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Harbor Point Plaza

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Bring your vision into reality.

Connect systems once, then put your firm’s knowledge to work.

Turn a deal package into a decision.

Connect the incoming files, run your review playbook, and open the recommendation and underwriting model together.

Start with the complete package

Keep the OM, rent roll, and operating statement with the incoming deal.

Deal inbox1 new
West Harbor CapitalJust now
Harbor Point Plaza

Please review the financing package attached.

  • Offering memorandum.pdfDeal overview
  • Rent roll.xlsxTenant and lease data
  • T-12 operating statement.pdfProperty financials
Ready for deal review

Leave with work you can use

The financing materials and sizing model carry the same deal facts through to the output.

Offering memorandumHarbor Point PlazaSan Diego, CA · 124 units
Harbor Point Plaza
Acquisition financing01
Harbor_Point_OM.pdf

Make past research useful again.

A private, searchable comp set keeps the transaction details connected to the files your firm already owns.

Connect the sources you already use

Bring private research together from your files, CRM, and data systems.

Private comp databaseFiles · CRM · Data systems

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Move between markets and compare the transactions your firm already knows.

Explore your private comps
© OpenStreetMap
Your comp universe312 comps

Answer the next question with everything you know.

Search across deal records and supporting files, then inspect the evidence behind the answer.

Find the exceptions worth discussing

A single question surfaces the deals below your threshold and packages missing a statement.

Review findings3 deals
Deals below the review threshold or missing an operating statement
DealDSCR
Riverside CommonsRiverside_T12.xlsx1.18×, below the review threshold
Lakeview ApartmentsLakeview_T12.xlsx1.21×, below the review threshold
Gateway Industrial ParkGateway_Industrial_OM.pdf onlyMissing T-12
Review threshold 1.25× DSCR

Keep the answer open to inspection

Follow the finding back to its file, without losing the context of your question.

Source details
1 / 3
Riverside CommonsRiverside_T12.xlsx
Debt service coverage1.18×

The operating statement supports this finding, below the 1.25× review threshold.

Workspace access applies

Move from monthly inputs to a finished package.

Reconcile the portfolio once. Prepare the branded report and supporting workbook from the same figures.

See the portfolio in perspective

Bring operating performance, occupancy, and property-level contributions into one view.

Your portfolio performance for August.

Monthly NOI
$307K
Occupancy
94.0%
Units
502
Portfolio NOIMar–Aug 2026
MarAugBy property · August

Make the finished work your own

Prepare investor reports, LP updates, and supporting models in your firm’s format.

LP update presentationPro forma model workbookMonthly investor report
Monthly reportLP updatePro forma model

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