// Industries — Real Estate & Property Management

Portfolio-Scale Infrastructure. Institutional Security Posture.

IT and security for REITs, real estate investment firms, and fund managers — asset management system integration, investor reporting infrastructure, institutional-grade security, and controls suited to managing third-party capital.

Real estate investment at scale is an institutional operation: capital under management, asset management systems, investor reporting, fund accounting, and counterparty expectations that match. Securing this environment requires institutional-grade posture — SOC 2 alignment, documented controls, tested incident response, and the ability to respond to investor and lender security questionnaires. We build to that standard.

Built for Institutional Expectations

SOC 2 / Institutional Alignment

Security controls mapped to SOC 2 Trust Services Criteria and institutional investor expectations — with evidence packages that survive fund-level due diligence.

Asset Management Platform Support

Integration with Yardi Investment, MRI, Juniper Square, AppFolio Investment Manager, RealPage IMS, and Argus — including hosting and backup.

Investor Reporting Infrastructure

Secure investor portals, encrypted distribution of K-1s and statements, and document access control aligned to private fund expectations.

Infrastructure to Pass Institutional Due Diligence

We assess current posture against SOC 2 or institutional questionnaires, remediate gaps, deploy the required controls, and maintain documentation continuously. When investors, lenders, or fund administrators ask, we respond with evidence — not scrambling. For firms pursuing SOC 2 certification, we own the program through audit.

Who This Is For

Non-traded REITs, private real estate funds, multifamily investment firms, commercial investment sponsors, and fund managers. Especially valuable for firms raising institutional capital, approaching SOC 2 certification, or facing increasingly rigorous LP security questionnaires.

Common questions

Q

Can you support SOC 2 certification for our firm?

Yes — we own the implementation, evidence collection, and audit support. We've taken many real estate firms through Type 1 and Type 2 certifications. Timeline is typically 9-15 months from kickoff to Type 2 report.

Q

What about LP security questionnaires?

We respond on your behalf with documented evidence, coordinate with your investor relations and legal teams, and maintain a response library so each new LP questionnaire is a fast turn instead of a fire drill.

Q

Do you integrate with our fund administrator?

Yes — we coordinate with SS&C, Juniper Square, Fund Administrator LLC, Phoenix American, and other common administrators on data exchange, security, and reporting infrastructure.

// Ready when you are

Institutional investors expect institutional infrastructure.

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