The CRE investment desk
Your own CRE investment desk.
Bring your deals, properties, and capital into one clear view.
Make your next decision with the whole picture.
Built for independent investors and small teams.
Real assets. A brighter tomorrow.
Your investment desk
Illustrative portfolioA clearer view. A more considered move.
Find your fit.
Focus your pipeline around your investment mandate.
Understand your exposure.
See how properties, tenants, and debt connect.
Plan your capital.
Compare the choices ahead of you.
Product concept · Illustrative data
Platform
The desk, on a sample portfolio.
Rather than a wall of market charts, the desk answers five questions about your own deals, properties, and capital. Every figure on it comes from your documents, with the page it came from.
- 01Which incoming deals deserve my attention?
- 02Which owned assets have materially changed?
- 03Where could I need additional equity?
- 04Which assumptions have become stale?
- 05What are my best uses of available capital?
Your largest tenant's renewal decision occurs six months before the loan matures. Under the vacancy scenario, refinancing leaves an equity shortfall. Compare an early renewal, additional reserves, refinancing, and a sale.
Each option opens the same underlying model, with the incremental cash flows, costs, and assumptions visible.
How it works today
01
Drop it in.
Upload the OM, rent roll, T-12 — Valis reads them, including the ugly scans. (Forward-by-email intake comes with Operator — point your whole deal flow at Valis instead.)
02
It models.
Full DCF, sensitivity matrices, Monte Carlo on the assumptions that move the answer. Stabilized, value-add, vacant, NNN, thin-data — each modeled the way that deal type demands.
03
You argue with it.
Every assumption is visible and adjustable. Calibrate Valis to your own underwriting standards and it screens the way you would — then shows you where it disagrees.
- Underwriting from your documents: the OM, rent roll, and T-12, including scans, to a 10-year DCF, IRR, DSCR, and fair value against the ask.
- Coherence flags where the package disagrees with itself, and a financing quote kept apart from debt in place, with the page each figure came from.
- Your own standards: calibrated assumptions, a show-the-work audit trail, and exports to Excel with the formulas intact and to PDF.
- Bulk upload and a private email intake address on Operator; the Chrome extension on the listing page.
- Workspaces and seats on Fund, and a read-only connector that lets an authorized assistant list your deals and read a deal's assumptions.
- Portfolio monitoring: owned assets, maturity calendar, and assumptions that have gone stale.
- The refinancing and capital-planning desk: supported debt, the shortfall, and the options side by side.
- Financing comparison: lender terms normalized for proceeds, fees, amortization, reserves, recourse, and prepayment.
- Exposure map: shared tenants, industries, locations, lenders, lease expirations, and debt maturities across properties.
- Performance attribution: original underwriting against actual rent, NOI, capital costs, debt costs, and disposition results.
What ships is stated plainly. What does not yet ship carries the Roadmap label, on this page and in the product.
One record
One property record. One calculation engine.
A PDF analyzer helps finish a task. A connected history helps run an investment business. Valis keeps one record per property and one engine for every number on it, so you never reconcile two answers.
- Property
- Leases
- Tenants
- Operating statements
- Debt
- Ownership
- Underwriting decisions
- Actual results
Capital
The property and its financing, modeled together.
Debt is where a good asset becomes a bad position. Valis separates a financing quote from debt in place and names which one it modeled. The refinancing desk extends that to what a property's income supports before the maturity arrives.
A benchmark interest rate is not a loan quote. Every financing indication shows its source, date, assumptions, and outstanding conditions.
| Today | If NOI falls | |
|---|---|---|
| Net operating income | $600,000 | $510,000 |
| Debt service the income can carry | $480,000 | $408,000 |
| Debt that service supports | $6,000,000 | $5,100,000 |
| Debt at maturity | $6,000,000 | $6,000,000 |
| Refinancing gap | No gap | $900,000 |
Actual underwriting also applies loan-to-value limits, debt yield, amortization, lender adjustments, and other terms.
Perspective
A discount to modeled value is a hypothesis, not arbitrage.
Commercial real estate is heterogeneous, illiquid, and expensive to transact. So Valis exposes uncertainty and missing evidence instead of implying that a score proves an investment is attractive. It models, flags, and verifies. It does not advise.
One promise: the research, underwriting, portfolio oversight, and capital-markets capabilities of an institutional investment team, for a small investor. Trusted underwriting first, then ongoing portfolio monitoring, then refinancing and capital allocation, then connected financing through appropriate partners.
The only model in the deal with no stake in the deal.
The OM's numbers were built by someone paid on commission when you buy. Your lender's numbers protect the lender. Valis has no commission, no listing, no loan book — just a model, its assumptions, and its track record. That's the entire product: a model nobody had a reason to shade.
The pad site that was 27% overpriced.
A vacant retail pad came in at $3.4M asking. Valis modeled re-tenanted value at $2.48M — a 27% spread — and showed exactly which rent assumption carried the difference. The buyer passed in an afternoon instead of a week. (Deal details anonymized.)
Questions investors ask
How do I know I can trust it?
You shouldn't, yet. Run Valis beside your own numbers and grade the divergence — or send us a deal you already closed and see what it would have said before you knew the answer. Don't trust us. Test us.
I don't want your score. I want my score.
That's the design. Calibrate Valis to your standards — your vacancy assumptions, your exit caps — and it runs your underwriting on the deals you don't have hours for. It's not our opinion. It's your model, running on the deals you'd otherwise gut-call.
I just use Excel.
So does Valis. The output is a live Excel model — every formula intact, every assumption a cell you can change. Your workflow stays; only the Thursday it used to cost goes.
You can't trust AI.
Agreed — so the AI doesn't do the underwriting. It reads the documents; the math models the deal. Extraction is checkable against the source PDF, and the valuation is classical finance you can audit line by line.
For investors
Start free. Scale when ready.
The free plan runs 3 deals a month — no card required. Pick a plan when you need more.
If it keeps you out of one bad deal, it's paid for itself.
Analyst
The complete underwrite, on three deals a month.
- ✓ 3 new deals per month
- ✓ Valis Score + verdict on every deal
- ✓ Coherence flags
- ✓ Fair value range
- ✓ Show-the-work audit trail
- ✓ Excel & PDF exports
- ✓ Saved deals — re-analysis uncapped
- ✓ Chrome extension: score + verdict
Operator
Everything in Analyst, uncapped, plus the market layer.
- ✓ Unlimited deals
- ✓ Email deal intake — forward an OM, get a scored reply
- ✓ Disposition matrix
- ✓ Market intelligence
- ✓ Monte Carlo simulation
- ✓ Full extension metrics
- ✓ Bulk upload
- soonDeal-flow digest
Fund
For teams running a book.
- ✓ Everything in Operator
- ✓ Workspaces & seats
- ✓ 5 seats included
- ✓ IC-ready PDF reports
Need more? Contact us
Intelligence
Valis tuned to your mandate.
- ✓ Everything in Fund
- ✓ Up to 100 seats
- ✓ White-label outputs
- ✓ Custom engagement scope
- ✓ Manually provisioned & onboarded
Three deals free. The next one that hits your inbox is the test.
Plans from $99/mo when three isn't enough. Operator adds a private intake address — forward deals straight from your inbox and stop uploading one at a time. Funds and teams: talk to us — we'll run your last five closed deals through the model first, so you can grade it before you pay for it.