Dealpath AI Anchors Every Investment Decision in CRE Firms' Proprietary Data and Strategy

SAN FRANCISCO & NEW YORK: Dealpath, the AI-powered operating system for real estate investing, today announced Dealpath AI, a suite of AI capabilities natively embedded across the real estate investment lifecycle. Following an early access period with leading institutional investors, Dealpath AI marks the release of additional workflow-native capabilities spanning sourcing, screening, underwriting, and pipeline management.

The announcement comes as institutional CRE firms face growing pressure to operationalize AI at scale. One significant obstacle firms face with deploying AI successfully is creating the right AI foundation to underpin every query and analysis. According to an upcoming survey from Dealpath of over 100 buy-side investors, a lack of infrastructure accounts for 90% of failed AI deployments. Dealpath AI, developed specifically for the needs of CRE investment firms, directly addresses this challenge by grounding outputs in a firm’s own structured data while maintaining the data governance and controls large institutional investors demand.

"Our clients have been clear about what they need: not more AI tools to manage, but AI insights rooted in the same data that drives their investment decisions," said Mike Sroka, CEO and Co-Founder of Dealpath. "Dealpath AI leverages a firm’s institutional memory - clients’ portfolios, comps, and years of deal decisions - building a proprietary advantage that compounds over time in ways generic tools never could. The AI capabilities we've made available are designed to unlock faster decisions, greater deal velocity, and smarter capital allocation."

Connecting Institutional Data to the AI Tools Teams Already Use

Two Dealpath AI capabilities extend firms' structured data into the external environments where their teams already work, such as Claude, Copilot, and Excel, ensuring that outputs are as reliable as the data behind them.

Dealpath MCP lets external AI apps, including Claude, Copilot, and ChatGPT, access a firm's deal pipeline, comps, and portfolio information, so investment teams can query their Dealpath data within those tools. For example, investment teams can request the status of current deals in due diligence, generate portfolio summaries for board decks and investor updates, and equip asset management teams with the same data their acquisitions counterparts use. Teams can also update deal records directly through natural language, with changes syncing back to Dealpath automatically. Dealpath MCP respects client-defined access controls, putting data security at the forefront by only giving users access to information they’re authorized to view.

AI Excel Assistant connects Dealpath directly to Microsoft Excel through Claude and ChatGPT's Excel add-ins, enabling analysts to build underwriting models grounded in their firm's validated assumptions, proprietary comparables, and deal history. Rather than manually finding assumptions for their models, analysts underwrite with the full weight of a firm's deal intelligence behind every assumption. Each new data-rich model helps inform future underwriting assumptions, adding to a firm’s institutional data advantage and making every decision sharper than the last.

Accelerating Each Stage of the Deal Lifecycle

Dealpath AI also embeds directly into existing workflows, allowing teams to underpin every decision with data they can trust and move the right deals forward, faster.

• AI Listing Insights surfaces market context, including location trends, demographic data, and tenant information, the moment an opportunity appears in Dealpath Connect, enabling analysts to move listings directly into their pipeline.
• AI Comps automatically identifies the most relevant comparable transactions from a firm's proprietary database and MSCI RCA, ranked by proximity, recency, and portfolio fit. This reduces the burden on analysts to source comps and gives them more time to advance the best deals toward IC review.
• AI Deal Screening converts hours of document review into a tear sheet created in seconds. This capability analyzes OMs, T-12s, rent rolls, pro formas, and more to surface portfolio fit, financial analysis, a summary of highlights, and actionable next steps.
• AI Extract ingests structured data from OMs and flyers in seconds with 95% accuracy, including for deals already active in Dealpath, helping analysts create complete deal records without manual data entry.

For additional information on Dealpath AI, please visit dealpath.com/ai/.

About Dealpath

Dealpath is the world’s largest and most trusted AI-powered operating system for real estate investing. To date, the platform has powered more than $10 trillion in transactions, partnering with hundreds of firms, including leading global institutions such as Blackstone, Nuveen, LaSalle, CBRE IM, MetLife, Newmark, Oxford Properties, New York Life, UBS, Manulife, DWS, and Principal. By bringing together the only private exchange for institutional real estate listings, investment data, and intelligent execution workflows into a single platform, Dealpath enables firms to capture more opportunities, make faster decisions, execute efficiently, and deliver superior returns.

For more information, visit our website at Dealpath.com and follow us on LinkedIn.

Fonte: Business Wire