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Real Estate Reporting Software: 8 Insights You’re Missing Without It

Matt Carrigan


Real estate reporting software is the modern solution to the painstaking process of analyzing your critical investment data. Instead of sifting through folders and spreadsheets, real estate reporting software ensures your data is accurate, accessible and actionable. Deeper and clearer visibility can empower your firm to analyze deals and, more broadly, overarching pipeline and portfolio goals with greater speed, ease, precision and confidence. 

In this blog post, we’ll outline the modern reporting capabilities that have become the new standard for deal management software, empowering competitive firms to grow their portfolios with a data-driven edge.

Actionable, Reliable Real Estate Reporting Is Essential in Today’s Competitive Market

Whether you’re screening new deals in your pipeline or searching for data to back your investment thesis, real estate reporting software has become an essential tool. Deal management platforms like Dealpath that track deal data in real time open a new world of possibilities for sophisticated deal teams. Slicing and dicing centralized real-time data makes it possible to turn that data into answers in seconds or minutes–even in the middle of an Investor Committee meeting. 

The right real estate reporting software can make all the difference in how you analyze deals, monitor your pipeline, and fine-tune your investment strategy. 

8 Key Insights Offered By Real Estate Reporting Software

If you’re not relying on commercial real estate reporting software to underwrite deals and manage deal flow, you’re likely missing out on critical data-driven insights. These are some of the most valuable insights that can enable your firm to gain a competitive advantage and drive exponential growth by reviewing reports.

1. What Are the Financials For Comparable Deals?

Generally speaking, real estate reporting software like a deal management tool plays a powerful role in ensuring your data-driven analyses are accurate, efficient and seamless. Rather than digging through passed OMs or Excel spreadsheets, a reportable database allows you to filter down to pinpoint relevant deals based on the property type, location, deal size and other variables. Consequently, you can find the most relevant comparables–within seconds.

For example, consider a scenario in which you’re evaluating a new industrial deal in the suburbs of Atlanta. With a deal management platform like Dealpath, you can pull any comps meeting these criteria in seconds. Then, you can easily compare key metrics, like projected IRR and cap rates, through an apples-to-apples lens.

2. Which Critical Dates Are Approaching?

Knowing when critical dates are approaching can help management and senior leadership to stay abreast of and prioritize due dates. Unfortunately, tracking these can be a very involved process, and missing critical dates can result in consequences like fees and timeline setbacks.

Without a real estate reporting software like a deal management platform, your team is left to dig into each deal individually to uncover upcoming milestones. Dealpath makes it easy to identify critical dates and assign tasks so nothing slips through the cracks. Instead, you can report on upcoming critical dates to ensure all stakeholders are aligned on common goals. 

3. How Many Deals Is Each Team Member Managing?

When it comes to balancing workloads, weekly pipeline meetings can only go so far. Real estate reporting tools within deal management software offer an efficient way to visualize which team members are at maximum capacity, which can take on new deals, and which have the bandwidth to assist on other high-priority projects. With greater transparency, you’ll be able to manage your team more effectively and allocate resources better. 

4. Why Do Deals Die?

Understanding which deals have been moved to dead and why can give you greater insight into your own deal flow, enabling you to optimize your investment strategy. 

Dealpath, a leading real estate reporting software, allows you to pull dead deal analysis reports that illustrate the reasons deals in your pipeline die. From high cap rates, to low internal rates of return, you can gain a more informed perspective on your team’s performance and your strategy’s success. Armed with this information, you’ll have a stronger idea of which deals to prioritize in the future.

5. How Far Along in the Pipeline Do Deals Move Before Changing to Dead?

Similarly, another powerful insight that dead deal analysis reports offer is the trends surrounding them. Analyzing your firm’s dead deals through this lens can help surface patterns based on property types, regions, and other variables. 

For example, your data may show that a significant percentage of multifamily acquisition deals in Houston do not make it past initial screening. With this knowledge, you can shift your strategy to prioritize deals that make it furthest along in the pipeline.

6. From the Top of the Funnel to Close, What Is Your Overall Deal Volume?

Beyond deal-specific insights, tracking your pipeline in deal management software can also help you gain a bird’s eye view into other key operational metrics, such as deal volume. This is an effective way to understand how quickly and efficiently your pipeline is growing, and whether or not that translates to a higher close rate and a growing portfolio. Without monitoring these operational metrics, scaling your portfolio growth can be challenging.

7. Which Brokers Send the Most Profitable Deals? Which Relationships Are Not Valuable?

While sourcing as many deals as possible can lead to the greatest optionality, it’s important to prioritize the right ones. One way to reevaluate your strategy is determining which broker relationships yield the most lucrative deals. 

Tracking the broker contacts that submit each deal in Dealpath can allow you to report on which brokers send you the most lucrative opportunities. Consequently, you can direct your attention to the most promising partnerships and reduce your time spent on other deals, which may not be as likely to close.  

8. How Long Does Each Phase of the Deal Lifecycle Last?

To remain competitive, optimizing your deal team’s pipeline processes must become a top priority. Real estate investment reporting software can help you to understand the pace at which deals move through your pipeline, helping you reduce bottlenecks along the way. Even minor process changes can enable your firm to review even more deals, all while executing on competitive transactions faster. 

For example, you may find that deal evaluations consume significant time because associates must circle back to analysts for additional details. One way to solve this problem would be to ensure analysts provide more detail on the upfront. Over time, proactively resolving these bottlenecks can lead to a smoother process and a shorter time-to-close.

Building a Competitive Advantage With  Real Estate Reporting Software

Leveraging every fragment of data your firm collects throughout the investment process is critical for building a competitive advantage, but rarely easy. Real estate reporting software and tools within deal management software can empower you to turn data into answers with real-time pipeline visibility, as well as the ability to slice and dice data in seconds.

Watch our webinar to learn about the 6 reports your firm can review weekly to uncover the most profitable opportunities and grow exponentially.

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Matt Carrigan



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