For real estate project management and design & construction teams

From first site survey to opening day, keep every project moving.

REAL connects site conditions, lease requirements, budgets, contractors, schedules and work orders across the project lifecycle. Know what needs to happen next, catch delays early and carry every completed project into operations.

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Project

New Office Opening

Needs attention
  1. Due Diligence
  2. Design
  3. Permitting
  4. Construction
  5. Installation
  6. Opening
  7. Turnover
Design
Permitting
Construction
Installation

Permit approval pending. Contractor start requires review.

Project owner
Project manager
Next action
Confirm permit review status
Responsible team
Design and construction
Target opening milestone
Opening readiness

Illustrative workflow example.

A signed lease doesn't mean the space is ready.

  • Between site selection and opening day, every location depends on surveys, drawings, permits, contractors, equipment, vendors and approvals
  • When those steps are disconnected, space can sit unused while the team works through avoidable delays
  • REAL helps project managers coordinate the work from the first assessment through occupancy and turnover

The problem

Every opening depends on four things landing together.

The project team needs information from the transaction team. Contractors need approved scope. Furniture delivery depends on construction progress. Facilities needs records that often arrive long after the project is marked complete.

  • Lease and site requirements

    Confirmed

  • Approved design and permits

    Permit pending

  • Construction and installation

    Start depends on permit

  • Operational readiness

    Handoff planned

Location ready to open

A delay in permits moves the opening milestone.

01

Understand the site before the project begins.

Project decisions often depend on conditions discovered during the transaction. REAL connects the lease, landlord work letter, field measurements, drawings, site surveys and building assessments into the project record. Project teams can review available information, identify missing inputs and assess requirements before committing to the scope and schedule.

Explore ALTA Survey Ingest

Floor plan with findings

Findings

  1. Existing HVAC assessmentBuilding assessment report
  2. Field measurementsField survey drawings
  3. Accessibility requirementsApplicable code and lease exhibit
  4. Landlord work obligationsWork letter
  5. Site constraints requiring reviewSurvey and proposed plan
ALTA Survey Ingest
02

Keep every milestone and dependency in view.

Design approvals, permitting, procurement, contractor availability and installation schedules all affect when a location can open. REAL organizes the project timeline, responsibilities, milestones and outstanding dependencies in one connected workflow. As new information arrives, project managers can review its effect on the next stage and coordinate the required action before a delay compounds.

Milestones and dependencies

1 needs attention
  • Survey completed
  • Design review
  • Client approval
  • Permit submission
  • Permit approval
  • Contractor mobilizationDepends on permit approval
  • Furniture installation
  • Opening readiness
  • Complete
  • Needs attention
  • Blocked by dependency
  • Upcoming

Needs attention

Permit approval is still outstanding.

Owner
Project Manager
Next action
Confirm jurisdiction review status.
03

Coordinate teams, vendors and work across every location.

A portfolio can contain major build-outs, small relocations, expansions, remodels and installation work. REAL helps teams organize projects by location, region, type, manager and stage, with the relevant documents, responsible parties and outstanding actions attached. Project leaders can review which projects need attention and which teams are responsible, without collecting separate status reports from every manager.

RegionProject managerProject typeCurrent stageNeeds attention
  • New office build-outLocation 1 · Region EastProject manager 1PermittingAttention

    Decision needed: approve revised delivery date

  • Branch relocationLocation 2 · Region SouthProject manager 2ConstructionOn plan
  • Small remodelLocation 3 · Region WestProject manager 3DesignOn plan
  • Office expansionLocation 4 · Region EastProject manager 1InstallationOn plan
  • Furniture installationLocation 5 · Region SouthProject manager 2OpeningOn plan
04

Keep procurement, budgets and project delivery connected.

REAL's existing construction workflows help build estimates, compare contractor bids, identify scope gaps and track changes against the approved budget. Project Management & Delivery uses that information alongside the schedule and project responsibilities, so cost decisions remain connected to the work required to complete the location.

  1. Estimate

    Priced from the design

  2. Bid Evaluation

    Leveled to one scope

  3. Contractor Award

    Contractor selected

  4. Cost Control

    Forecast kept live

  5. Delivery

    Schedule and work coordinated

Approved change: additional electrical scope

Linked project action: review schedule impact before contractor mobilization.

05

Give smaller moves and installations a proper workflow.

A furniture move or small office modification may not justify the same process as a major construction project, but it still requires coordination. REAL can support structured requests, vendor assignment, spending limits, schedules and completion tracking for smaller projects and move-related work. Teams can manage recurring work using the appropriate workflow and connect it to existing facilities or work-order systems.

Move and installation work order

  1. Approved
  2. Assigned
  3. Completed
Location
Branch office
Work type
Furniture relocation and installation
Requester
Office manager
Vendor
Assigned move vendor
Priority
Standard
Not-to-exceed amount
Approved limit
Scheduled date
Before opening readiness
Completion status
Completed
06

Complete the turnover before closing the project.

A project isn't complete when construction ends. Punch-list items, as-built drawings, equipment manuals, warranties, vendor details and financial closeout information all need to reach the teams responsible for operating the location. REAL organizes the closeout record and helps teams track missing documents and outstanding responsibilities. When facilities receives the completed project, the relevant vendor and warranty information can accompany it into ongoing operations.

Explore Operations & Resolution

Closeout checklist

  • Punch listComplete
  • As-built drawingsComplete
  • Equipment scheduleComplete
  • Operating manualsPending
  • Vendor contactsComplete
  • WarrantiesComplete
  • Final financial closeoutPending

Facilities handoff record

Equipment
Rooftop HVAC unit
Warranty information
From closeout warranties
Installing contractor
Mechanical contractor
Maintenance responsibility
Facilities team

Warranty information available before repair assignment.

Operations & Resolution

Complete project lifecycle

One project record, from transaction to operations.

Every project starts with decisions made earlier and creates information the next team will need.

REAL connects those records throughout the location lifecycle, keeping site conditions, commercial obligations, project requirements and operational information attached to the work.

  1. Due Diligence
  2. Design
  3. Permitting
  4. Procurement
  5. Construction
  6. Installation
  7. Opening
  8. Closeout
  • Transaction ManagementProject Management

    Approved site, lease terms, landlord work

  • Design and permitsProcurement

    Approved scope and permit conditions

  • ConstructionInstallation

    Delivery date and open items

  • CloseoutFacilities

    Warranties, manuals, equipment records

Enterprise delivery

Run projects your way, across every region and team.

REAL can be configured around different project types, approval structures, vendor relationships and service delivery models.

Teams can work with client-selected vendors and existing systems or configure workflows around the delivery partners responsible for the work. Project information remains connected to the underlying records, making it easier to manage activity across regions, managers and locations.

Your system of record

Stays in place for the project.

  • Project management
  • ERP and accounting
  • Document management
  • Scheduling
  • Facilities systems
  • Email and collaboration

REAL

Reads the documents and coordinates the work between systems.

  • Document analysis
  • Connected project records
  • Work coordination
  • Facilities handoff

10 agents

From first plan to operational handoff.

REAL connects plans, specifications, standards, estimates, bids, contracts, schedules and project history so construction teams can plan, price, coordinate and control delivery through opening and closeout.

Plan & Validate

Estimate & Procure

Control Delivery

One agent is powerful.
A suite is transformative.

Each REAL agent is an expert in its domain, built to share context and act on what the others know. The more agents work in your portfolio, the more complete each one’s view of it becomes, and the stronger every decision your team makes.

FacilitiesRight issue. Right owner. Right action.Connect asset condition, service history, contracts, work orders and site context to prevent failures and route the work that needs attention.Explore Facilities
ConstructionCatch the gap before it becomes cost.Connect drawings, standards, estimates, bids, scope, contracts and project history from first plan through final cost.Explore Construction
Portfolio StrategyRun the portfolio decision across every location.Combine economics, leases, physical feasibility, operations, market context and external constraints to rank what to do next.Explore Portfolio Strategy
Lease AccountingFrom ASC 842 to every lease-related payment.Maintain lease accounting, validate CAM and rent changes, control payments and trace every calculation back to the governing source.Explore Lease Accounting
Lease AdministrationTurn every lease term into action.Keep rights, obligations, dates, notices and recoveries current across the full lease portfolio, with the governing clause attached to every action.Explore Lease Administration

FAQ

Get every location ready for day one.

See how REAL connects project planning, vendors, schedules and turnover across your real estate portfolio.

  • A tailored onboarding for every enterprise.
  • Fitted to how you actually work.
  • Continuous support as your portfolio evolves.
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