The Microsoft stack,
built for CRE.
Microsoft Fabric, Power BI, Azure AI Foundry, Power Automate, and Microsoft 365 Copilot, deployed into your tenant, configured for commercial real estate workflows, maintained by RealQuant. Your data stays with you. Your team uses Excel and Power BI like they always have. We bring the CRE expertise and the AI agents.
Microsoft Stack
Deployed to your tenant
Microsoft Fabric
Lakehouse + AI Skills
Power BI
Dashboards + Excel
Azure AI Foundry
Custom CRE Agents
Power Automate
Workflows + RPA
Microsoft 365 Copilot
Excel · Teams · Outlook
SharePoint + Teams
Deal Rooms · Notifications
Your data never leaves your tenant
Microsoft Partner
Reference Architecture
Five layers. One Microsoft tenant. Yours.
Every component deploys into your existing Azure subscription and runs alongside the Microsoft tools your team already uses.
Your Microsoft tenant
Existing M365 + Azure
Data layer
Microsoft Fabric Lakehouse
AI layer
Azure AI Foundry
Workflow layer
Power Automate + Copilot
Analyst layer
Power BI + Excel
Capabilities
Five Microsoft surfaces. One CRE workflow.
Microsoft Fabric
A governed CRE Lakehouse, mirrored from your systems.
Deploy a Fabric workspace in your Azure subscription. Mirror Yardi, MRI, AppFolio, and any Postgres-backed system, into a governed Lakehouse. Power BI, Excel, AI Skills, and Foundry agents all read from the same source of truth.
- Native mirroring from Azure DB for PostgreSQL, no custom ETL code
- F64+ capacity unlocks unlimited free viewers across your firm
- AI Skills lets analysts ask your deal database in plain English
- Notebooks (PySpark / T-SQL) for ad-hoc data science when you need it
Reference Output
Fabric Lakehouse
Tables
47
Latency
< 5m
Viewers
Unlim
deals_canonical
Mirrored · 12,847 rows
rent_rolls_unit_level
Mirrored · 184k rows
operating_statements
Mirrored · 38k rows
market_comps
Joined · 92k rows
ai_extraction_audit
Mirrored · 4.2k rows
Power BI
Pre-built CRE dashboards, Excel-native.
Portfolio dashboards built on the Fabric semantic model. Embedded into your custom Labs UI or used standalone. Excel live-connect lets analysts pivot, slice, and model without leaving the tool they already live in.
- Pre-built dashboards: NOI variance, occupancy trends, deal pipeline, market comps
- Embedded into your custom workflows or used in the Power BI portal
- Row-level security per LP, fund, or region. Analysts only see what they should
- Excel users get full live-connect for pivot tables and ad-hoc analysis
Reference Output
Portfolio Reports
Reports
18
Refresh
Daily
Users
Unlim
Portfolio NOI Variance
12 properties · YoY
Occupancy Trend
Multifamily · 24mo
Deal Pipeline
Active · stage · IC date
Market Comp Heatmap
Submarket × asset class
LP Reporting Pack
Quarterly · branded
Azure AI Foundry
Custom CRE agents, governed in your tenant.
Deploy our battle-tested OM, Rent Roll, and P&L parsers into your Foundry project. Your prompts, your schemas, your governance. Build custom agents on top: deal triage, broker email drafter, IC summary generator, market watch. Token-metered, no per-seat costs.
- Three production parsers deployed into your Foundry project on day one
- Custom agents built per workflow: deal triage, summarization, drafting
- All prompts and schemas governed by your Azure RBAC, never leave your tenant
- Continuous improvement loop: corrections from your analysts feed future extractions
Reference Output
Foundry Agents
Agents
12
Calls/mo
8.2k
Cited
Always
OM Parser
47 fields · gpt-5.4 · strict JSON
Rent Roll Parser
Per-unit · PII redacted
P&L Parser
CREFC-aligned · multi-column
Deal Triage Agent
Daily · ranks inbox
IC Summary Agent
On-demand · cited
Power Automate
The workflow glue between everything.
Email intake, SharePoint sync, approval flows, Teams notifications, and browser RPA for broker portals where APIs don't exist. Standard connectors are included with your M365 license; premium connectors and RPA add ~$15/user/month for ops staff.
- acquisitions@yourdomain inbox → Foundry parsing → SharePoint deal folder
- Browser RPA for broker portals (RCM, Crexi, Buildout) where you have an account
- Approval flows for IC packages, draw requests, and capital calls
- Teams + Outlook notifications when extractions complete or attention is needed
Reference Output
Automation Flows
Flows
23
Runs/wk
1.4k
Manual hrs saved
62
Email → SharePoint Intake
Triggers on new mail · 100% auto
Broker Portal Sync (RCM)
RPA · daily · stored creds
IC Approval Flow
Teams cards · audit log
Capital Call Notifications
Outlook · per-LP
Doc Classification Routing
Foundry-backed
Microsoft 365 Copilot
Copilot in Excel, Teams, and Outlook, with your CRE data.
Layer Microsoft 365 Copilot on top of your Fabric semantic model and Foundry agents. Analysts get Copilot in Excel that knows your portfolio. Deal-team chats in Teams have Copilot that cites your Lakehouse. Optional Copilot Studio agents for firm-specific workflows.
- Copilot in Excel queries your Fabric semantic model, no IT ticket needed
- Copilot in Teams answers deal-room questions with citations to your data
- Copilot Studio custom agents for firm-specific approval and intake workflows
- Outlook Copilot drafts replies to brokers using your prior correspondence as context
Reference Output
Copilot Touchpoints
Surfaces
5
Queries/wk
2.1k
Citations
100%
Excel Copilot
Connected to Fabric semantic model
Teams Copilot
Deal-room Q&A with citations
Copilot Studio Agent
IC packet generation
Outlook Copilot
Broker reply drafting
Word Copilot
Investment memo authoring
Why Microsoft for CRE
The path of least resistance for institutional CRE.
Data sovereignty by default
Everything we deploy lives in your Microsoft Azure tenant: your subscription, your encryption keys, your audit trails. Your data never routes through RealQuant infrastructure.
Tools your team already uses
Excel, Power BI, Teams, Outlook, SharePoint. Your analysts don't learn new software. We build the AI agents and data layer behind the tools they live in.
Microsoft Fabric, built for this
One workspace. Lakehouse + Power BI + AI Skills + notebooks. F64+ capacity unlocks unlimited free viewers across your firm so licensing scales with use, not seats.
Azure AI Foundry, governed in your tenant
Custom CRE agents (OM and rent roll parsers, deal triage, market watch) deployed into your Azure AI Foundry project. Your data, prompts, and outputs stay in your tenant under your governance. RealQuant builds, maintains, and evolves the agent prompts, schemas, and supporting templates as part of the engagement.
Power Automate as the workflow glue
Email intake, SharePoint sync, IC approval flows, Teams notifications, browser RPA for broker portals. Standard connectors are included with your M365 license.
Microsoft Partner
We're a Microsoft Partner aligned with Microsoft's CRE go-to-market. Co-sell motions and bring-your-own-Azure deployments are part of how we engage.
You Need This If
How It Works
From first call to deployed.
Discovery
We map your existing M365 + Azure footprint, define the agents and dashboards you need, and scope integrations to Yardi / MRI / AppFolio. A paid, fixed-fee discovery phase delivers the architecture blueprint, governance framework, and deployment SOW.
Tenant provisioning
We deploy a Fabric workspace, provision a Foundry project, configure Power Automate flows, and wire Microsoft Entra ID for SSO, all in your subscription.
Build + integrate
Deploy parsers and custom agents, build Power BI dashboards, configure mirroring from your CRE systems, and stand up the email-intake workflow.
Operate + improve
Committed engineering hours cover ongoing prompt and agent improvements, new use cases, and monitoring. The deployment runs in your Microsoft Azure tenant; RealQuant operates and evolves it alongside your team.
Tools & Platforms
Engagement Model
Two line items on your bill.
Microsoft licensing flows through your existing Azure relationship. RealQuant charges a discovery + deployment fee, then a recurring Platform License plus committed engineering hours. No per-seat or per-document fees from us. Your team uses it as much as it serves them.
Microsoft platform
Fabric capacity (F64+ typical for firm-wide BI), Power Automate premium for ops staff, Foundry token usage. Paid directly to Microsoft on your existing enterprise agreement.
RealQuant engagement
One-time Discovery + Build fee, then recurring Platform License plus optional committed engineering hours for new workflows and ongoing improvements. Scoped per engagement.
Let's scope the right engagement.
Walk us through your current workflow and stack. We recommend the engagement, scope the build, and define the timeline.