Stacking Plan Generation

Purpose

This agent automatically generates stacking plans from leases, rent rolls, rental statements, tenancy schedules, and asset plans. It accelerates rental analysis by turning data room materials into a floor-by-floor view of occupancy, lease expiries, WALB, rent, and rental risk.

Primary users

The primary users are asset managers, capital markets teams, leasing teams, and real estate investment professionals who need to industrialize rental analysis and produce investment memo materials faster.

Where it fits (process/stage/trigger)

It fits during asset review, leasing analysis, teaser preparation, investment memo production, business planning, and investment committee preparation. It is triggered when a team needs to analyze leases and rental data for an asset.

Key capabilities / workflow

The agent ingests leases, rent rolls, rental statements, tenancy schedules, and floor plans, then extracts tenant, floor, area, rent, expiry, and occupancy information. It generates an editable stacking plan aligned with the graphic charter, highlights available space, identifies lease expiry concentrations and tenant risk, and surfaces re-leasing or asset optimization opportunities.

Inputs

Inputs include leases, rent rolls, rental statements, tenancy schedules, floor plans, asset data room documents, and graphic charter requirements.

Outputs / Deliverables

Outputs include an editable stacking plan with occupancy, lease expiry, rent, WALB, and rental risk by floor, plus a leasing summary or rental fact sheet ready to integrate into a teaser, investment memo, or business plan.

Value

The agent reduces stacking plan production from several days to minutes, improves consistency of rental analysis, highlights revenue levers and risk areas, and accelerates decision support for asset management and investment teams.