Underwriting Summary 

A deal-level synopsis that pulls together the core assumptions, return metrics, leverage, risk scores, and sensitivity analysis so stakeholders can quickly see whether a prospective acquisition or investment passes the threshold.

Pipeline Report

A living view of deals in flight: stages, probabilities, expected close dates, capital needs, and next action items—helping you prioritize and forecast what’s coming.

Market Report

Automated intelligence on the competitive and economic backdrop: comparable rents, vacancy trends, cap rate movement, supply/demand shifts, and other local macro indicators that contextualize underwriting and strategy.

Portfolio Summary 

Rolls up performance across all assets—occupancy, cash flow, leverage, concentration risk, top/bottom performers, and aggregation of key KPIs to gauge portfolio health at a glance.

Loan Package

Lender-ready documentation bundling property fundamentals, cash flow analysis, collateral metrics, amortization schedules, covenant summaries, and compliance history to streamline debt conversations and diligence.

Equity Package

Investor-facing summary of ownership structure, projected returns, exit scenarios, deal rationale, and capital deployment plan—framed to communicate value and alignment to equity partners.

BOV (Broker Opinion of Value) 

A data-backed, automated estimate of current property value using comparables, market adjustments, and reconciliation logic—serving as a quick sanity check or underwriting input.

Offering Memorandum

Polished, comprehensive deal book for prospective investors: property overview, market context, financials, team background, terms, and investment thesis packaged for fundraising and syndication.

Asset Management Report 

Ongoing operational scorecard comparing actuals to budget/plan: lease expirations, tenant issues, variances, upcoming risks, and recommended actions to keep assets on track.

CapEx Tracker 

Realtime tracking of capital projects: budget vs. actual spend, timelines, status, and forecasted ROI—making it easy to see what’s been invested and what’s coming next.

Lease Abstract Report 

Condensed lease intelligence: key terms (rent, escalations, options, expiration dates), tenant credit, responsibilities, and special clauses—so you don’t have to dig into full lease documents.

Disposition Memo

Analytic recommendation for exit: market timing, pricing comps, proceeds estimates, tax considerations, and strategic rationale to inform sale decisions.

Rent Roll Snapshot

Current snapshot of leased units: rent levels, occupancy, lease start/stop dates, concessions, and rent growth—essential for cash flow validation and operational oversight.

Valuation Audit Trail 

Full transparency on how valuations evolved: assumption versions, who made changes, source data, and model iterations—critical for governance and post-mortem clarity.

Leasing Snapshot 

Summary of leasing activity: new deals, renewals, expirations, absorption velocity, and concession trends to monitor leasing performance and momentum.

Period Performance Report

Custom-period performance (e.g., trailing 12 months, quarter-to-date): income/expense breakdown, NOI, yield metrics, IRR, and trend analysis over the selected window.

Loan Compliance 

Status dashboard of all debt agreements: covenant tests, upcoming compliance dates, historical compliance performance, and alerts for potential issues or cures.

Property Scorecard 

Composite health score across financial, physical, market, tenant, and risk dimensions—benchmarked and normalized so you can compare assets intuitively.