Real estate

Board management software for real estate

For boards of property investment and management companies. Investment files, board discussions and decisions kept together, for every asset.

Dafira board pack organised by agenda item, with annotations

What real estate boards deal with

Long-term commitments that need a clear decision trail.

Portfolio oversight

Follow a portfolio of assets through regular board papers and reports.

Investment decisions

Review acquisition, disposal and development files before deciding.

Investors and partners

Share information with each stakeholder group at the right level of access.

Regulatory context

Regulations that reach the boardroom

A short overview of texts that shape what the board discusses and must be able to document.

AIFMD

Directive 2011/61/EU, as amended

Framework for managers of alternative investment funds, including real estate funds.

Governance, risk management and conflicts of interest are subject to documented oversight.

SFDR

Regulation (EU) 2019/2088

Sustainability-related disclosures in the financial services sector.

The board approves the policies and disclosures that describe how sustainability risks are handled.

CSRD

Directive (EU) 2022/2464

Sustainability reporting by companies, phased in by company size; timelines were revised in 2025.

The board oversees the sustainability statement and the reporting process.

What Dafira provides

Board tools used by real estate companies.

Document management

Central storage for investment files and board papers, organised by meeting and agenda item.

AI assistant

Ask questions about long investment files and get summaries before the meeting.

Decisions on record

Votes, resolutions and signatures kept with each meeting, in a decision log.

Dafira embraced the next generation of Board management software, easy to use and with AI integration.
Paralegal & Compliance Officer
Listed healthcare real estate company
Read the case study

See Dafira with your own board pack

A 30-minute demo with someone who has run board meetings. Bring a real agenda and we will set it up with you.