What AI tools help write an investment committee memo for a CRE acquisition?
An AI tool helps with an investment committee memo when it builds the memo from the same numbers as the underwriting: the rent roll, the T-12, the comps and the debt terms, each figure with its source. A tool that only drafts prose leaves your analyst to check every number by hand, which is where the time goes.
Answered
An AI tool helps with an investment committee memo when it builds the memo from the same numbers as the underwriting: the rent roll, the T-12, the comps and the debt terms, each figure with its source. A tool that only drafts prose leaves your analyst to check every number by hand, which is where the time goes.
What a committee memo has to carry
- The deal in one paragraph: asset, price, basis per unit or per square foot, going-in cap rate, hold and exit.
- The income: in-place NOI from the T-12, the pro forma NOI, and the gap between them explained line by line.
- The market: sale comps and rent comps filtered to arm's-length trades, with dates.
- The debt: loan amount, rate, DSCR, LTV and debt yield at close and at refinance.
- The risks, and what would have to be true for the deal to fail.
Where AI saves the most time
The slow part of a memo is not the writing. It is reconciling the broker's OM with the rent roll, the T-12 and the market, and finding the places where they disagree. A good AI analyst reads all the files, marks each figure as verified, to review or a red flag, and only then writes the memo, so the committee reads numbers that were checked.
What to ask any vendor
- Can every figure in the memo be traced to a file or a record, with a date?
- Does it say what it could not check, rather than filling the gap?
- Does the memo use your template and your logo?
How Titleman does it
Titleman reads the deal package as it is (OM, model, rent roll, T-12, leases), checks each figure against 2,100+ sources and writes the memo with the underwriting already inside it. The decision stays with your committee. See Deal Review: https://titleman.ai/products/deal-review