You built a real estate portfolio deal by deal. DealAssay is where it all comes together: every property you own, analyzed as one portfolio — allocation, concentration, leverage, and risk in plain English — and every new deal judged against what you already hold, not in a vacuum.
Log each property — value, income, debt. The analyzer shows your allocation by sector (10% retail, 30% industrial…) and by market, your true blended yield, portfolio-wide debt coverage, and a diversification score. Concentration and leverage risks are flagged in plain English, with the reasoning spelled out.
When you underwrite a new deal, DealAssay shows what it does to your portfolio: how the sector mix shifts, whether coverage thins, whether it concentrates you further — before you wire the deposit. The verdict on the deal, and the verdict on the fit.
Send us the OM and the T-12. An analyst rebuilds the deal the way a new owner inherits it — taxes reassessed at your price, expenses normalized, financing stress-tested — and returns a Proceed / Conditional / Walk Away verdict with a memo and the full Excel model.
Each property takes two minutes: what it's worth, what it earns (NOI), what you owe on it. No spreadsheets, no jargon — the app explains every term as you go.
The analyzer computes what an institutional allocator would ask about your portfolio: concentration, leverage, coverage, geographic spread — and tells you what each number means.
Underwrite a deal through DealAssay and the Portfolio Fit view shows the before/after: your mix, your coverage, your diversification — with this deal in it.
How your total value splits across sectors (industrial, retail, multifamily…) and markets. The guardrail: no single sector over ~40%, because one downturn shouldn't hit most of your net worth.
All the income your properties produce, divided by everything they're worth. The single number that says what your portfolio earns you.
Income divided by loan payments. Above 1.20× is comfortable; below 1.0× means the portfolio doesn't pay for its own debt.
0–100. Sector balance, geographic balance, and number of assets, weighted. Higher means a single bad event — one tenant, one storm, one market — hurts less.
When a property's yield is lower than the cost of its debt, borrowing is dragging your return down instead of boosting it. The analyzer flags each one.
Every metric above, recomputed as if you closed the deal you're looking at. The question isn't just "is it a good deal?" — it's "is it a good deal for this portfolio?"