001Investment sourcing & analysis

Investment screening and underwriting for multi-family acquisitions.

We built a workflow that monitors listings against investment criteria, cross-checks property information and prepares initial underwriting models. It combines live rental benchmarks, a works budget and financing assumptions, with the sources and assumptions recorded alongside the analysis.

Across 162 tracked listings, 26 were shortlisted for visits. Each building taken forward gets an initial underwriting model in about 35 minutes.

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Who worked on it

InvestorTechnologist

A new match arrives by email, takes its place in the ranked buildings and opens as an underwriting model in Excel.

What you get

Everything lands where your team already works: a ranked list, a dossier for each building, a model in Excel and an alert in your inbox.

The ranked shortlist, an Excel workbook — **A ranked shortlist in Excel**Every building that passed the first check, ranked by modelled acquisition price against the asking price.

A building dossier, a PDF document — **A dossier per building**A PDF with each check, its source and a recommendation.

An underwriting model, an Excel workbook — **An underwriting model in Excel**Unit-by-unit rental benchmarks, a works budget and a financing model, on your assumptions.

An alert email with the dossier and model attached — **Alerts in your inbox**A new match arrives with its checks, the dossier and a first model attached.

In figures

162: listings tracked
74: passed the first check
26: shortlisted for a visit

The search covered listings from 52 estate agents.

What the workflow identified

On one building, the checks identified a 28 m² discrepancy in the reported floor-area figures and a land-area figure that did not match the land register. Both issues were identified before a visit.

Each dot represents one listing.

How the workflow works

1
Automated sourcing
The workflow monitors property portals and local agency websites for new listings that match your criteria, including property type, location and budget.
2
Screening
Each listing is assessed for expected rental income, yield, cash flow and the purchase price supported by those rents. Listings that fail a required criterion, such as the minimum energy rating, are excluded.
3
Due diligence
The workflow cross-checks property details against the land register, zoning and risk maps, and recorded sale prices nearby.
4
Underwriting
The workflow combines unit-by-unit rental benchmarks drawn from live comparables with a works budget and a financing model. The analysis records the sources and assumptions behind the figures.
5
Decision
The workflow produces a ranked shortlist of buildings worth a visit, with a recommendation and proposed next step for each one. You decide which buildings to pursue and when to contact the seller or make an offer.

Are you looking to automate sourcing and underwriting?Book a demo

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Investment screening and underwriting for multi-family acquisitions.

What you get

What the workflow identified

How the workflow works

Automated sourcing

Screening

Due diligence

Underwriting

Decision