Apps, agents, data layers, and platform tools organized around the way commercial real estate teams actually work.
CRE-native assistants that draft, extract, route, and prepare work with source-backed controls.
I drafted a short follow-up for Cobalt Ridge Bank for the Greenfield Hotel Deal.
RE: Greenfield Hotel financing
Hi Gene — following up on the DSCR question from last week. Happy to send updated NOI and the revised cap stack.
Draft, sequence, and manage lender outreach using source-backed deal context.
I found the best proceeds and flagged one recourse clause.
Normalize term sheets into comparable economics, sources, and review exceptions.
I pulled NOI, amortization, and purchase price — each matched to its source file.
Extract key CRE facts from uploaded documents and route exceptions to reviewers.
Converted lender conditions into borrower-facing tasks with owners and due dates.
Personal Financial Statement
Bank Statements (3-6 months)
Personal Tax Returns (2-3 years)
Insurance certificate
Executed lease
Generate deal-specific checklists from lender requirements, closing needs, and files.
Base sizing works, but vacancy needs a check.
Turn rent rolls, statements, comps, and assumptions into review-ready underwriting.
Ranked sponsor matches for Harbor Point — Barton Creek is the strongest fit.
Barton Creek Capital
Elena Ruiz · (512) 555-0142
Northshore Debt Partners
Marcus Hale · (737) 555-0198
Harborview Capital
Gene Davis · (415) 555-0134
Juniper Ridge Lending
Priya Shah · (602) 555-0171
Find, qualify, and prioritize new CRE opportunities with market and relationship context.
Reviewed recent Phoenix refis — bridge lenders are holding spreads but pulling leverage.
Market brief
Bridge lenders are holding spreads near S+210 while pulling proceeds lower across recent Phoenix hotel refis.
Activity is clustering around sponsors with existing lender relationships and cleaner rollover profiles.
Answer market questions, pull comps, and summarize CRE trends for a deal or strategy.
Comp set built — the subject lands at ≈$245K/unit.
Build a sales comp set from a property type and address, with full detail and a clear read.
Pulled property facts, rent roll, and market context into a buyer-ready OM draft.
Greenfield_Hotel_OM.pptx
4.2 MB
Draft investment sales OMs, debt financing packages, and credit memos from source-backed deal context.