Uplift OS

Challenge

A growing real estate private equity firm managing a $140M multifamily portfolio across multiple markets operated with financials scattered across property management software, accounting systems, and spreadsheets. With ~500,000 transactions in the general ledger, no one could answer basic questions quickly: What’s the true unit-level profitability? How does turnover cost compare across properties? Are rent comps tracking market? Leadership needed institutional-grade visibility without hiring a full data engineering team.

Solution

Designed and built Uplift OS — a centralized portfolio intelligence platform that ingests, normalizes, and synthesizes operational data from every property into a single decision-making layer.

• GL ingestion engine processing 500K+ general ledger transactions with automated chart-of-accounts normalization across properties and accounting periods
• Rent roll pipeline that ingests monthly rent rolls, tracks lease expirations, concessions, and occupancy trends at the unit level
• Comp analysis integration pulling market rent comparisons and positioning each property’s pricing against its competitive set
• Turnover analytics tracking make-ready costs, vacancy duration, and turn efficiency per unit type and property
• Unit economics dashboard attributing income and expenses to individual apartment units for granular profitability analysis beyond building-level NOI
• Financial close procedures with reconciliation standards, internal controls documentation, and audit-ready reporting

Impact

• Portfolio-wide visibility from a single dashboard — leadership sees real-time performance across all assets
• Unit-level P&L enables property managers to make decisions based on actual unit profitability, not just building averages
• Turnover cost tracking identified six-figure savings opportunities in make-ready processes
• Comp analysis integration ensures pricing decisions are market-informed, not gut-feel
• Financial controls standardized across all properties with consistent close procedures and audit trails