Automated Reporting for Real Estate: Factsheets, Annual Reports and ESG
The problem
Factsheets, annual reports, ESG disclosures: they are mandatory, but producing them creates no value. Every cycle, teams re-key the same figures across spreadsheets, rebuild the same charts and reconcile the same tables by hand, racing a deadline. Then next quarter, it all starts again.
What Quanthome does
Quanthome automates the whole reporting process on one structured base and custom AI workflows. Factsheets, annual reports and ESG reports are generated on the template you control, every figure citing its source, so errors surface at generation and the team's time moves to analysis.
Mandatory reporting, minus the manual work.
Win back the reporting calendar
Reporting is mandatory but creates no value, yet it consumes time every cycle. Workflows produce the factsheet and the annual report from one data core, so the team's time goes back to the assets.
Trust every figure
Every number is pulled at generation time and carries a reference to its source, and reports are assembled from one structured base, so the figures tie across tables and documents. Errors surface as you generate, not in audit or after a report has gone out.
Refresh, never rebuild
The structured base and your templates persist, so each cycle reopens on current data rather than a blank document, and the team's time moves from re-keying numbers to the analysis and judgment that actually matter.
How reporting teams produce mandatory reports from one data core
Data
Gather every source into one structured base
Quanthome Workforce brings fund, property, financial and ESG figures from PDFs, exports and vehicle disclosures into one structured base on the Quanthome Data Engine, each record resolved to its building or vehicle and linked to its source. Scattered documents that were never meant to line up become consistent fields, so reporting starts from a maintained base rather than a collection sprint.
Workflow
Run the reporting workflow on the template you control
Managed AI agents assemble the report end to end on your template, every figure pulled from the base at generation time and citing its source. Numbers that do not tie surface as the report generates, when correcting them is cheap, not late in the cycle when reopening the document is most expensive.
Factsheets
Factsheets for every fund and portfolio, in one pass
Generate the full set of fund and portfolio factsheets in a single pass, in the house format your investors already expect. No figure is re-keyed and no chart is rebuilt fund by fund, so the quarterly set comes from one run instead of a manual cycle.
Annual reports
Annual reports your audit firm can trace
Tables, charts and figures are assembled from one structured base, so the figures tie across tables and documents, and your audit firm receives a draft in which every figure can be traced. Every figure traces back to its source record; the team writes commentary and judgment around numbers that already tie.
ESG
ESG reports from real assets, into any framework
Energy and CO₂ across scopes 1, 2 and 3 are resolved at building level, reported figures where they exist and Quanthome estimates where they do not, then aggregated to the portfolio. When the framework changes, the same base re-renders into the new template, so the report is regenerated rather than re-collected.
The documents that come back
Each workflow ends in a finished document on your template. These are specimens drawn to show the format. They carry no client data.
Built for
The fund, finance and ESG teams that owe mandatory reports on a deadline.
Owners & operators
Quanthome gives direct asset owners and the property managers who run their buildings one consistent, building-level view, performance, tenancy, capex and risk, from the same data.
Asset allocators & indirect real estate investors
One view across your direct buildings and your indirect holdings, down to the building, for the reports and decisions your team owns.
Advisors, consultants & brokers
Advise clients on current transaction and market data, not a deck rebuilt by hand. Spend less time producing decks and more on the analysis the client pays for.
Service providers & valuers
Run the same repeatable process every cycle, on the regulator's timetable, from one structured Swiss dataset rather than a fresh round of data collection each time.
See How Quanthome Supports Automated Reporting
Agentic reporting in practice: from structured data to a publishable report
The reporting calendar in real estate funds: where the weeks actually go
Swiss real estate: ESG practices reassessed across 128 investment vehicles
What our clients say
“Producing factsheets, analyses and reporting materials took a long time that we would rather spend on actively managing our assets. Quanthome now automates the generation of these deliverables for us, including our annual report and ESG report, directly from our own data. We have been working with Quanthome since 2024 and the team has always been fast, pragmatic and genuinely attentive to our needs.”
What People Ask Before Automating a Report
What is reporting automation in real estate?
Reporting automation is the generation of mandatory reports, factsheets, annual reports and ESG disclosures, from structured data instead of by manual assembly. Quanthome holds fund, property and ESG data in one structured base and runs custom AI workflows that produce each report on the template you control, with every figure pulled at generation time and citing its source, so a cycle of manual copying becomes a generation run.
Which reports can Quanthome automate?
Factsheets for every fund and portfolio, the full annual report, and ESG reports across energy, CO₂ and climate risk, plus recurring portfolio reporting. Each is encoded once as a workflow on your structured base, then run on demand. The reports share one base, so a figure corrected once flows through every report it touches rather than being fixed document by document.
Can we keep our own templates and house format?
Yes. You define the template once, including layout, charts and sections, and Quanthome populates it for every fund, portfolio and reporting period. The output matches the format your investors and regulators already expect; only the production is automated. The published document reads as your report, not a system export, because the template stays yours.
Where do the figures come from, and are they traceable?
From your data, structured on the Quanthome Data Engine into one queryable base, combined with Quanthome's market and ESG coverage. Figures are pulled at generation time rather than copied between files, so each report reflects current data, and every figure carries a reference to its source record, so review starts from the citation rather than a search. Reports are assembled from one structured base, so the figures tie across tables and documents.
How do you measure the time saved?
Against a baseline recorded before we start, on your own report: the people involved, the time each cycle takes and the cost of producing it, measured again after one month and after three. Our measurement method is described on the Quanthome Workforce page.
Your next annual report regenerates on current data
Bring one report you produce today. We scope it with you in a workflow assessment, then run it for you on your structured data.
Request a workflow assessment