Upload the document
Start with the PDF already in your inbox or deal folder: an OM, rent roll or T‑12.
Deal document software for CRE acquisition teams
Turn OMs, rent rolls and T‑12s into structured deal records.
Extract the numbers that decide the deal, keep every opportunity in one pipeline, and ask questions with answers cited back to the source document.
- No card required
- Source-cited answers
- Original files stay available
- Built around the documents you upload
Deal pipeline
Quick Look2
Harbor Logistics ParkSample deal · Industrial
Midtown Service RetailSample deal · Retail
Underwriting1
Riverside Commerce CenterSample deal · 72,000 SF
Offer / LOI Out1
Northline Office AnnexSample deal · Office
Structured deal record
Riverside Commerce Center
Underwriting101 Sample Commerce Drive · Demo City, TX
Asking price$8.40M
Cap rate6.50%
NOI$546K
Occupancy92%
Building size72,000 SF
Price / SF$116.67
Lease typeNNN
Operating expenses$414,000
Lease expirations2028–2031
DocumentsOM · Rent roll · T‑12
AI assistant · This deal
01NOI
02Cap rate
03Unit mix
04Expense lines
05Lease terms
06Broker contacts
A document-first workflow
Move from incoming file to an informed next step.
One workflow keeps the source document, extracted fields, team status and deal-specific questions together.
Review the structured record
Check the metrics, property fields, rent or unit mix, expenses, lease details and contacts found in the file.
Ask, verify and move the deal
Question the deal-specific documents, inspect the listed sources and move the opportunity through your pipeline.
Product proof
The working surfaces an acquisitions team needs.
CRE Pipeline connects the shared view of every opportunity with the detailed record and documents behind a single deal.
Pipeline
See the book of deals without losing the underlying record.
Keep each opportunity in a named acquisition stage, open the structured record and preserve a consistent view across a small team.
- Stages from Quick Look through underwriting and offers
- Deal cards with property and source context
- One selected record for deeper review
Quick Look · 2
Harbor Logistics ParkSample deal · Industrial
Midtown Service RetailSample deal · Retail
Underwriting · 1
Riverside Commerce CenterSample deal · $8.40M · 6.50%
Offer / LOI Out · 1
Northline Office AnnexSample deal · Office
Deal record
Review the numbers in a structure built for the deal.
Bring document-derived metrics, expense lines, lease details, documents and contacts into one record. When an extracted field is absent from the source, it stays empty.
- NOI, cap rate, occupancy and price per square foot
- Unit or rent mix and operating expense lines when stated
- Lease metadata, broker contacts and attached documents
Riverside Commerce Center
101 Sample Commerce Drive · Demo City, TX · Synthetic fixture
Price$8.40M
NOI$546K
Cap rate6.50%
Occupancy92%
Property taxes$176,000
Building R&M$62,000
Insurance$51,000
Other stated operating expenses$125,000
Total operating expenses$414,000
Source-cited AI chat
Ask the question, then inspect the documents used.
The assistant stays scoped to the deal and lists the source files behind document-grounded answers. The synthetic example avoids invented page-level precision.
- Questions tied to a specific deal record
- Document names collected in a Sources block
- Original files remain available for verification
Does the NOI reconcile to the T‑12?
Yes. $960,000 effective gross income less $414,000 operating expenses equals $546,000 NOI.
SourcesRiverside_Sample_T12.pdfRiverside_Sample_OM.pdf
Before and after
A long PDF becomes a deal record your team can use.
This is a synthetic 60-page OM example, not a speed or accuracy claim.
Before
Riverside Sample OM · 60 pages
Upload
After
Structured deal record
Net operating income$546,000
Going-in cap rate6.50%
Occupancy92%
Building size72,000 SF
Lease typeNNN
Broker contactAvery Morgan · Sample broker
Source filesOM · Rent roll · T‑12
For acquisition teams of 1–10
A shared system without enterprise ceremony.
Use the same document-first workflow across retail, office and industrial opportunities.
Solo or partner team
Turn the incoming PDF into a repeatable record before deciding where deeper underwriting belongs.
RetailOfficeIndustrial
Shared acquisition workflow
Keep analysts and decision-makers on the same deal stage, record, supporting documents and cited answers.
PipelineDeal recordSources
Multiple active opportunities
Use a consistent intake structure while the team screens different document packages and property types.
OMRent rollT‑12
Free entry
Analyze your first document before you pay.
Your first document and its deal chat are included. When you need to process a second document, upgrade to CRE Pipeline Monthly for $100/month.
Data and trust
Keep the answer connected to the source.
The product begins with documents your team already has and keeps extracted values distinct from disclosed underwriting assumptions.
Your documents
CRE Pipeline works from the files you upload. The current intake does not scrape third-party listing sites.
Named sources
Document-grounded chat answers include a Sources block listing the deal files used.
Missing stays missing
Fields absent from a source document remain empty in extraction rather than being filled with invented values.
Assumptions stay distinct
High-Level Underwriting can use labeled assumptions or benchmarks when uploaded documents are silent.
FAQ
What to know before your first upload.
Which documents can I start with?
CRE Pipeline currently accepts PDF deal documents, including offering memoranda, rent rolls and trailing twelve-month operating statements.
What does the first document include?
Your first document can create a structured deal record and includes chat on that file. No card is required to start; upgrade to CRE Pipeline Monthly for $100/month when you need to process a second document.
What happens when a field is not in the PDF?
Document extraction leaves missing fields empty. High-Level Underwriting is a separate surface and may use disclosed assumptions or portfolio benchmarks.
How do source-cited answers work?
When the assistant uses uploaded document text, the response includes a Sources block identifying the deal document files it read so your team can verify the original.
Does CRE Pipeline pull data from listing sites?
The current document-intake workflow works from PDFs you provide and does not scrape third-party listing sites.
Is this built for a large enterprise team?
The current product is positioned for acquisition teams of one to ten people working retail, office and industrial opportunities.
Start with the document already on your desk.
One PDF. One structured deal record. No card required.