Guides, comparisons, templates, calculators, and Primer platform resources for acquisition teams moving from deal room to model, records, and firm memory.
How AI agents turn deal rooms into models, records, and firm memory
How acquisition software should connect intake, underwriting, pipeline records, and comp memory
A workflow view of intake, source review, model population, records, and acquisition memory
How acquisition teams turn OMs, rent rolls, and T-12s into their own workbook
Deal records, ownership, scores, next actions, and pipeline review in one place
How each reviewed deal becomes structured history your team can reuse
Build a proprietary comp database from reviewed opportunities and source documents
What rent rolls include, how to read them, and red flags to watch for
T12 financial statements: what they include, T12 vs T3, and common problems
Section-by-section breakdown, red flags, and cross-referencing with other docs
7-step analysis: outlier detection, loss-to-lease, renovated vs unrenovated parsing
Unit types, street vs market rate, key metrics, and comp data sources
AI workflow support for multifamily OMs, rent rolls, T-12s, and custom models
AI workflow support for self-storage diligence, comps, and operator underwriting
NNN leases: what they mean, how to calculate rent, and underwriting considerations
Complete checklist: documents to request, financials to verify, and red flags
Compare AI tools by workflow: acquisitions, pipeline, market data, lending, and general research
Compare the best real estate underwriting software for 2026
How to evaluate CRE underwriting tools for institutional acquisition workflows
Feature-by-feature comparison: document support, citations, and which tool fits your team
Compare AI underwriting workflows with traditional pipeline management
Compare acquisition workflow coverage, model mapping, and reviewability
5 approaches to underwriting more deals without adding headcount
10-year projection with income, expenses, NOI, debt service, and return metrics (IRR, equity multiple, cash-on-cash).
Professional rent roll with formulas for occupancy, GPR, and loss-to-lease calculations built in.
Trailing 12-month operating statement template for income and expense analysis.
Calculate debt service coverage ratio to determine if a property's income supports its debt obligations.
Calculate capitalization rate from NOI and property value. Reverse-calculate property value from NOI and target cap rate.
Calculate internal rate of return from a series of cash flows and an initial investment amount.