Run your investment firm from one AI platform.

Rets AI is the one place for CRE investment firms to buy, own, and operate properties.

Trusted by CRE investment firms

Buy, own, and operate,
in one place.

Your whole firm works from the same numbers, across all six modules.

Acquisitions

Every deal your brokers send is screened against your buy box when it lands, then underwritten from the lease and drafted into an LOI on your template.

See details

Asset management

Leases

Intelligence

Agents

Ask Rets

Cedar Hills Plaza

$7.4M at a 5.90% cap. Meets all 8 rules.

Pass

Mesa Ridge Industrial Park

$18.6M at a 6.25% cap. Meets all 8 rules.

Pass

Family Dollar Odessa

$1.4M at a 7.40% cap. Excluded tenant.

Fail

Westlake Crossing

$24.0M at a 7.10% cap. Rent roll not attached.

Incomplete

Perimeter Park Last-Mile

$12.8M at a 6.60% cap. Meets all 8 rules.

Pass

Mesa Ridge Industrial Park

$18.6M at a 6.25% cap. Meets all 8 rules.

Pass

Family Dollar Odessa

$1.4M at a 7.40% cap. Excluded tenant.

Fail

Westlake Crossing

$24.0M at a 7.10% cap. Rent roll not attached.

Incomplete

Cedar Hills Plaza

$7.4M at a 5.90% cap. Meets all 8 rules.

Pass

Mesa Ridge Industrial Park

$18.6M at a 6.25% cap. Meets all 8 rules.

Pass

Family Dollar Odessa

$1.4M at a 7.40% cap. Excluded tenant.

Fail

Westlake Crossing

$24.0M at a 7.10% cap. Rent roll not attached.

Incomplete

Perimeter Park Last-Mile

$12.8M at a 6.60% cap. Meets all 8 rules.

Pass

Mesa Ridge Industrial Park

$18.6M at a 6.25% cap. Meets all 8 rules.

Pass

Family Dollar Odessa

$1.4M at a 7.40% cap. Excluded tenant.

Fail

Westlake Crossing

$24.0M at a 7.10% cap. Rent roll not attached.

Incomplete

01Acquisitions

Every deal screened against your buy box, underwritten and drafted into an LOI.Explore Acquisitions

Asset management48 properties

Implied NAV

$327.6M

48 of 48 marked

Annual rent

$40.8M

78 leases

NOI

$39.6M

6.06% blended

Debt service

$23.1M

22 loans

DSCR

1.41x

2 below 1.25x

WALT

7.5 yrs

Rent weighted

Asset management48 properties

Implied NAV

$327.6M

48 of 48 marked

Annual rent

$40.8M

78 leases

NOI

$39.6M

6.06% blended

Debt service

$23.1M

22 loans

DSCR

1.41x

2 below 1.25x

WALT

7.5 yrs

Rent weighted

02Asset Management

Rent, debt and value for every property you own, kept current.Explore Asset Management

Rent and termUlta Beauty

Years 1–10

$397,300

Jun 2013 to May 2023

Stated

Years 11–20

$437,000

Jun 2023 to May 2033 · Current

Stated

Years 21–25

$480,700

Jun 2033 to May 2038

Stated

Rent and termUlta Beauty

Years 1–10

$397,300

Jun 2013 to May 2023

Stated

Years 11–20

$437,000

Jun 2023 to May 2033 · Current

Stated

Years 21–25

$480,700

Jun 2033 to May 2038

Stated

03Leases

Every lease abstracted, each term and date cited to its clause.Explore Leases

Deal flowLast 365 days

Deals received

1,482

Deals to LOI

Deals closed

Buy box pass rate

25%

Conversion funnel

Received

1,482

LOI sent

Closed

Deal flowLast 365 days

Deals received

1,482

Deals to LOI

Deals closed

Buy box pass rate

25%

Conversion funnel

Received

1,482

LOI sent

Closed

04Intelligence

Deal flow, brokers and markets, drawn from your own records.Explore Intelligence

Agents4 active

Underwriting Analyst

Underwrites every deal that passes

Completed

Acquisitions Associate

Reads every new email

Completed

Lease Administrator

Watches every lease deadline

Running

Agents4 active

Underwriting Analyst

Underwrites every deal that passes

Completed

Acquisitions Associate

Reads every new email

Completed

Lease Administrator

Watches every lease deadline

Running

05Agents

Describe a job in a sentence and it runs on every deal.Explore Agents

Ask Rets

When does the ground lease end, and how does rent grow?

The lease runs to March 31, 2041,1 with rent up 10% every five years.2

1Ground lease · p.3

“The Term shall expire on March 31, 2041, unless sooner terminated or extended.”

Ask Rets

When does the ground lease end, and how does rent grow?

The lease runs to March 31, 2041,1 with rent up 10% every five years.2

1Ground lease · p.3

“The Term shall expire on March 31, 2041, unless sooner terminated or extended.”

06Ask Rets

Ask anything about your deals and portfolio, answered with the source.Explore Ask Rets

“Rets AI compresses hours of document review and underwriting into minutes, allowing our team to operate with a level of clarity and efficiency we've never had before.”

Ty BarboManaging Principal Sierra Capital Club

“Rets AI is the functional layer of AI in real estate. It takes the cost and error out of the work that defines due diligence and risk.”

Adam IbrahimManaging Principal Candor Capital

“Rets AI is the functional layer of AI in real estate. It takes the cost and error out of the work that defines due diligence and risk.”

Adam IbrahimManaging Principal Candor Capital

Your single source of truth. See the whole picture.

Every deal, lease and loan, connected in one record. Get the whole answer with its source, in Rets or Claude.

Offering memorandums1,238

Leases and amendments78

Loans22

Rent and statements48 properties

Email and files6,412

Decisions, with reasons516

HCHalden CapitalSingle source of truth

RetsMCP

In RetsIn Claude

Ask RetsHalden Capital

Which deals did we pass on this year because of tenant credit?

You passed on 14 deals for tenant credit this year. The three largest:1

Tenant	Asking	Reason
Big Lots	$5.2M	Below your BBB- floor
Rite Aid	$3.4M	Below your BBB- floor
Joann	$2.8M	No public rating

1Pass reasons on 14 deals, saved by your team

Ask Anything

Deals we passed on for creditShare

Which deals did we pass on this year because of tenant credit?

Searched deals Rets AI

You passed on 14 deals for tenant credit this year. The three largest:

Tenant	Asking	Reason
Big Lots	$5.2M	Below your BBB- floor
Rite Aid	$3.4M	Below your BBB- floor
Joann	$2.8M	No public rating

Reply to Claude…

Rets AIOpus 5.5

Offering memorandums1,238

Leases and amendments78

Loans22

Rent and statements48 properties

Email and files6,412

Decisions, with reasons516

HCHalden CapitalSingle source of truth

RetsMCP

In RetsIn Claude

Ask RetsHalden Capital

Which deals did we pass on this year because of tenant credit?

You passed on 14 deals for tenant credit this year. The three largest:1

Tenant	Asking	Reason
Big Lots	$5.2M	Below your BBB- floor
Rite Aid	$3.4M	Below your BBB- floor
Joann	$2.8M	No public rating

1Pass reasons on 14 deals, saved by your team

Ask Anything

Deals we passed on for creditShare

Which deals did we pass on this year because of tenant credit?

Searched deals Rets AI

You passed on 14 deals for tenant credit this year. The three largest:

Tenant	Asking	Reason
Big Lots	$5.2M	Below your BBB- floor
Rite Aid	$3.4M	Below your BBB- floor
Joann	$2.8M	No public rating

Reply to Claude…

A single source of truth

Deals, leases, properties, loans, files and email in one place, each value tied to its source.

The whole picture, every time

Every deal, lease, loan and file is linked, so whatever you open shows everything connected to it.

Ask Rets anything

Ask Rets about any deal, lease or property and get the answer with its source, in Rets or in Claude.

Enterprise-ready from day one.

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AES-256 at rest

TLS 1.2+ in transit

Enterprise-ready from day one.

Visit our Trust Center

SOC 2 Type I

See details

AES-256 at rest

TLS 1.2+ in transit

Enterprise-ready from day one.

Visit our Trust Center

SOC 2 Type I

AES-256 at rest

TLS 1.2+ in transit

Built around how your firm works.

Your rules, templates and team are set once, then used on every deal.

Buy box

Buy boxPass

Cap rate of 5.91% clears your 5.5% floor.

Asking price of $7.4M is within your $2.0M to $15.0M target.

DSCR of 1.36x clears your 1.25x floor.

+6 more

Buy boxPass

Cap rate of 5.91% clears your 5.5% floor.

Asking price of $7.4M is within your $2.0M to $15.0M target.

DSCR of 1.36x clears your 1.25x floor.

Your rules score every deal, and each verdict shows the rules it passed and failed.

LOI templates

Templates2

Halden LOI Usual

14 fields · Sep 12

Ready

Portfolio LOI

11 fields · Aug 28

Draft

Templates2

Halden LOI Usual

14 fields · Sep 12

Ready

Portfolio LOI

11 fields · Aug 28

Draft

Every LOI starts from your template, with the deal’s figures filled in.

Agents

Trigger

Deal screened

Condition

Cap rate at least 7%

Action

Approve

Draft LOI

Trigger

Deal screened

Condition

Cap rate at least 7%

Draft LOI

Pick a trigger, a condition and the actions: draft the LOI, approve or deny, or run research.

Roles and permissions

Members3

Maya Chen

maya@haldencapital.com

Admin

Daniel Ortiz

dan@haldencapital.com

Member

Priya Shah

priya@haldencapital.com

Member

Members3

Maya Chen

Admin

Daniel Ortiz

Member

Priya Shah

Member

Admins manage the firm’s settings. Members work the deals.

Field history

Renewal optionsUlta Beauty

Base lease, 2013

Three 5-year options

Amendment 1, 2019

Four 5-year options

Governs

Renewal optionsUlta Beauty

Base lease, 2013

Three 5-year options

Amendment 1, 2019

Four 5-year options

Governs

Every figure shows what each document did to it, and which one governs.

Guided onboarding

Getting started2 of 5 done

Connect your email

Set your buy box

Watch a buy box

See your first deal

Invite your team

Getting started2 of 5 done

Connect your email

Set your buy box

Watch a buy box

See your first deal

A walkthrough for your team, and your portfolio imported by the Rets team.

Run your investment firm from one AI platform.

Buy, own, and operate,in one place.

Your single source of truth. See the whole picture.

Enterprise-ready from day one.

Enterprise-ready from day one.

Enterprise-ready from day one.

Built around how your firm works.

Buy box

Buy box

LOI templates

LOI templates

Agents

Agents

Roles and permissions

Roles and permissions

Field history

Field history

Guided onboarding

Guided onboarding

Buy, own, and operate,
in one place.