Capital Budget Generator
Formatted year-by-year CapEx plans from your valuation model.
10+ Years
Planning Horizon
All Systems
Category Coverage
Excel, PDF
Export Options
Capabilities
What It Does
Institutional-grade analysis powered by purpose-built AI.
Year-by-Year Breakdown
Auto-generates a year-by-year capital plan from the valuation model's CapEx schedule, formatted for lender and investor packages.
Reserve Planning
Calculates replacement reserves, TI/LC reserves, and capital reserves per year against projected cash flows and lender-required minimums.
Category Tracking
Organizes CapEx by category — roof, HVAC, envelope, parking, life safety, TI, LC — so asset managers can track spend against budget by system.
Process
How It Works
Pull from Valuation Model
Import the CapEx schedule from your CREagentic Valuation Engine model or upload a PCR summary from the PCR Parser.
Review the Budget
Review the year-by-year plan with reserves, category totals, and variance against the PCR recommendations.
Export Capital Plan
Download a formatted capital plan as Excel or PDF for lender, investor, and asset management reporting.
Comparison
CREagentic vs Manual Process
FAQ
Frequently Asked Questions
Yes. Upload a PCR summary and the generator merges PCR-recommended CapEx with your underwritten plan, flagging any gaps.
Reserves are computed from the valuation model's projected cash flows with configurable minimums per lender requirements.
Yes. Export a formatted Excel plan that asset managers can use as a tracking sheet throughout the hold period.
Ready to get started?
Create a free account and try Capital Budget Generator today. No credit card required.