How Regent Asset Management replaced its operations spreadsheet with an AI operations manager.
Company
Regent Asset Management
Business
Multifamily owner-operator
Team
15 people across properties, acquisitions and head office
The challenge
Regent’s operations ran out of a shared spreadsheet: tasks for each property, acquisitions in progress, capital projects and company-wide work, all in one long sheet. It worked when the team was small. As the portfolio grew, nobody could see at a glance what was late, who owned what, or what had been decided in last week’s meeting.
What changed
The spreadsheet was imported into Marshal in the first week. Each property got its own priority board. Acquisitions and turns became pipelines that create their own next steps. Weekly calls now end with Marshal drafting the follow-ups, and the operations lead approves them instead of retyping them. Leadership asks Marshal questions directly instead of chasing updates.
Good morning, Jordan
Here’s where the whole operation stands today.
Open
48
Late
5
Due 7d
12
Done 7d
17
Operational results
The first six weeks.
1 week
from spreadsheet to live system
15
team members working from one place
90+
tasks tracked, each with an owner and status
28
projects, including capital projects, managed end to end
30+
improvements shipped from team feedback in 6 weeks
$10
hard monthly cap on AI spend — it can’t run over
Before and after
Before:One shared spreadsheet, edited by everyone
✓One system with owners, statuses and history on every task
Before:Meeting follow-ups written down, then forgotten
✓Meeting notes turned into drafted tasks, approved in minutes
Before:“Where are we on…?” meant chasing people
✓Ask Marshal, or open the property’s priority board
Before:Late work found at the next meeting
✓Early warnings when something stalls for 14 days
Before:Everyone saw everything
✓Access levels, teams, two-step sign-in and a sign-in log
See Marshal on your own operation.
A 30-minute walkthrough. Bring a spreadsheet or last week’s meeting notes and we’ll show you what Marshal does with it.