ASSETREALM
Institutional Asset Management Software

Drop in a
rent roll.
Get a portfolio.

AssetRealm reads the roll — suites, tenants, rates, expirations — and turns it into vacancies to fill, renewals to chase, and lender-ready exhibits. Built for suburban multi-tenant retail and office.

Built by an asset manager running a live multi-state portfolio — not by a software company guessing what a rent roll looks like.
crossings_rent_roll_2026.xlsx PARSED · 8 FIELDS
SuiteTenantSF$/SFAnnualExpires
100Anchor Grocer45,000$11.10$499,50012/31/34
110National Pharmacy12,500$18.75$234,3756/30/29
120Nail Studio1,400$24.00$33,6003/31/27
130VACANT2,000$22.00$44,000market
140Sandwich Franchise1,800$23.00$41,4002/28/32
TOTAL · OCCUPIED60,700$808,875
Occupancy
96.8%
In-place rent
$808,875
Vacancy upside
$44,000
Next expiry
247 days
Watch it run — sixty seconds, one rent roll
Exhibit A

The Platform

Twelve working surfaces, all fed by the same imported rolls — change a lease once and it flows through every tab, every report, every exhibit. The AI mark denotes where the analyst does the work: reading OMs, matching tenants, writing copy, drafting documents.

Rent Roll

Import in minutes, not a day

Drop Excel or PDF rolls straight from the broker — multi-sheet packages included. Suites, tenants, SF, rates, dates parsed and reconciled against the roll's own totals; every number editable inline before you commit. Re-import next month and get a clean diff: renewals, moves, new leases, terminations.

8 core fields · dual-basis audit · baseline diffing
Vacancies

Every dark suite, priced

Marketing rates ride in on the roll or get stamped in bulk across checked suites. Gross potential rent stays live — ask × SF, portfolio-wide — and combined-suite prospects are tracked as one deal, not two.

bulk rate setter · combined-suite logic
Expirations

Renewals as a pipeline

Rollover tracked by days-out with a renewal probability grounded in your actual pipeline stage — Not Contacted through Renewed — not a flat guess dressed up as a metric. 120-day alerts surface what needs a call this week.

status-driven probability · notification feed
Gap Analysis AI

Who belongs in that space

For any vacancy, the AI reads your center's co-tenancy and market, then ranks national tenants sized to the suite — and separately surfaces real local operators worth a call. Live market data on rents and drivers backs every recommendation.

national + local boards · match scoring
Tenant Profiles AI

From match to outreach

Click any recommended tenant for a full profile — footprint, fit, contacts — then generate the first outreach email in your voice and drop the prospect straight onto a leasing flyer.

one-click prospect → flyer hop
Marketing Studio AI

Broker-grade flyers, live from the roll

Three institutional templates — including a full three-pager with a site plan drawn from your actual rent roll. The AI copywriter drafts headlines and body copy; the Design Studio is a freeform canvas for logos and text on any page.

live site plan · prospect logo fetch · PDF out
Reports

Lender-ready exhibits

Leasing report, rollover schedule, vacancy & availability — branded to your letterhead, sourced and dated, WALT and concentration computed, built for the refi package. Every figure traces to an imported lease row.

3 exhibits · % of GLA and rent rolling
Acquisitions AI

OM to underwriting model

Upload an offering memorandum; the analyst extracts every tenant with its full contractual rent-step schedule, projects six years with renewal assumptions, and exports to your house Excel template — formulas, styling, and macros untouched.

.xlsm export · fill-my-template · every step kept
Lease Abstracts

Lease paper, structured

Eleven-section abstracts on your house template — term, escalations, percentage rent, options, restrictions — pre-filled from the roll, tracked per tenant, exported to Word for the closing binder.

11 sections · per-tenant .doc export
Lease Drafts AI

Business terms in, draft out

Enter the deal terms; get an attorney-review-ready lease draft in minutes, with estoppels and SNDAs tracked to closing on their own board.

draft generation · estoppel/SNDA tracker
Investor Relations AI

Reporting your LPs can read

A branded investor workbook per property, an AI-written management report from your uploaded financials, and a document room for statements — quarterly reporting without the scramble.

workbook + narrative + doc room
Projects

Vacancy to open store

Every signed deal becomes a tracked project — LOI to lease to permits to buildout to opening — with generated SOWs, TIA letters, and owner updates along the way.

stage templates · SOW/TIA generators
The roll is the source of truth.
Every number on every page traces to a lease row you imported — never a plug, never a stale total. When the summed rows disagree with what the roll claims, AssetRealm tells you, down to the dollar.
Exhibit B

The Process

Import the roll

Excel or PDF, straight from the broker or your PM. Review every parsed number on one confirm screen, fix anything inline, commit.

Run the portfolio

Vacancies, renewals, prospects, projects — one place, all live from the rolls. Re-import next month and see exactly what changed.

Hand over the exhibit

Reports for the lender, flyers for the broker, the underwriting workbook for the next deal — generated, branded, done.

Exhibit C — Terms

Twenty minutes,
on your own rent roll.

Send the roll ahead, watch your portfolio appear on the call. Founding-customer pricing is locked for life for the first three.

Book a demo