Over the course of the last year, we’ve furthered strengthened our conviction in the importance of leveraging data to maximize returns from evaluating deals to managing a portfolio. Leading institutional investment firms have integrated the Dealpath API into their workflows and modern real estate tech stack. One example is a PERE 50 firm utilizing the API to transfer critical asset and deal data into their proprietary data warehouse for combining with other department data sources, enabling forecasting analysis and visualization. They’ve found that using their data in this manner has key benefits.

• Increased transparency across the organization – By integrating their data using the Dealpath API, they’re able to perform holistic reporting across the departments (for example, not just their acquisition team) and they can pull their data from all their systems (including Dealpath) into the internal system.
• Improved quality of data – The process of integrating the API into their improved process cast a spotlight on the quality of data and improved the quality of data being added into their system and therefore improved their ability to analyze data.
• Data snapshots – The ability to programmatically retrieve data created the option to create snapshots of data, allowing firms to have an accurate picture of data in time allowing them to look back for reference.
• Amplifying their own data – By integrating the API, firms are able to easily add a programmatic layer to their own data. Now they’re able to get insights quicker and democratize deal evaluation.

By enabling customers to use leverage their own data, Dealpath is addressing the growing need for firms to deploy modern tech stacks comprised of best-of-breed software solutions. “The modern real estate tech stack employs ‘best-of-breed’ solutions that are integrated seamlessly across the organization and lifecycle of an asset including market data, deal management, portfolio monitoring, property accounting, and fund administration,” said Dealpath CEO Mike Sroka.

The post Actionable investment insights through integrated data with the Dealpath API appeared first on Dealpath.

Dealpath API 

The latest version of the Dealpath API is now live! The upgrade introduces the ability to pull data from external systems onto the Dealpath platform. Current customers can use this to programmatically pull information from asset management platforms (like Yardi or MRI) or pull market data from third-party data providers.

Export Upgrades

You have two new options for exporting the Deal Info page. You can choose to export the page to PDF in Legal or Tabloid sizes, and the exports have been enhanced with darker fonts and a cleaned-up header.

Properties Widget

We’ve added a new widget for managing properties to the Deal Info Page that shows all the properties attached to a deal. The widget can be plugged into existing templates without any extra configuration, and the information will automatically populate from the Properties page. The widget can be shown in a List or Tile view.

Streamlined Dashboard

The Map View on the Deals Dashboard is significantly more performant, with quicker load times and smoother zooming regardless of how many deals you have.

File-viewing Enhancement

The latest version of Dealpath’s file management is faster, smoother, and more user-friendly than ever. With new “previous” and “next” options, you can now navigate to different files without having to close and reopen them. Files are also presented in a cleaner fashion, allowing you to easily view them without having to zoom in.

New Country Support

Dealpath now supports deals in South Korea, Hong Kong, Malaysia, and Thailand. When creating a deal in one of these countries, addresses will auto-complete, and Dealpath will plot the deal on Google Maps and provide a Google Street View.

If you’d like to learn more about the Dealpath platform, please reach out to info@dealpath.com or request a demo! Stay tuned for future product releases.

The post February Product Update appeared first on Dealpath.

New York City, New York – February 19, 2019  – Dealpath, the leading investment management software platform for the real estate industry, and Lionpoint Group, a global advisory firm specializing in alternative investments, today jointly announced a strategic partnership to empower global real estate investment firms with centralized data and configurable workflows integrated across organizations by combining Lionpoint’s business strategy, technology, and operational expertise with the Dealpath software platform.

Lionpoint Group will offer solutions built on the Dealpath platform, providing investment teams with a cloud-based command center to drive maximum value from pipeline to portfolio management. Dealpath’s platform equips both acquisitions and development teams with powerful tools for deal analytics, collaborative workflows, and pipeline tracking. The platform is purpose-built to enable real estate deal teams to focus on value-add work that produces optimal risk-adjusted returns, resulting in an ROI of 475% (on average).

“Dealpath’s platform serves as the critical integration and collaboration layer for real estate investment firms, centralizing data and streamlining communication across the organization.” said Jonathan Balkin, Co-Founder & Executive Director of Lionpoint Group. “In order for firms to maximize their operational leverage and manage enterprise risk, firms require an operating system that Dealpath’s platform provides.”

This strategic partnership is possible because of Lionpoint’s deep experience in operational transformation and the implementation of technology solutions for the global investment management industry. “We’re thrilled to partner with Lionpoint,” said Mike Sroka, CEO of Dealpath, “they have proven expertise in both technology and real estate and have a rich history of delivering results to their clients.”

The post Dealpath and Lionpoint Group Form Strategic Partnership to Deliver Data Solutions for Real Estate Investment Managers appeared first on Dealpath.

The new dashboard features several significant upgrades. It is now faster than ever, has more intuitive options for configuring and filtering, and boasts one of the most user-friendly interfaces in the real estate technology sector.

Faster than ever

The new dashboard was completely re-architected with speed and ease-of-use in mind. The improved engineering allows Dealpath to load views at unprecedented speeds, and a design refresh makes the dashboard cleaner and more intuitive than ever. Ultimately, this means teams will be able to work more efficiently and streamline their operations.

Endlessly customizable

Much of the power of Dealpath comes from its limitless customizability. Every page can be endlessly configured, tweaked, and edited to achieve the most effective interface for each team. Additionally, each member of the team can also configure their individual dashboard views to their preferences. The new dashboard makes it easier than ever to build and customize those views.

New features

The upgraded dashboard now has a “Group by” button to easily organize your deals into the categories you prefer. For instance, teams can change instantly between views that group their deals by deal state, deal type, property type, or location. If certain team members prefer one grouping, they can set that view without changing those of their teammates.

In addition, the “Configure” button is now separate, making it easier to customize what information is shown for each of your deals, regardless of how they’re grouped. Common fields include deal progress, critical dates, and upcoming assignments, but the number of fields is endless. Finally, the “Filter” button has an improved user interface that makes it easy to establish which deals you want to see on your dashboard.

The new Deal Dashboard constitutes a major upgrade for the platform. The dashboard is faster, more configurable, and more intuitive than ever.

If you’d like a hands-on demonstration of how the new dashboard improves pipeline tracking for real estate investment teams, request a demo and one of our experts will be in contact shortly.

The post Revamped Deals Dashboard Is Now Live appeared first on Dealpath.

Dealpath, the leading investment management platform for the real estate industry, won “Top Technology” for the Global 2018 PropTech Awards at MIPIM PropTech NYC. Dealpath was chosen by a panel of industry experts, PropTech entrepreneurs, and leading journalists in the field.

Hundreds of top performing real estate investment and development firms leverage Dealpath to track their deal pipeline, manage complex transactional workflows, and centralize their most critical deal data — all from an easy-to-use and secure cloud-based software platform. Teams using Dealpath have the data they need at their fingertips, empowering them to focus on value-add work and to identify and mitigate risks to generate optimal risk-adjusted returns. On average, Dealpath customers saved 22.5% of their time, reduced deal turnaround time by 87%, and achieved an ROI of 475%.

“The award is an extraordinary recognition of Dealpath’s industry-leading technology and the results our customers are achieving with the platform,” said Dealpath CEO Mike Sroka. “Our goal at Dealpath is to equip high-performing investment teams with powerful cloud technology that enables them to drive maximum value from their pipeline to portfolio management. We look forward to continue expanding the platform and growing our presence in key strategic markets to help power the industry into a bright future.”

For more information on the Global 2018 PropTech Awards, contact info@dealpath.com or book a demo.

The post Dealpath Wins “Top Technology” at the Global 2018 PropTech Awards appeared first on Dealpath.

New York City, New York – November 6, 2018 – Dealpath, the global standard for real estate investment teams, today announced the opening of its New York City office at Rockefeller Center. The decision to open a new office is the logical progression to Dealpath’s expanding customer base in North America, including key gateway markets. In addition to the new office, the company will continue expanding its global headquarters in San Francisco, California.

Dealpath’s cloud-based deal management platform equips acquisitions and development teams with powerful tools for pipeline tracking, deal analytics, and collaborative workflows. The platform is purpose-built to enable real estate deal teams to focus on value-add work that produces optimal risk-adjusted returns, resulting in ROI of 475% (on average).

“New York City is the center of the real estate universe with its density of commercial property value, institutional capital, and investment management expertise. Many of our largest clients call New York home, and it’s important for us to continue growing our operations in this key strategic market,” said Dealpath CEO Mike Sroka. Gary Kao, who leads the New York office as General Manager, added that “We’re excited to formally establish our permanent presence here to support the continued success and growth of our customers and industry partners.”

Dealpath’s extraordinary growth has been driven by the success of its customers. Dealpath’s customer base spans hundreds of investment management firms worldwide, who have recently surpassed a combined $1 trillion worth of transactions managed on the Dealpath platform — a 100% increase since May 2018.

“L+M is thrilled that Dealpath is opening a New York office,” said Joe Weishaar, Vice President of Asset Management at L+M Development Partners. “Dealpath’s platform has delivered results and with additional support and collaboration the Dealpath New York team, we’ll be able to deploy new features quicker and add to how we already use the platform internally.”

For more information about the Dealpath New York office, or to get in contact with a Dealpath representative in your region, contact info@dealpath.com or book a demo.

The post Dealpath Continues Its Expansion, Launches New York City Office and Operations appeared first on Dealpath.

And 2018 isn’t over yet. The final three months are packed with some of the largest, most prestigious events of the year. There are plenty to choose from, but here are the essentials:

1. SF CRE Tech Summit — October 18, 2018 | San Francisco
   The SF CRE Tech Summit hosted by Bisnow will focus on disruptive technologies, from AI and blockchain to IoT and deal management technology. Hear from an all-star team of panelists, startup founders, and investors to learn about the most innovative technology and how it’s shaping the face of the built world.                                                                        
2. RealShare Apartments — October 29-30 | Los Angeles
   The RealShare Apartments conference in late October is widely considered the multifamily event of the year. Thousands of the industry’s top owners, investors, developers, brokers, and financiers will converge to discuss the hottest topics in the multifamily industry. More than 70 speakers — including Dealpath’s very own Mike Sroka — will share their insights and expertise.                                                                                                                                                          
3. NYC Real Estate Tech Week 2018 — November 5-11 | New York City
   In early November, over 5,000 industry leaders and 200 of the most innovative startups will gather in New York for one of the premier commercial real estate events of 2018. Spread out across the city, the NYC Real Estate Tech Week will host 12 separate events, including the flagship event — the much-anticipated MIPIM PropTech Summit hosted by MetaProp NYC.                                                                                                                                                                                   
4. PERE America — November 7-8 | New York City
   PERE America is returning for its 13th year, this time at Hudson Yards, the largest private development in US history. The conference is attended by the most elite players in private real estate, including 300 of the top institutional investors and fund managers in the country. If you’re in private real estate, you won’t find a better networking opportunity than this.                                                                                                                                                                                  
5. REITworld 2018 Annual Conference — November 7-9 | San Francisco
   The 2018 version of REIT World promises to be the perfect blend of private meetings, educational sessions, and networking opportunities. The event — brought to you by Nareit — will help you forge new business relationships, engage in thought-provoking conversations with industry leaders, and gain the latest insights and market intelligence.                                                                                                                                                                                                  
6. ICSC New York Deal Making 2018 — December 4-6 | New York City
   The New York Deal Making event is a prime opportunity for networking with industry peers and learning about key trends in the real estate technology sector. The 3-day conference will bring together 10,000 retail experts to discuss the state of the industry engage in dynamic deal-making.                                                                                                                 
7. CREtech Venture Conference NYC — December 6 | New York City
   The largest gathering of commercial real estate tech investors will take place this December. Hosted by CREtech, the event will feature over 700 thought leaders and leading venture capitalists, as well as founders from some of the most revolutionary companies the real estate technology industry.

When it comes to commercial real estate events, these are the crème de la crème. They’ll equip you with the knowledge and the connections you need to succeed in today’s competitive real estate market. You won’t want to miss them.

The post The Best Commercial Real Estate Events for the Rest of 2018 appeared first on Dealpath.

Dealpath, the leading deal management platform for real estate investment firms, announced today that it has successfully earned the American Institute of Certified Public Accountants’ (AICPA’s) Service Organization Control 2 Type 1 (SOC 2) certification after completing an extensive independent audit process with third-party certified public accounting (CPA) firm. The certification affirms that Dealpath’s information security practices, policies, procedures and operations meet the SOC 2 standards for security, processing integrity and confidentiality.

Dealpath is a purpose-built, cloud-based software platform for real estate investment and development teams. The platform serves as a central hub for deal evaluation and execution by bringing together deal information, critical property data and transactional documents into a single, efficient workspace for deal execution.

As investment teams grow and leverage new solutions, it is critical to ensure that those systems are designed and implemented in accordance with the highest standards for data security, integrity and confidentiality.

This SOC 2 certification audit report confirms that the Dealpath platform has the necessary controls to meet the criteria set forth by the Trust Services Principles:

• Security — The platform is protected against unauthorized access
• Processing integrity — The platform’s processing is complete, valid, accurate, timely and authorized
• Confidentiality — Information designated as confidential is protected as committed or agreed

“By obtaining the SOC 2 certification, we continue our utmost commitment to security, processing integrity and confidentiality on the Dealpath platform,” said Kenter Wu, VP of engineering for Dealpath. “With this third-party report, our customers can rest assured that we hold a high standard for security and compliance and will have our highest level of commitment.”

Read the full press release here.

The post Dealpath Attains SOC 2 Information Security Certification appeared first on Dealpath.

JLL Spark, a division of JLL (NYSE:JLL), today announced that its JLL Spark Global Venture Fund has invested in Dealpath, the leading global provider of cloud-based technology for evaluating and managing real estate transactions. Based in San Francisco, Dealpath pioneered real estate deal management software and is now supporting over $500 billion dollars in transaction volume with hundreds of leading institutions across the world.

Dealpath is a purpose-built, cloud-based software platform for real estate investment and development teams. The platform serves as a central hub for deal evaluation and execution by bringing together deal information, critical property data and transactional documents into a single, efficient workspace for deal execution.

“Dealpath’s deal management platform is central in the evolution of real estate software services,” said Mihir Shah, co-CEO of JLL Spark. “We believe JLL clients, real estate investors and developers will see great benefits from using its proprietary technology and approach to data-driven and collaborative transaction management to improve the efficiency of evaluating, managing and completing real estate transactions.”

By combining collaboration tools, workflow automation, reporting, pipeline tracking and visualized deal analytics, Dealpath’s platform eliminates manual and repetitive tasks and delivers compelling Return on Investment (ROI) of more than 475 percent (annual average). Dealpath customers have reduced due diligence and underwriting errors by 18 percent through improved communication, centralized information and process standardization. By automatically collecting and formatting data into custom real estate templates, users reduce Deal Turn Around Time (TAT) by an average of 87 percent, which significantly reduces the time to evaluate and execute new investment opportunities from weeks to days.

“It’s impressive and exciting to see Dealpath’s growth and focus in supporting the daily work and decision-making of investment teams,” said Joe Weishaar, Director of Fund Management at L+M Development. “The platform fosters better, more informed investment decisions and allows us to reallocate time to value-add activities. Working closely with JLL Spark is a natural fit.”

JLL Spark’s strategic investment in Dealpath will fuel continued growth by providing industry-leading experience, networks, and resources globally. “We’re thrilled to work closely with the JLL Spark growth team to help clients leverage the Dealpath platform to achieve optimal outcomes. JLL Spark and Dealpath share a similar view of the built world and are committed to continually raising the bar to provide best-in-class services to help high-performing investment teams build value,” said CEO Mike Sroka.

About Dealpath

Dealpath is the real estate industry’s leading cloud-based deal management platform. Investment and development teams leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics, and collaborative workflows to focus on value-add work that produces optimal risk-adjusted returns. The company is based in San Francisco, CA and was founded in 2014. For further information, visit https://stagedealpath.wpengine.com/

About JLL Spark

JLL Spark is dedicated to transforming the real estate industry through technology-based innovation. JLL Spark provides the nimbleness of a startup backed by JLL’s expertise and resources. Led by experienced Silicon Valley entrepreneurs with successful track records building and investing in tech companies, JLL Spark’s strategic proptech investments offer JLL the ability to provide innovative products to real estate owners and operators. JLL Spark was founded in 2017 and is headquartered in San Francisco, California.

For further information, visit https://spark.jll.com/

About JLL

JLL (NYSE: JLL) is a leading professional services firm that specializes in real estate and investment management. Our vision is to reimagine the world of real estate, creating rewarding opportunities and amazing spaces where people can achieve their ambitions. In doing so, we will build a better tomorrow for our clients, our people and our communities. JLL is a Fortune 500 company with nearly 300 corporate offices, operations in over 80 countries and a global workforce of 86,000 as of June 30, 2018. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further information, visit jll.com.

The post JLL Spark Invests in Real Estate Transaction Software Pioneer Dealpath appeared first on Dealpath.

Info Panels fit in a 1 or 2-column format, allowing the newly added tables to stretch across the page. If you’re a customer, you can see for yourself and login to your account where the upgrade is already live. Otherwise, you can request a demo and we’ll show you firsthand.

The upgrade extends to all types of fields, including photos, maps, and now, tables. This gives users unprecedented customization over how they represent their data, allowing for easier data analysis and a more intuitive process for evaluating deals.

To start using Info Panels, begin editing a template and select “New Info Panel.” Then choose a  1, 2, or 3-column format. Add info sections or table info sections, drag-and-drop panels where you’d like them, and edit the layout to create the view that works best for you.

The upgrade was designed to make it easier for users to quickly view and edit their data. The result is cleaner, simpler, and ultimately more useful data formatting. This saves time and provides a more visually compelling user experience.

To get started, login now and create a new template. If you aren’t yet a customer, you can also request a custom demo and one of our representatives will reach out to you shortly.

The post Dealpath Receives Major Upgrade with the Addition of Info Panels and Tables appeared first on Dealpath.