One record for every asset, every period, every decision.
Concatenate RealTime™ Insights is where commercial real estate gets planned, run, reviewed and reported. Eleven modules share one asset, one period and one action register — on the RealTime™ engine, with Insights AI and an open MCP server alongside every person who uses them.
Close it, explain it, publish it.
Period Reporting
The Close Process board locks each module’s figures; commentary moves through review and approval; Publish runs a completeness check and freezes the record. Word and PDF documents and packages, every period.
Explore Period Reporting → Reporting & oversightESG Reporting & Oversight
Building certifications, audits, compliance, energy performance, tenant engagement and health & safety — closed with the period, rolled up across the portfolio.
Explore ESG →Every lever on the asset, in one place.
Occupancy Planning
Assumption scenarios for renewals, expiries and lease-up; the RealTime engine recalculates the forecast against budget and shows the gap to fill. Live stacking plans and rent roll.
Explore Occupancy Planning → CapitalCapital Projects
The capital budget and the long-term plan side by side: reforecast cost, cost to complete, targeted completion and commentary — with execution oversight in the Projects tab.
Explore Capital Projects → ReceivablesArrears Management
Tenants over your materiality thresholds, aged and explained: rent and ancillary due, notices served, recovery rate, and an action raised from any account.
Explore Arrears Management → FinancingDebt & Valuation Monitoring
LTV, DSCR, maturities and appraisals against your thresholds — maturity wall, refi shock and valuation decline flagged before they reach the covenant.
Explore Debt & Valuation → SurveillanceMarket Comps & Surveillance
Each asset against its submarket: vacancy, asking rent, cap rate and refinancing rate, from dated, sourced benchmarks — on the map, with Street View.
Explore Market Comps →See the drift early. Decide what to do about it.
Asset Scorecard
A 0–100 score across financial, leasing, arrears, capital, debt and valuation; Healthy, Watch, Troubled or Critical; every red flag with its evidence.
Explore the Scorecard → InterventionRecovery Playbooks
Twenty-eight interventions, each with steps, tied to the red flags that call for them — reworded in your firm’s language and on every review agenda.
Explore Recovery Playbooks → MeetingsReview Meetings
Agendas Insights AI builds from the Scorecard, the actions on the next review and last meeting’s open items — then a meeting run on the record, with decisions that follow through.
Explore Review Meetings →From the parkade to the prompt.
Property Inspections
Your checklists on the web or on iPhone with no signal. Findings carry priority, location and photos, and raise actions without leaving the walk.
Explore Property Inspections → iPhone · iPhone Duo · iPad nextInsights Mobile
My Actions, each property’s figures and reports, Insights AI’s suggestions and full inspections — built for the building, and for working without a signal.
Explore Insights Mobile → Across every moduleInsights AI & MCP
Ask Insights, AI-drafted commentary with every figure cited, a ranked book, suggested actions — and a 50-tool MCP server for the AI your team already uses.
Explore Insights AI →Fast on top. Unmovable underneath.
Insights is the app your people use. Underneath it, the RealTime™ engine — ten-plus years in production across portfolios totalling tens of billions in AUM — holds the rules: it recalculates forecasts, locks figures at close and checks that the sums agree.
- Locked means locked. Figures lock module by module on the Close Process board; if a refresh changes them, every affected section says “Numbers changed — review”.
- Sum checks confirm the figures agree before anyone writes about them.
- Published is permanent. Publishing freezes the period’s report and its Scorecard; unpublishing is deliberate and on the record.
- Every change attributed in an append-only audit log, kept seven years.
Turn on what you use. Show people what they need.
Modules where they apply
Switch modules on or off for the whole environment, a portfolio or a single asset. A condominium doesn’t need a leasing plan; an industrial park gets a bay plan.
Seven personas
Investor, Asset Manager, Property Manager, Property Accountant, Leasing Manager, Director of PM and Asset Watch Analyst — each with its own access, Home layout and Insights AI framing.
Your words, your thresholds
Tune the Scorecard’s weights and thresholds per asset type, reword the Playbook in house language, and set the voice Insights AI writes in.
Insights AI in every module. Your own AI on the same record.
Insights AI drafts the commentary, ranks the book and suggests the action — citing every figure. The Insights MCP server gives Claude, ChatGPT, Gemini, Copilot and other assistants the same record, with exactly your access.
rank_asset_healthget_financial_summaryget_occupancy_varianceget_capex_varianceget_arrears_flaggedget_debtget_inspectionswrite_commentarycreate_actionSee the modules your portfolio needs.
Tell us what you run. We’ll walk through the close, the modules that matter to you and Insights AI on a sample portfolio in 30 minutes.