The Property Analysis feature in IntellCRE allows you to quickly set up a new property, upload financials, and generate a full analysis in just a few steps. By combining rent rolls, T12s, and comps, you can create a detailed view of your property’s current financial performance and value as well as forecast future value and cashflows.
Follow this tutorial to create a new property analysis:
1. Getting Started
Navigate to the Analysis page.
Enter the property address and select it from the drop-down list.
Click Analysis to begin setting up the property.
2. Uploading Documents
At the first prompt, you can upload documents to auto-populate the analysis:
Offering Memorandum (OM)
Rent Roll or Unit Mix
T12 or Profit & Loss Statement
Excel Underwriting Model (available for enterprise integrations)
Tip: If you don’t have documents ready, you can still enter data manually or upload documents later.
3. Property Section
The Property tab is where you define key details:
Enter property name (if not used, address will be used as property name)
Adjust address or property location
Upload property photos and area photos
Add or generate a description, highlights, and area overview (or use the AI-Generate option available)
Upload attachments (such as virtual deal room documents)
Set viewing privileges for attached deal room documents
4. Income Section
The Income section auto-populates from your rent roll upload. Here, you can:
Review and edit unit mix, current and proforma rents, lease expirations, add notes
You can use filters and grouping to manipulate and bulk edit rent roll data
Adjust rent growth, vacancy, and other rent gains/losses (basic or advanced options)
Add other income sources (e.g., ADUs, parking, storage)
Search for rent comps using:
AI-suggested comps
Map search with filters and polygon map tools
Imported rent comp library or your own, manually created comps
5. Expenses Section
From your uploaded T12, the Expenses tab will auto-populate:
Review current vs. proforma expenses
Adjust assumptions with available bases (per unit, per SF, percentage, etc.)
Optionally enable advanced tax modeling (i.e. for tax resetting scenarios)
Optionally add renovation or CapEx projects
6. Value & Financing Section
The final section brings everything together:
Search for and select sales comps (via AI-generated suggestions, map filters, comp imports)
Configure acquisition and sale assumptions (hold term, working capital, exit cap rate, etc.)
Enable comparables or minimal cap rate estimates to auto-generate property value
Set a purchase price or property value manually if needed
Add financing scenarios:
Acquisition financing (loan amount, down payment, interest rate, loan term, LTV)
Refinancing options
Existing/Assumable or Additional loans
Access advanced options:
Sensitivity Analysis (stress-test your analysis for key assumptions)
Equity waterfall modeling (define GP/LP equity splits and hurdles)
7. Reviewing and Finalizing the Analysis
Once all sections are complete:
Review your entries across the Property, Income, Expenses, and Value & Financing tabs looking for any (red) errors or (yellow) warnings in the left Validation side bar (red errors indicate missing data or anomalies, yellow warnings are just suggestions that can be ignored)
Click Create Analysis.
The Property will be saved with its first analysis available in the Analyses tab in the property page menu.
Tips & Troubleshooting
If uploads don’t parse correctly, use the thumbs-down icon to notify support.
Use the reset button to clear an entire section.
Use the bottom panel to view detailed cash flow in case of any discrepancies.
Missing data? You can always edit details manually at any time.
If you have any questions while working through this section, click the Support button in the platform or reach out to our team—we’re here to help!