Your accounting systems keep the books. Insights runs the portfolio.
Concatenate Insights connects to Yardi, MRI and your other accounting and third-party systems, so every asset and portfolio is run, reviewed and reported the same way, without replacing the systems you’ve already invested in. On top of them, Insights runs the CRE processes they don’t cover — leasing plans, capital projects, collections, inspections and reviews — against standards your management team sets once for every asset. When an asset falls below a floor, misses a target or trails its benchmark, your team sees it early and acts on it, with Insights AI alongside.
New Insights for iPhone & iPhone Duo →Fourteen modules. One record. Nothing retyped.
Properties, units, leases and tenants come in once from Yardi, MRI and other accounting and third-party systems through Portfolio Setup. From there every module reads and writes the same asset, the same period and the same action register — so the number in the leasing plan is the number in the report, the Scorecard and the investor’s inbox. Everything else — utility bills, appraisals, broker reports, contractors’ invoices, meeting minutes — can come in through the AI your team already uses.
Period Reporting
Lock the figures, write the commentary, approve it and publish the period’s record — every asset, every period, in one close.
ESG Reporting & Oversight
Certifications, audits and surveys, compliance reporting, energy consumption, benchmarks and tenant engagement — kept as registers on each property, closed with the period and rolled up across the portfolio.
Occupancy Planning
Model renewals, expiries and lease-up as assumption scenarios; Insights recalculates the forecast, shows the gap to fill and compares each unit with its budget, month by month.
Capital Projects
Every project from requisition to completion, stage by stage — its budget built line by line and formalized, its invoices and inspection reports on its billing, beside the capital budget and the long-term plan.
| Project | Stage | Budget | Billed |
|---|---|---|---|
| Mechanical retrofit Over budget | 6.0 Construction | $1.40M | $1.52M |
| Lobby doors | 4.0 Capital Budget | $0.12M | $0.00M |
| Roof membrane Complete | 8.0 Complete | $0.44M | $0.41M |
Arrears & Collections
Every tenant in arrears at each month end, from the aged receivables you import — owed by age, a contact log of every call and notice, and each late payment, demand or default letter made and logged with Record as sent.
Debt & Valuation Monitoring
Valuations and mortgages kept in Insights, each mortgage with its lender and schedule — and LTV, DSCR, maturities and appraisals watched against your thresholds, with refi shock priced off the market’s current rate.
Market Comps & Surveillance
Each asset against its submarket — vacancy, asking rent, cap rate and refinancing rate — from dated, sourced benchmarks.
| Measure | 925 Bay St | Submarket | Snapshot |
|---|---|---|---|
| Vacancy | 18.0% | 14.2% | Q2 2026 |
| Asking rent (net, psf) | $31.50 | $33.10 | Q2 2026 |
| Cap rate | 6.25% | 6.00% | Mid-2026 |
| Refinancing rate | 3.60% | 6.40% | Refi shock |
Asset Scorecard
A 0–100 health score across financial, leasing, arrears, capital, debt and valuation — every red flag with its evidence.
Recovery Playbooks
Twenty-eight interventions tied to the red flags that call for them — in your firm’s words, on the Scorecard and the review agenda.
Review Meetings
Insights AI builds the agenda from the Scorecard, the actions on the next review and last meeting’s open items. Run the meeting on the record — every decision lands back on the work.
| Agenda item | Owner | Decision |
|---|---|---|
| Anchor surrender terms | J. Moreno | Approved |
| Open a lender dialogue | J. Moreno | Needs info |
| Parkade lighting retrofit | Pat Lee | Deferred |
Calendar & Key Dates
Review meetings, report deadlines, actions due, lease expiries, loan maturities and the key dates your team adds — repeating, with reminders, every property on one calendar and in Outlook, Apple or Google Calendar.
Portfolio Setup
Portfolios, properties, units, leases, tenants and contacts, imported from Yardi, MRI and other accounting and third-party systems — previewed before anything saves, with overrides and import differences on the record.
| Report | Add | Change | Leave |
|---|---|---|---|
| Property Listing | 0 | 2 | 12 |
| Unit Listing | 6 | 14 | 392 |
| Lease Listing | 9 | 31 | 348 |
Property Profile & Leasing
Each property’s details, team and units; the leasing work on every lease, from renewal and notice to the insurance certificate; and the owner’s investment facts — kept by the people who know them.
| Lease | Ends | Where it stands |
|---|---|---|
| Northwind Labs · 0301 | Nov 30, 2026 | Not decided |
| Acme Corp · 0502 | Mar 31, 2027 | Renew · 80% |
| Bluebird Dental · 0102 | Jun 30, 2027 | Certificate expired |
Property Inspections
Your checklists on the web or on iPhone with no signal — findings with priority and photos, actions raised from the walk, and every property’s walks and open findings on one page.
A tenant gives notice. Your standard decides what happens next.
Follow one notice from the lease to the investor’s report, measured against the floor your management team set. Nobody exports it, emails it or retypes it.
A notice
Northwind Labs gives notice on 42,000 sq ft at Westbridge Tower. Leasing records it on the lease, and Occupancy Planning plans the space coming back.
A red flag
Insights recalculates: year-end occupancy 83% against the 88% floor your firm set for downtown office. Projected occupancy shortfall fires and the Scorecard drops to Watch.
A plan
The Playbook suggests Re-engage leasing brokerage and Review concession strategy, raised as actions with owners and due dates.
A decision
It’s on the next review meeting’s agenda automatically. A richer leasing package is approved within set bounds — decided, noted and owned.
The record
The investor reads the commentary, every figure cited, the Scorecard frozen at Watch and the plan’s live status.
Any report, from any process, in Word.
WordMerge Studio is an add-in for Microsoft Word. Lay a report out the way your owners expect it, pick each field from sample data, and test it without leaving Word — the period-end report, a capital plan summary, an arrears letter, an inspection report or a printed calendar. Insights ships a starter template for every process; Concatenate or your own team builds the rest.
- In your own Microsoft 365 — your administrator deploys it to the people who build templates, in Word for Windows, Mac and the web.
- Built from your data — fields, tables that repeat a row per item, sections that show or hide, pictures and charts.
- Word and PDF from the same template, made by WordMerge, Insights’ own document engine.
AI that shows its work — and asks before it writes.
Insights AI reads every asset’s period the way your best analyst would: it ranks the book, explains each red flag, drafts the commentary and suggests the action. Every figure it quotes is cited to its source and checked before you accept it.
- Drafts commentary during the close — Standard, Deep or Hybrid — in your firm’s voice.
- Ranks the whole book by health, and says why each asset moved.
- Suggests actions from the period’s figures and filed documents; you accept, edit or dismiss.
- Bring your own AI. Claude, ChatGPT, Gemini, Copilot and others connect over MCP — 91 tools, exactly your access, writes off until an admin turns them on.
- Hand it the document. A utility bill, a broker’s report, an appraisal, contractors’ invoices or meeting minutes — where an admin allows it, a connected AI files each on the right record, and shows you first.
Built for the building, not the desk.
Walk a full inspection where there’s no signal, update an action from the lobby, and take Insights AI’s suggestions between meetings. Made for iPhone, iPhone Duo and iPad — it opens out into a workspace when there’s room.
- Offline by design — answers, photos and actions wait on the phone and send in order.
- The same record — the app never computes a figure; it shows what Insights reports.
- Private — App Lock, nothing on the lock screen, no third-party analytics.
Windows and sealants
The same record, shaped for the job in front of you.
A persona sets what you see first, what you can change, and how Insights AI frames its answers.
Run the building. It’s already on the record.
Commentary on the line, actions that carry forward, inspections, collections and key dates — from your desk or the parkade.
For property managers → Asset ManagersOwn the narrative. Skip the formatting.
Approve the close, read the Scorecard, run the review, plan occupancy and watch the debt — with AI drafts you can trace.
For asset managers → InvestorsTrust your operators. Verify continuously.
A ranked, evidenced read of every asset, read-only by design — or ask your own AI the question over MCP.
For investors →A proven engine under a brand-new app.
Concatenate has run performance management for institutional portfolios totalling tens of billions in AUM for more than ten years. Concatenate Insights is what it has become: the same rules and calculations — recalculating the occupancy forecast, locking the figures at close, checking that the sums agree — in an app built for the way your team works now, where everything is kept and done. The app moves fast; the numbers don’t move with it.
Built by people who have operated, asset-managed and invested in institutional real estate for 35+ years — and engineers who think an AI should cite its sources.
Your data, your cloud, your keys.
Your own database
Each environment has its own database, hosted in your cloud — Azure, AWS or on-premises. Encryption at rest is set by you.
Access you control
Microsoft Entra ID sign-in, portfolio, asset and section-level access, and SOC 2-aligned controls.
Every change on record
An append-only audit log, kept seven years — who changed what, when, and from where.
AI on a short leash
Agents get exactly your access. Writes are off until an admin allows them, nothing can be deleted, and every write is logged.
See your portfolio on one record.
A 30-minute walkthrough on a sample portfolio: the close, the Scorecard, a review meeting, Insights AI with its citations, and a property walk on iPhone.