Reporting for commercial real estate

Every number in your quarterly report, traceable back to the source system

Refined Data pulls figures out of Yardi, MRI and the spreadsheets your team keeps on the side, then builds the report once. Click any total and you can see the records behind it.

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Used by asset management, finance and reporting teams running mixed portfolios.

Refined Data reporting platform beside a finished quarterly property report

Systems we read from

Yardi Voyager

MRI

Excel workbooks

SQL Server

CSV and text exports

Budget and forecast files

Who we work with

Reporting teams at Canadian owners, managers and asset managers

See it in action

See a variance traced to its source

Follow any figure from the portfolio down to the building and the document behind it.

The problem

Quarter end should not take three weeks of copy and paste

Most reporting teams we meet are doing the same thing: export from the property system, rebuild it in Excel, chase the variances, then paste the result into a document nobody can audit later.

One report, four sources

Rent roll sits in Yardi, valuations sit in a workbook, mortgage detail sits with treasury, and commentary lives in email. Someone has to reconcile all four by hand.

No way to prove a figure

When an investor asks where a number came from, the answer is usually a search through last quarter’s files and a phone call to the analyst who built it.

Rebuilt from scratch every cycle

Formatting work gets redone each quarter. A new property or a new account code breaks the template, and the fix is manual again.

What you get

Finished reports your team can hand to an auditor

We build your report layout once, in your own format and branding. After that, each cycle is a date change. The numbers refresh from the source systems, the commentary fields stay where your team left them, and the output is ready for print, PDF or the investor portal.

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Executive summaries, community and property reports, portfolio profit and loss, variance packages.

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Drill from any figure to the underlying Yardi or MRI records, with the extract date attached.

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Commentary captured in the platform, not in a side email thread.

Community performance report produced by Refined Data

How it works

Four steps from raw data to signed off report

Step 1

Connect

We read directly from Yardi, MRI, your SQL databases and the workbooks your team already maintains. No re-keying and no change to how your property teams work.

Step 2

Aggregate

Accounts, properties and portfolios are mapped once. From then on the platform keeps the mapping and flags anything new that needs a decision.

Step 3

Review

Your analysts check variances, add commentary and approve sections. Everything is timestamped and attributed, so you know who signed off on what.

Step 4

Publish

Produce the report in your own layout, on demand, for one asset or the whole portfolio. Prior periods stay exactly as they were published.

Typical results

What changes after the first cycle

Days, not weeks

Reporting cycles shorten because the assembly work is already done.

One version

Everyone works from the same set of figures, with the same extract date.

Full trail

Every published number can be traced back to the record it came from.

Our clients say…

“Greatest software ever in the history of CRE”

Joshua Joseph, Sesame Street Realty

Bring one report and we will show you the difference

Send us a report you produce today. We will walk through how it would be built and refreshed in Refined Data, using your own account structure.

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