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AI agent for real estate investors

Rental Portfolio Performance Review Agent

A quarterly view of each property's performance against plan

AnalysisReportingBudgets and moneyReal estate and construction
See how it worksGet access
Rental Portfolio Performance Review Agent: what goes in, what the agent does and what you get

What it does

Investors with several properties need to know which ones are earning their keep. Each quarter this agent pulls income, expenses, mortgage, vacancy and repairs from accounting and bank data. It checks that data is complete for each property and lists missing items before going on. It calculates cash flow, cap rate and return on equity per property, using a current value estimate. It compares results with the original pro forma and the market. Properties more than 15% below plan are flagged with a list of likely causes from the data. Major one-time repairs are shown with and without them. The investor decides actions like raising rent, refinancing or selling. Edge case: a property with one big roof bill is not labeled an underperformer until the repair is shown both ways.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Quarter ends 2 USES A TOOL Pull income, expenses and loan data 3 CHECKS THE RESULT Is data complete for each property? If not: list missing items and wait. Back to step 2. 4 DOES Calculate metrics per property 5 DOES Compare with pro forma and market 6 CHECKS THE RESULT Is every property within 15% of plan? If not: list likely causes from the data, showingone-time repairs both ways. Back to step 4. 7 DOES Draft the portfolio summary 8 YOU APPROVE Investor decides actions 9 RESULT Portfolio report
Read the steps as a list
  1. Quarter ends
  2. Pull income, expenses and loan data
  3. Is data complete for each property?If not: list missing items and wait. Back to step 2.
  4. Calculate metrics per property
  5. Compare with pro forma and market
  6. Is every property within 15% of plan?If not: list likely causes from the data, showing one-time repairs both ways. Back to step 4.
  7. Draft the portfolio summary
  8. Investor decides actionsThe agent waits here for your OK.
  9. Portfolio report

How it decides

Properties more than 15% below pro forma cash flow are underperformers.

  • 15% below plan flagged
  • One-time repairs shown both ways
  • Return on equity uses current value estimate

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Underperformance threshold
  • Metrics
  • Value estimate source
  • Report format

What keeps you in control

It always asks you first

  • Investor decides refinancing, sale or rent changes

Hard limits

  • Not financial advice
  • Never moves money

It stops when

  • Done: report delivered
  • Stop: data unavailable

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor Q2, one of 7 properties was missing June's water bill, so the data check failed until it was uploaded. A duplex came in 28% below plan, so the plan check failed. Data showed 2 months of vacancy and high water bills from a leak. Return on equity was 3% on $210,000 equity. The investor approved fixing the leak and listing the empty unit at market rent.

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