Connected acquisitions teams use the CRE Suite to access all of their data in one place and work with it in powerful ways. The net effect is to ramp up the productivity and efficiency of the acquisitions process by catalyzing financial analysis, pipeline tracking and the creation of best-in-class marketing presentations and pitch books.
Start with the foundation of the CRE Suite—financial analysis. CREModels is an industry leader in generating bulletproof real estate financial models. Our extensive library forms the backbone of the platform’s tools for development pro forma modeling and investment analysis. With the CRE Suite, acquisitions specialists are able to grab the reliable, bulletproof models they need for any real estate project quickly and easily. That means they are always ready to underwrite opportunities, even in niche property types such as self-storage, student housing and mixed-use development.
They also leverage the CRE Suite’s tools for both internal and external collaboration. When running scenario analyses, for example, acquisitions teams can use the CRE Suite to save and switch between different versions of underwriting. With a click, they can test various assumptions and update the results in real time. The CRE Suite’s pipeline-tracking tools are similarly collaborative: For any particular deal, users can view high-level data and communication, all in one place.
The CRE Suite makes it easy to create impressive pitch books and presentations. Users are able to pull in data from different apps, analyze and discuss the implications, produce compelling charts, graphs, waterfalls and data visualizations, and then customize and export their work to Microsoft PowerPoint and/or Word. Acquisitions pros also can take advantage of Esri GIS data to insert beautiful maps for virtually any demographic dataset. They can easily embed Google maps with markers as well.
The platform greatly speeds the creative process: Both marketing and analytical teams can simultaneously work on the same deal, updating them in real time without “file in use” errors, endless emailing, over-reliance on external links and other common headaches associated with inefficient collaboration.
The traditional approach is time-consuming. It hinges on taking data from analysts and then manually incorporating it into the presentation template. This often leads to errors as data-entry personnel literally mistype numbers and make other mistakes. With the CRE Suite, no typing is required. The platform allows marketing teams to grab data directly from the underwriting model for investment memos. They can also pull in brand-right colors, fonts, images and other visual elements to create pitch books and presentations that wow lenders and investors alike.
Real Estate Pitch Books, IMs and OMs
Real estate Pitch Books, sometimes called Investor Memorandums (IMs) or Offering Memorandums (OMs), are crucial for any real estate acquisitions team who wants to close on the best deals. Everybody knows that when too much time elapses between initial review and getting an offer on the table, sellers get skittish and may move on to other willing buyers. Because of this, top acquisitions teams know they need to get their potential deals out to their equity investors or investment committee as soon as possible once they’ve received enough info to issue a letter of intent or purchase and sale agreement.
The CRE Suite is the only real estate acquisition software that allows users to export data directly into a customizable, reusable Microsoft Word or PowerPoint template. Additionally, our Pitch Book functionality allows your marketing team to work on an OM in Word while your analyst is running the financials. Any time the Pitch Book needs updated, fresh financials can be pulled right in without disrupting any of the layout or existing content.
