Use Cases
Workflows for every stage of the deal lifecycle.
Deal ScreeningPipeline filtering against investment criteriasourcingMarket Comp AnalysisRent comps, sale comps, submarket analyticssourcingAcquisition UnderwritingDocuments to populated pro formaunderwritingRent Roll AnalysisTenant-by-tenant, loss-to-lease, concessionsunderwritingOperating Statement AnalysisT-12 normalization, non-recurring itemsunderwritingDebt SizingDSCR, debt yield, LTV constraintsunderwritingSensitivity AnalysisCap rate, rent growth, exit scenariosunderwritingProperty ValuationDirect cap, DCF, replacement costunderwritingDevelopment ModelingConstruction draws, lease-up, stabilizationunderwritingConstruction Draw ModelingDraw schedules, interest carry, cost-loading curvesunderwritingWaterfall ModelingPromote tiers, catch-up, clawbackstructuringTax Credit UnderwritingLIHTC, HTC, Opportunity Zones, NMTCstructuringJoint Venture StructuringJV splits, co-invest, partner economicsstructuringDue DiligenceChecklists, extraction, red flagsdiligenceLease AnalysisCredit, rollover, TI/LC, effective rentdiligenceIC Memo GenerationAuto-draft from deal datadiligenceAsset ManagementActuals vs. underwriting, variancehold periodBudget Variance TrackingLine-item budget vs. actualhold periodCapEx PlanningReserves, renovation, deferred maintenancehold periodPortfolio MonitoringKPIs, underperformers, business planhold periodDisposition AnalysisHold vs. sell, after-tax NPVexitRefinancing AnalysisRefi timing, rate scenarios, prepaymentexit1031 Exchange PlanningTimelines, boot, basis carryoverexitLoan WorkoutRestructuring, deed-in-lieu, modificationexitFund ReportingCapital calls, J-curve, TVPI, DPIreporting