For commercial owner-operators — industrial · retail · medical office · hospitality · net lease
You already know your numbers. You just find out too late, and it costs three people and a weekend.
CrestIQ is the master spreadsheet that updates itself. Collections, renewals, receivables, budget and expirations — current every morning, with the one thing worth doing this week already on top. Built by an operator, running a $100M commercial portfolio every day.
Running 10+ commercial properties on Yardi, AppFolio, Buildium or DoorLoop? Start here.
See it work
This is the actual product. Click through it before you talk to anyone.
No form, no email, no sales call first.
Start the renewal conversation with Delia Plaza · Suite 210. Renewals are 14% behind Q2 pace, this lease is $95K/yr, and the notice window closes in 26 days. Nobody has opened it yet.
The problem
You didn’t buy the wrong software. You bought software that answers a different question.
Yardi and AppFolio are good books of record. They know what every unit rents for and what every tenant paid. What they won’t do is put this quarter’s collections next to your target, or tell you which of the fourteen things on your desk this morning actually moves money.
So somebody assembles it by hand. An export here, the master spreadsheet there, somebody’s memory of which lease expires in ninety days. It works — until the week it doesn’t. A renewal nobody opened. An insurance certificate that lapsed. Forty-five days of rent sitting in a bucket nobody looked at.
You’d have caught all three. You just caught them in November.
One renewal you didn’t start on time costs more than a year of CrestIQ. You probably know which unit I mean.
The five numbers
Five numbers run a commercial portfolio. All five, current, every morning.
| The number | The question it answers | What the system does about it |
|---|---|---|
| Collections | Are we collecting what we should, and signing what we projected? | Rent roll with aging, collections against target, new lease value counted the day it's signed |
| Renewals | Who's about to leave, and did anybody open the conversation? | The renewal task appears on its own, 90 days out, from the lease dates you already have |
| Receivables | How long is our money sitting somewhere it shouldn't? | Days to collect, days to lease, days to permit — with the specific thing that's stuck, named |
| Budget | Are we over before anybody tells me we're over? | Approvals through payment, actuals landing against budget lines as they're paid |
| Expirations | What lapses soon that nobody is watching? | Insurance, licenses, CO's and permits raise their own hand before the date, not after |
One screen. Five pace bars. And when something is behind, the specific action that moves it — not a list of everything that’s wrong.
What the AI actually does
Three jobs, done before you get to your desk.
Drop in the PDF. Escalation schedules, CAM structure, options and notice windows — extracted, flagged by confidence, and put in front of you for review. You approve; the system files.
Reads your existing tenant mix, searches the actual businesses near your vacancy, researches each one, scores fit against 14 criteria, and shows you why. One click puts a prospect in the pipeline. Powered by Scouten.
Renewals, compliance items, expirations and aging raise their own hand — on your list before you'd have thought of them, with the dollars at stake attached.
The AI does the typing. You keep the judgment.
Nothing posts to your books, sends to a tenant, or changes a lease without a person approving it. Every extraction shows a confidence level, so you know what the system is sure about and what it isn’t. There is no autopilot, because you wouldn’t want one.
Why it exists
Built because I needed it, in the company that still runs on it.
I run a $100M commercial portfolio — industrial, retail, hospitality, medical office, single-tenant net lease. Twenty years before that I was drawing buildings, then building them, then running development operations.
My team had property management software and we still couldn’t answer which tenant was about to leave without three people and a spreadsheet weekend. Abstracting a single lease took two hours. Nobody could tell me, on any given Monday, whether we were ahead or behind — not because the data didn’t exist, but because it lived in eleven places and none of them talked.
I built CrestIQ for us. We’ve run the company on it since 2026. Then other operators started asking what we were using.
— Cesar Lang, Founder
Getting your data in
No IT project. No vendor’s permission.
CrestIQ reads what your systems already export — lease PDFs, rent rolls, GL exports, permit records. Nothing to install, no integration to certify, no API tier to upgrade. You keep your PMS exactly as it is; we don’t touch it.
Setup is measured in days, not quarters, and we do the ingestion with you.
Your leases stay yours.
- Your data is yours. Rent rolls, leases and financials belong to you. We don't sell it, share it, aggregate it into market reports, or use it to train any model — never without your explicit opt-in.
- You can take it with you. Full export of everything, any time, in formats you can actually use. No exit fee, no hostage-taking.
- Isolated per company. Every organization's data is separated at the database level with role-based access inside your own team.
- You keep your book of record. If CrestIQ went away tomorrow, your Yardi or AppFolio account is untouched and complete.
Pricing
Published, because you shouldn’t have to book a call to learn the price.
One flat monthly fee by portfolio size. Every feature in every tier — no per-seat games, no module upsells. Annual billing saves two months.
Owner-operators and small portfolios
Everything: the five numbers, all three agents, unlimited users on your team.
Diversified commercial portfolios
Everything above, plus done-with-you ingestion of your rent rolls and lease library.
Multi-entity and multi-market owners
Everything above, plus entity-level rollups and custom outcome definitions.
Founding operators — 3 to 5 portfolios this quarter
50% off for the first twelve months, locked at that rate for as long as you stay a customer. In exchange: a 30-minute call every other week while we get you running, and your name on a case study if — and only if — it’s working for you.
Month to month after the first term. Full data export any time. No implementation fee.
Questions you’re already asking
Straight answers.
Are you replacing my PMS?+–
No. Your leases, rent and accounting stay exactly where they are. CrestIQ is the layer above that answers the questions your system of record isn't built to answer.
My team won't adopt another tool.+–
Fair — and it's why the default screen is five numbers, not a menu. Most people on your team will use one screen and their weekly brief. The rest is there when someone needs it.
Who enters all the data?+–
Nobody re-enters anything. CrestIQ ingests your existing exports and extracts the rest from documents you already have. If it can't read something, it says so rather than guessing.
We're trying to reduce the number of tools we pay for, not add one.+–
Reasonable. Two honest answers: CrestIQ usually replaces spreadsheets and a couple of point subscriptions rather than adding to them, and it's the one screen your team keeps open all day. If it doesn't consolidate more than it costs, don't buy it.
How far along is this, really? Am I your guinea pig?+–
It runs a $100M portfolio and a 15-person team every day. It's not a prototype. It's also not a mature platform with a thousand logos — I'm taking on 3–5 outside portfolios this quarter, deliberately. What you get for being early: my direct cell, founding pricing locked for the life of the account, and real influence over what gets built next. What you don't get: a support queue and a roadmap decided by somebody else's enterprise customer.
Who sees my rent roll?+–
You and the people on your team you give access to. Your data isn't sold, shared, aggregated into market reports, or used to train any model without your explicit opt-in — and you can export all of it, any time, and walk. Your Yardi or AppFolio account stays your book of record and is never touched.
What happens if this doesn't work out?+–
Month to month after the first term, full export on the way out, and your book of record is unchanged. The risk of trying this is a few hours of your controller's time, not a migration.
What does it cost?+–
One flat monthly fee by portfolio size, published above — no “contact us,” no per-seat pricing. Founding-operator terms (50% off the first year, locked for the life of the account) are open for 3–5 portfolios this quarter.
Bring one property. See your own numbers.
Thirty minutes, your data, no slide deck. Send me one rent roll and a couple of leases beforehand and I’ll have your five numbers on screen when we start. If it isn’t obviously useful in the first ten minutes, I’ll say so and we’ll both save the hour.
Book a walkthroughYou’ll be talking to Cesar — the operator who built it. 3–5 portfolios this quarter.
Prefer email first? hello@crestiq.io