Modern Real Estate Investment Management

CaudexCRE® provides a comprehensive real estate investment management platform tailored specifically to the needs of investment managers and investors.
Built By Real Estate Investors, For Real Estate Investors.

One Platform, Designed for All Investors

Whether you’re a manager, operator, individual, or institution, Caudex is here for you.
For Managers, GP, & Sponsors
Join 100+ managers who use Caudex to manage the entire lifecycle of active and prospective investments.
For LPs and Individual Investors
Caudex was developed with the investor in mind for your real estate investments.
For Institutions & Endowments
Whether your allocating funds on behalf of your institutions or individual investors Caudex is here for you.
For Family Offices
Easily manage 1 to 1,000’s of investments in one place. Simplifying the processing and reducing hands-on management

Solutions By Real Estate Investors, For Real Estate Investors

Combining Trust, Transparency, and technology ™ in an integrated solution.
One Platform
Tailored to exceed your expectations
CaudexCRE is a cloud-based platform that empowers real estate investment teams and individuals with the ability to manage complex investments.
Investment aggregation
All your investments in one-place
Easily access and manage all your investments in one place with our individual investment performance and comprehensive portfolio management tools.
Cutting-Edge Security
Rest easy knowing your safe with us
In addition to using airtight encryption protocols for your account, data, and information, we have a robust system of 2-factor authentication, AICPA/SOC-2 compliance, and decentralization to reduce risk.
Easy to use
Enjoy a seamless user experience
An intuitive design and easy-to-use platform with features tailored to your needs, enabling you to find, interact, and accomplish your goals effortlessly.
Document storage
No more searching for hours on end
Integrated with DocuSign and DocSend, access, review, sign, upload, download, and share all your investment documents in one secure place in real-time, at the click of a button.
Fund Management
Move funds securely with our integrations
We are integrated with Plaid, allowing you to schedule free USD wires and ACH payments on a one-time basis or automate them to distribute and receive funds.
simplified communication
Communicate however you want, whenever you want
Send direct messages or emails in seconds with all your conversations in one place.
Real- time data
From the people that have it to the people that want it
All your questions answered. We get the data from the people who have it to the people who want it.
Seamless connectivity
Access anytime, anywhere, any device
Whether you're in the office on your desktop computer or on the road, you can access Caudex through the web or our mobile application.
Caudex Root®
Raise capital or invest through CDX-Root
Find new investors, commit capital, or find someone to take your position in our primary and secondary markets.
Best-in-class service.
One-on-one Support
Your needs come first. We provide a high-touch, white-glove service as part of CaudexCRE. Invest with confidence, knowing our support team is one message away.