Castellan Real Estate Partners Tech Stack

Vertically integrated real estate investor managing equity, debt, and development across NY metro

Real Estate New York, NY 51–200 employees Founded 2009 Privately Held

Castellan is a real estate investment and operations firm managing over $1B in equity and debt across residential and retail properties in the New York metropolitan area. The tech stack is operations-heavy (Yardi, Monday.com, Asana, Smartsheet, Procore) rather than analytics-focused, reflecting a business built on deal flow, construction, and property management execution. Active hiring skews toward operations (8 roles) and finance (6 roles), with projects centered on construction workflows, incentive tracking, and property pipeline management — consistent with internal pain points around permitting delays, materials coordination, and operational scaling.

Tech Stack 24 technologies

Core StackMonday.com Slack Smartsheet Asana QuickBooks Procore Yardi Word Adobe Dropbox Microsoft Office Excel Google Sheets Google Workspace Microsoft 365 Teams Yardi Voyager SQL SharePoint Box PDF Clio Sage Service Titan

What Castellan Real Estate Partners Is Building

◆Challenges

Improving accounting operations efficiency
Missing paperwork causing project delays
Materials delays
Ensuring compliance with accounting standards
Permitting holds
Identifying potential properties
Scaling operational workflows
Bottlenecks in scheduling
Securing funding for projects
Managing legal documents

▲Active Projects

Sgip pipeline tracker dashboard
California electrical panel upgrades
Utility coordination for service upgrades
Construction draw process
Outbound campaigns
Prepare and submit incentive and rebate applications
Sgip application workflow optimization
Sop and qa checklist development
Maintain live database of u.s. energy incentive programs
Property pipeline management

Hiring Activity

Accelerating20 roles · 15 in 30d

Department

Ops

Finance

Legal

Acquisitions

Construction

Engineering

Executive

Marketing

Seniority

Mid

Manager

Junior

Senior

C-Level

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About Castellan Real Estate Partners

Castellan Real Estate Partners is a privately held investment firm founded in 2009, headquartered in New York with 51–200 employees. The firm operates as a vertically integrated platform across equity investments, bridge lending, affordable housing, property management, and development, primarily targeting residential and retail properties in the New York metropolitan area. Since inception, the firm has deployed capital into equity and debt transactions exceeding $1 billion in aggregate market value. The organization operates internal platforms for transaction management, lending operations, portfolio oversight, and construction execution, supported by a 22-person hiring cohort focused on operations, finance, and construction management.

HeadquartersNew York, NY

Company Size51–200 employees

Founded2009

Hiring MarketsIndia, Canada, Mexico, United States

Frequently Asked Questions

What tech stack does Castellan Real Estate use?

Primary tools include Yardi and Yardi Voyager for property management, Monday.com and Asana for workflow management, Procore for construction, QuickBooks for accounting, and Smartsheet for tracking. Communications run on Slack, Teams, and Google Workspace.

What is Castellan Real Estate working on?

Current projects include SGIP (state incentive) pipeline tracking, California electrical panel upgrades, construction draw process optimization, property acquisition workflows, and maintaining a live database of U.S. energy incentive programs.