One operating model preserves the thread from source document to portfolio view.
Asset intelligence for institutional real estate
Every number in your portfolio, explained.
Strata unifies your properties, leases, loans, and financials into one operating picture — where every valuation, every statement, and every morning brief traces back to what actually happened.
Built for
- Asset management
- Portfolio finance
- Valuations
- Investor reporting
Morning Brief
Tuesday · Jul 7
Action required
Atlas Foods’ lease at Harbor Point Plaza rolls in 94 days — no renewal on record and no active deal in the pipeline.
Meridian Logistics missed a second consecutive sales report at Gateway Industrial — credit review recommended.
Monitor
June actuals closed for 14 of 16 properties; utilities running 6% over budget at Ridgeline Commons.
Occupancy at Canton Crossing dipped to 91.8% after two move-outs — three tours booked this week.
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from your portfolio · sources attached
01
Know your portfolio
Every property, lease, tenant, and loan in one place — current as of this morning. Not a data warehouse. An operating picture your whole team works from.
02
Trust every number
Every figure on every page traces to its source. When a number changes, you can see why — and nothing changes without review.
03
See what’s coming
Valuations that move when reality moves. A morning brief that reads your portfolio overnight and tells you where to look first.
Why Strata
Institutional real estate has systems of record. Strata becomes the system of decision.
Accounting knows the close. Property management knows the rent roll. Deal systems know the pipeline. Strata connects that operating truth into one governed model, so every team can make the next decision from the same evidence.
01
Connect the operating truth
Property, accounting, debt, leasing, and market inputs
02
Govern the model
Traceable calculations, approvals, history, and access
03
Move with confidence
Briefs, valuations, reporting, and portfolio decisions
Institutional approvals and auditability live inside the work instead of around it.
Every close, lease, valuation, and decision adds to the same governed history.
The platform
One system, from portfolio to property to lease.
Office, industrial, retail, net lease, multifamily, convenience & gas — one platform that holds the whole picture and can defend every number in it.
Portfolio & asset management
One operating picture.
Every property, lease, loan, and tenant in a single connected view. Drill from the portfolio to the property to the individual lease without losing the thread.
Occupancy, rollover, debt maturities, tenant exposure — the questions you ask every week, answered from live data instead of last month’s export.
Portfolio value
$1.24B
NOI · T12
$86.4M
Occupancy
94.6%
Harbor Point PlazaRetail$48.2M
Gateway IndustrialIndustrial$112.6M
Canton CrossingMultifamily$74.9M
Financials & budgeting
Statements that tie out.
Financial statements built from your actuals and held against your approved budgets — variance at every line, for every property, every month.
When a line looks wrong, you don’t schedule a meeting to find out why. You open it.
Harbor Point Plaza · six months ended Jun 2026
ActualBudgetΔ
Base rental revenue2,148,3002,131,000+0.8%
Expense recoveries612,400641,200−4.5%
Parking & other income96,80091,500+5.8%
Total revenue2,857,5002,863,700−0.2%
Repairs & maintenance(241,900)(233,500)+3.6%
Utilities(163,200)(153,700)+6.2%
Real estate taxes(344,100)(345,000)−0.3%
Other operating expenses(650,000)(688,700)−5.6%
Net operating income1,458,3001,442,800+1.1%
Continuous valuation
A living value for every asset.
A lease is signed. A tenant vacates. Actuals close. Your valuations re-run — so the value you present is the value as of today, not a spreadsheet from last quarter.
Every assumption is visible and every input is sourced, so the conversation is about the asset — not about the model.
Harbor Point Plaza
Revalued this morning
$48.2M
+ $1.1M since May · new lease executed
Hold period10 yrmarket
Discount rate7.25%market
Exit cap6.00%market
In-place rent$28.40 psflease
Opex growth2.6%actuals
AI & intelligence
A morning brief, grounded in your portfolio.
Strata reads your portfolio overnight — leases rolling, tenants weakening, budgets drifting — and tells you what needs action first, with sources shown.
It is grounded in your data and shows where every statement came from. No hallucinated numbers. No generic market commentary.
Morning Brief
Wednesday · Jul 8
Action required
Ridgeline Commons utilities are now 6.2% over budget for the half — the variance is concentrated in two months and one meter group.
Harbor Point Plaza’s value rose $1.1M after yesterday’s lease execution — investor reporting reflects it this morning.
Monitor
Three leases across the industrial portfolio roll within 12 months — combined 3.1% of ABR.
Canton Crossing leasing velocity improved: three tours booked against two recent move-outs.
Sources
june actuals
rent roll
loan abstract
pipeline
Pipelines & integrations
Connected, not replaced.
Your teams already run property management, accounting, debt, and deal pipeline systems that work. Strata connects to them and assembles the whole picture — it doesn’t ask you to migrate.
Leasing and deal pipelines stay in motion where your teams work. Strata keeps the portfolio view current alongside them.
Property management
current · 6:04 AM
Accounting
June close received · 6:12 AM
Debt
statements updated · 6:15 AM
Deal pipeline
3 new deals this week · 6:20 AM
Your systems keep running. Strata keeps up.
Dashboards & reporting
Investor-grade, board-ready.
Dashboards for the Monday meeting, branded exports for your investors, and portfolio-to-property drill-down for everyone in between.
Every report is built from the same governed numbers as the platform itself — so the deck and the system never disagree.
STRATA
Q2 2026
Portfolio Review
Prepared for Crestview Capital Partners
Generated from live portfolio data
Security & trust
Built like your auditors wish everything was.
Tenant isolation
Your data is partitioned from every other organization’s at the database layer — not by convention, by enforcement.
Row-level access
Role-based access control down to the individual record. People see exactly what their role entitles them to — nothing more.
Complete audit trail
Every change, every approval, every export — recorded, attributable, and reviewable.
Enterprise cloud
Runs on Microsoft Azure with enterprise identity, single sign-on through your directory, and encryption in transit and at rest.
Numbers never change silently.
Material changes in Strata follow a maker-checker discipline: one person proposes, another approves, and the record of who changed what — and why — is permanent. It’s the control environment institutional capital expects, built into the platform rather than bolted on.
About
Built by operators.
Strata was built by people who ran institutional real estate portfolios and were done with numbers nobody could explain — the valuation that lived in one analyst’s spreadsheet, the variance that took a week to trace, the report that didn’t match the system it came from.
So we built the platform we always wanted to run: one picture of the portfolio, every number accountable to its source.
See your portfolio explain itself.
A working session with your asset classes — not a slide deck.
Request a demo