Build Connected Real Estate Operations with,
Trusted Data and AI-Ready Processes
Connected Portfolios. Faster Closes. Investor-Ready Reporting.
Velosio helps real estate owners, operators, REITs, brokerages, facility services teams and senior living communities connect assets, leases, debt, service, investor reporting and multi-entity finance on one foundation built for growth and practical AI.
Connected, AI-Ready Operations Are the New Real Estate Advantage
Real estate portfolios grow into dozens of funds, SPVs and joint ventures, each with its own ledger, leases, loans and service activity. When property systems, spreadsheets and accounting tools don’t connect, the close stretches, investor reports take weeks and nobody trusts the same number.
of mid-market finance teams take four or more days to close the books
lose 11+ hours a week to manual reconciliation
Source: Velosio, The Real Cost of Delayed ERP Modernization (2026). Independent research by Cascade Insights; n=151 U.S. ERP decision-makers at $100M–$999M organizations.
Velosio brings real estate accelerators, Microsoft business applications and data and AI expertise together so finance, asset management and operations work from one source of truth.
Real Estate Expertise for Your Business Model
Industry-focused guidance shaped by how real estate organizations own, lease, operate and report.
Owners, Operators & REITs
Manage ownership structures, leases, debt and multi-entity consolidation with portfolio and investor reporting.
Private Equity & Real Estate Funds
Spin up new SPVs from templates and deliver quarterly statements and capital account reports faster.
Facility Services & Senior Living
Connect work orders, SLAs, resident and tenant service, billing and documentation.
Brokerage Firms
Spin up new SPVs from templates and deliver quarterly statements and capital account reports faster.
Connect the Real Estate Value Chain with Trusted Data, Intelligent Processes and AI
Velosio helps real estate organizations connect acquisition, ownership, leasing, operations, finance and investor reporting to improve control and scale across entities.
Connect the core
Unify property, fund and corporate accounting on Dynamics 365 Business Central or Finance with native multi-entity consolidation.
Extend for industry fit
Add real estate accelerators for asset and ownership structures, agreements and lease accounting, debt, facilities and commissions.
Activate data & AI
Use Power BI, Fabric, Copilot and the Real Estate Operator Agent to deliver investor dashboards and cited answers in Teams.
Close speed • Investor confidence • Lease accuracy • Portfolio visibility
Your next move in ERP.
Backed by industry insight.
Download the ERP Readiness Checklist & Success Blueprint for Real Estate Finance Teams. Score your options against 24 criteria and plan your implementation, from baseline to go-live.
From Real Estate Pressure to Measurable Value
Velosio connects processes, technology and data across the property lifecycle to turn portfolio complexity into operational and financial outcomes.
Connect Operations & Finance
Property systems, spreadsheets and separate ledgers for each entity create duplicate entry and conflicting numbers.
- One source of truth
- Less manual reconciliation
- Faster, more confident decisions
Multi-Entity Consolidation
Funds, SPVs and joint ventures multiply intercompany activity and stretch the close.
- Automated intercompany & eliminations
- Shorter close cycles
- Consolidated views by fund or region
Investor & Lender Reporting
Investors expect timely, accurate insight, and slow reporting erodes confidence when raising capital.
- Investor reports in days, not weeks
- Drill-down from summary to transaction
- Audit-ready evidence
Lease & Revenue Accuracy
Step rent, indexation, abatements and recoveries are hard to bill and account for consistently.
- ASC 842 / IFRS 16 support
- Accurate CAM and recoveries
- Reliable rent roll
Asset & Portfolio Visibility
Ownership structures, loans and unit changes make true asset performance hard to see.
- Occupancy, IRR and debt ratios by asset
- Multiple owners and loans per asset
- Clearer valuation inputs
Service & Maintenance Control
Reactive work orders and missed SLAs raise costs and weaken tenant and resident experience.
- More preventive, less reactive work
- SLA visibility
- Costs tied to property and chargebacks
Agents, Commissions & Payouts
Commission hierarchies, co-broker splits and deal-to-payment matching outgrow generic tools.
- Rules-based commissions
- Pay on recognized revenue
- Agent self-service
Data, Automation & AI
Fragmented data blocks reporting, automation and confident use of Copilot and agents.
- Standardized data model
- Automated manual handoffs
- Practical, governed AI
A Practical Technology Foundation for Real Estate Performance
Modernize the Real Estate Finance Core
Bring property, fund and corporate accounting onto one operational and financial foundation. Consolidate across funds, SPVs, joint ventures and properties with native intercompany, eliminations and multi-currency, so the close and investor reporting stop depending on spreadsheets.
- Multi-Entity Consolidation & Eliminations
- Intercompany Accounting
- Fund, Property & Corporate Accounting
- Budgeting, Forecasting & Owner Reporting
- Fixed Assets, CAPEX & OPEX
- Cloud & Integration
Manage Assets, Leases & Debt
Model complex ownership structures and the full agreement lifecycle. Track assets with multiple owners and loans, split and merge leasable units, bill recurring and recoverable charges, and account for leases and lending in the same system finance closes on.
- Asset & Ownership Structures
- Split & Merge Leasable Units
- Lease Accounting (ASC 842 / IFRS 16)
- Rent Roll, Vacancy & Stacking Plans
- CAM, Recoveries & Utility Billing
- Step Rent, Indexation & Abatements
- Debt & Intercompany Lending
- Occupancy, IRR & Debt Ratios
Connect Tenants, Residents, Agents & Service
Connect the people side of real estate to the financial record. Manage prospects through signed agreements, give tenants, residents and agents self-service, run work orders and preventive maintenance, and extend to communities, buildings and job sites with low-code apps that deploy in days.
- Prospect-to-Tenant Lifecycle
- Tenant & Resident Portals
- Agent Onboarding & Licensing
- Commission Rules & Payouts
- Work Orders & Preventive Maintenance
- SLA Tracking & Technician Scheduling
- Resident Move-In & Care Planning
- Amenity Booking & Self-Guided Tours
- Crew & Subcontractor Check-In
- Document Control & Expiry Alerts
Investor Reporting, Data & AI
Turn a clean, standardized data model into investor-ready reporting and practical AI. Give leadership portfolio dashboards by fund, asset or region, and let teams ask questions about properties, leases and performance in Teams, with answers that cite their source.
- Portfolio & Investor Dashboards
- Capital Account & Quarterly Reporting
- Data Foundation
- Power BI
- Fabric
- AI & Copilot
- Real Estate Operator Agent
- Automation
Run & Continuously Improve
Support adoption, optimize workflows and prepare for releases after go-live. Onboard new funds, SPVs and acquisitions from templates, and keep improving how teams use connected Microsoft applications as the portfolio grows.
- Managed Application Services
- Adoption
- Optimization
- New Entity & Acquisition Onboarding
- Release Readiness
- Platform Evolution
Signals Behind Real Estate Modernization
What is your operational tax? Benchmark it in minutes.
Measure what manual work, slow closes and delayed decisions cost your business. Then see how you compare with professional services peers.
Why Real Estate Organizations Work with Velosio
Real estate expertise, Microsoft technology, purpose-built accelerators and a lifecycle partner.
Industry-First, Not Product-First
We start with how your portfolio is structured, owned, leased and reported, then determine the right technology to support it.
Connected Microsoft Platform
Business Central and Finance connect operations and finance. Power BI, Fabric, Power Platform, Azure, CRM, Microsoft 365 and Copilot extend the foundation.
Purpose-Built Real Estate Accelerators
Pre-built accelerators for assets, agreements, debt, facilities and commissions mean you start from how real estate runs, not a generic ERP template.
Continuous Improvement After Go-Live
Go-live is the starting point. Velosio supports discovery, implementation, adoption, managed services, optimization and expansion as your portfolio evolves.
CASE STUDIES
Explore our success stories
Frequently Asked Questions
What is real estate technology consulting?
Aligning ownership structures, leases, debt, service operations, investor reporting and multi-entity finance on a connected foundation, combining real estate expertise with Microsoft business applications and purpose-built accelerators.
Which real estate segments does Velosio support?
Owners and operators, REITs, private equity real estate funds, brokerage firms, facility services organizations and senior living communities.
How does a connected ERP speed up the close and investor reporting?
Native intercompany, eliminations and consolidation remove manual roll-ups across funds and SPVs, and a standardized data model feeds investor dashboards and quarterly reporting directly.
Can the ERP handle lease accounting and recoveries?
Yes. Lease management capabilities support ASC 842 and IFRS 16, rent roll, step rent, indexation, abatements, and CAM and utility recoveries alongside the general ledger.
How can real estate organizations prepare for AI?
AI readiness starts with trusted data, clear ownership, consistent processes and connected workflows. Velosio helps assess current systems, define a data and process roadmap, and identify practical AI use cases such as cited answers about properties and leases in Teams.
Where should a real estate ERP project begin?
Baseline your close days and investor-report turnaround, define measurable goals, and separate must-haves from nice-to-haves before design starts. Our ERP Readiness Checklist & Success Blueprint walks through each phase.
Recognized by Microsoft. Recommended by clients.
implementations worldwide
Partner designations
Ready Partner
Top 1% of Global Microsoft Partners | 31 Years Inner Circle
As a Top 1% Microsoft partner and 30-year Inner Circle member, we bring deep expertise across business applications, cloud, data, and AI.
Tell us where you’re headed. We’ll help you get there faster
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Give us a call: 888.725.2555Â |
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Message Us: info@velosio.com |
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Corporate Headquarters: 300 Galleria Pkwy SE, Suite 615 Atlanta, GA 30339 |