Important Lessons from Realcomm’s Investment Management Panel Discussion on Trends and Challenges in Commercial Real Estate

On Thursday, June 20, at Realcomm, I was privileged to join leaders from Yardi, RealPage and Altus to discuss trends and challenges facing the real estate industry as well as explore ideas to better leverage real estate’s investments in technology.

Responding to the first question about changes since the pandemic, I reflected that the move to working from home was a seismic shift in terms of technology adoption.

Microsoft 365 had been around for quite a while, but all of a sudden everyone became adept at Teams (and Zoom). It took a little more time to realize that beyond online meetings, information needed to be accessible outside the four walls of the office. Not just data, but documents needed to be accessible as well.

Companies found that while they owned the Rolls Royce of technology platforms for back-office automation, they were leveraging this investment very poorly. The pandemic created a discontinuity for how people started working in 2020 and beyond.  Many companies used this discontinuity to enhance their leverage of the power of the tech stack they already owned.

The conversation moved to a discussion about siloed platforms (i.e., Yardi and Microsoft 365) and whether vendors and consultants were bridging the gap to leverage the power of integrated systems. The answer here is very encouraging. Yardi already has published APIs for data sharing and has done a nice job leveraging the best of both worlds with their Yardi Document Management for SharePoint (YDMS) solution that surfaces Voyager attachments in the SharePoint environment.

REALTY|share takes this a major step further by integrating with YDMS allowing us to provide our real estate customers with an all-encompassing, full featured SharePoint document management and portal solution.

But there are two bigger, almost philosophical questions here: First, how do you use the power of the tools you already own? Many companies barely scratch the surface when it comes to the capabilities of their core system — be it Yardi or MRI or RealPage etc. And, don’t get me started when it comes to the pervasive underuse of the power of the Microsoft 365 stack.

The second question: what is the right tool for what business function? For example, don’t use Excel to track your entities, that’s what Yardi is for. Our Yardi consulting partner helps our customers make sure that Yardi is the source of truth for all entity data. When it comes to processes and workflows and integrating entity data with other business functions, this is a great opportunity to take advantage of the Microsoft 365 platform – SharePoint, Power Automate, Power BI, and more.

The panel moderator picked up on this question of adoption and probed further. I reflected on how a company’s all-important documents are among real estate owners most under-appreciated assets — and treated as such.

This panel discussion really emphasized for me the fact that when it comes to document management, it’s as if the clock stopped in 1985 and 40 years later the majority of companies are still using folders to classify their critical documents. A fact that was reinforced when a recent prospect shared the details of a deal where the incorrect version of a lease cost them almost two hundred thousand dollars in a single transaction.

We who sell technology know that the pace of innovation far exceeds the pace of adoption. It might sound Darwinian, but those companies that remain stuck in the ‘80s stone age technology are going to suffer the fate of the dinosaurs.

REALTY|share Executive to Speak at Realcomm 2024 in Tampa, Florida

Showcasing Investment Management Innovations: REALTY|share to Host Live Demos and Feature Expert Presentations by Industry Leaders

ATLANTA – June 13, 2024 – REALTY|share, a leading provider of document management solutions for the real estate industry, is excited to announce its participation at Realcomm 2024, taking place from June 19-21 in Tampa. This annual event brings together the brightest minds in the real estate and technology sectors.

“We are eager to engage with our peers and share our innovative solutions at Realcomm 2024,” said Kevin Abel, Executive Director of REALTY|share. “Our presentations and live demonstrations will highlight how REALTY|share’s SharePoint solution allows real estate owners and property managers to streamline operations and enhance investment management strategies.”

Kevin Abel will also be presenting on an investment management track panel at 1:15 PM on June 20 in Room 411. The panel, titled “CRE & PropTech Experts Discuss Trends, Client Demands, and Industry Challenges,” will feature discussions on the latest trends and challenges in the real estate and technology sectors.

Jenny Whittemore, COO of Endeavor Real Estate Group in Austin and REALTY|share client, will be presenting a consolidated investment management case study analysis and industry best practices on a panel moderated by Yardi. This session will be held at 2:15 PM on June 20 in Room 411. “We are thrilled to have Jenny Whittemore share her insights and experiences,” said Abel. “Her expertise in investment management and real estate operations offers valuable perspectives for our industry.”

In addition to these insightful presentations, REALTY|share will be showcasing their latest document management solutions at Booth 2020. Attendees are invited to experience live demonstrations and learn how REALTY|share can transform their document management processes. “We’re looking forward to connecting with attendees and demonstrating the capabilities of REALTY|share,” added Abel. “Our SharePoint solutions are designed to address the unique needs of the real estate industry, and we’re excited to show how they can make a difference.”

For more information about REALTY|share and to schedule a demo at Realcomm 2024, please visit

About REALTY|share:

REALTY|share is a leading provider of document management solutions tailored for the real estate industry. By utilizing advanced technologies and industry expertise, REALTY|share helps real estate professionals leverage their investment in Microsoft 365, SharePoint and Teams to streamline their operations, improve collaboration, and enhance productivity. With a commitment to innovation and customer success, REALTY|share is dedicated to transforming the way real estate businesses manage their documents. For more information, visit

Media Contact:

Malinda Lackey