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CRE Asset Managers’ Forum
October 6, 2025 Dallas, TX
May 8th - May 9th
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May 8th, 2:45PM PST
Technology & Innovative Strategies to Boost NOI
Jeff Wilson, Founder and CEO, Pereview
Waldorf Astoria Monarch Beach | Dana Point, CA
Achieve more with Pereview
Pereview empowers portfolio and asset managers with the most flexible, AI-powered, commercial real estate asset management platform so they can improve financial performance, visualize risk, and streamline operations throughout the lifecycle for both equity and debt investments.
The only commercial real estate asset management platform flexible enough to power the way you do business
Because Pereview was crafted from the experiences of commercial real estate experts, investors managing equity, debt, or mixed portfolios can leverage the platform’s flexible architecture to align their firm’s individual investment philosophy with core functionality, reporting, and automation throughout the life of the asset.
Users can optimize performance, visualize risk, and take informed action so their team members’ time is spent on what investors expect, not techie tasks or wrangling Excel.
Singerman Real Estate Customer Spotlight
Singerman Real Estate Customer Spotlight
“I wanted to create a situation where we would be able to get data in an apples-to-apples situation and be able to quickly take that data and make it available to our decision-makers and investors.”
Charlie Kellogg
CFO & COO, Singerman Real Estate
Leading CRE peers on the platform
Equity & debt investments managed throughout the life of the asset in one platform
Whether you are investing by lending to those purchasing real estate or through acquisitions of your own, Pereview provides you with one platform for visualizing, managing, and optimizing the performance of both credit and equity assets in one platform and one software license.
Experience the power of knowing where both equity and debt performance stands with one single sign-on, automated reporting, key metric visualization, and much more.
Powerful ways Pereview streamlines real estate asset management
Data management services
Empower asset managers to invest their time in performance optimization, rather than techie tasks
The world of CRE investing is fast-paced and ever-changing. That’s why when asset managers spend large portions of their day collecting and organizing data from borrowers and internal teams, their attention is divided.
We understand this challenge, which is why we created Data Management Services and Middle Office Services to reclaim valuable time in four distinct ways.
Get more done, faster
Increase front office efficiency with AI and automated Workflows
Work is only valuable when it aligns with meaningful outcomes for your investors. That’s why front office teams excel more when they use Pereview to automate repetitive tasks with workflows for internal and third-parties like PMCs, ad-hoc and customized reporting, and bulk data ingestion using AI.
See how Pereview asset management makes your front office more productive and able to focus on what matters most by automating away what can be set once and done instantly.
Empower your front office with AI and Automated Workflows
Work is only valuable when it aligns with meaningful outcomes for your investors. That’s why front office teams achieve more when they use Pereview to automate repetitive tasks with workflows for internal and third parties like Property Management Companies (PMCs), ad-hoc and customized reporting, and bulk data ingestion using AI.
See how Pereview asset management makes your front office more productive and able to focus on what matters most by automating away what can be set once and done instantly.
Don’t let data disconnects stand in the way of better performance
Whether you’re a portfolio executive or an asset manager, your goal is the same:
make the best possible decisions with reliable data you can trust.
However, real estate information is inherently complex, requiring information from a wide variety of external systems and third parties and often tracked and managed in siloed Excel spreadsheets by various individuals. This data disparity is multiplied by the complexity of ownership and asset-level updates, making accurate reporting on common KPIs a relative impossibility.
Solve these challenges with one unified platform for all of your data and gain the insights you need to optimize performance while streamlining front office workflows.
Trust is earned over time
Trust is earned over time
2015
Founded
Inc.
5000
200+
Years of CRE experience
CRE real estate portfolio and asset management best practices and insights
Excel as a Database: Risk Check & Score Report
Take the 2-minute quiz Excel isn’t the problem – it’s one of the best modeling tools ever made. The problem is using it for things it wasn’t built
Boosting NOI with Tech: 8 Takeaways from CRE Leaders at IMN West
At this year’s IMN Real Estate CFO/COO Forum (West), industry leaders gathered for a candid conversation on how technology and innovation are helping real estate firms improve
Power of Pereview Video Series Part 4: Excel Model Integration
Eliminate Excel chaos – without giving up the tool you rely on Spreadsheets are powerful. But when your entire reporting ecosystem depends on fragile Excel models and
What the CFO of a Commercial Real Estate Investment Firm Does
If you’re the CFO at a real estate investment management firm, your job isn’t just about keeping the books clean. It’s about making sure the entire machine
Discover what Pereview can do for you
Leading CRE peers on the platform
Visualize and optimize the performance of both equity & debt investments across the life of the asset™
Whether you are investing by lending to those purchasing real estate or through acquisitions of your own, Pereview provides you with one platform for visualizing, managing, and optimizing the performance of both credit and equity assets in one platform and one software license.
Experience the power of knowing where both equity and debt performance stands with one single sign-on, automated reporting, key metric visualization, and much more.
Singerman Real Estate Customer Spotlight
“I wanted to create a situation where we would be able to get data in an apples-to-apples situation and be able to quickly take that data and make it available to our decision-makers and investors.”
Charlie Kellogg
CFO & COO, Singerman Real Estate
Powerful ways Pereview streamlines real estate asset management
Modern asset management software
Instantly view and optimize performance
Pereview empowers portfolio and asset managers with one source of truth by managing data from multiple sources. Easily view key KPIs for assets, funds, and the business without the hassle of manually updates and multiple software tools.
Data management services
Empower asset managers to invest their time in performance optimization, rather than techie tasks
The world of CRE investing is fast-paced and ever-changing. That’s why when asset managers spend large portions of their day collecting and organizing data from borrowers and internal teams, their attention is divided.
We understand this challenge, which is why we created Data Management Services and Middle Office Services to reclaim valuable time in four distinct ways.
Get more done, faster
Increase front office efficiency with AI and automated Workflows
Work is only valuable when it aligns with meaningful outcomes for your investors. That’s why front office teams excel more when they use Pereview to automate repetitive tasks with workflows for internal and third-parties like PMCs, ad-hoc and customized reporting, and bulk data ingestion using AI.
See how Pereview asset management makes your front office more productive and able to focus on what matters most by automating away what can be set once and done instantly.
Trust is earned over time
Trust is earned over time
2015
Founded
Inc.
5000
200+
Years of CRE experience
CRE real estate portfolio and asset management best practices and insights
Excel as a Database: Risk Check & Score Report
Take the 2-minute quiz Excel isn’t the problem – it’s one of the best modeling tools ever made. The problem is using it for things it wasn’t built
Boosting NOI with Tech: 8 Takeaways from CRE Leaders at IMN West
At this year’s IMN Real Estate CFO/COO Forum (West), industry leaders gathered for a candid conversation on how technology and innovation are helping real estate firms improve
Power of Pereview Video Series Part 4: Excel Model Integration
Eliminate Excel chaos – without giving up the tool you rely on Spreadsheets are powerful. But when your entire reporting ecosystem depends on fragile Excel models and
What the CFO of a Commercial Real Estate Investment Firm Does
If you’re the CFO at a real estate investment management firm, your job isn’t just about keeping the books clean. It’s about making sure the entire machine
