Rockport

What Rockport does

Rockport is a commercial real estate (CRE) lending management SaaS company founded in 2005 and headquartered in New York. It provides an end-to-end platform that covers the full lifecycle of CRE loans — origination, underwriting, valuation, servicing, accounting, and disposition — for financial institutions, lenders, servicers, and CRE-focused advisory and appraisal firms.

The platform is organized into six integrated modules: CORE (loan management), VAL (property valuation), ACT (accounting), AG (agricultural lending), BUDGET, and ENGINE. These are built on a proprietary calculation engine refined over more than 20 years and integrate with the dominant CRE and enterprise systems in client environments, including Yardi, MRI Software, JD Edwards, ARGUS, and Microsoft Excel.

Rockport serves 150+ clients globally, tracking $1.5 trillion in closed loan AUM and more than one billion data points accumulated over two decades. Named customers include Fannie Mae, Wells Fargo, CBRE, JLL, Citibank, and Barclays. The company operates an enterprise named-user licensing model, reports 99.999% platform uptime, and invests $11+ million annually in R&D. The company is led by founder Rick Trepp (also founder of Trepp®) with COO William Trepp and CTO Eric Rutberg, and employs between 11 and 50 people.

Name

Rockport

Legal name

Rockport PA, L.L.C.

Website

https://therockportgroup.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Rockport provides an enterprise SaaS platform for commercial real estate loan lifecycle management, serving 150+ financial institutions and CRE firms globally. Its six-product suite covers origination through disposition via a proprietary calculation engine and integrations with Yardi, MRI, and ARGUS.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Commercial Real Estate Asset Management (BPAJAMAB)

Keywords

• Commercial real estate software
• CRE analytics platform
• Loan management software
• CRE valuation tools
• Asset management software

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Software Subscription Licensing: Subscription-based SaaS licensing for commercial real estate software products (CORE, VAL, ACT, AG, BUDGET, ENGINE). Annual and monthly subscription plans with per-named-user licensing. VAL supports monthly and annual/multi-month terms with automatic renewal.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels10 records

Core offering

Rockport provides a suite of commercial real estate (CRE) software solutions for the CRE finance industry, covering analytics, valuation, loan management, asset management, and budgeting. Its products include Rockport CORE, Rockport VAL, Rockport ACT, Rockport AG, Rockport BUDGET, and the underlying Rockport ENGINE. The company serves institutional CRE lenders, investors, and servicers via subscription-based SaaS licensing.

Product overview

Rockport is a commercial real estate software company offering a suite of products that support the entire lifecycle of CRE lending and investment. The portfolio consists of six core products: Rockport CORE provides enterprise-level CRE lending and asset management; Rockport ACT delivers accounting and servicing for CRE loans; Rockport AG specializes in agricultural lending with Farmer Mac reporting; Rockport VAL offers cash flow modeling and valuations as an alternative to legacy systems; Rockport BUDGET provides budgeting and reforecasting with ERP integrations; and Rockport ENGINE delivers calculation capabilities via RESTful APIs. The company serves top financial institutions including Fannie Mae, Wells Fargo, CBRE, and JPMorgan Chase.

Differentiator

Problem solved

Functional benefit

Brands

• Rockport CORE: Enterprise-level CRE platform for managing CRE lending and asset management businesses through the full life of loan cycle.
• Rockport VAL
• Rockport ACT
• Rockport AG
• Rockport BUDGET
• Rockport ENGINE

Products and services

• Rockport CORE Enterprise analytics platform within the Rockport CRE software suite, delivering commercial real estate data analysis and reporting for institutional CRE lenders, investors, and servicers.
• Rockport VAL Commercial real estate valuation software within the Rockport suite, providing valuation outputs for CRE lending, investment, and servicing workflows.
• Rockport ACT Loan management and accounting solution within the Rockport suite, supporting CRE loan servicing and portfolio accounting workflows.
• Rockport AG Asset management solution within the Rockport suite, providing asset-level oversight for CRE portfolios held by lenders, investors, and servicers.
• Rockport BUDGET Budgeting software within the Rockport suite, supporting budgeting workflows for commercial real estate portfolios.
• Rockport ENGINE Underlying data and analytics engine within the Rockport suite that powers the other Rockport modules, including valuation and analytics computations.

Quantifiable outcome

• 99.999% system uptime
• +2 more outcomes

Named customers12 records

Segments6 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature6 records

Partnerships

Five partnerships are on record, tiered core and minor.

• YardicoreTechnology or IntegrationIntegration partnership enabling Rockport BUDGET to integrate with Yardi property management data. Bidirectional data flow allows seamless import/export of property and portfolio data.
• MRI SoftwarecoreTechnology or IntegrationIntegration partnership enabling Rockport BUDGET to integrate with MRI property management and accounting data. Supports bidirectional data feeds for budgeting and reforecasting.
• JD EdwardscoreTechnology or IntegrationIntegration partnership enabling Rockport BUDGET to integrate with JD Edwards ERP data. Allows property owners to connect financial data from JD Edwards into Rockport budgeting platform.
• Universities (VAL University Program)minorStrategic or Co-development PartnerRockport partners with universities to prepare future CRE professionals in using VAL. Program includes complimentary access, training, certification manual, and certification exam. Professors incorporate VAL in college curriculum.
• Appraisal FirmsminorStrategic or Co-development PartnerRockport works with appraisal firms encouraging them to use Rockport VAL for appraisal engagement letters. Provides guidance on including VAL as preferred/required platform in engagement letter language.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Altus Group (ARGUS Software): Altus Group owns ARGUS, the dominant legacy CRE cash flow modeling and valuation platform Rockport VAL is explicitly positioned as an alternative to. Both serve CRE lenders, appraisers, and investors with DCF and portfolio analytics, making ARGUS the most direct peer in the valuation niche.

Broad incumbents

• Yardi: Yardi is a broad CRE software incumbent offering property management, accounting, and budgeting suites that compete with Rockport ACT, AG, and BUDGET. While Rockport also integrates with Yardi via BUDGET, Yardi's suite scale makes it the most comprehensive incumbent in adjacent workflows.
• MRI Software: MRI Software is a broad CRE and real estate investment management platform that overlaps with Rockport BUDGET and asset management capabilities. Like Yardi, MRI is both an integration partner and a broader-suite competitor across CRE finance workflows.
• RealPage: RealPage is a large multifamily and CRE operations software suite with asset management, budgeting, and analytics modules that overlap with Rockport BUDGET and asset management features, particularly in multifamily lending workflows served by Fannie Mae.
• CoStar Group: CoStar owns LoopNet, Apartments.com, and a growing CRE analytics and data platform used by many of the same investors and lenders that buy Rockport. It represents a broad incumbent pushing deeper into CRE analytics and modeling workflows.
• SS&C Technologies (Black Mountain / CRE software): SS&C offers loan servicing, accounting, and asset management software through products like Black Mountain and Investran that overlap with Rockport ACT and CORE for CRE lenders and investors. It is a well-capitalized incumbent in the same enterprise workflows.

Others

• Trepp: Trepp is the dominant CMBS data, analytics, and benchmarking provider founded by Rick Trepp, who also leads Rockport. While not a direct software competitor, Trepp operates in the same CRE finance ecosystem and shares leadership and customer overlap, making it the closest ecosystem peer.

Regional players

• Newmark Group: Newmark is a CRE services and investment sales firm that increasingly offers technology and data tools to its broker and lender clients, overlapping with Rockport's investor and broker segments, particularly in the U.S. debt and equity capital markets.

Emerging players

• LightBox: LightBox is a CRE data and workflow platform serving lenders, appraisers, and underwriters with property data and analytics. It targets overlapping buyer personas (CRE lenders, B-piece buyers, rating agencies) and competes for similar technology budgets as Rockport VAL and CORE.
• Cherre: Cherre is an AI-native CRE data and analytics platform for institutional investors and lenders, providing portfolio intelligence and valuation workflows. It targets the same institutional CRE buyer as Rockport with a more modern data-centric architecture.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/rockportcre
• YouTubeyoutube.com/c/rockportcre
• Facebookfacebook.com/rockportcre
• LinkedInlinkedin.com/company/rockport
• Instagraminstagram.com/rockport.cre

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rockport