Instant portfolio intelligence, without chasing people, files, or spreadsheets.

LobbyCRE.AI centralizes your data so you can analyze performance, generate reports, and evaluate risk in minutes instead of days.

Get answers when you need them. Not days later.

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LobbyCRE.AI is a portfolio intelligence platform for commercial real estate teams.

It brings your data into one place so you can answer complex portfolio questions instantly and automate the reporting and analysis that normally takes days.

Built for the CRE Industry

Designed for commercial real estate teams responsible for portfolio performance, reporting, and capital decisions.

If your day involves asking for numbers, waiting for updates, or rebuilding the same reports every month, LobbyCRE.AI fits how you already work.

You will get the most value if you:

  • Are accountable for asset performance but do not want to chase updates
  • Review reports but still have follow up questions
  • Manage recurring reporting that takes too much time
  • Need faster answers to support portfolio, capital, or operational decisions
Agent Overview

Asset Management

Automate the repeatable tasks

Acquisitions & Dispositions

Analyze deals faster

Development

Manage budgets and track progress

Finance

Automate reports and analysis

Investor Relations

Prep pitch decks and financials for outside investments

Leasing

Track leases and tenant turnover

A better way to work with your data.

Instead of assembling spreadsheets and waiting on updates, teams can move from reactive reporting to proactive decision making. Your team already knows what to look for. LobbyCRE.AI helps you get there faster.

  • Ask questions
  • Explore performance
  • Generate reporting

What you can do with LobbyCRE.AI

Get clear answers to portfolio questions

Understand performance across properties, loans, and portfolio metrics.

Generate reporting instantly

Create investor summaries, financial statements, and portfolio updates without rebuilding reports every month.

Automate recurring analysis

Turn repeat tasks like portfolio summaries, variance analysis, and reporting into workflows that run automatically.

Surface risks and opportunities earlier

Identify performance trends, refinance opportunities, and portfolio risks before they become bigger problems.

How your team uses it

  • Connect your data Financials, operational data, and portfolio information are unified into one environment
  • Ask questionsGenerate insights, reports, and analysis instantly
  • Automate repeat workTurn recurring processes into workflows that run automatically
  • Start using it right awayStructured onboarding and guided implementation so your team can begin without changing how they already work
  • Secure firstYour data stays private and fully controlled within your environment
Best Practices

Start with a question you already ask today.

You do not need to learn a new system to begin. Start with the questions you already ask when managing your portfolio.

Provide the latest forward rate curve and generate an analysis of the potential risks to my portfolio given the Fed's recent decisions.
Run a downside case for a property in my portfolio: NOI -10%, cap rates +50 bps, and summarize DSCR and IRR impact.
I'm going on a site visit at one of my properties and want to know what things I should focus on and ask the property manager about.
Identify which properties in my portfolio are most exposed to macroeconomic shifts like interest rate hikes or consumer spending slowdowns.
Review my portfolio and cite the risks that could cause a shortfall to my business.
Draft a quarterly investor letter from the CFO summarizing portfolio performance and highlighting key financial and operational KPIs.
Create a quarterly asset report for each property in my portfolio. Then set up an email schedule to send to investors each quarter.
Analyze leasing performance at one of my properties and identify which unit types tend to remain vacant the longest. Provide recommendations to reduce vacancy times and package the findings in an email.
Having our portfolio data integrated with Lobby AI has transformed how we work. Team members can now access performance insights directly, enabling us to collaborate more effectively and improve portfolio performance.
JustinPartner & Portfolio Manager, DeRosa Group

Want help walking through it?

If you want someone to guide you through LobbyCRE.AI using your process and your data, book a demo.

Your data stays yours.

LobbyCRE.AI operates within your environment so your data is never shared or reused outside your organization.

  • Private
  • Controlled
  • SOC 3 compliant