Deal Discovery & Screening (Pre-Investment)

What it does

• Curates available tokenized properties based on your:
  • Risk tolerance
  • Target yield
  • Time horizon
  • Geographic preferences
  • Asset class (SFR, MF, commercial, land)
  • Volatility Preference
• Flags deals that match your mandate, not generic listings.

How it helps you

• Eliminates noise
• Prevents adverse selection
• Surfaces “best-fit” opportunities instead of highest-marketed ones

Example

“Based on your 7–9% yield target and medium risk tolerance, these three multifamily tokens outperform comparable assets by 120–180 bps.”

Financial Analysis & Yield Modeling

What it does

• Runs real-time models on:
  • Net operating income (NOI)
  • Cap rates
  • Cash-on-cash returns
  • Tokenized equity dilution
  • Exit scenarios
• Stress-tests assumptions (vacancy, interest rates, maintenance, tax changes).

How it helps you

• Replaces manual spreadsheet analysis
• Identifies hidden downside risk
• Shows true return after platform, legal, and servicing costs

Example

“If interest rates rise 100 bps, expected annual yield decreases from 8.4% to 7.6%. Your downside remains protected due to senior lien position.”

Legal & Rights Transparency (Critical)

What it does

• Explains—plainly and precisely:
  • What you actually own
  • Voting rights
  • Priority in distributions
  • Liquidation rights
  • Transferability restrictions
• Translates smart contract logic into legal reality

How it helps you

• Prevents false assumptions
• Avoids regulatory and structural misunderstandings
• Ensures enforceability, not “crypto theater”

Example

“These tokens represent beneficial ownership in an SPV that holds title. You do not own the deed directly, but you do have senior economic rights.”

Due Diligence Automation

What it does

• Reviews and summarizes:
  • Title reports
  • Appraisals
  • Environmental reports
  • Zoning and use restrictions
  • Insurance coverage
• Flags anomalies, omissions, or risk factors.

How it helps you

• Cuts DD time from weeks to minutes
• Reduces reliance on blind trust
• Provides institutional-grade review to retail investors

Example

“The appraisal assumes rent growth exceeding market averages by 1.9%. This assumption materially impacts IRR.”

Portfolio Construction & Optimization

What it does

• Analyzes your full holdings:
  • Geographic concentration
  • Asset-type exposure
  • Duration mismatch
  • Yield vs. risk balance
• Recommends rebalancing actions.

How it helps you

• Avoids overexposure
• Improves capital efficiency
• Mimics fund-level portfolio discipline

Example

“42% of your portfolio is concentrated in one metro. Consider reallocating to these two lower-correlated assets.”

Secondary Market & Liquidity Guidance

What it does

• Monitors secondary market pricing
• Identifies liquidity windows
• Alerts you to:
  • Arbitrage opportunities
  • Discounts to NAV
  • Exit timing advantages

How it helps you

• Turns illiquid real estate into managed liquidity
• Prevents panic selling or missed upside

Example

“Current secondary pricing implies a 9.1% yield—above intrinsic value. This may be an optimal partial exit point.”

Tax Awareness (Not Advice, But Intelligence)

What it does

• Tracks taxable events:
  • Distributions
  • Token transfers
  • Redemptions
• Estimates tax exposure by jurisdiction and holding structure.

How it helps you

• No surprises at tax time
• Better planning for distributions vs. appreciation

Example

“Selling these tokens this quarter would trigger short-term capital gains. Holding 11 more weeks changes the tax treatment.”

Risk Monitoring & Alerts (Post-Investment)

What it does

• Continuously monitors:
  • Property performance vs. projections
  • Sponsor behavior
  • Market conditions
  • Covenant or compliance breaches

How it helps you

• Early-warning system
• Protects capital
• Replaces reactive investing with proactive oversight

Example

“NOI has declined for two consecutive quarters. This deviates from the underwriting model by 6.2%.”

Governance & Voting Assistance

What it does

• Explains upcoming votes in clear terms
• Simulates outcomes
• Recommends actions aligned with your investment thesis.

How it helps you

• Informed governance participation
• Avoids passive value erosion

Example

“Approving this refinancing improves cash flow but extends duration by 3 years. Based on your horizon, abstention may be optimal.”

Education & Strategy Refinement (Quietly Powerful)

What it does

• Learns from your behavior
• Improves recommendations over time
• Explains why outcomes occurred

How it helps you

• You become a better investor without effort
• Institutional knowledge, retail accessibility

One-Line Summary

“Your AI investment partner—analyzing risk, enforcing transparency, optimizing returns, and protecting capital at every step.”