AI TOOL PROFILE

Trinety: Net Lease Property Management Software

Trinety helps net lease property owners and brokers organize asset data and monitor investment performance. It is designed for users who need to track critical lease dates and compliance obligations.

Pricing

Pricing starts at $25/month for Trinety Core and $45/month for Trinety Plus. Free beta access is available for principals and brokers.

At a glance

Best for
Individual net lease property owners, Commercial real estate brokers, Third-party property managers, Net lease investors
Key use cases
Asset Data Centralization, Investment Performance Tracking, Compliance Management, Broker Client Management
Visit TrinetyTrinety software interface screenshot

How AI is used

Trinety is a management platform built for the net lease sector of commercial real estate. It is designed for individual owners, buyers, sellers, and brokers who need a centralized system for tracking their properties.

The software organizes its tools into three main areas: asset management, financial analysis, and compliance oversight. Users can maintain records on lease administration and loan servicing while monitoring cash-on-cash returns and estimated equity.

For document management, the platform includes a query tool using LLM technology to help locate information within stored files. It also supports tracking for property taxes and insurance to help users monitor critical deadlines.

Buyers should confirm which plan they need, as basic tracking is available in the Core tier, while compliance and document management tools are part of the Plus tier.

Key Features

  • Lease Administration

    Provides tools to track lease provisions, critical dates, and tenant obligations.

  • Financial Analysis

    Supports monitoring of cash flow, cash-on-cash return rates, and estimated equity.

  • Compliance Oversight

    Includes tracking for property taxes, insurance policies, and maintenance schedules.

  • Smart Doc Query

    Uses LLM technology to help users retrieve information from stored documents.

  • Loan Servicing

    Provides a way to oversee loan details and track servicing requirements.

  • Rent Collection Tracking

    Supports the tracking of rent and debt service payments.

Use Cases

  • Asset Data Centralization

    Organizing property-level data, lease details, and loan information in a cloud-based interface.

  • Investment Performance Tracking

    Monitoring monthly cash flow and calculating estimated property valuations and equity.

  • Compliance Management

    Using calendars and notifications to track property tax and insurance deadlines.

  • Broker Client Management

    Using a broker portal to track client relationships, transaction statuses, and critical dates.

FAQ

Who is Trinety designed for?

It is designed for individual net lease property owners, buyers, sellers, brokers, and third-party managers.

What is the difference between the Core and Plus plans?

The Core plan ($25/month) includes lease administration and cash flow analysis, while the Plus plan ($45/month) adds document management, tax tracking, and insurance tracking.

Does Trinety use AI?

Yes, it uses LLM technology in its Smart Doc Query feature to help users retrieve information from their documents.

Source category: Real Estate

Source subcategory: Property Management

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