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Automation in Commercial Real Estate: CAM Reconciliation and Beyond

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11 am PT / 12 pm MT / 1 pm CT / 2 pm ET
*approximate length: 45 minutes to 1 hour

Sponsored by STRATAFOLIO

Presenter: Jeri Frank, Co-Founder and CEO

After speaking with hundreds of owners and operators in commercial real estate with more than 2B in asset value, we learned that automations in commercial real estate can save nearly 80% of time and thousands of dollars each month. From the often-daunting task of common area maintenance reconciliation to lease escalation management, automation is a necessity for operating an efficient business. In this session, we will provide our best practices for CAM reconciliation and several other automations for CRE owners and operators.

Learning Objectives:

  • How to use technology to automate accounting and finance for their commercial real estate business
  • Best practices when conducting CAM reconciliations
  • How to use automation to manage certificates of insurance and rent rolls
  • Best practices for debt management in commercial real estate software

Jeri Frank is the Co-founder and CEO of STRATAFOLIO, an online software solution designed to help commercial real estate owners optimize their real estate portfolio management.

Jeri is a frequent contributor to Forbes Business Council and has written extensively about managing commercial real estate while also using QuickBooks. She has also participated in previous IREM and CCIM podcasts and webinars. STRATAFOLIO was named one of the top commercial real estate portfolio/property management platforms by CREtech and selected into the prestigious 2022 2022 NAR REACH program.

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