Trinity Real Estate Investment Services Streamlines Rent Analysis with Crexi Vault
Meet Trinity REIS
Trinity REIS is a Fort Worth-based brokerage specializing in single- and multi-tenant retail assets. With offices in Fort Worth and Austin, the firm facilitates transactions across the Southeast and beyond - from Texas to the Carolinas and as far west as California and Oregon.
As an investment-focused brokerage, Trinity doesn’t handle leasing or property management - making quick access to reliable rent and comp data critical for underwriting and client proposals.
Challenge
Before adopting Crexi Vault, Cale Powers, Associate Director and his team manually downloaded offering memorandums (OMs) and stored them in desktop folders - a process that was slow, disorganized, and inefficient.
“I was just downloading OMs and keeping them in folders on my computer,” Cale explains. “It worked, but it was messy. It took forever to dig through and find what I needed.”
Without a structured way to store or search OMs, pulling rent comps for new proposals often took 30–45 minutes per property, and historical data was easily lost once listings went offline.
Why Crexi Vault
Cale discovered Crexi Vault organically while browsing the Crexi marketplace - and immediately recognized it as the missing piece in his underwriting workflow.
“I noticed Crexi Vault pop up one day and just started exploring. It turned out to be exactly what we’d been looking for - an easier way to store and access OMs without cluttering up my computer.”
Vault offered a simple, integrated way to save OMs directly from Crexi, automatically tag and filter them by tenant or market, and instantly access them for proposals or valuation work - without leaving the Crexi ecosystem.
Solution
With Crexi Vault, Cale and his team transformed how they manage rent and comp data.
They can now:
- Save OMs directly from Crexi in one click
- Tag and organize files by tenant, market, or property type
- Search and retrieve deal data in seconds
- Build an internal data library for ongoing valuation reference
The biggest win: faster, data-backed rent analysis.
“We were proposing on a shopping center in Plano and used Crexi Vault to see what nearby tenants were paying. It helped us show the owner their nail salon tenant was above market - which impacted the valuation conversation in a big way.”
Results
Since adopting Crexi Vault, Trinity REIS has achieved measurable efficiency gains and sharper deal insights:
- 3–4 hours saved weekly through automated OM storage and retrieval
- 30–45 minutes saved per project on rent comp analysis
- Improved underwriting accuracy with centralized rent data
- Faster, data-backed proposals that boost client confidence
- Competitive advantage versus larger firms with in-house data systems
A standout example came during a proposal for a property in Arlington:
“We were able to build a much more accurate pro forma,” Cale recalls. “What would’ve taken hours of digging before, we could now do in 30 minutes. The buyer felt confident, the numbers held up, and we moved forward quickly.”
Beyond efficiency, Vault helped Trinity level the playing field against national brokerages with larger research resources.
“Crexi Vault’s helping us catch up to some of those bigger brokerages. It gives us access to data we wouldn’t otherwise have, and that’s huge.”
Looking Ahead
Cale sees Vault’s long-term value compounding over time as their data archive grows.
“Down the road, it’ll be incredible to pull up an OM from four years ago and see how rents or tenants have changed. Having that historical record will be huge for us.”
As Vault continues to evolve alongside Crexi Intelligence, Trinity expects even deeper insight - combining stored deal data with market analytics to strengthen future underwriting and client strategy.
Key Takeaways
About Crexi Vault
Crexi Vault helps commercial real estate professionals store, organize, and search offering memorandums and deal documents with ease.
By turning document chaos into clean, searchable records, Vault enables brokers, investors, and analysts to move faster, save time, and make smarter, data-driven decisions - all within the Crexi platform.
Learn how Vault can simplify your workflow and give your team a competitive edge. Get started with Crexi Vault.
