Valix CRE Engine
valixpm.com
What it is
Valix CRE Engine is a web platform for commercial real estate operators, independent firms, syndicators, and asset managers managing 150 to 2,000 units. It handles CAM reconciliation, percentage rent, tax escalation, co-tenancy, and sub-metering. CAM workflows automate annual true-ups, track recoverable and non-recoverable charges, and generate tenant statements. Percentage-rent calculations support natural and artificial breakpoints, custom calculations, tenant exceptions, and auditable quarterly true-ups. Tax escalation uses square footage, lease commencement, and exclusions before posting one general-ledger entry. Meter readings become consumption-based charges posted to tenant ledgers in real time. Accounting includes a double-entry ledger, 101 Yardi-compatible accounts, integer-cent precision, period locking, audit trails, 1099 generation, and fixed-asset depreciation. An AI lease scanner extracts 22 fields and flags results below 85% confidence for review. Investor tools include consolidation, waterfall distributions, K-1 generation, and a portal. Residential Core costs $2 a month per unit; Commercial Pro costs $4 a month per unit.
Spec sheet
- Integrations
- Enterprise includes custom ERP integrations plus REST and webhook APIs, while the platform also supports Plaid bank feeds with AI transaction matching.Read 30 Sep 2026 · valixpm.com
- Security
- Valix states that it uses TLS 1.3 in transit, AES-256 at rest, role-based permissions, mandatory MFA for admin roles, and immutable audit logs.Read 30 Sep 2026 · valixpm.com
- Compliance
- Valix says it complies with GDPR and CCPA, provides data-processing agreements for all accounts, and offers EU hosting for enterprise customers.Read 30 Sep 2026 · valixpm.com
- Support
- All pricing tiers include unlimited support, while Enterprise adds dedicated customer success and 24/7 on-call support.Read 30 Sep 2026 · valixpm.com
- Headquarters
- New York, NY, United StatesRead 28 Sep 2026 · valixpm.com
- Accounting
- The platform provides an atomic double-entry general ledger with 101 Yardi-compatible accounts, integer-cent precision, period locking, audit trails, 1099 generation, and fixed-asset depreciation.Read 30 Sep 2026 · valixpm.com
- AI lease scanner
- The lease scanner extracts 22 fields with per-field confidence scoring, and users review extractions below 85% confidence.Read 30 Sep 2026 · valixpm.com
- CAM reconciliation
- Valix automates annual true-ups, tracks recoverable and non-recoverable charges, and generates tenant statements from the ledger.Read 30 Sep 2026 · valixpm.com
- CRE scope
- The CRE Engine is purpose-built for CAM reconciliation, percentage rent, tax escalation, co-tenancy, and sub-metering.Read 30 Sep 2026 · valixpm.com
- Investor reporting
- Valix supports multi-entity consolidation with auto-elimination, unlimited-tier waterfall distributions, K-1 generation from the ledger, and a self-service investor portal.Read 30 Sep 2026 · valixpm.com
- Migration
- Valix migrates data from Yardi Voyager and Breeze, AppFolio, Buildium, DoorLoop, Entrata, and RealPage, targeting go-live in four days.Read 30 Sep 2026 · valixpm.com
- Percentage rent
- The engine handles natural and artificial breakpoints, custom calculations, tenant exceptions, and auditable quarterly true-ups.Read 30 Sep 2026 · valixpm.com
- Sub-metering
- Valix ingests meter readings, calculates consumption-based charges, and posts recoverable amounts to tenant ledgers in real time.Read 30 Sep 2026 · valixpm.com
- Target users
- Valix is designed for independent firms, syndicators, and asset managers, including operators managing 150 to 2,000 units.Read 30 Sep 2026 · valixpm.com
- Tax escalation
- Valix calculates pro-rata tax shares using square footage, lease commencement, and exclusions, then posts a single atomic GL entry.Read 30 Sep 2026 · valixpm.com
Plans and prices
Residential Core $2 a month $2 per unit / month; $250 / mo minimum Boutique PM firms and independent operators · unlimited users · unlimited support · month-to-month Read 30 Sep 2026 · valixpm.com
Commercial Pro $4 a month $4 per unit / month; $500 / mo minimum CRE, mixed-use, and multi-entity operators · native CAM, percentage rent, tax escalation, sub-metering · unlimited users · no add-ons Read 30 Sep 2026 · valixpm.com
Enterprise Price not published Custom volume-based pricing; Annual contract Institutional funds with $500M+ AUM · dedicated infrastructure · custom integrations · white-label portals · 24/7 enterprise support Read 30 Sep 2026 · valixpm.com
Strong points and limits
Strong points
- Purpose-built CAM, percentage rent, and tax workflows
- Double-entry ledger includes 101 Yardi-compatible accounts
- Lease scanner provides confidence scores for 22 fields
- Investor tools include consolidation and K-1 generation
- TLS 1.3, AES-256, MFA, and immutable audit logs
Limits
- Residential Core has a $250 monthly minimum
- Commercial Pro has a $500 monthly minimum
- Enterprise pricing is custom and requires an annual contract
- Web platform requires a listed deployment environment
Who it suits
It is aimed at independent firms, syndicators, asset managers, and operators managing 150 to 2,000 units. Commercial and mixed-use operators get dedicated CRE calculations.
Verdict
Valix CRE Engine combines specialized commercial calculations with accounting, lease extraction, and investor reporting. Published plans charge per unit, while Enterprise uses custom annual pricing.
Where Specifiction places it
- Commercial Property Management Software#14 of 207.1
