Modern Investment management with

The Future of Real Estate Management™

CaudexCRE® provides a comprehensive real estate investment management platform that tailors specifically to the needs of investment managers and investors.

Built By Real Estate Investors, For Real Estate Investors™

We Built What Was Needed!

GP / Sponsors

Tools to make investments grow

CaudexCRE™ is your virtual investment toolbox and back office.

  • Investment level management that you can dig down to individual property level information.
  • Investor Distribution management
  • Automated Reporting
  • Messaging
  • Document management
  • and more

LP / Investors

Transparency into your investment

The main purpose of Caudex™ is to give the information LPs want when they want it. Whether its

  • historical performance,
  • easy communication with managers,
  • a single place to store investment related documents,
  • or cross referencing investment data across all of your real estate investment.

Caudex™ has solutions for you.

Institutions & Endowments

Manage and Deploy Capital, in One-Place

CaudexCRE™ allows a simple overview of all investments under your entity's management. You're able to compare all aspects of your investments including:

  • Distribution Amounts
  • Property Type
  • Amount Invested
  • Equity Totals
  • Equity Percent
  • and more

all while managing complex portfolio's across many partners

Family Office & Managers

Manage Complex Capital Portfolio's

Easily Manage 1 to 1,000's of investments in one place. Simplify the process and reduce hands-on management.


Get access to all the information needed to handle K1s

CaudexCRE can handle all the data needed to calculate K1 tax documents, Gain/Loss and potential taxes due. We have built the ability to grant access to accountants to access the necessary information to generate K1s for all investors.

Combining Trust, Transparency, and Technology

Benefits of CaudexCRE™

One platform

CaudexCRE™ is a cloud-based intelligence platform that empowers real estate investment teams to easily manage the most complex portfolios.

Built for all investors

Whether you're managing $1B AUM or $1M AUM, you're able to use CaudexCRE™. We have built an extremely flexible platform that allows you to manage your assets and give transparency to the LPs in your investments.

Aggregate Portfolio

Easily access and manage all of your investments in one place with our Individual Investment Performance and comprehensive portfolio management.

Document Storage

Access, review, sign, upload, download and share all your investment documents in one, secure place in real-time, at the click of a button.

Transparent & Actionable Reporting

Using real time data, CaudexCRE™ reporting software creates comprehensive standardized reports for real estate investment management teams and investors.

Generate detailed and summarized

  • Cash Flow
  • Income Statement
  • Distribution Notices
  • Investment Summaries
  • Individual Investor Statements

and more in a matter of seconds.

Investor CRM

Communicate directly with individuals or a group of investors effortlessly, while tracking historical communications in one centralized location.


See for yourself

Contact us to schedule a demo and join us in revolutionizing real estate investment management.