Elevate Real Estate Solutions

Elevate Real Estate Solutions is an Acumatica gold certified partner founded by Greg Daniele, a CPA with nearly 40 years of experience in real estate development accounting software. The company provides all-in-one real estate software for developers, owners, and operators, covering real estate development, land development, commercial property management, and construction management. Their platform features budgeting, loan draws, project tracking, leasing, CAM reconciliation, and accounting, aiming to cut month-end close time in half.

The company targets developers, owners, and operators across the US and Canada who need a single platform to manage development accounting, construction costs, loan draws, and commercial property management. They specifically address the needs of mid-sized real estate firms that previously relied on multiple disconnected systems or spreadsheets to meet their lifecycle management requirements.

Potential clients can start by booking a 20-minute discovery call through the company's website, which is described as a no-pressure, no-obligation process tailored to their specific needs. The website also offers a product tour and a guide titled 'Looking Through the Windshield' by Greg Daniele, CPA, to help users understand the software's capabilities before committing.

The platform includes specialized inventory tracking for land developers that monitors lot status, phase progress, and builder assignments from a single view. It also provides automated loan draws, real-time budgets, and complete project history from pre-development to profitable completion, all integrated with built-in accounting software.

For commercial property management, the software offers lease-centric design to handle complex lease arrangements, automate CAM reconciliations, and manage retail breakpoints. It also provides real-time data visibility into lease performance through customizable dashboards and automated notifications for critical dates like lease expirations and insurance renewals.

The construction management capabilities include real-time budget-vs-actual visibility across the entire portfolio, automated draw packages that reduce assembly time from six hours to thirty minutes, and complete cost control from the first land payment to final closeout. It tracks commitments before invoices arrive to surface cost overruns early.

The company's 7-step implementation process focuses on people, process, and platform to optimize organizational efficiency. Steps include setting goals and scope, mining and variance analysis, shaping and targeting, defining and agreeing on new processes, implementing and testing, training and coaching, and reviewing and refining actual vs. expected results.

The company has been an Acumatica Gold Certified Partner since 2024, which is the highest official recognition level in the Acumatica Partner Program. This certification confirms their expertise in guiding implementations and providing support for the Acumatica platform tailored for real estate firms.

The platform allows managers to oversee various property types in one place, including retail, industrial, residential, and office buildings, all with property-specific configurations. It also supports mixed-use properties and handles critical dates like lease expirations and renewal options through automated workflow triggers.

The software helps recover more operating expenses by automating complex CAM reconciliations, recoveries, and escalations, ensuring recoverable expenses are captured while reducing revenue leakage from manual calculations. It also provides work order tracking, preventive maintenance scheduling, and vendor management for seamless service request management.

The FAQ section on the website addresses common questions such as how Acumatica property management streamlines commercial lease management and whether it can handle mixed-use properties. It also explains how the software enables better maintenance operations through reporting features and handles critical dates and notifications effectively.

The company's mission is to transform real estate companies into more intelligent, efficient, and profitable operations through one effective solution framework. They emphasize building partnerships that take possibilities and transform them into achievements, keeping unique client needs at the center of everything they do.

The platform provides complete visibility into lot status, sales pipeline, and profitability, backed by the full power of development accounting and cost control. It allows users to track every lot's financial status and profitability in real time, ensuring they always know what is committed, sold, and coming.

Elevate Real Estate Solutions is located at 40 E. Montgomery Ave,, Suite 321, Ardmore, 19003, US.

You can reach Elevate Real Estate Solutions by phone at +1 800-424-3663.