Salesforce Real Estate Consulting

The clarity to manage.
The power to perform.

Manual property management is a silent drain on your bottom line. When rent rolls and covenant data are trapped in disconnected silos, your Net Operating Income (NOI) suffers and your strategy is often reduced to guesswork. Coastal helps you eliminate this operational friction by transforming fragmented property data into a high-yield strategic asset. Built on the Salesforce platform, our solutions automate the heavy lifting of real estate asset management, liberating your team from the inefficiency of spreadsheets and manual entry.

By collapsing property, tenant, and financial data into a single real-time command center, Coastal enables you to move from reactive maintenance to proactive, high-value growth. Our solutions surface covenant breaches and lease expirations before they become liabilities, ensuring every decision is backed by institutional-grade intelligence. Stop managing data and start mastering your portfolio with a unified system designed to maximize your competitive advantage.

Industry Solutions for Real Estate

CRE Stakeholder Portal

Real Estate managers lose hundreds of hours annually chasing documents and tracking covenants via manual, error-prone email threads.

We deliver branded portals that automate document capture and proactively notify stakeholders of pending covenant items.

Leasing and Revenue Intelligence

Leasing teams often manage prospects, approvals, and concessions across disconnected systems, making it difficult to forecast revenue and identify deal leakage that erodes NOI.

We consolidate leasing activity, rent assumptions, and approval workflows into a single system of record, improving pipeline visibility, shortening lease cycles, and strengthening revenue predictability.

Capital Projects and Development Management

Development and capital projects are frequently tracked in siloed tools, leaving leadership blind to budget overruns, schedule risk, and change order exposure until it’s too late.

We centralize project tracking, financial controls, and governance workflows, enabling real-time oversight, disciplined execution, and better alignment between development, finance, and operations teams.

Real Estate Consulting Services

Strategy & Roadmaps

Strategy & Roadmaps

Using our True North Methodology, we define the digital strategy needed to unify property operations and professionalize investor relations.

Implementation

Implementation

We build and configure specialized workflows that automate lease management, covenant collection, and property performance reporting.

Managed Services

Managed Services

Coastal Waves Managed Services, we drive continuous innovation via enhancements to your asset dashboards and portfolio risk modeling.

Data Modernization

Data Modernization

We create a connected property data layer that fuels real-time NOI insights and automated sustainability benchmarking.

Meet our Real Estate experts.

JP Owens

Chief Growth Officer

George Shalhoub

Director, Sales

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