DEFEND YOUR NOI.
Know your NOI impact before you sign, renew, buy, sell or negotiate, backed by your portfolio data, not a spreadsheet hunt.
Know your NOI impact before you sign, renew, buy, sell or negotiate, backed by your portfolio data, not a spreadsheet hunt.
Your loan file is in SharePoint. Your rent roll is in an Excel spreadsheet in OneDrive and it is out of sync with Yardi.
Claude can only see one folder. Your portfolio lives in all three.
You connected Claude to your SharePoint and you asked:
"Which loans are maturing before my leases expire?"
It gave you a confident answer and it was obviously wrong.
Cap Books takes every document and system in your portfolio, rent rolls, leases, proformas, budgets, IC memos, Yardi exports, MRI reports, Hopem data, Building Stack records, and structures it automatically into a single queryable database. No data team. No engineering. Live in days.
Built for teams dealing with messy Yardi exports, mismatched rent rolls, lease PDFs scattered across SharePoint, and MRI or Hopem data that never quite lines up. Cap Books reconciles all of it automatically.
Which loans are maturing in the next 12 months, and which of those have leases expiring before the loan maturity date?
Cap Books cross-references your debt schedule with your full lease expiry data and flags every tenant whose lease ends before the loan matures.
What is the current vacancy rate across my portfolio, broken down by property and asset class?
Cap Books reads your rent rolls and Yardi, MRI, and Hopem exports to calculate current occupancy and vacancy by property and asset class, updated whenever new data is ingested.
Which tenants have leases expiring in the next 6 to 18 months?
Cap Books pulls from all your lease PDFs and property management exports to surface every expiring lease in the window you specify, with tenant name, GLA, and base rent.
What is the actual NOI versus budget for each property this quarter, and which properties have the largest negative variance?
Cap Books reconciles your operating statements against your proformas and budgets, then ranks properties by negative NOI variance so you know where to focus.
Which properties have the most available equity if refinanced at current LTV ratios?
Cap Books reads your debt schedules and appraisal data, applies your LTV parameters, and ranks properties by available equity.
What is the weighted average lease term remaining across my portfolio by asset class?
Cap Books calculates WALT from your full lease expiry schedule across all properties, grouped by asset class.
What is the lease expiry schedule for the next 5 years by year and asset class, showing GLA at risk each year?
Cap Books aggregates your entire lease expiry schedule and groups GLA at risk by year and asset class so you can see concentration risk across the portfolio.
Show me a timeline of all rent escalations scheduled across my portfolio for the next 24 months.
Cap Books reads escalation clauses from your lease PDFs and schedules them in a unified timeline across every property in your portfolio.
Which properties have a capital expenditure project in progress, and what is the budget versus spend to date?
Cap Books pulls CAPEX project data from your budgets and management reports and tracks budget versus actual spend by property.
We extract and structure data from any format. Yardi exports, Hopem reports, MRI data, rent roll spreadsheets, lease PDFs. No matter how messy.
Your data model is generated and populated. Schemas adapt over time as usage patterns emerge across your team.
Ask questions in plain language from Excel, Claude, ChatGPT, Gemini, Power BI, or our own interface. Same answer every time.
Point any MCP-compatible client directly at your Cap Books server. Claude Desktop, custom agents, internal dashboards. No middleware, no API wrappers.
Institutional and boutique CRE asset managers, portfolio managers, and investment analysts managing commercial assets across office, retail, industrial, and multifamily in Canada and the US. Built for teams running Yardi, MRI, Hopem, or Building Stack who are tired of hunting for answers across disconnected systems.
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