◉ Sector

Real estate

Real estate runs on numbers that everyone quietly knows are wrong. Utilities data is patchy, tenant ops live in email threads, ESG reporting is produced under deadline pressure once a year. The operators know — the software doesn't.

RetrofitPortfolioTenant opsESG

Where revenue leaks in this sector.

The five common failure modes I see when I survey a new operator in this space.

01
Portfolio blindness
You cannot compare two assets on the dimensions that matter because the data came from two different property managers with two different definitions.
02
Retrofit math fiction
ROI models for insulation, heat pumps, solar are built on regional assumptions that don't match the actual building.
03
Tenant ops in email
Service requests, maintenance history, tenant sentiment — all locked in inboxes no one reads fully.
04
ESG as a scramble
Once-a-year panic to produce numbers that should have been live all along.

The playbook, applied to real estate.

Same five phases every time — here's what they look like in this sector.

01
Survey
Site visits. Property manager interviews. Read the last five ESG reports and find where the data came from.
02
Blueprint
Unified asset model across every property manager's data format. Define the numbers first, then build the UI.
03
Build
Portfolio dashboard that works for the asset manager AND the ops team. Same source of truth.
04
Commission
Verify every aggregate against the underlying utility bills. If the dashboard disagrees with the invoice, the dashboard is wrong.
05
Operate
Weekly cadence with the ops team. ESG reporting becomes a live surface, not an annual fire drill.

Proof points.

Available
Looking for the first live real estate portfolio engagement. Early collaborations get named as founding partners.
◉ Running a portfolio on trust and spreadsheets?
Let's draw the blueprint.
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◉ Other sectors

Same playbook. Different P&L.

The method doesn't care what industry your operators run. If there's complexity and bad software, it applies.

— Energy & solar

The grid is about to change. Most operators are not ready.

See the sector →
— Hospitality & revenue

From gut-feel pricing to an honest instrument.

See the sector →
— Adjacent sectors

Anywhere operators have a P&L and bad software.

See the sector →
FAQ

Real estate — common questions

Is this aimed at brokerages or at individual agents?

Both, but the sweet spot is teams of 3-to-25 agents at a single brokerage. Solo agents get better value from off-the-shelf tools; national franchises need enterprise systems we do not build.

Do you integrate with MLS feeds?

Yes. Philly ingests MLS feeds for the Netherlands (Funda/NVM) and US (IDX/RESO). Each listing becomes a first-class object inside the CRM with offers, showings, open houses and commissions attached.

What about sphere-of-influence (SOI) and referrals?

SOI is a core Philly module. It scores every past client and dormant lead on recency, referral velocity and deal propensity, then surfaces a daily shortlist of accounts to reach out to. Built for agents who want referrals without a CRM fight.

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