A practical, step-by-step PDF that shows how to prepare your CRE data for AI by standardizing structures, definitions, and collection processes.

How to standardize your chart of accounts, map PMC/partner COAs to a master COA, centralize monthly data collection, and create consistent definitions for key financial metrics.

Asset managers, portfolio managers, and data/ops leaders who want cleaner reporting, faster workflows, and a solid foundation for AI and automation.

How do I get the guide?

Fill out the short form on this page to immediately access the downloadable PDF.

How does this help with AI?

AI needs clean, consistent inputs. The guide outlines the data standards and processes that reduce one-offs and improve accuracy so downstream automation actually works.

What topics are covered?

COA standardization and mapping, monthly data collection, consistent metric definitions (e.g., NOI), and best practices to reduce exceptions in reporting.

Does it include implementation tips?

Yes – checklists and sequencing guidance to help you align teams, set standards, and make incremental progress that unlocks automation later.

Get your real estate data organized for AI

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+1 214-389-7803

Get your real estate data
organized for AI

Step-by-step guide explains:

What data to organize first
Why standardized math is important and how to do it
Which best practices to follow to create consistent, reliable data so you can use AI in the best way possible

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Get your real estate data
organized for AI

Step-by-step guide explains:

Please fill out this form to download now

Please fill out this form to watch now

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