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Commercial real estate underwriting model for modern teams

Replace spreadsheet sprawl with a cloud model for scenarios, waterfalls, feeder funds, sensitivity analysis, and shareable deal outputs.

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Underwriting model
Astor Realty Capital

$279MM AUM

Momentum Multifamily

$350MM AUM

Cohen Rojas Capital Partners

$230MM AUM

McKenna Capital

$400MM AUM

American Vision Group

$250MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

Grocapitus

$700MM AUM

Astor Realty Capital

$279MM AUM

Momentum Multifamily

$350MM AUM

Cohen Rojas Capital Partners

$230MM AUM

McKenna Capital

$400MM AUM

American Vision Group

$250MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

Grocapitus

$700MM AUM

AI underwriting suite

One connected underwriting workspace for the whole deal.

Cash Flow Portal connects the work that usually lives across spreadsheets, one-off AI prompts, PDFs, and email threads.

Modeling workflow

A model that stays connected as the deal gets more complex.

The underwriting model is where parsed source data becomes scenarios, waterfalls, feeder fund economics, sensitivity analysis, and investor-ready outputs.

Scenarios

Compare business plans quickly

Save and revisit combinations of loans, unit mixes, expense assumptions, exit cap rates, and renovation plans.

Waterfalls

Model investor economics

Keep acquisition fees, asset management fees, IRR hurdles, and complex waterfall structures inside the deal model.

Feeder funds

Analyze layered capital

Review feeder-fund classes, waterfall views, and metric basis outputs without maintaining a separate workbook.

Exports

Package the investment case

Export spreadsheets, PDFs, reports, and pitch-deck sections from the same assumptions your team reviewed.

Replace scattered workbooks with one connected model

Cash Flow Portal gives acquisition teams a flexible commercial real estate underwriting model that stays connected to source data, scenarios, exports, and collaboration.

Replace scattered workbooks with one connected model

Support multifamily, retail, development, and short-term rental deals

Model development periods, lease-up periods, short-term rental rates, unit-specific vacancies, and other structures that break simpler spreadsheets.

Support multifamily, retail, development, and short-term rental deals

Make complex commercial real estate assumptions easier to defend

From brokers to private equity teams to lenders, the model keeps detailed assumptions visible so reviewers can understand why a deal does or does not pencil.

Make complex commercial real estate assumptions easier to defend

Model multiple loans, refinancing, and capital events

Manage debt assumptions, refinance scenarios, and capital-stack changes directly in the cloud model instead of duplicating spreadsheet tabs.

Model multiple loans, refinancing, and capital events

Compare scenarios without copying files

Save business plans, loan terms, unit mixes, and active scenarios in Cash Flow Portal so your team can switch between assumptions without losing the source trail.

Compare scenarios without copying files

Collaborate with teammates, partners, LPs, and clients

Share underwriting models with internal teams or external partners while keeping notes, permissions, and deal context attached to the opportunity.

Collaborate with teammates, partners, LPs, and clients

Build complex waterfalls and feeder fund economics

Add acquisition fees, asset management fees, IRR hurdles, class structures, and feeder-fund waterfalls directly into the underwriting workflow.

Build complex waterfalls and feeder fund economics
Export to spreadsheet

Export to spreadsheet

Export a clean workbook for lender requests, partner review, or custom reporting.

Export to PDF

Export to PDF

Generate a review-ready PDF with underwriting data for partners, LPs, and reviewers.

Run sensitivity analysis while the deal is still moving

Generate sensitivity views for purchase price, exit cap, rent growth, debt terms, and feeder-fund metric basis decisions without rebuilding tables.

Run sensitivity analysis while the deal is still moving

Prefer Excel for final polish? Keep both paths open.

Many teams still use spreadsheets for a final custom view. Cash Flow Portal helps you get to cleaner assumptions faster, then export when a stakeholder needs a workbook.

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Trusted and recognized

Best estimated return on investment in Summer 2024Best meets requirements in Summer 2024Best results in total in Summer 2024Best usability in Summer 2024Users most likely to recommend in Summer 2024Fastest implementation and go-live time in Summer 2024Easiest admin in Summer 2024Easiest to set up in Summer 2024Easiest to use in Summer 2024Highest user adoption in Summer 2024Leader in Summer 2024Best support and quality of support in Summer 2024
System and Organization Controls (SOC) for Service Organizations
G2
Five star ratings
G2- out of 5
Capterra
Five star ratings
Capterra- out of 5
Backed by Y Combinator
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