Own the narrative. Every asset, every period.
Your property managers write the first draft. You sharpen it, approve it and publish it as the period’s locked record. Along the way the Scorecard tells you which assets need you first, and Insights AI builds the meeting agenda from the work and drafts with every figure cited — so the story you tell investors is one you can trace.
Less chasing. More judgment.
You align numbers and narrative across property managers, then answer for both to investors who want to know what changed and why. The judgment is the job. The chasing — who hasn’t written, which figure moved, what the review decided last quarter — shouldn’t be.
The work worth doing — reading trends, setting leasing strategy, deploying capital, getting ahead of the lender — gets squeezed by the work of assembling the period. Insights keeps the assembly on the record, so your time goes to the assets that need it.
| Today | With Insights |
|---|---|
| Commentary chased by email, pasted into a deck | Written on the section it explains, with a deadline, a writer and an approver |
| Figures move after the narrative is written | Locked on the Close Process board — and flagged “Numbers changed — review” if they move |
| Stressed assets surface at quarter-end | A 0–100 Scorecard and named red flags every period, each with its evidence |
| Review agendas rebuilt from last quarter’s minutes | Insights AI drafts the agenda from the work; open items carry forward on their own |
| Audit trail in someone’s inbox | An append-only audit log, kept for 7 years |
From first draft to locked record, in four screens.
Approve what your property managers wrote, know which asset needs you, decide at the review, and publish the record. Click through.
Approve what’s ready. See who’s late.
Commentary Progress shows every section across every asset, by status. Submitted sections wait for you: approve them one at a time or with Approve all, and Send back the ones that need another pass.
- Figures locked module by module on the Close Process board — Not started, Draft, Locked.
- Run close works across many assets at once, with Insights AI drafting as it goes.
- Sum checks verify the figures your commentary sits on.
| How this score is calculated | Threshold | 925 Bay |
|---|---|---|
| DSCR | 1.25x target | 1.18x |
| LTV | 70% limit | 68% |
| NOI vs plan | −5.0% | −6.2% |
| Occupancy | 88.0% | 82.0% |
Know which asset needs you first.
Every asset gets a 0–100 score across six areas — Financial, Leasing, Arrears, Capital, Debt and Valuation — and a tier: Healthy, Watch, Troubled or Critical. Each red flag carries its evidence, and “How this score is calculated” puts every threshold beside the asset’s own figure.
- Weights, thresholds and tier cut-offs tuned per asset type on the Scoring Model tab.
- Home flags tier drops, your Watchlist and the Top Red Flags.
- The Playbook suggests the move — Open a lender dialogue, Request a reappraisal.
| Agenda item | Decision |
|---|---|
| Open a lender dialogue before the Q4 refinance window | Approved |
| Meridian Grocers — surrender terms, Suites 100–400 | Needs info |
| Request a reappraisal | Deferred |
| Open item, Jul 23 — co-tenancy review | Completed |
Run the meeting from the record, not the minutes.
Insights AI drafts the agenda from the Scorecard, the actions on the next review and last meeting’s open items. Issue for meeting sends the pack to every attendee; open the meeting and record a decision and the next step on each item — Approved, Completed, Deferred, Needs info or Rejected. Whatever stays open comes back next time.
- Actions marked On the next review come up on the agenda.
- Meetings on the Meeting Schedule; discussions with @-mentions in between.
- Your review follow-ups sit in My Work beside your sections and actions.
Publish once. It’s the period’s record.
Publish runs a completeness check and freezes the Scorecard, so the score you discussed is the score on record. Documents come from your own Word templates, with an optional PDF. Package builds a ZIP or one combined PDF with supporting reports and a contents page.
- Unpublish reopens the period if something has to change.
- Portfolios and asset groups close the same way, with their own commentary.
- Investors read the published report — not a deck assembled after it.
Plan the gap before the budget locks.
Model renewals, expiries and lease-up as assumption scenarios on a Gantt for every unit — BUDGET against ACTUAL / FORECAST. Make one active and Recalculate: the RealTime™ engine recomputes occupancy and the forecast. Finalize locks the budget; from there, you reforecast.
- Start from another scenario instead of rebuilding one.
- Gap to fill shows the space your plan still has to lease.
- A live Stacking Plan, Unit Listing and Lease Listing at any as-of date — and a Bay Plan for industrial.
Watch the debt, not just the rent.
Financing → Debt shows LTV and DSCR against target beside the mortgage list; Financing → Valuation plots appraisal history against book value. The red flags — LTV near threshold, DSCR below target, Maturity wall, Refi shock, Valuation declining — feed the Scorecard, and the Playbook suggests the move.
- Refi shock tests the loan against the submarket refinancing rate from Market Comps.
- Valuation declining when appraisals trend down — Crown Plaza is −4.2% on its last cycle.
- A debt-maturity widget on Home, and Start the refinancing search in the Playbook when it’s time.
The portfolio gets a story of its own.
Portfolios and asset groups get their own commentary and their own close, so the fund-level narrative is written, approved and published like any asset — not stitched into a deck afterwards. The Portfolio dashboard keeps it together: Overview, Commentary, Actions, Supporting Reports, Documents.
- Actions live on portfolio and asset-group registers too, and carry forward each period.
- Insights AI reads the portfolio and asset-group review when it drafts — and cites the assets it leans on.
- Admins set its voice: manager-to-owner by default, owner reviewing manager, or owner-operator.
Drafts you can trace. Rankings you can question.
Insights AI drafts commentary during Run close, through Insights AI Assist, or on demand with Redraft commentary… in Standard, Deep or Hybrid mode. Every figure it quotes is cited and checked before you accept. Ask it about the book and it ranks every asset by health, explains the red flags, and points to the Playbook move.
- Citations on every figure — “Show where these figures came from” opens the source.
- Insights AI drafts the meeting agenda from the work; you decide what stays on it.
- Analyze and Propose — commentary or actions suggested from the documents you’ve filed.
- Your AI, too — the same record over MCP for Claude, ChatGPT, Gemini or Copilot.
rank_asset_healthassess_asset_healthget_intervention_playbookget_portfolio_reviewget_asset_group_reviewcompare_periodsget_report_commentarypropose_review_itemThe six asset managers open most.
One record underneath all of them — switched on for the environment, a portfolio or a single asset.
Period Reporting
Close Process, Commentary Progress, approvals, Publish and Package — the period’s locked record.
Explore → Asset watch & reviewAsset Scorecard
A 0–100 score across six areas, about 21 named red flags with evidence, and four tiers.
Explore → Asset watch & reviewReview Meetings
Agendas Insights AI builds from the work, meetings run on the record, decisions that carry forward.
Explore → Asset performanceOccupancy Planning
Assumption scenarios, Recalculate on the RealTime™ engine, Finalize — then reforecast against the gap to fill.
Explore → Asset performanceDebt & Valuation Monitoring
LTV, DSCR against target, maturities and appraisal history — with red flags that feed the Scorecard.
Explore → Asset watch & reviewRecovery Playbooks
28 interventions tied to red flags, each with steps — reworded in your firm’s own language.
Explore →Upstream and downstream of you.
See one period, from draft to locked record.
A 30-minute walkthrough on a sample portfolio: Commentary Progress, a Scorecard with its evidence, a review meeting agenda Insights AI drafted, and a published package.