Go from deal room to investment verdict in seconds, while tracking every data point. CRE Terminal is an AI-native commercial real estate operating system for valuation, underwriting, and asset management. Built by principals with decades of CRE experience for professionals who always need reliable, institutional quality results.
Structured AI You Can Trust.
The Problem
80%+ of effort goes to deals you'll pass on. You have to model a deal just to say no - but the best opportunities don't wait. AI is the solution, but unstructured LLM output is messy and unreliable. Existing CRE software solutions are trying to bolt-on AI, but the reality is they need to totally rebuild their systems from scratch. That's why we created CRE Terminal - built from the ground up to harness AI's true potential.
Structured Data + Custom AI Agents = Your Competitive Advantage
CRE Terminal combines structured infrastructure with a network of specialized AI agents purpose-built for every stage of the investment lifecycle. These agents work together to take each deal from data dump to investment committee memo with recommendations for each opportunity. CRE Terminal's agents create detailed financial pro forma models and project risk analysis scenarios, all based on your firm's underwriting strategy. These systems are self-learning, and adapt based on every correction and steer you make. That means every deal you run makes the next one sharper.
Specialized scripts and agents have been trained to extract and organize data from a litany of disorganized sources that we encounter in CRE. OMs, rent-rolls, and T12's are all seamlessly extracted and indexed into your system of record. This allows analysis systems to always see "apples to apples" and Cross-reference OM, rent roll, and T12 information consistently across deals. CRE Terminal is format-agnostic with hundreds of document layouts trained and counting.
Your team of AI agents will research and analyze the subject neighborhood, evaluating both quantitative and qualitative metrics. Automatically pull demographics, walk scores, tenant sentiment, crime, competition, supply, investor momentum and overall vibe - all synthesized into a location narrative that exceeds what you'd expect from even a seasoned analyst. Score and rank comparable properties and evaluate market economics - all with one click.
Terminal's risk agents combine statistically-driven market analysis with trained processes for budgeting each variable in the model - opex benchmarks, rent growth regression, cap rate distributions, occupancy and absorption sensitivity - with qualitative signals that spreadsheets can't capture. The result is an integrated risk profile for each deal where every flag pushes directly into your pro forma assumptions and sensitivity analysis.
Our Pro Forma Agents leverage our proprietary python-based pro forma engine that has been thoroughly tested to meet institutional financial modeling standards. This ensures our AI-driven analysis is always 100% mathematically accurate, with assumptions you can audit, validate, and manipulate just like a spreadsheet (its also far more efficient). Our Pro Forma Engine includes everything you would expect in an institutional model - capital stack, waterfall, sensitivity, solve-to-IRR - all native. You can also import / export Terminal to your own Excel model.
Pro Forma Agent
Amplify your alpha. Turn old spreadsheets into gold using CRE Terminal's custom AI agents that learn your underwriting history and evaluate new deals based on your unique strategy.
Leverage out of the box CRE Terminal Agents trained on hundreds of deals. Customize them based on your objectives. Create multiple underwriting personas based on different strategies or risk tolerances, and simulate any deal from multiple viewpoints. Or go even deeper, training your own custom agents on historic data so they understand your unique investment strategy.
Don't just take broker info packets and wing it until you get the deal awarded. Base operating expense assumptions on comp-set benchmarks. Build your capex budget based on a statistical regression analysis. Ensure every line item vetted and defensible. Do all the extra work, every time - without investing the extra time.
CRE Terminal agents incorporate tenant sentiment analysis, neighborhood trajectory, crime, demographics, institutional co-investment and thousands of other data points a spreadsheet never will.
You do risk analysis, and you do the model. All too often, those don't talk to each other. With CRE Terminal, risk findings don't sit in a separate report. They push directly into pro forma line items and scenario models with full traceability. Don't let anything slip through the cracks - your model should reflect the totality of the analysis.
Every number is traceable, every assumption is versioned, every qualitative judgment is sourced. Your investment committee gets conviction, not a black box.
Every input and correction can be leveraged to improve your Agents' performance. Just like your best analyst, CRE Terminal learns as you steer it and feed it market data. Every deal your org runs gives CRE Terminal agents another data point to cross-reference and compare. When you are running deals in CRE Terminal, intelligence compounds automatically.
Product
Pro Forma
Park Residences Plano
Generate
Run the pro forma engine
Key Return Metrics
Levered and unlevered performance at exit.
Sources & Uses
Day-one equity check and financing summary.
Why It Wins
5-10x
More deals screened
With the same team. Deal flow fatigue eliminated.
100%
Traceable
Every number sourced, every assumption versioned. IC-defensible by default.
Every deal
Compounds
Market data and opex benchmarks get smarter with every deal your org runs.
Your strategy
Encoded
Not a generic model. Agents calibrated to how your firm underwrites.
Built by Dealmakers
$3B+
Assets Under Advisement
7,000+
Units Managed
30+
Years Institutional CRE
2x founder - $3B+ CRE advisory - AI & tech
Principal, Odyssey Residential - 7,000+ units - $600M+ development
30+ years institutional CRE - Acquisitions, AM, development, M&A
1
See it
Live demo with a real deal
2
Try it
Beta access alongside your workflow
3
Scale it
Import models, configure criteria