version of who lives where, on what terms, for how long, and what they owe.
Month-end close
Removing the manual reconciliation, exports and re-keying that stretch close from days into weeks.
System selection and migration
An independent read on whether to replace, upgrade or keep, then the migration itself if the answer is to move.
Data governance and scalability
Ownership, definitions and controls that hold up through the next acquisition instead of needing redoing.
Reporting that holds up in front of an owner.
- Operating expense and CAM reconciliationCharges that tie back to the lease and the ledger
- Delinquency and aged receivablesOne aging view across communities and owners
- Preventive maintenanceScheduled work that actually gets completed and evidenced
- Work orders and CMMSField activity visible in the same system as the money
- Job-cost forecastingDevelopment and renovation spend tracked against forecast
- Compliance inspectionsEvidence captured once, retrievable on demand
Acquired another portfolio? Make sure the technology does not become the integration problem.
We help owners and operators bring newly acquired or newly managed portfolios into the operating model without losing control of the data. The work is the same whether it is a purchase, a management transition or a third-party win.
- Before transition01
Know what you are inheriting
- Systems and data discovery across the acquired portfolio
- Source-to-target mapping for property, unit, lease and resident records
- Data risk assessment, including what will not survive the move
- Owner, investor and month-end reporting requirements agreed up front
- During transition02
Move it without losing control
- Property, unit, lease and resident migration with reconciliation at every step
- Finance and operational integration into the receiving stack
- Data validation, exception handling and sign-off by number, not by feel
- Workflow alignment so onboarded sites run your process from day one
- After transition03
Make it permanent
- Portfolio and owner reporting on the combined book
- Data governance and ownership that survives the next acquisition
- Process standardisation across legacy and newly managed communities
- Legacy platform retirement, with the audit trail intact
The Property Technology & Data Assessment
A fixed-scope, fixed-price engagement. Two to three weeks of our time, then a decision-ready answer. No open-ended discovery, no day-rate drift.
The questions it answers
- Where is operational time being lost, and what does it cost?
- Which systems should stay, and which should go?
- Where are data quality problems distorting reporting?
- What should be integrated, and what should be left alone?
- What should be automated, and what should not?
- What should the next twelve months of technology investment look like?
- What will it realistically cost, and in what order?
What you receive
- System landscape
- Data risk assessment
- Process findings
- Prioritised recommendations
- Future-state architecture view
- Costed roadmap
- 90-day action plan
You own all of it. Execute it with your own team, another partner, or us. We take no reseller margin and no referral fees either way.
Scope an assessmentWe work with the systems already running your portfolio.
Do not see yours? That is rather the point. We are platform-independent, and we are just as often asked to get more out of what you already own as to help you replace it.
Start with advice, not a sales pitch.
Thirty minutes, no pitch. Tell us what the portfolio is doing and where the reporting hurts, and we will tell you what we would look at first.