Built AI · The AI-native operating system for institutional real estate

Global Portfolio

Overview

Future Projections

NOI vs plan $M · quarterly

Quarter NOI vs Plan
Q3 FY24 −2.1% (Block 37)

Allocation by GAV

Type Percentage
Office 34%
Multifamily 27%
Industrial 22%
Retail 11%
Other 6%

Debt Maturities

Year Amount ($M)
FY26 610
FY27
FY28
FY29
FY30

Today's Priorities

  1. High: Block 37 - cure plan for DSCR test
  2. Medium: Approve Q2 valuations - Fund III
  3. Medium: One Beacon - anchor LOI terms
  4. Low: Investor letter draft - Fund IV
  5. Medium: Renewal strategy - Gateway anchor rolls FY27

Watchlist

Asset DSCR LTV
Block 37 1.24×
Brookfield Pl. 75.8%
One Beacon Leasing LOI signed
Riverside NOI vs plan +2.4%
Gateway Logistics Occ 96.4%

AI Insights

Operating › Block 37 › Levered cashflow

Levered Cashflow

Line ($000s) FY25 FY26 FY27 FY28
Gross potential rent 13,640 14,210 14,690 15,180
Vacancy & credit loss (1,160) (1,240) (1,180) (1,210)
Operating expenses (4,990) (5,210) (5,320) (5,460)
Net operating income 7,490 7,760 8,190 8,510
Debt service (6,250) (6,250) (6,250) (6,250)
Levered cash flow 1,240 1,510 1,940 2,260

IRR Sensitivity Levered · 10-yr Hold

Exit Cap Rent + 2.5% Rent + 3.0% Rent + 3.5%
5.25% 20.3 21.2 22.0
5.50% 18.7 19.6 20.4
5.75% 17.2 18.0 18.8

Operating › Block 37 › Variance & Covenants

Covenant Monitor

Covenant Package - Senior Loan Next Test

Test Threshold Now Aug 1 F Status
DSCR ≥ 1.20× 1.24× 1.18× Forecast breach
LTV ≤ 80.0% 59.5% 60.1% Pass
Debt Yield ≥ 8.0% 8.3% 8.1% Watch

Variance Drivers Explained

Operating › Lease Roll

Lease Roll - Next 24 Months

Tenant Suite Sq ft Expiry Renewal Odds
Gateway anchor A-100 28,400 Mar 2027 68%
Block 37 120 46,900 Nov 2026 82%
Block 37 131 6,500 Nov 2026 74%
One Beacon 900 12,200 Jun 2028 91%
Meridian 221 9,800 May 2028 88%

Insights by Christine

Intelligence › Insights

AI Insights This Week - 12 New

Intelligence › Analyst

Risk Assessment

Governance › Audit Log

Audit Log Overview

Time Action
09:42 Covenant pack drafted - Block 37
09:40 Valuation recompute - Fund III
09:38 External send blocked - lender email
09:36 M. Osei approved Q2 valuation pack
09:31 Source linked - Yardi GL Q2

The Problem

Institutional real estate still runs on spreadsheets and email.

Key Issues

  1. Fragmented data
  2. Manual reconciliation
  3. Reactive reporting

The Platform

Features

Meet Christine - AI Analyst

Overview

Key Insights from Christine

The Product

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Awards & Recognition

Recognized across the industry

Next Step

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