Retyping documents
Rent rolls and T-12s copied cell by cell.
For CRE brokers and investors
Underwrite the deal. Send the offering. Same afternoon.
CRE Maxi reads the OM, the T-12 and the leases, builds a 10-year pro forma, and turns it into a branded Investment Summary, Offering Memorandum and LOI.
Invite-only accounts. Six property sectors. Three Offering Memorandum templates.
Sample deal, computed live
NOI (Year 1)--
Cap Rate--
DSCR--
Levered IRR--
The work between the listing and the offer.
Models only you can read
Spreadsheets that break when a client opens them.
Deliverables that take a weekend
Summaries and OMs rebuilt from scratch every time.
How it works
From someone else's OM to your branded offering, in one sitting.
The inbox.
A listing PDF, a T-12, a stack of leases. Drop them in. CRE Maxi reads them and lists every figure it found next to the document it came from. Nothing goes into the model until you tick it, and anything it could not find is named.
The numbers.
The rent roll and the 10-year pro forma build from what you accepted. Adjust the rents, expenses, debt and exit that matter. NOI, DSCR and IRR update with every change, and gaps show up as next steps.
The deliverable.
Send an Investment Summary, an Offering Memorandum, an LOI, an Excel model or a read-only link, each with your name and logo on it. Investors get the same model for their own acquisitions: sources and uses, debt, and LP / GP returns.
Six sectors
Underwriting built for the asset in front of you.
Every sector runs on the same full 10-year model: financing, exit, returns, tax and deliverables. Each one adds the tools brokers actually underwrite with.
OFF
Office
- Base-year, expense-stop or pro-rata NNN recoveries
- Gross-up of variable expenses to 95% occupancy
- WALT, lease expirations and mark-to-market
IND
Industrial
- Clear height, dock-high and drive-in doors, truck court, ESFR and rail specs
- SF per dock door
- NNN recoveries, lease rollover and expirations
RTL
Retail
- CAM, tax and insurance pools with admin fees and CAM caps
- Percentage rent with natural or fixed breakpoints
- Dark-anchor co-tenancy stress test
MF
Multifamily
- Unit-mix rent roll with in-place vs market rent
- Loss-to-lease burn-off, concessions and bad debt
- Renovation program: pace, downtime and premium
SSSpecialty
Self Storage
- Unit mix by size and type, street rate vs in-place rate
- Existing-customer rate increases (ECRI) and move-outs, modeled month by month
- Ancillary income: tenant protection, fees, merchandise
MXUSpecialty
Mixed-Use
- Residential and commercial components, each with its own vacancy
- Expenses allocated by SF or %, recoveries on the commercial share only
- One combined NOI, with a blended or component cap rate
OM Builder
Revise last year's OM in minutes.
Upload the old OM; CRE Maxi rebuilds it on your template with today's numbers, and shows every number that changed.
- Same sections, same order, the old narrative carried over for editing
- Every figure bound to the underwriting, with a lock to freeze it
- Figures with no source in the deal flagged for manual update
Institutional OfferingThe full sale memorandum for a listing going to market: confidentiality, property, tenancy, rent roll, financials, comps, market.
Executive TeaserFive pages to send before an NDA or to test the market.
Investor MemorandumFor sponsors raising equity: business plan, sources and uses, debt, projected returns.
What changedIllustration with the sample deal
| Figure | Old OM | Today | Change |
|---|---|---|---|
| Calculating... | |||
Deliverables
Everything you send, with your name on it.
Investment Summary
Property, pricing and returns on one branded page. Investor and client versions, ready to print or save as PDF.
Offering Memorandum
Three templates, your branding, live figures. Create from the deal or revise an existing OM.
LOI
Price, deposit, due diligence and financing terms filled from the deal.
Excel model
The full pro forma as a workbook a client or lender can trace.
Share link
A read-only page of the deal. No account needed to view it; you set the expiry.
Built for brokers and investors
Your deals, your numbers.
Your deals stay yours
Invite-only accounts. Each broker sees only their own deals, enforced by the database itself. Uploaded leases and OMs are deleted after they are read.
Numbers you can defend
Every formula is checked against independent hand calculations. The Excel export carries the whole model, so a client or lender can trace each figure back to its inputs.
Questions people ask
Is it only for brokers?
No. Brokers use it to price listings and send Offering Memorandums and LOIs. Investors and sponsors use the same model to underwrite their own acquisitions, compare scenarios, structure debt and LP / GP splits, and send an Investor Memorandum to partners.
Which property types?
Six: Office, Industrial, Retail and Multifamily, plus Self Storage and Mixed-Use as specialty sectors. Each runs on the same 10-year model with financing, exit, returns and tax. Your account can be set up for any combination of them.
Do clients need an account?
No. A share link opens a read-only copy of the deal in any browser. You choose an investor or a client version, and when the link expires.
Does it pull from Crexi automatically?
No. Crexi and LoopNet do not allow other apps to read their pages. Paste the listing text or screenshots, or upload the OM, and CRE Maxi fills the deal from those for your review.
Where is my data stored?
Deals are saved to your account in a hosted database, with a working copy in your browser. Each broker can read only their own deals. Uploaded documents are deleted once they have been read.
Can I use my own branding?
Yes. Add your logo, name, company and contact details once in My Branding. They appear on the Investment Summary, the LOI, printed pro formas and shared links.
Bring your next OM.
Accounts are by invitation. Tell us which sectors you underwrite.
Request access