01
Sit with the team
We start on your live pipeline and serviced book, not a sandbox. Specialists work beside the desk on deals, loans, and assets already in motion.
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PlexAI is investment intelligence for commercial real estate. Agents for every desk, on your firm's institutional memory.
The top CRE teams use PlexAI for
Deal Screening
Pipeline Management
Due Diligence
Underwriting
IC Memos
Market Research
Portfolio Monitoring
Data Room Review
Term Sheets
Sources & Uses
Sponsor Review
Covenant Watch
Rent Rolls
Comp Sets
LOI Drafting
We embed with your desk.
Plex specialists sit with acquisitions, origination, and asset management on live deals, live models, and the books you already run until your people own it day to day.
02
Encode the playbook
Buy box, models, covenants, and committee habits get written in so the next deal runs the way this firm actually decides, not a generic workflow.
03
Transfer ownership
We stay until the desk is running it day to day. The system remains yours. The specialists step back when your people no longer need them in the chair.
“I used to spend half my Monday logging deals in Excel. Now Plex distills the masses down to the five or six with real return potential.”
Max Shulman
Director of Acquisitions, IGI
$18B+
Deal volume run through PlexAI
5,000+
Deals underwritten across 12 property types
95,000+
Multifamily units stress-tested
150M+
Sq ft of commercial real estate analyzed
Frequently Asked Questions
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Multifamily, industrial, retail, office, student housing, and senior housing — with more sectors coming soon.
Nationwide. PlexAI covers every major U.S. market from the first deal.
Up to 99% accuracy, improving as Plex learns from your underwriting, edits, and outcomes.
Yes. Plex connects to Outlook and Gmail to extract and organize new deals automatically.
Yes. Every model is yours to change — assumptions, cases, and exports to Excel.
Yes. Import your firm’s Excel templates and assumption sets — Plex works on top of your model, not instead of it. Export anytime; nothing stays locked in a black box.
We start on your live pipeline. A Plex specialist sits with your team, wires the product to how the desk already works, and stays until your people are running it day to day.