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Automated Deal Screening by Investment Criteria
Automated Deal Screening by Investment Criteria changes how commercial real estate investors look at opportunities. It quickly applies your custom IRR, Cash-on-Cash, DSCR, and cap-rate limits to every new deal. As soon as you upload documents through our AI Document Extraction for Real Estate or generate unit mixes with Rent Roll & Unit Mix Automation, Cactus automatically parses critical inputs and feeds them into the screening engine. Combined with precise financing estimates from the Real Estate Loan Sizing Calculator, this feature weeds out low‑fit assets in seconds, ensuring you focus only on high‑return opportunities.
From there, you can dive deeper into valuation scenarios using our Real Estate DCF Analysis Tool or stress-test key assumptions with the Real Estate Sensitivity Analysis Tool. By eliminating manual filtering and enforcing consistent investment discipline, Automated Deal Screening accelerates your underwriting funnel, reduces risk, and frees up your team to pursue the deals that truly meet your strategic objectives. Ready to see it in action? Schedule a demo and discover how Cactus can streamline your path from pipeline to close.
Flawless, lightning-fast underwriting.
Discover why leading firms and individual investors rely on Cactus for faster and more accurate underwriting.
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Automated Deal Screening by Investment Criteria applies your exact IRR, Cash‑on‑Cash, DSCR and cap‑rate rules the moment you feed Cactus a new opportunity. After your PDFs land in AI Document Extraction for Real Estate or your rent rolls turn into live unit mixes via Rent Roll & Unit Mix Automation, every deal is scored against your thresholds in seconds. Those same inputs drive the Real Estate Loan Sizing Calculator to verify lender fit before you even open a model. The payoff is a deal funnel that surfaces only the properties built for your returns—no low‑fit assets slowing you down.
Screen thousands of listings without manual work. Cactus flags only the deals that clear your pass/fail logic, so you dive straight into underwriting the right ones.
Every threshold you set—whether it’s a minimum DSCR for stability or a cap‑rate target for yield—is enforced uniformly. That consistency keeps audits clean, lender reviews smooth and every analyst on the same page.
Screening flows directly into deeper analysis. Clear passes move into the Real Estate DCF Analysis Tool for valuation or the Real Estate Sensitivity Analysis Tool for stress‑testing. No exporting, no re‑entry, just uninterrupted focus on your best deals.
With manual filtering out of the way, your team spends less time on low‑fit prospects and more time on negotiation, market research and closing deals. Faster pipeline throughput means more wins, without adding headcount.
Every screened deal feeds a transparent record of your firm’s performance standards. That data powers better market comparisons, sharper value‑add strategies and tighter negotiation tactics, so you not only find the right deals but win them.
Looking through deal sheets, rent rolls, and lender term sheets used to take hours of working with spreadsheets and personal judgment. Automated Deal Screening by Investment Criteria turns that process into a single click. Once you’ve imported documents via AI Document Extraction for Real Estate or spun up unit mixes with Rent Roll & Unit Mix Automation, Cactus instantly applies your IRR, Cash‑on‑Cash, DSCR and cap‑rate rules.
Those same metrics flow into the Real Estate Loan Sizing Calculator so you can confirm financing fits your lender’s parameters before opening a model. From there, top‑scoring deals populate your Quick Analysis dashboard, where you can launch right into the Real Estate DCF Analysis Tool or dive into real‑time stress testing with the Real Estate Sensitivity Analysis Tool. By collapsing manual filtering and data hand‑offs into automated, rules‑driven scoring, Cactus accelerates every step from document ingestion to decision-ready insights.
Every strategy has its own sweet spot. Whether you focus on value‑add multifamily, core office assets or industrial warehousing, you can tailor screening thresholds to match each sector’s risk‑return profile. Cactus lets you define separate pass/fail logic—minimum DSCR for stabilized apartment communities, cap‑rate floors for retail centers, or equity multiple targets for industrial developments, and applies those filters automatically.
When you override a rule or adjust a threshold, Cactus captures that refinement, continuously improving your deal‑selection engine. Over time, your feedback trains the system to recognize the nuances of your strategy, ensuring every opportunity that reaches your desk aligns with both market realities and your firm’s proprietary benchmarks.
Screening deals one by one caps your throughput; relying on generic checklists leaves high‑potential assets buried in the pipeline. With Automated Deal Screening, you can clear thousands of listings in the time it takes to read one. That speed doesn’t just boost volume—it sharpens your competitive edge.
Early LOI submissions backed by AI‑verified pass/fail logic win in fast‑moving markets, and audit‑ready logs of every screening decision smooth lender reviews and due‑diligence. Best of all, by automating deal prioritization you liberate your analysts from repetitive tasks, freeing them to focus on market research, negotiation tactics and closing the deals that truly move the needle.
Schedule a one-on-one call with a member of the Cactus team to see how we can help you move faster, underwrite with confidence, and win more deals.
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