deal-quick-screen

To quickly screen CRE deals, you can input raw offering memorandums or broker emails to generate a KEEP/KILL verdict and a back-of-napkin financial snapshot in one pass. This automates deal triage by extracting property type, location, NOI, and rent roll.

A back-of-napkin financial snapshot is a lightweight summary of key CRE metrics like price per unit, going-in cap rate, and a DSCR proxy. It provides a fast 3-scenario IRR range to evaluate deal viability before committing to full underwriting.

You can screen CRE deals with missing NOI or rent roll data because the system applies conservative defaults for any absent inputs. It clearly logs every assumption made during the screening process to maintain transparency in the financial modeling.

To generate a KEEP/KILL verdict, provide inputs like property type, location, asking price, unit count or SF, NOI or rent roll, occupancy, year built, and business plan. Optional inputs include debt terms, hold period, IRR targets, and capex reserves.

Deal screening handles replacement cost and DSCR by calculating a DSCR proxy and evaluating replacement cost against the asking price. This conservative financial modeling approach ensures a fast, structured assessment of whether to pursue full underwriting.

After receiving a KEEP/KILL verdict, the screening process produces a focused diligence checklist and outlines a path to full underwriting. This guides your next steps toward deeper financial modeling using downstream underwriting engines.