Use Cases
Workflows for every stage of the deal lifecycle.
Deal Screening Pipeline filtering against investment criteria sourcing Market Comp Analysis Rent comps, sale comps, submarket analytics sourcing Acquisition Underwriting Documents to populated pro forma underwriting Rent Roll Analysis Tenant-by-tenant, loss-to-lease, concessions underwriting Operating Statement Analysis T-12 normalization, non-recurring items underwriting Debt Sizing DSCR, debt yield, LTV constraints underwriting Sensitivity Analysis Cap rate, rent growth, exit scenarios underwriting Property Valuation Direct cap, DCF, replacement cost underwriting Development Modeling Construction draws, lease-up, stabilization underwriting Construction Draw Modeling Draw schedules, interest carry, cost-loading curves underwriting Waterfall Modeling Promote tiers, catch-up, clawback structuring Tax Credit Underwriting LIHTC, HTC, Opportunity Zones, NMTC structuring Joint Venture Structuring JV splits, co-invest, partner economics structuring Due Diligence Checklists, extraction, red flags diligence Lease Analysis Credit, rollover, TI/LC, effective rent diligence IC Memo Generation Auto-draft from deal data diligence Asset Management Actuals vs. underwriting, variance hold period Budget Variance Tracking Line-item budget vs. actual hold period CapEx Planning Reserves, renovation, deferred maintenance hold period Portfolio Monitoring KPIs, underperformers, business plan hold period Disposition Analysis Hold vs. sell, after-tax NPV exit Refinancing Analysis Refi timing, rate scenarios, prepayment exit 1031 Exchange Planning Timelines, boot, basis carryover exit Loan Workout Restructuring, deed-in-lieu, modification exit Fund Reporting Capital calls, J-curve, TVPI, DPI reporting