Performant CRE for Microsoft Office

Performant CRE helps commercial real estate appraisers produce narrative appraisal reports in Microsoft Word and supporting analytics in Microsoft Excel—while staying connected through the 365CRE cloud workspace.

Built for the Microsoft 365 ecosystem by Performant Software, LLC, Performant CRE is designed for firms that work iteratively between Word (presentation), Excel (analysis), and a private comp and subject-property database—without retyping figures or rebuilding links every time you change a comp or revise an analysis.

Who it is for

Commercial appraisers and appraisal staff who produce narrative reports in Word, build supporting schedules in Excel, and need subject data, comparables, contacts, and field values to stay consistent across those tools.

What you can do

• Install once and use Performant CRE in both Microsoft Word and Microsoft Excel
• Open Performant Appraisal Templates and work from a task pane that follows report and workbook flow
• Pair Word documents with Excel workbooks for hub-and-spoke sync
• In Excel: scan CRE_ ranges and tables, push analytics and presentation tables to the hub
• In Word: merge Excel field values and tables into the narrative as content controls and presentation-ready output
• Pull subject property, contact, and comparable data from your 365CRE workspace
• Highlight field sources so you can see what comes from the document vs. the workbook
• Start with standard Performant appraisal templates; premium templates are available with an optional 365CRE subscription

How it fits your workflow

365CRE is the power tool for commercial real estate reporting—Excel-native analysis with cloud-enabled database, templates, and pairing. Performant CRE is the Office add-in for that workflow: narrative fields where they display in Word, analytics where they belong in Excel, and one hub that keeps them aligned.

Getting started

Install from Microsoft Marketplace, sign in with your Microsoft account, and open a Performant Word or Excel template. Pair Word and Excel when you are ready to sync analysis into the narrative. Visit https://365cre.com for account setup, templates, knowledge base, and support.

About Performant Software

Performant CRE is developed by Performant Software, LLC (365CRE by Performant Software). The product is built with deep commercial appraisal workflow experience, including leadership by Tom Armstrong, MAI.

Microsoft 365 is a trademark of the Microsoft group of companies. Performant Software, LLC and 365CRE are not affiliated with, or endorsed by, Microsoft Corporation.