Recommendations Engine
Your next move, backed by math
Six analysis categories surface opportunities you are missing: rent optimization, expense reduction, debt restructuring, capital planning, hold/sell signals, and market positioning. Every recommendation shows its reasoning โ no black boxes.
$4,080
/yr saved
Refinance 88 Pine Avenue
Current rate 6.2% is 1.4% above market. Refi cost recovered in 14 months.
Hover to pause ยท Click any recommendation to inspect the math
Analysis Categories
Debt
Rent
Expense
CapEx
Hold/Sell
Market
Each category analyzes your portfolio from a different angle
Six Analysis Categories
Comprehensive coverage across debt optimization, rent optimization, expense reduction, CapEx planning, hold/sell analysis, and market positioning.
Refinance 412 Oak Ave
Current rate 6.75% is 1.5% above market average of 5.25%
Inputs
Current: $485K @ 6.75% โข 25yr โข $3,240/mo
Calculation
Refi @ 5.25% โ $2,560/mo โ $680/mo savings
Threshold
Triggered: rate delta > 1.0% (ฮ = 1.5%)
Transparent Reasoning
Every recommendation shows its work. See the exact inputs, formula applied, and threshold that triggered the insight. No black boxes.
Priority Ranking
Priority Scoring
Recommendations are ranked by potential impact and urgency. Know which actions will move the needle most.
AI Narrative
Your portfolio shows strong overall performance with a health score of 82. Three of four properties are performing above benchmark.
Key opportunity: 412 Oak Ave carries a 6.75% rate that is 150bps above current market. Refinancing at today's 5.25% rate would save $680/mo ($8,160 annually), improving portfolio DSCR from 1.38x to 1.52x.
Watch item: 305 Market Blvd has declining occupancy. Consider a $125 rent adjustment on Unit 2B to align with market comps.
AI Narratives
Claude AI transforms complex analysis into clear, professional language. Perfect for stakeholder communication.
Action Tracking
Refinance 412 Oak Ave
completed โข Mar 15
HVAC quote 305 Market
in-progress โข Mar 22
Raise rent Unit 2B
pending โข Apr 1
Action Tracking
Mark recommendations as in-progress, completed, or dismissed. Track implementation and measure results.
Recommendation History
Jan 2026
Refinanced 88 Pine Ave
Saved $520/mo
Nov 2025
Raised rent Unit 1A
+$150/mo revenue
Aug 2025
Replaced HVAC 27 Elm
-22% energy costs
Historical Context
See how recommendations evolve over time. Previous suggestions and their outcomes inform future insights.
Outcomes
What the engine surfaces every month
6
Analysis categories
Rent, expenses, debt, capital, hold/sell, and market positioning โ every property, every month.
$340
Avg monthly savings per recommendation
Median across rent optimization and refinance suggestions.
0
Black boxes
Every recommendation shows its inputs, formula, and threshold โ no "trust me" outputs.
See Recommendations Engine in action
Review Your Recommendations
Review Your Recommendations
See all active recommendations sorted by priority. Each card shows the category, potential impact, and a brief summary.
Active Recommendations
Understand the Reasoning
Understand the Reasoning
Expand any recommendation to see the full analysis. Inputs, thresholds, and calculations are fully transparent.
Current rate 6.75% exceeds market by 150bps
Inputs
$485K balance
6.75% rate
$3,240/mo
Calculation
Refi @ 5.25%
โ $2,560/mo
ฮ $680/mo
Threshold
Rate ฮ > 1.0%
Actual: 1.5%
Triggered
Read AI-Generated Narrative
Read AI-Generated Narrative
Get the recommendation explained in plain language. Perfect for sharing with partners or stakeholders who prefer prose over numbers.
AI-Generated Narrative
Based on current market conditions, refinancing 412 Oak Ave represents your highest-impact opportunity. At today's rates, you could reduce annual debt service by $8,160.
This would improve the property's DSCR from 1.38x to 1.52x, bringing it above your portfolio target of 1.45x. Break-even on closing costs occurs at 14 months.
Ready to see your portfolio differently?
Free for up to 3 properties. No credit card, no sales call.
Use cases
When to use Recommendations Engine
Real scenarios where Recommendations Engine delivers value
The engine identifies properties where current debt terms are suboptimal compared to available market rates and your portfolio strategy.
Outcome: Surface refinancing opportunities that could save thousands per year in interest.
Analysis considers market rates, lease terms, tenant history, and property condition to recommend appropriate adjustments.
Outcome: Optimize rental income while maintaining occupancy and tenant relationships.
Compare expense ratios across properties and against market benchmarks. Identify specific categories where spending is above normal.
Outcome: Find expense reduction opportunities without sacrificing property quality.
Holistic analysis considers current market conditions, property trajectory, and portfolio composition.
Outcome: Make informed disposition decisions backed by comprehensive analysis.
Common questions
Each property runs through six rule sets that compare your data against benchmarks (market rent, comparable DSCR, expense ratios, FCI thresholds). When something falls outside a healthy band, the engine surfaces it with the specific input that triggered the rule.
Explore related products
Ready to get started?
Join property owners making smarter decisions with their real estate investments.
100 founding member spots. 6 months free. Fully refundable.