Case Study: CREC achieves better investor communications and scalable fund administration with Juniper Square

CREC manages $1.2B in AUM with Juniper Square

CREC Real Estate, LLC, an Ohio-based real estate private equity firm, faced significant challenges in investor reporting, communication, and administration as its business experienced unprecedented growth. Their previous systems were inefficient, manual, and error-prone, failing to meet the demands of their modern investor base. To solve this, CREC selected Juniper Square for its investor portal and CRM platform, seeking an out-of-the-box solution that could be used across all departments.

By implementing Juniper Square's technology and later switching to their fund administration services, CREC streamlined its operations. The solution provided easier data access, improved reporting and compliance, and facilitated more effective investor communication. This enabled CREC to double its investor base between funds without sacrificing service quality, onboard more sophisticated institutional investors, and free up team time to focus on growth. Juniper Square delivered a seamless, institutional-grade experience that was crucial to CREC's success.

CREC