Real estate portfolio document analysis
REOI helps anyone who works with property documents understand what is in them—and what is across them. We bring leases, loans, guaranties, insurance and tax records together through AI-assisted analysis—so you can see where obligations overlap, what is still unclear, and which decisions come next.
No sign-up or purchase to explore the sample. It is an anonymized example, not an analysis of your own documents. A few lines about your properties is enough to start a conversation.
For property portfolios that have grown more complex than the files keeping track of them.
What becomes clear
Read leases, loans, ownership records and insurance together to see where obligations overlap and what still needs checking.
01 / Income & debt
Read lease end dates, renewal deadlines and scheduled rent changes alongside loan maturities. See what comes first and which documents need checking.
Leases + amendments + loan notes
02 / Obligations & evidence
A current insurance certificate can still name a former owner. Compare it with the ownership record and the lease’s insurance requirements to see what needs checking.
Entity records + leases + insurance
03 / Ownership & exposure
Read your ownership interests alongside the loan guaranties. See the documented terms and missing evidence to discuss with your advisor.
Ownership records + loans + guaranties
04 / Debt & lenders
See each lender’s share of your portfolio debt, alongside the balances, maturity dates and guaranties supporting its loans.
Loan notes + guaranties + entity records
A finding you can follow back
Follow linked citations to supporting documents. The assessment distinguishes stated information, calculations and gaps in the record, so you and your advisors can check the basis.
See the evidence in the sample portfolioA current tenant certificate names the former owner.
The ownership record and the lease’s insurance requirements.
Corrected evidence and the relevant endorsement for your insurance advisor to review.
Evidence incomplete
From scattered files to a working picture
You do not need to build a new filing system before the assessment begins. Explore first, then agree what the review should cover.
Open the anonymized sample portfolio without registration or purchase. It shows the format of an assessment, not an analysis of your own documents.
Tell us about your properties and the decisions ahead. REOI outlines an initial scope and the basis on which the fee is set.
Once the engagement terms are in place, upload the files and folders as you have them. The portal records what was received.
REOI lists the documents received; you confirm that inventory and the fee before analysis begins. Then work through the findings, follow the evidence and ask REOI questions in writing.
Useful on screen. Yours to work with.
Your private portal brings the portfolio into view. Downloadable reports and worksheets let you carry the discussion into meetings with partners, lenders and professional advisors.
Your assessment stays available in your portal. Subscribe when you want REOI to keep it current.
Open the sample portfolioThe first assessment. The dates after it.
Your completed assessment remains available in your portal, with findings, supporting evidence and downloadable deliverables as of the assessment date. Subscribe for ongoing updates and reminders within an agreed monitoring scope.
Start here
A defined review of your documents, the obligations they record and the questions they leave open. A useful starting point for an upcoming refinance, a change of management, or simply getting the portfolio into order.
Scope, timing and fee agreed for your portfolio. The completed assessment stays available in your portal, dated as of the assessment.
Optional ongoing service
Review of newly supplied documents within an agreed scope, updated findings, and advance reminders for the dates tracked in your assessment: renewal notices, rate resets, maturities, tax installments, insurance renewals and rent steps. Choose your lead times in the portal.
A separate subscription, agreed with REOI. Not required to keep your assessment.
Before you begin
REOI reads single-tenant and multi-tenant properties, including commercial and residential income property, and brings together loans held by the same lender across properties. The sample includes a four-tenant commercial property and a residential duplex. Tell REOI what you own and what needs attention to agree a useful scope.
Send what you have. Folders and unsorted documents are welcome. Missing or incomplete evidence stays visible in the assessment, along with the information still needed. A gap in the file should remain a gap until it is resolved.
No. Managers and professional advisors remain responsible for their own work and advice, and REOI is useful to them as well as to owners. REOI does not collect rent, track rent payments or send tenant notices. It gives everyone working on a portfolio the same organized analytical record to work from. It does not provide legal, tax, accounting or investment advice.
A lease summary organizes one part of the record. REOI brings leases together with loans, guaranties, ownership, insurance and tax documents, looking at the obligations and decisions that connect them.
No. Your paid assessment remains accessible in your portal, dated as of the assessment. A subscription adds ongoing monitoring, reminders, and agreed document updates.
The scope depends on the properties, tenancies, financing arrangements and documents involved. Start with a brief description of your portfolio. REOI will discuss what an assessment would cover, with the fee and timing agreed before work begins.
The portal presents key figures with their source details and keeps unresolved questions visible. Download the reports and workbook for your own review. The analysis is AI-assisted and can contain errors; check material conclusions with the source documents and your professional advisors.
Bring the documents into focus
Tell us about your properties and the decision ahead. We will start with what an assessment could help you see.