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AI-Powered Agent

Post-Close Asset Summary

Auto-generated asset management handoff document from your valuation model.

4 Core

Sections

Model + DD + Debt

Data Sources

PDF, Excel

Export Options

Capabilities

What It Does

Institutional-grade analysis powered by purpose-built AI.

Tenant Roster

Current tenant roster with lease term, rent, options, and credit notes pulled from the rent roll and lease abstracts.

Operating Budget

Year-one operating budget with line-item revenue and expenses pulled from the underwriting model for asset management tracking.

CapEx Plan

Year-by-year CapEx plan and reserves flow directly from the underwriting model and PCR recommendations.

Debt Summary

Loan summary with rate, term, amortization, covenants, reserves, and prepayment terms — ready for asset management and treasury.

Process

How It Works

1

Link Deal at Close

Link the underwriting model, loan documents, and DD artifacts at closing — the summary assembles automatically.

2

Review Handoff Document

Review the auto-generated handoff with all key data pre-populated. Add narrative context and sponsor-specific notes.

3

Deliver to Asset Management

Share the handoff PDF with the asset management team and investors so nothing is lost in the transition from deal to asset.

Comparison

CREagentic vs Manual Process

Generation
CREagentic: Automatic from model
Manual: Hand-assembled
Completeness
CREagentic: All sections covered
Manual: Often partial
Asset Mgmt Ready
CREagentic: One-click handoff
Manual: Email chain

FAQ

Frequently Asked Questions

A CREagentic Valuation Engine model, the loan documents (or Loan Document Parser output), and the DD checklist. The summary auto-assembles from these.

Yes. Customize section order, narrative blocks, and logo for your firm's standard handoff template.

Yes. GP/LP structure, waterfall, and capital account data flow in for JV deals so partners receive consistent reporting from day one.

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