Comparable Sales Report & Investment Memo Generator
A done-for-you commercial real estate automation built for the Property / Market Analyst, connecting Google Sheets and PandaDoc so the work below happens on its own.
What this automation does, step by step
When an analyst is asked to underwrite a potential acquisition or lease transaction, this automation pulls comparable sales and lease transactions from connected data sources, formats them into a clean comp grid, and feeds the data into a standardized investment memo template, pre-populating the property description, market context, and comparable analysis sections.
The analyst focuses their time on the qualitative judgment, market narrative, and financial modeling rather than the data aggregation and document formatting that typically consumes 60% of memo preparation time.
Final memos are sent to the client or investment committee via a branded delivery link automatically when the analyst marks the memo complete.
- CoStar or CompStak API (comparable data)
- Zapier or Make.com
- Google Sheets (financial model template)
- OpenAI API (market narrative draft)
- PandaDoc or Google Docs (investment memo template)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means a property / market analyst handles each case reactively, after someone has already noticed something went wrong. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Daily and weekly digests delivered automatically
- Threshold alerts when a key number moves
- Dashboards fed directly from your systems
- Client and owner reports assembled without copy and paste
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