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
Connect Tenant Data
Pull tenant financials from the Tenant Financials Parser or import rent roll data to populate the credit summary.
Review Portfolio Scorecard
Review the portfolio-wide credit scorecard with tenant-level ratings, concentration metrics, and watch list tenants highlighted.
Export for Asset Management
Export the summary as PDF or Excel for quarterly asset management reviews and lender reporting.
Comparison
CREagentic vs Manual Process
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.