Underwrite 4.0 is live

Institutional CRE underwriting, with math you can defend.

Underwrite turns broker material into a deterministic CRE model, a reviewable IC memo, and 138 live Phase 3 modules you can trace back to source code. Fast is useful. Auditable is the product.

392 regression assertions and counting. Public methodology, source-viewer documentation, and no black-box math.
Live memo preview
132 Cherry Street
Mixed-use acquisition, institutional memo output
B
15.34%
IRR
2.44x
MoIC
125
Phase 3 modules
Deal Strength Score74 / 100
Monte Carlo Capital Stack GP Promote Yield Refi Rate Risk

The problem with CRE underwriting is not effort. It is repeatability.

Analysts are not short on spreadsheets. They are short on time, audit trails, and clean ways to defend assumptions when an IC asks where a number came from.

Excel models

Flexible, but fragile.

  • Every shop has a different workbook
  • Assumptions hide inside tabs and named ranges
  • Scenario logic is hard to compare across deals
  • Auditability depends on who built the model
  • Speed drops the moment the deal gets complex
Generic AI tools

Fast, but hard to trust.

  • Outputs can sound polished while the math drifts
  • Property-type nuance gets flattened
  • There is no deterministic regression suite behind the answer
  • Sources are difficult to audit after extraction
  • IC teams still need a defensible model
The third path

Underwrite pairs AI extraction with a deterministic engine, so the analyst moves faster without giving up the audit trail.

What is Underwrite?

A CRE underwriting workbench built around three pillars: source-aware extraction, deterministic analytics, and a memo that reads like an institutional deliverable.

01.

Deterministic engine.

138 live Phase 3 modules cover macro context, sector demand, risk, capital stack, operations, sponsor economics, treasury spread, and rent-roll diagnostics. The math is regression-locked and reviewable.

02.

AI broker memo parser.

Paste text or upload deal material. Underwrite extracts assumptions, tenant rent rolls, and source quotes, then hands the numbers to the engine rather than inventing the model.

03.

50-section IC memo.

The output is not a toy summary. It includes Monte Carlo, Deal Strength, Capital Stack visualization, lender risk, stress tests, GP Promote Yield, and recommendation logic.

How it works.

Built for the moment between broker email and investment committee.

01.

Start with a real deal.

Use the Cherry Street demo, open an empty model, or paste broker materials into the AI parser. Every field remains editable.

02.

Run the engine.

Underwrite calculates returns, debt sizing, tax overlays, refinance events, tenant concentration, downside risk, and property-type-aware validation flags.

03.

Review the memo.

Open the IC memo, collapse to Executive view, print to PDF, or export Excel. The goal is a package you can inspect, challenge, and defend.

Inside the memo.

The memo is the proof. It surfaces the analysis by name, so a reviewer can jump from executive summary to risk, capital structure, operations, rent roll, and diagnostics without hunting through a spreadsheet.

Score

Deal Strength Score

Composite 0-100 signal across returns, risk, leverage, and operating quality.

Risk

Monte Carlo Distribution

1,000-trial view of return dispersion, downside probability, and tail stats.

Risk

DSCR Stress Trajectory

Year-by-year covenant cushion at base, -10%, -15%, and -20% NOI.

Risk

Concentration Premium

Single-asset volatility compared to a 25-deal diversified portfolio.

Debt

Forward LTV Curve

Tracks lender exposure, asset coverage, and cash-out refi capacity by year.

Debt

Refinance Rate Risk

Tests lender sizing and cash flow durability under higher refinance rates.

Diligence

Zoning & Entitlement

Flags approval posture, parking relief, adaptive reuse, density sensitivity, and counsel-review triggers.

Diligence

Environmental Site Risk

Triages prior-use history, Phase II probability, vapor risk, floodplain exposure, and diligence delay.

Diligence

Brownfield Reserve Adequacy

Converts site-condition risk into reserve need, capacity, funding gap, delay, and lender escrow read.

Capital

Capital Stack Visualization

Shows senior debt, mezzanine debt, sponsor equity, and LP equity in one view.

Capital

WACC Spread

Compares project IRR to blended capital cost across debt and equity.

Returns

Equity Buildup Split

Separates operating yield, debt paydown, and appreciation into a stacked view.

Macro

Real Returns

Inflation-adjusted IRR and cap-rate framing for purchasing-power review.

Ops

Cash Conversion Rate

Shows how much NOI converts into distributable cash after debt and capex.

Ops

Operating Leverage

Measures how revenue misses translate into NOI misses by cost structure.

Ops

Insurance Load Benchmark

Compares insurance as bps of value and per-unit cost to asset-class bands.

Insurance

Carrier Renewal Risk

Classifies carrier availability, renewal shock, deductible reset, and lender exception risk.

Insurance

Deductible Shock

Turns peril severity into deductible dollars, NOI drag, reserve coverage, and exclusion sensitivity.

Insurance

Placement & Escrow Strategy

Synthesizes placement route, escrow posture, broker timing, and lender conversation points.

Insurance

Expense Recovery

Tests whether insurance growth is tenant-recoverable or sponsor-absorbed NOI drag.

Leases

Recovery Leakage

Screens tax, insurance, CAM, utilities, and repair pass-through language for opex leakage.

Tax

Appeal Defense

Frames reassessment shock, appeal evidence, reserve coverage, and uncovered tax exposure.

Utilities

Utility Exposure

Tests electric, gas, water, sewer, and common-area utility growth for recoverability and NOI drag.

Ops

Opex Controllability

Classifies expense variance as controllable, recoverable, reserve-funded, appealable, or sponsor-absorbed.

R&M

Reserve Shock

Tests recurring maintenance, reserves, asset age, inflation, and deferred-maintenance funding gaps.

Ops

Forward Cap Projection

Shows stabilized cap-rate movement as NOI grows through the hold.

Rent Roll

Tenant Concentration

Ranks largest tenant exposure, top-three share, and rollover concentration.

Sponsor

GP Promote Yield

Separates GP economics from LP return quality and promote compensation.

LP

LP Suitability Index

Scores whether the deal profile fits income, growth, or risk-sensitive LPs.

Exit

Sale vs Refinance Decision

Frames whether exit or refinance is more defensible under modeled terms.

Why Underwrite, not another one-size-fits-all model.

The point is not to replace judgment. The point is to make the model behind that judgment faster, clearer, and more reviewable.

Excel models Legacy templates Generic AI tools Underwrite
Model logic Flexible, but varies by workbook Static and hard to adapt Often opaque Deterministic engine with reviewable methodology
Audit trail Depends on model discipline Formula tabs, limited narrative Weak unless manually documented Source quotes, validation flags, memo sections
Depth Whatever the analyst builds Template-specific Broad but shallow 138 live Phase 3 modules across macro, risk, debt, ops, LP
Confidentiality posture Local files, inconsistent sharing Depends on template workflow Easy to overshare sensitive data Confidential Mode and local-first deal controls
Output Workbook first Workbook plus manual memo work Narrative without defensible math Excel export, IC memo, portfolio comparison

Pricing.

Four ways to start. New public access is paid from the first active account.

Analyst

$49/mo
For solo deal review
  • 10 deals per month
  • AI broker memo parser
  • Full IC memo and Excel export
  • Methodology and engine-source viewer
  • Live macro dashboard

Team

$399/mo
For sponsor and lender teams
  • 5 seats
  • Multi-deal portfolio rollup
  • Shared review workflow
  • Regression-locked methodology package
  • Priority onboarding with Ali

Enterprise

Custom
For institutional deployments
  • Volume seats
  • Security and data-retention review
  • Custom onboarding and training
  • Methodology review with your investment team
  • Roadmap input for firm-specific needs
AA
Founder note

Built by Ali Azim, Cornell MPS-RE candidate.

I built Underwrite because CRE underwriting still assumes a fresh blank workbook every Monday. That is not rigor. That is typing.

The standard should be higher: deterministic math, explicit assumptions, source-aware extraction, and a memo that can survive review from someone who knows the business.

Underwrite is my attempt to put a stake in the ground. AI can help analysts move faster, but the model still has to be inspectable. The numbers have to tie. The reviewer has to be able to ask why.

If you have ever lost a weekend to a deal that did not close, you already know why this exists.

Ali

Request paid beta access.

New accounts start with a paid beta plan. Prior written Founding 100 commitments remain honored. No automatic charge. Ali replies personally.