AI Research Assistant for Real Estate
About us
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AI Research Assistant for Real Estate
An AI research assistant for real estate that turns messy notes and market data into clear insights, checklists, and investor-ready summaries.
AI powered (Demo)
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Add a file
Drop in anything you'd like to use.
OR TRY WITH A SAMPLE
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Add a file first — then any prompt runs against it.
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248M
Registered Users
5B
Notes Created
2M
Notes Created Daily
Frequently Asked Questions
The AI Research Assistant for Real Estate helps summarize notes, extract key data like comps and lease terms, generate checklists, and turn raw research into investor-ready materials. It works with your Evernote notes to surface insights, build action plans, and create concise summaries for meetings and disclosures.
Start by saving your project notes, market research, and due diligence files in Evernote. Then open the AI Research Assistant, select the relevant notes or notebooks, and choose a suggested prompt (e.g., 'Create a due diligence checklist'). The assistant will analyze the content and return structured outputs you can edit and share.
Yes. The assistant condenses long meeting notes, market analyses, and pro formas into concise summaries and executive bullets. It highlights decision points, action items, owners, deadlines, and financial assumptions so you can quickly brief investors or internal teams without losing important details.
Yes. The assistant can scan your research notes and pull out comparable sales with price per unit or price per square foot, adjust for discrepancies, and present top comps side-by-side for underwriting. It uses the data you provide in Evernote and organizes it into transparent, source-linked outputs.
Absolutely. From your notes the assistant can generate detailed due diligence checklists covering entitlements, title exceptions, environmental reports, surveys, permits, lender deliverables, tenant leases, and closing conditions, with suggested owners and target deadlines.
Yes, it can draft one-page executive summaries, slide narratives, and speaking notes using the facts and assumptions in your Evernote notes. Outputs can be copied into slide decks or shared as PDFs. The assistant helps ensure the messaging aligns with your underwriting and risk mitigations.
The assistant can synthesize market research and broker feedback to produce leasing playbooks: tenant targeting lists, rent bands, concession strategies, commission structures, and sample LOI language. It helps translate data into actionable leasing tactics for residential, retail, and office components.
It can summarize key model inputs and outputs, produce sensitivity narratives, and identify assumptions that need validation. While the assistant does not replace your spreadsheet calculations, it can extract, annotate, and explain financial assumptions to improve clarity for investors and team members.
Yes. Outputs like executive summaries, checklists, and slide narratives are designed to be shareable. Use Evernote to manage permissions and distribution to keep investor communications organized. Always attach supporting documents referenced in the summary for transparency.
The assistant identifies explicit action items, owners, and deadlines mentioned in your notes and aggregates them into a central action log. If owners are missing, it can suggest typical roles and recommend target dates based on project timelines.
Yes. Point the assistant to notes describing different term sheets and it will extract rates, loan-to-cost ratios, covenants, and fees, then present a comparative summary and a recommendation framework to evaluate trade-offs.
The assistant can produce polished drafts of broker outreach emails, LOI templates, and investor pitch emails based on the content of your notes. These drafts are ready for customization and can be copied into your email client or CRM.
The assistant works best with the information you provide in Evernote. It can summarize and transform that content, but it relies on the accuracy and completeness of your notes. For authoritative legal, environmental, or underwriting sign-offs, retain your subject matter experts for final review.
Yes. The assistant supports iterative prompts - ask for shorter summaries, alternate formats (checklist, memo, slide bullets), or refinements to tone and detail. Use the chat to refine outputs until they match your intended use for meetings, investor decks, or action plans.
Yes. You can have the assistant analyze a single note or aggregate multiple notes and notebooks in Evernote. It will synthesize information across files to produce consolidated summaries, combined due diligence checklists, and unified action plans for cross-document consistency.