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Valix CRE Engine

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What Valix CRE Engine is

Valix CRE Engine is web-based property management and accounting software for independent firms, syndicators, and asset managers, including operators managing 150 to 2,000 units. Its commercial real estate tools handle CAM reconciliation, percentage rent, tax escalation, co-tenancy, and sub-metering. For CAM, it automates annual reconciliations, separates recoverable from non-recoverable charges, and creates tenant statements from ledger data. Percentage-rent calculations support natural and artificial breakpoints, custom rules, tenant exceptions, and auditable quarterly true-ups. Tax escalation calculations use factors such as square footage, lease start dates, and exclusions, then post a single general-ledger entry. Meter readings become consumption-based charges posted to tenant ledgers in real time.

The accounting system is a double-entry ledger with 101 Yardi-compatible accounts, cent-level precision, period locking, audit trails, 1099 generation, and fixed-asset depreciation. A lease scanner extracts 22 fields and gives each a confidence score; users review fields scoring below 85%. Investor capabilities include multi-entity consolidation, waterfall distributions, K-1 generation, and a self-service portal. Plaid bank feeds use AI transaction matching. Residential Core starts at $2 per unit per month, with a $250 monthly minimum; Commercial Pro is $4 per unit per month, with a $500 monthly minimum. Enterprise pricing is custom.

Who it suits

Valix suits independent property firms, syndicators, and asset managers, especially operators handling 150 to 2,000 units. Commercial Pro is aimed at CRE, mixed-use, and multi-entity operators, while Residential Core targets boutique property managers and independent operators.

What it does well

  • Automates CAM true-ups and tenant statements from ledger data.
  • Handles percentage-rent breakpoints, exceptions, and quarterly true-ups.
  • Posts consumption-based sub-metering charges to tenant ledgers in real time.
  • Includes a double-entry ledger and investor reporting tools.
  • All pricing tiers include unlimited support.

What to know first

  • No free plan is offered.
  • Commercial Pro has a $500 monthly minimum.
  • Enterprise requires an annual contract and custom pricing.

Limits

Residential Core costs $2 per unit per month with a $250 monthly minimum. Commercial Pro costs $4 per unit per month with a $500 monthly minimum. Enterprise pricing is custom and requires an annual contract.

Plans

PlanBilled and limitsPrice
Residential Core$2 per unit / month; $250 / mo minimum · Boutique PM firms and independent operators · unlimited users · unlimited support · month-to-month$2 a month
Commercial Pro$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$4 a month
EnterpriseCustom volume-based pricing; Annual contract · Institutional funds with $500M+ AUM · dedicated infrastructure · custom integrations · white-label portals · 24/7 enterprise supportOn request

As valixpm.com lists them, read 30 Sept 2026. The maker's own page has the final word.

Getting started

  1. Open the Valix CRE Engine website.
  2. Choose Residential Core, Commercial Pro, or Enterprise based on your operation.
  3. For Enterprise, discuss custom volume-based pricing under an annual contract.
  4. Valix can migrate data from Yardi Voyager and Breeze, AppFolio, Buildium, DoorLoop, Entrata, and RealPage.

Verdict

Choose Valix if your operation needs commercial lease calculations alongside accounting, sub-metering, or investor reporting. Residential Core has a month-to-month option, while Commercial Pro includes native CAM, percentage rent, tax escalation, and sub-metering. Consider another fit if you need a free plan or fixed Enterprise pricing.

Questions

Is there a free plan?

No. Valix is a paid product.

How much does it cost?

Residential Core is $2 per unit per month with a $250 monthly minimum. Commercial Pro is $4 per unit per month with a $500 monthly minimum; Enterprise uses custom volume-based pricing.

What platforms does Valix support?

Valix is available on the web.

What does Commercial Pro include?

It includes native CAM, percentage rent, tax escalation, and sub-metering, with unlimited users and no add-ons.

Can Valix migrate data from another property platform?

It migrates data from Yardi Voyager and Breeze, AppFolio, Buildium, DoorLoop, Entrata, and RealPage.

Facts from Valix CRE Engine's own pages

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. · valixpm.com, 30 Sept 2026
AI lease scanner
The lease scanner extracts 22 fields with per-field confidence scoring, and users review extractions below 85% confidence. · valixpm.com, 30 Sept 2026
CAM reconciliation
Valix automates annual true-ups, tracks recoverable and non-recoverable charges, and generates tenant statements from the ledger. · valixpm.com, 30 Sept 2026
Compliance
Valix says it complies with GDPR and CCPA, provides data-processing agreements for all accounts, and offers EU hosting for enterprise customers. · valixpm.com, 30 Sept 2026
CRE scope
The CRE Engine is purpose-built for CAM reconciliation, percentage rent, tax escalation, co-tenancy, and sub-metering. · valixpm.com, 30 Sept 2026
Headquarters
New York, NY, United States · valixpm.com, 28 Sept 2026
Integrations
Enterprise includes custom ERP integrations plus REST and webhook APIs, while the platform also supports Plaid bank feeds with AI transaction matching. · valixpm.com, 30 Sept 2026
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. · valixpm.com, 30 Sept 2026
Migration
Valix migrates data from Yardi Voyager and Breeze, AppFolio, Buildium, DoorLoop, Entrata, and RealPage, targeting go-live in four days. · valixpm.com, 30 Sept 2026
Percentage rent
The engine handles natural and artificial breakpoints, custom calculations, tenant exceptions, and auditable quarterly true-ups. · valixpm.com, 30 Sept 2026
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. · valixpm.com, 30 Sept 2026
Sub-metering
Valix ingests meter readings, calculates consumption-based charges, and posts recoverable amounts to tenant ledgers in real time. · valixpm.com, 30 Sept 2026
Support
All pricing tiers include unlimited support, while Enterprise adds dedicated customer success and 24/7 on-call support. · valixpm.com, 30 Sept 2026
Target users
Valix is designed for independent firms, syndicators, and asset managers, including operators managing 150 to 2,000 units. · valixpm.com, 30 Sept 2026
Tax escalation
Valix calculates pro-rata tax shares using square footage, lease commencement, and exclusions, then posts a single atomic GL entry. · valixpm.com, 30 Sept 2026

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