AI for CRE investment sales

Draft OM sections, comps narratives, and rent-roll summaries for advisor review.

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OM draft sections

Generate executive summaries, property overviews, market context, comps narratives, and disclaimers.

Comps narratives

Synthesize sales and rent comps into clear narratives aligned to your positioning.

Rent-roll summaries

Create summarized views of occupancy and economics. For advisor review only.

Professional first drafts

Build your knowledge base, run skills tuned to your formats, and produce drafts with full citations for professional review.

Market context

Extract neighborhood, amenity, and macro context from your sources with citations.

Presentations

Produce professional draft slides matching your themes and layouts.

Enterprise security

Enterprise-grade security. Workspace isolation enforced server-side. No AI training on your data. End-to-end encryption.

Skills

Skills for commercial real estate

Company overviews, valuation models, comps, and data packs — skills tuned for CRE investment sales.

Deck

Company Overview Slide

A clean one-slide company overview with tagline, description, key metrics, milestones and a founded, location and stage footer. Useful for board prep, investor updates and portfolio intros.

Deck

CIM

A full sell-side CIM, from cover and investment highlights through financials, growth plan and process, drafted from your data-room files in your firm's house style.

Model

Valuation calculator

A company valuation workbook built from public comps, with quartile statistics, an implied equity value range and an optional DCF cross-check. Every formula stays live.

Model

Comps Analysis

A comparable company analysis in Excel with operating metrics, valuation multiples and statistical benchmarking.

Model

Datapack Builder

Turns CIMs, offering memorandums and filings into a standardized, investment committee-ready Excel data pack with consistent structure and documented assumptions.

Workflow

Deep Research

Researches a topic in depth through web research and produces a cited brief you can reuse in later work such as a CIM.

Explore all skills

Enterprise-ready by design

No AI training on your data
End-to-end encryption
Secure cloud infrastructure
Custom PowerPoint template integration
Decks come out looking like your team built them, aligned to your brand standards.
    Commercial real estate investment sales | Deliverables AI