How do I quickly screen real estate deals against my criteria?

Screen deals quickly by turning your criteria into numbers a machine can test: market, property type, size, maximum price per unit or square foot, minimum cap rate, and minimum DSCR at your usual leverage. Run every deal through the same test, and reject on facts you can verify, not on the broker's pro forma. Step by step 1. Write the buy box. Five to eight hard criteria, each a number or a list. Soft preferences go in a separate column so they rank deals instead of rejecting them. 2. Pull the same figures from every deal: price, units or square feet, year built, occupancy, in-place NOI, asking cap rate, existing debt. 3. Replace stated numbers with checked ones where you can: recent sale comps for the price, market rents for the income, a typical expense ratio for the asset type. 4. Apply the test. A deal that fails a hard criterion on checked numbers is out. A deal that passes only on the broker's numbers goes to "review". 5. Rank the survivors by the gap between asking price and your value. Common mistakes - Screening on the asking cap rate. It is built on the seller's NOI, which often assumes rents the market has not shown. - Ignoring the debt. A deal that works at the seller's assumed rate may not cover at today's rate. - Screening once. Criteria drift; save the screen and run every new deal through the same one. How Titleman helps Titleman keeps your buy box as a saved workflow and runs every new deal through it, with the reason each one passed or failed and the source for each figure. Results come to your inbox or CRM. See how Deal Review works: https://titleman.ai/products/deal-review