Portfolio Screener
Purpose
Portfolio Screener automates the technical, financial, contractual, and document compliance analysis of real estate portfolios. It extracts and structures key information from diverse asset documents to support investment arbitration, portfolio reviews, and strategic asset management decisions.
Primary users
The primary users are asset managers, property managers, investors, corporate property owners, ESG stakeholders, and investment teams managing or reviewing real estate portfolios.
Where it fits (process/stage/trigger)
It fits during portfolio reviews, investment or divestment arbitration, asset due diligence, investment committee preparation, and recurring asset management analysis. It is triggered when teams need to process large sets of leases, technical reports, environmental certificates, financial records, and related documents.
Key capabilities / workflow
The agent detects document typologies, extracts key information, verifies completeness against a checklist, checks signatures and naming compliance, and summarizes documents. It produces asset-level synthesis sheets covering physical, financial, contractual, technical, and compliance aspects, then consolidates the results into a portfolio-level view with occupancy, risks, performance indicators, and investment opportunities.
Inputs
Inputs include lease agreements, amendments, purchase orders, mandates, technical inspection reports, environmental certifications, surface areas, equipment details, rental income, lease statements, performance history, contractual commitments, key dates, document compliance data, and reference checklists.
Outputs / Deliverables
Outputs include structured data extraction, document classification, missing document analysis, non-compliance flags, signature checks, document summaries, asset-level summary sheets, consolidated portfolio views, risk mapping, performance indicators, investment and divestment opportunities, and decision-support outputs for investment committees.
Value
The agent reduces manual portfolio document review, ensures critical information is not overlooked, improves consistency across asset analysis, highlights risks and opportunities, and helps investors and asset managers make faster, better-informed arbitration and portfolio management decisions.