Investment sales

Win more listings, with less work.

Find the right owners, win the assignment, market the property, and move every deal to close in one place.

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Trusted by leading commercial real estate teams

One property. One connected workflow.

Source new business

Find the properties and owners that may be ready to sell, then make the right first move.

How it works

Find the next owner to call: Find new opportunities from brokers, sponsors, owners, and your existing network.
Stay in front of future sellers: Build an AI campaign around each owner and property. AI writes the outreach and handles the follow ups so no opportunity goes cold.

Explore Source

Source new business

Find the properties and owners that may be ready to sell, then make the right first move.

How it works

Find the next owner to call: Find new opportunities from brokers, sponsors, owners, and your existing network.
Stay in front of future sellers: Build an AI campaign around each owner and property. AI writes the outreach and handles the follow ups so no opportunity goes cold.

Explore Source

Screen opportunities and win listings

Track your outreach and win the listing. Know which campaigns are performing and what to do next.

How it works

Your inbox connected: See the full history of each owner, property, campaign, and follow up in one place.
Move the opportunity forward: Track each contact and listing through the stages that matter, from first conversation to BOV to signed assignment.

Explore Screen

Long-hold owners

Active

Charlotte multifamily · Owner outreach

14
Recipients: 14
Sent: 4
Replied

Dana Ellis at Kestrel Grove

dana@kestrelgrove.example

Initial outreachSep 16Ardsley Row — what the market is paying now
From
Morgan Lee
To
dana@kestrelgrove.example
Hi Dana,
You have owned Ardsley Row since 2015. Two sales in south Charlotte closed this quarter at $219K a unit. Happy to put a no-obligation opinion of value together on 216 units.
Morgan
Reply receivedToday, 9:42 AM
Dana Ellis
To Morgan Lee
We’re considering a sale of Ardsley Row. Could you send a valuation and a few recent comps?
Follow-ups stopped after reply

Execute the sale

Create the materials that help you win the assignment and sell the property.

How it works

All of your data collected for you: Every datapoint mentioned is saved to the deal and normalized as the deal materializes.
Create the BOV from the work already done: Use files, comps, and property information already collected. Create a polished broker opinion of value using your templates.

Explore Execute

Close with confidence

Manage the property from market launch through offers, diligence, and closing.

How it works

Reach the right buyers: Build buyer lists, run targeted campaigns, and track every question, response, tour, and offer.
Keep the deal on track: Securely share files in Vault, compare offers, and manage deadlines and closing tasks from the same deal record.

Explore Close

Your investment sales toolkit.

A few details.

How does Lev help me find new assignments?

Lev’s Sourcing agent helps you find properties and owners, organize your prospects, and stay in touch with the people who may sell next.

Can Lev create marketing materials?

Yes. Upload your property files and comps, then use your templates to create a polished BOV, offering memorandum, teaser, and other deal materials.

How does Lev manage outreach?

Create a campaign around the property and owner. Lev agent helps write the messages, sends the follow ups, and keeps every interaction tied to the right contact and opportunity.

Win your next listing in Lev.

Book a demo Get started

Keep the full story in Lev

No re-entering the deal at every step. No losing important context. Just one connected workflow from Source to Close.