Case Study Library
Worked examples on real deal types
Each study walks through a concrete deal end-to-end: inputs, agent reasoning, risks surfaced, recommendation, and what would have to be true to change it. Public examples meant to be read, shared, and stress-tested.
Investment Memo Example · Annotated Walkthrough
A complete IC memo on a Class B suburban office acquisition, annotated section by section with the underwriting logic, the committee questions to expect, and the typical follow-up diligence requests.
Cap (Asking)
8.2%
Occupancy
73%
WALT
3.4 years
Verdict
Pass
Phoenix Multifamily Market Review · Mid-2026
A market-level case study applying the five-variable secondary-market framework to Phoenix multifamily. Strong fundamentals, painful supply cycle, attractive entry pricing on the other side of absorption.
Framework Score
20/25
Supply Pressure
4.3% of stock
Rent CAGR (5yr)
+5.8%
Cap Rate Spot
5.6%
AI Analysis of a 48-Unit Multifamily Property
A worked end-to-end analysis of a value-add multifamily in West Tampa. Five specialist agents collaborate; the IC verdict is Conditional with a counter-bid recommendation 4% below ask.
Cap (Broker)
5.85%
Cap (Recast)
4.95%
Risk Score
62/100
Investment Score
68/100