Don't hire a CFO. Hire a CREFO.

Commercial Real Estate Financial Officer (CREFO) is a fractional CFO firm providing senior-level CFO leadership to commercial real estate, property management and hospitality companies without the full-time hire.

Our mission

CREFO runs the numbers so you can run the portfolio.

Services

What You Get

A boutique advisory model designed for growing real estate operators. You work directly with a seasoned CFO, not a rotating team. Fewer clients. Deeper engagement.

Portfolio Performance and Cash-Flow Visibility

Better data leads to better decisions. CREFO brings liquidity planning, 13-week cash-flow forecasting, and KPI dashboards so you always know how your properties are performing at both the asset and portfolio level. You see what's driving results, what needs attention, and what's ahead.

Systems That Scale Operations

CREFO builds finance systems that support growth instead of slowing it down. Your finance function becomes capable of handling more units, more properties and more complexity.

Capital Raise and Lender Execution

CREFO ensures your numbers earn confidence in the rooms where capital is approved. Acquisition and refinancing models include real sensitivity analysis. Reporting is lender-ready and investor materials withstand scrutiny. Capital partners stay aligned so deadlines are met, approvals move forward and negotiations come from a position of strength.

Benefits

Why CREFO Is Different

Bespoke by design. Built exclusively for commercial real estate and hospitality. CREFO focuses on one industry vertical. The advisory model is tailored to ownership and property management platforms where capital structure, asset performance, and operational execution are inseparable. Every model, every report, every workflow reflects the realities of real estate and hospitality.

Embedded Partnership

CREFO does not sit on the sidelines. You get a partner who operates as part of the team, fully aligned with execution and always present when the stakes are high.

Responsiveness When It Matters

Commercial real estate timing is unforgiving. Refinancings, acquisitions, investor questions and board deadlines do not wait for a monthly check-in. CREFO responds quickly and flexes when deal flow spikes. Finance never slows execution. You get answers when decision-makers need them.

Accountability You Can Count On

CREFO stands behind results, not hours. Monthly forecasts delivered. Board packages delivered. KPI dashboards built. Capital partner confidence earned through numbers that hold up.

About Us

CREFO brings senior-level finance leadership dedicated to commercial real estate and hospitality. Experience includes capital markets, portfolio strategy, financial operations and team leadership within growing ownership and operating platforms. Companies have been supported through acquisitions, refinancing cycles and periods of scale with a consistent focus on cash flow, performance and capital partner confidence. When embedded with a team, finance becomes a driver of value creation.

CREFO exists to provide experienced financial leadership to real estate, property management and hospitality platforms during periods of growth, transition, and increased capital complexity, ensuring decision-makers have clarity, confidence, and control when it matters most. Initial conversations are focused on assessing fit and understanding whether fractional CFO support would be useful at the current stage. If helpful, feel free to get in touch.

FAQ

Here are answers to the most common questions CREFO hears from real estate and hospitality firms considering fractional CFO services.

How does pricing work?

How are you different from other fractional CFO firms?

What types of companies do you work with?

What does a typical engagement look like?

Do you work remotely or on-site?

Can you work with our existing accounting team?

Why should we hire a CFO who specializes in real estate?

Can you help with acquisitions or refinancings?

Do you implement property management systems like Yardi or MRI?

What specific deliverables will we receive?