Most agents run their next deal through a single chat reply. An investment committee asks three separate questions: what does the market say, what do the documents say, and what do the numbers do under stress. Three connected systems split that answer back out.
Use a live research connector to gather supply pipeline, recent transaction prices, comparable activity, and rental trends, every claim anchored to a citation.
Load the brochure, contract, and any market notes into a document tool and ask it to cross-reference, not summarise in isolation, every document against every other.
Compute total cost to close, cash-on-cash, net yield, and stress test against delay, vacancy, and a wider exit assumption.
Combine the market view, the risk register, and the underwriting into one document with a recommendation and named conditions.
Compose a full investment memo synthesising the market view, the document risk register, and the underwriting. Structure: executive summary with recommendation, market view, top three risks by severity, underwriting table, stress test, and a recommendation with conditions, not just a verdict.
Citations aren't truth. Read the source list; two or three top citations should come from publishers you'd already trust.
It reads what's in the pack, not what a seller left out. A separate legal review and public-record search still matter.
Pressure-test the rent and exit assumptions before treating the recommendation as reliable.
A memo that ends with 'proceed if X holds' is useful every time the deal changes. A bare yes or no is useful once.