“This is the first system we’ve used where all of the key investment information actually lives in one place. The connectivity between a portfolio, a deal, and an asset is so much more dynamic in Origin.”
— Kayla Cail, AVP, AEW
Structured Capital Allocation Across Funds
AEW manages multiple funds and portfolios, each with dedicated portfolio managers responsible for allocating capital to new investment opportunities. As deals are sourced by the acquisitions team, AEW needed a structured way to invite portfolios to request allocations, assess portfolio fit, track which fund ultimately invested, and maintain a clear record of allocation decisions.
Origin enabled AEW to formalize this process directly within the platform. Deals, portfolios, and assets are explicitly connected, ensuring allocation data remains synchronized. Unlike AEW’s prior deal management platform—where these entities existed as disconnected fields without underlying logic—Origin provides a connected data model that delivers clearer visibility into capital deployment and a more reliable audit trail.
Full Deal Lifecycle Visibility
AEW required a system that could accurately represent the full lifecycle of a deal—from acquisition through disposition—without overwriting historical data. Origin preserves acquisition details while separately capturing disposition activity, ensuring changes over time remain clearly recorded and reportable. This eliminated the need to manually reconcile investment and disposition data across systems.
Centralized Deal Execution
With Origin, AEW centralized all core investment materials—including offering memorandums, underwriting models, allocation memos, and pipeline meeting history—into a single system of record.
The acquisitions team now runs weekly pipeline meetings directly from Origin, creating a consistent, shared view of active opportunities. Historical deals and supporting materials can be quickly retrieved without relying on individual file structures or internal drives.
Model-Driven Accuracy
By uploading underwriting models directly into Origin, AEW reduced manual data entry and reconciliation. Deal metrics surfaced in reports now reflect the same models reviewed and approved during investment committee discussions, ensuring accuracy and traceability for internal and external reporting.
Integrated Market Intelligence
Prior to Origin, market data and comparables were tracked outside AEW’s deal workflow. Origin enabled AEW to capture market intelligence as a natural byproduct of deal creation through Altrio’s Data Service, which extracts data from unstructured documents using a combination of AI and human verification. Every data point is reviewed before being added to the system, ensuring a high level of accuracy as sale comps, lease comps, unit mix data, and cash-flow–related comps such as T12s are stored directly in AEW’s account.
Through Origin’s Markets functionality, teams can quickly surface assumptions used to underwrite deals, validate pricing, and compare opportunities—eliminating the need for a separate market tracking process.
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