How to build a Acquisition Analysis Memo Agent
An AI-powered real estate investment analysis workflow that processes offering memorandums and underwriting models to automatically generate location & market analysis, deal economics summaries, claim validation reports, and a formatted investment memo.
Challenge
Real estate investment analysts spend countless hours manually reviewing offering memorandums, validating market claims, analyzing underwriting models, and compiling investment committee memos—a process that is slow, error-prone, and resource-intensive.
Industry
Real Estate
Department
Sales
Finance
Integrations
OpenAI
Web Search
Automated Investment Memo Generator for Real Estate Deals
This intelligent workflow transforms the way real estate investment teams analyze and document potential acquisitions. By uploading an Offering Memorandum (OM) and an Underwriting Model, the system automatically:
Analyzes Location & Market Context: Ingests the OM and submarket data to produce a detailed write-up on market trends, rent comparables, construction pipeline, and how the subject property fits within its competitive landscape.
Summarizes Deal Economics: Parses the underwriting Excel model to extract and analyze sources & uses, operating projections, NOI progression, and returns metrics (cash-on-cash, IRR, equity multiples), flagging any aggressive assumptions or inconsistencies.
Validates Key Claims: Extracts claims made in the OM and uses deep research tools to independently verify each statement, tagging them as "Validated" or "Needs Review" for due diligence transparency.
Generates a Downloadable IC Memo: Combines all analyses into a single, professionally formatted Word document ready for investment committee review.
Key Outputs:
Location & Market Analysis Report
Deal Economics Summary
Claim Validation Report
Downloadable Investment Committee Memo (DOCX)
Ideal For:
Private equity real estate teams, acquisitions analysts, and investment committees seeking to accelerate deal evaluation, reduce manual workload, and ensure rigorous, data-backed investment decisions.
