In an industry often driven by cutting-edge technology, CRE CFOs and portfolio and asset managers are beginning to recognize the irreplaceable value of services. The shift toward service-oriented solutions marks a significant evolution in how firms approach operations, focusing on expertise and collaboration to solve complex challenges.
Why Services Matter More Than Ever
According to the Private Funds CFO Insights 2025 report, technology alone isn’t enough to address the unique needs of commercial real estate asset management firms. While platforms and tools provide essential functionality, it’s the services surrounding those technologies – data coordination, validation, and transformation – that deliver real, tangible results.
At Pereview, we’ve embraced this shift by combining powerful technology with expert data management and middle office services that guide clients through their most pressing operational challenges. An added benefit of these services is that our expert team can handle data exchanges between investment firms and their partners and create actionable tasks to ensure data is loaded into Pereview. This allows our clients to focus on using the data to generate business insights rather than managing data themselves.
Critical Services That Make a Difference
- Data coordination: Ensuring disparate data sources are seamlessly integrated into a unified platform.
- Data validation: Establishing robust checks and balances to guarantee the accuracy and reliability of financial data.
- Data transformation: Converting fragmented or inconsistent data into actionable insights that drive decision-making.
These services not only streamline processes but also empower teams to focus on strategic initiatives rather than being bogged down by manual tasks and data errors.
The Competitive Advantage of Service-Oriented Solutions
Firms that prioritize services alongside technology gain:
- Operational efficiency: Services like automation and data management free up valuable time and resources.
- Enhanced decision-making: Accurate, validated data ensures confident, informed decisions.
- A tailored experience: Customized support meets the unique needs of each client, setting firms apart in a crowded market.
By integrating services into their operations, CRE portfolio and asset managers can unlock the full potential of their technology stack and achieve a level of precision and performance that drives competitive advantage.
At Pereview, our service-oriented approach is designed to help firms go beyond what’s possible with technology alone, delivering outcomes that matter.
