Mixed-Use CRE Underwriting Platform

Challenge

Multifamily investors expanding into mixed-use assets face a knowledge gap: office and retail leases operate under entirely different economics than residential. Enterprise CRE software like Argus costs thousands annually and assumes you already understand the asset class.

Solution

Created a dual-purpose platform: a knowledge base for learning mixed-use CRE fundamentals and a Python cashflow engine for deal analysis — all without expensive enterprise software subscriptions.

• Comprehensive research library covering office lease structures, retail CAM recovery, and mixed-use synergies
• Python-based DCF model handling per-tenant lease economics across office, retail, and multifamily components
• Expense reimbursement and recovery modeling for complex CAM and operating expense allocations
• Due diligence checklists, investment memo templates, and underwriting process documentation

Impact

• Enabled expansion into mixed-use assets with confidence, supported by structured knowledge base
• Per-tenant cashflow modeling revealed hidden value not visible in aggregate pro formas
• Zero recurring software costs while maintaining institutional-quality analysis capabilities
• Standardized investment committee presentation format and underwriting consistency