See more deals clearly.
Find the angles others miss.

DealGenie helps commercial real estate investors turn inbound deal flow into ranked opportunities, market-backed conviction, and creative strategy paths -- with explainable outputs, editable assumptions, and workflows tailored to your firm.

Inbound queue

3 deals scored

Lakeside Industrial

OM + rent roll parsed

82

Advance

Northgate Office

Parsed

41

Hold

Ridgeway Retail

Parsed

64

Review

First-pass assessment

Lakeside Industrial Portfolio

Columbus, OH - 412,000 SF - Ask $64.2M

Strategy fit

82

Vacancy

4.2%

Rent growth

+6.1%

Price vs comps

+18%

Why this matters

Infill industrial exposure in a submarket where your firm is under-allocated, with below-market in-place rents on a 2028 rollover tranche and optional portfolio break-up upside.

Renewal probability
Roof / HVAC timing
Asset-sale pricing

Most AI deal tools save time by stripping out judgment.

Teams are buried in inbound deal flow. Most first-pass reviews are a mix of OM skimming, quick math, scattered market checks, and instinct. New AI tools make that faster -- but often by flattening the work into a black-box score or a generic summary.

That creates a new problem: speed without signal, and automation without edge.

Faster review, weaker signal

Generic summaries and black-box scores move quickly, but they do not explain what makes a deal worth deeper time.

Good deals get binned too early

First-pass triage collapses to a yes/no before anyone asks how the deal could actually work.

Everyone sees the same answer

Without firm-specific context and creative paths, AI output becomes a commodity instead of an investment edge.

DealGenie

Turn first-pass review into investment conviction.

DealGenie combines broker materials, financial screening, market context, transaction signals, strategy fit, and explainable reasoning into one inspectable first-pass view.

So your team moves from asking whether a deal deserves time to understanding why it is interesting, what could make it work, and what should be tested next.

Current

Is this deal worth time?

Output

A quick yes/no with thin context and little confidence in what to test next.

Becomes

DealGenie

Why is it interesting, what could make it work, and what should we test next?

Output

A ranked assessment with rationale, risks, assumptions, strategy paths, and next tests in one decision artifact.

What you get, deal by deal

Every deal comes back as a concrete decision artifact -- not a score you have to trust on faith. Ranked assessment, rationale, risks, and strategy options in one inspectable view.

First-pass assessment

Lakeside Industrial Portfolio - Columbus, OH

412,000 SF - 3 assets - Ask $64.2M

Strategy fit

82 / 100

Advance to full UW

Why this matters

Three-asset infill industrial portfolio in a market where your firm is under-allocated. Approximately 22% of space rolls in 2028 at in-place rents below current submarket, while the balance of the portfolio remains supported by longer-duration income. A break-up or selective asset sale could accelerate basis reduction and improve exit flexibility. About 22% of NRA rolls in 2028 at below-market in-place rents, creating the primary mark-to-market opportunity within an otherwise stable cash-flow profile.

Flags

  • Submarket rent growth 120 bps above metro average
  • WALT 6.4 yrs; top-3 tenants are investment-grade or equivalent credit
  • Deferred capital visible: roof and HVAC work likely within 24 months
  • Ask is 18% above recent comparable trades on a $/SF basis

Market context

Submarket vacancy4.2%
YoY rent growth+6.1%
Recent trades $/SF (TTM)$132
Subject pricing $/SF$156

Strategy options

Core-plus hold

Capture mark-to-market on the 2028 rollover tranche and underwrite only required roof / HVAC and leasing costs.

IRR 11.8% - EM 1.7x

Light reposition

Refresh office finish, signage, and exterior presentation; pair targeted capex with stronger renewal / backfill assumptions on 2028 rollover.

IRR 14.3% - EM 1.9x

Portfolio break-up

Sell the most liquid asset separately and use proceeds to reset basis on the remaining portfolio.

IRR 16.1% - EM 2.1x

Key assumptions

Exit cap6.75%
Hold period5 yrs
Leverage60% LTC

Model note

Every number remains editable and tied to a source, assumption set, or firm overlay. Adjust vacancy, rent growth, downtime, capex, exit cap, or other line items in natural language, then rerun cash flow and return metrics with auditable logic.

Suggested next steps

  • Confirm 2028 rollover tenant renewal probability and downtime assumptions
  • Scope roof / HVAC capital needs and timing
  • Test selective asset-sale pricing and debt implications
Illustrative output. Every field is configurable to your firm's strategy, data, and workflow.

A better first 20 minutes.

Own the moment an inbound deal actually gets reviewed. Replace scattered tabs and gut calls with a structured, inspectable view your team can defend.

Today

Manual, fragmented triage

  • Skim the OM
  • Check maps and public data
  • Build a quick one-tab screen
  • Hunt for market context
  • Decide what deserves attention

The output: a rushed yes/no and a tab graveyard.

With DealGenie

A structured first-pass view

  • Ranked first-pass assessment tied to your strategy
  • Market, macro, and comp context on one screen
  • Risks, blind spots, and strategy-specific next steps
  • Supporting logic you can inspect before anyone goes deeper

The output: a decision artifact your team can challenge, defend, and act on.

2 min
to first deal snapshot
Ranked
first-pass assessment
Inspectable
assumptions, end-to-end
Strategy-aware
next steps, per deal

Don't just reject deals faster. Discover better plays.

The most valuable use of AI in real estate is not replacing judgment with a faster pass/fail. It is helping investors explore the strategies they usually do not have time to test at the start.

DealGenie surfaces the angles your team would run if they had a full week -- in the first 20 minutes.

Strategy comparison

Four plays, one first-pass view

Core-plus hold

11.8%

Good

Light reposition

14.3%

Strong

Portfolio break-up

16.1%

Best

Broker base case

9.6%

Weak

Hold / reposition / break-up

Test what the asset or portfolio looks like in each path before committing to a business plan.

Capital structure changes

Explore conservative, moderate, and aggressive structures with explicit assumptions.

Tenant changes

Mark-to-market, re-tenant, or right-size the rent roll with transparent inputs.

Redevelopment angles

Model reposition, expansion, or change-of-use paths without leaving the first pass.

Portfolio carve-outs

Separate the good assets from the noise and test carve-out economics early.

Downside protections

Pressure-test covenants, reserves, and structural protections against realistic downside.

Alternate execution paths

Compare the playbook the broker pitched against the playbook your firm would actually run.

Your process should stay yours.

If every firm uses the same automated screening output, every firm sees the same opportunities. DealGenie is built so firms can embed how they actually invest -- so the platform reflects your edge, not a generic default.

Assumptions, data mix, strategy overlays, and workflow rules all live under your control.

Your buy box
Your assumptions
Your hold periods
Your risk tolerances
Your capital constraints
Your proprietary comps
Your preferred data sources
Your workflow automations

Transparent by design. Configurable by default.

DealGenie helps teams move from raw deal materials to defensible first-pass decisions by combining extraction, research and strategy overlays to build editable financial models -- so users can see not just the answer, but what is driving it.

01

Start with the real deal

DealGenie begins with the materials your team already works from: broker emails, OMs, rent rolls, property details, and the core facts of the opportunity.

02

Add the context that shapes conviction

It layers in the surrounding context that matters to a real first-pass decision: market and macro signals, recent transaction activity, comps, location dynamics, and other factors that help explain whether a deal fits and why.

03

Build each strategy on an editable model

Rather than generating a one-off recommendation or black-box score, DealGenie develops each strategy path from an underlying financial model that can be inspected, adjusted, and compared.

04

Keep the logic visible

Because each strategy is grounded in an editable model, users can trace how an output was formed, review the assumptions behind it, and refine the analysis before deciding what deserves more time.

“DealGenie doesn't ask teams to trust a black-box answer. It gives them a faster first pass they can inspect, adjust, and defend.”

Designed for real-world deployment.

DealGenie can sit on top of your existing process rather than forcing a full system change. Bring your own data, connect relevant market sources, and maintain control over access, assumptions, and workflows.

Works alongside your existing stack

Sits on top of your current process rather than forcing a spreadsheet, CRM, or modeling-tool switch.

Bring your own data

Custom data inputs and strategy overlays mean your proprietary comps, feeds, and context drive the output.

Strict data separation

Built for institutions: tenant isolation, permissioning, and controls for how your data is handled.

Flexible firm-specific workflows

Triggers and post-analysis actions adapt to how your team actually runs deals, not a fixed template.

Smarter first-pass review changes the way your team invests.

Not just faster review. Better decisions your team can trust, defend, and turn into sustained advantage.

1

Higher-quality first-pass decisions

Evaluate deal mechanics, strategy fit, and context earlier -- not just four headline metrics and a gut call.

2

More deals reviewed seriously

Analysts and principals spend time on judgment, not setup, so more deals get a real first look in the same window.

3

Fewer missed opportunities

Surface the creative strategies and carve-outs that would otherwise get triaged out before anyone looked closely.

4

A more differentiated investment process

A first-pass process shaped by your firm's assumptions and data -- something you can explain to LPs, not a generic screen.

Review more deals. Find stronger angles. Build a more differentiated process.

See how DealGenie turns your inbound flow into ranked opportunities, market-backed conviction, and creative strategy paths -- built around how your firm actually invests.

Explainable outputsEditable assumptionsConfigurable to your firm