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AI-Powered Agent

Tenant Credit Summary

Portfolio-wide tenant credit quality report with risk scoring.

Plan-based

Tenant Capacity

Real-time

Update Frequency

Excel, PDF

Export Options

Capabilities

What It Does

Institutional-grade analysis powered by purpose-built AI.

Credit Aggregation

Rolls up tenant credit data across the portfolio with a single score per tenant, weighted by rent, SF, and lease term.

Watch List Tracking

Flags tenants showing deteriorating financials, missed payments, or industry headwinds so asset managers can act before a default.

Concentration Analysis

Identifies credit concentration by industry, geography, guarantor, and top-tenant percentage of NOI for portfolio risk monitoring.

Process

How It Works

1

Connect Tenant Data

Pull tenant financials from the Tenant Financials Parser or import rent roll data to populate the credit summary.

2

Review Portfolio Scorecard

Review the portfolio-wide credit scorecard with tenant-level ratings, concentration metrics, and watch list tenants highlighted.

3

Export for Asset Management

Export the summary as PDF or Excel for quarterly asset management reviews and lender reporting.

Comparison

CREagentic vs Manual Process

Portfolio Rollup
CREagentic: Automatic
Manual: Quarterly spreadsheet
Watch List
CREagentic: Auto-flagged
Manual: AM discretion
Concentration Metrics
CREagentic: Built-in
Manual: Separate analysis

FAQ

Frequently Asked Questions

The Tenant Financials Parser feeds ratios and scores; rent roll data provides rent, term, and SF. Public credit ratings are overlaid when available.

Yes. Configure thresholds for ratios, missed payments, and industry flags so the watch list reflects your firm's credit policy.

Yes. Roll up credit across any subset of the portfolio — by fund, geography, or property type — for targeted risk reviews.

Ready to get started?

Create a free account and try Tenant Credit Summary today. No credit card required.

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