Property transitions,
managed end to end
The PropTech solution for property transitions. From due diligence to Day 1 operations — 11 workstreams, 10 phases, AI-powered briefings, and Microsoft Teams integration. Purpose-built for multifamily operators.
Why transitions fail
without the right tools
Property transitions are among the most complex operational events in multifamily real estate. Without purpose-built property transition management software, critical tasks slip through the cracks across 15+ departments.
Transitions tracked in spreadsheets
Teams maintain dozens of disconnected Excel files — no single source of truth, version conflicts, and zero visibility into overall progress across workstreams.
Due diligence docs scattered everywhere
Lease files, inspection reports, and financial documents live in email threads, shared drives, and personal desktops — impossible to audit or hand off cleanly.
No visibility across workstreams
Operations, HR, IT, Maintenance, and Finance each manage their own checklist independently — no executive can see the full picture without a manual status call.
Meeting follow-ups lost in the noise
Action items from transition calls get buried in chat threads and inboxes. Without structured AI debriefs, commitments go untracked and deadlines slip.
Everything a transition
actually requires
11 Workstreams
Operations, HR, IT, Maintenance, Finance, Leasing, Marketing, Legal, Compliance, Vendor, and Executive — each with dedicated checklists, owners, and due dates.
10 Phases with Template Offsets
Pre-LOI through Post-Transition — each phase auto-applies templated task checklists with day-offset due dates relative to your target close date.
MS Teams Integration
Calendar sync, channel chat, and meeting transcription via Microsoft Graph API. Schedule transition calls and pull meeting notes directly into the task timeline.
Recruiting Pipeline
Manage open positions, candidates, interview stages, and compensation bands during the talent component of every transition — all tied to a specific property and role.
Multi-Property Tracking
Run concurrent transitions across your entire portfolio. Per-property checklist status, completion percentages, and workstream health all visible on one dashboard.
AI Meeting Debrief
Paste meeting transcripts and let Claude or GPT-4 generate structured action items, decision logs, and follow-up assignments — automatically linked to the right workstream tasks.
From deal signed
to keys handed over
Create transition with deal type
Define the property, deal type (acquisition, disposition, management takeover), and target close date. The system scaffolds the right phase structure automatically.
Auto-apply template checklist
Phase templates populate all 11 workstreams with tasks, owners, and offset-calculated due dates. One click from blank project to fully structured transition plan.
Track across workstreams to completion
Each workstream owner updates their tasks, uploads documents, logs meeting debriefs, and flags blockers — giving leadership real-time progress without status calls.
Connected to your
entire platform
TransitionTrack is fully integrated with the UnitStacks ecosystem — shared authentication, shared property data, and AI available across every module.
Single Sign-On
Single sign-on via Microsoft SSO. The same identity and org membership works across all UnitStacks applications — no separate login required.
Shared Property Data
Every transition is anchored to a UnitStacks Property record. Once a transition closes, property metadata, staffing, and compliance data flows back to the platform.
Shared AI Infrastructure
Meeting debrief AI runs on the same Anthropic Claude and OpenAI credentials configured at the platform level — no per-app API keys to manage.
Start using TransitionTrack
Join property management teams who run every acquisition, disposition, and management takeover end to end — without a spreadsheet in sight.