Real Estate Portfolio OS

ACTIVE Deal intelligence, licensed-partner workflows, property operations and transaction support.

Subscription / analysis service

Deal Intelligence

public-record research · authorized listing-data intake · comparable-sale analysis · rent scenarios · repair scenarios · deal score · risk flags

Software / service fee

Owner Lead OS

permissioned lead intake · seller CRM · follow-up drafting · appointment routing · document checklist

SaaS / service fee

Investor Data Rooms

buyer criteria profiles · deal-room matching · document organization · partner routing

Technology / marketing services

Licensed Partner Channel

lead scoring · listing media factory · AI response desk · workflow support · transaction dashboard

Owner / operator software

Property Operations

rent-roll analytics · maintenance triage · vendor workflow · turnover checklist · expense anomaly detection

Research / consulting

Development Intelligence

site research · zoning research queue · demand model · unit-mix scenarios · milestone dashboard

Marketing / data products

Real Estate Media

market reports · neighborhood pages · listing-media packages · investor newsletters · sponsor inventory

Pipeline

SOURCE → VERIFY → UNDERWRITE → COMPLIANCE → CONTACT → NEGOTIATE → DUE_DILIGENCE → PARTNER/FINANCE → CLOSE → MEASURE

Compliance Layer

Use licensed professionals for activities that require a real-estate license.

Represent ownership and contractual interests accurately.

Use written disclosures where required.

Keep human approval for offers, contracts, financing, title or escrow instructions, and other binding actions.