# Altrio

> Altrio is an AI-native deal management platform for commercial real estate. It captures, screens, and scores every inbound CRE deal automatically, then powers your pipeline, market data, and CRM in one platform.

Altrio is built for commercial real estate investors, lenders, developers, and brokers. Its AI reads the emails, offering memorandums, rent rolls, and T12s that brokers send, extracts underwriting-ready data (verified to 100% accuracy by CRE-trained analysts), scores each deal against your buy box, and keeps your pipeline, proprietary comps database, and relationship CRM in sync — all in one platform.

## Platform
- [Features](https://altrio.com/features): Every Altrio capability: AI agent integration, data extraction, pipeline tracking, workflow, comps, CRM, fund management, and deal marketing.
- [Deal sourcing & screening](https://altrio.com/deal-sourcing-screening): Reads every inbound deal in your inbox, extracts key metrics from OMs and rent rolls, and scores it against your buy box automatically.
- [AI-powered data extraction](https://altrio.com/ai-powered-real-estate-data-extraction): Turns the emails, OMs, rent rolls, and T12s brokers send into structured, underwriting-ready data, verified to 100% accuracy by CRE-trained analysts.
- [Pipeline management](https://altrio.com/pipeline-management): One live pipeline for every deal, from first look to close, with workflow automation and analytics on where deals stall.
- [Market data & comps](https://altrio.com/market-data): Turns the deal flow you already see into a proprietary comps database, organized by market and pulled straight into your underwriting.
- [Relationship management (CRM)](https://altrio.com/crm-relationship-management): Builds your CRM automatically from inbound deal flow, tracking relationship health and matching deals to the right buyers.
- [Trust & security](https://altrio.com/trust-security): SOC 2 Type 2, 256-bit AES encryption, and GDPR/CCPA compliance. Customer data is never used for AI training.
- [Pricing](https://altrio.com/pricing): Altrio Pro from $49/user/month for individual deal screening; Enterprise adds firm-wide workflows, market data, and dedicated support.

## Use cases
- [Acquisitions](https://altrio.com/use-cases/acquisitions): Altrio's acquisitions platform automates deal sourcing, underwriting, and pipeline tracking so investment teams can close deals faster. Request a demo.
- [Asset Management](https://altrio.com/use-cases/asset-management): Altrio's asset management software centralizes leasing, market data, and portfolio reporting for real-time visibility into every deal. Request a demo.
- [Investment Sales](https://altrio.com/use-cases/broker-deal-execution): Altrio's broker platform manages deal execution from lead capture to closing — buyer CRM, CA management, data rooms, and deal flyers. Request a demo.
- [Debt Placement](https://altrio.com/use-cases/broker-debt-placement): Altrio's debt placement platform manages deal execution from lead capture to closing — lender CRM, CA management, and data rooms. Request a demo.
- [Capital Raising](https://altrio.com/use-cases/capital-raising): Altrio's capital raising platform centralizes deal marketing, CA management, data rooms, and investor CRM in one Enterprise Solution. Request a demo.
- [Development](https://altrio.com/use-cases/development): Altrio's development platform centralizes screening, workflow tracking, and vendor documents from due diligence through rezoning and closing. Request a demo.
- [Dispositions](https://altrio.com/use-cases/dispositions): Altrio's dispositions platform centralizes owned-asset data, comps, and market insights so investors can price and sell assets faster. Request a demo.
- [Lending](https://altrio.com/use-cases/lending): Altrio's lending platform automates deal screening, configurable loan workflows, and borrower relationship tracking for lenders. Request a demo.
- [Portfolio Management](https://altrio.com/use-cases/portfolio-management): Altrio's portfolio management software gives investors real-time visibility into fund allocations, performance tracking, and deal-level data. Request a demo.

## Company
- [About Altrio](https://altrio.com/about): Built by real estate and SaaS veterans with decades of industry experience solving deal management's toughest problems.
- [Case studies](https://altrio.com/case-studies): Why leading real estate firms choose Altrio to source, screen, and execute deals.
- [Real estate glossary](https://altrio.com/glossary): Hundreds of CRE terms and concepts explained for investors, lenders, and developers.
- [Events](https://altrio.com/events): Where to meet the Altrio team at CRE industry events.
- [Request a demo](https://altrio.com/request-a-demo): See Altrio on your own deal flow.

## Customer stories
- [AEW Capital Management](https://altrio.com/clients/aew-capital-management): AEW Capital Management is a leading global real estate investment firm. As it scaled, AEW needed a deal management platform that could support complex deal structures, capital allocation workflows, and reporting across acquisitions and dispositions — with market intelligence captured in one centralized system.
- [PGIM Real Estate](https://altrio.com/clients/pgim-real-estate): PGIM Real Estate, a $206B real estate investment manager with offices worldwide, identified an opportunity to enhance its data strategy by leveraging Altrio across its global business.
- [Brookfield Properties](https://altrio.com/clients/brookfield-properties-altrio-case-study): Brookfield Properties develops and operates real estate investments on behalf of Brookfield Asset Management — one of the largest alternative asset managers in the world.
- [Scarp Ridge Capital Partners](https://altrio.com/clients/scarp-ridge-capital-partners-altrio-case-study): Scarp Ridge Capital, founded by Greg Rush, brings over 100 years of collective investing experience, focusing on operating-intensive real estate asset classes such as senior housing.
- [QuadReal Property Group](https://altrio.com/clients/quadreal-property): Headquartered in Vancouver, QuadReal Property Group is a global real estate investment, operating and development company managing a $44.2 billion portfolio across 23 cities in 17 countries.

## Resources
- [7 Barriers to CRE Deal Software Adoption in 2026](https://altrio.com/resources/cre-deal-software-adoption-barriers): 66% of CRE professionals use AI weekly; only 5% trust it for deal decisions. Seven structural barriers explain the gap — and how to close each one.
- [How to Centralize CRE Underwriting in 2026](https://altrio.com/resources/how-to-centralize-cre-underwriting-in-2026): Real estate deal management software has hit a tipping point: centralizing underwriting, deal tracking, and reporting into one system of record.
- [Putting AI to Work: Lessons from CRE's Early Adopters](https://altrio.com/resources/putting-ai-to-work-lessons-from-cres-early-adopters): How are commercial real estate investors using AI? Early adopters share what works: embedding it in workflows, organizing data for agents, staying disciplined.
- [CRE Deal Management Software in 2026: How the Leading Platforms Compare](https://altrio.com/resources/cre-deal-management-software-2026): How the top CRE deal management platforms compare in 2026: Altrio, Dealpath, Intapp Properties, and AtlasX, and what to evaluate before you buy.
- [Implementation Guide: How to Get Started When Implementing a CRE Deal Management System That Can Truly Leverage AI](https://altrio.com/resources/cre-deal-management-implementation-guide): Why most CRE deal management rollouts fail at implementation rather than software, what actually separates a good implementation team, and how getting configuration right builds an AI-ready data layer from day one.
- [Four Questions to Ask Any CRE Platform About Their AI — Including Ours](https://altrio.com/resources/ai-native-cre-platform-questions): "AI-native" is on practically every CRE platform's homepage right now, but the claim and the reality don't always match. Here are four questions worth asking any vendor before you commit — and yes, that includes us.
- [Users, not systems.](https://altrio.com/resources/users-not-systems): Why AI agents and enterprise platforms need each other in real estate investing.
- [Altrio Connects AI to Investors’ Most Valuable Deal and Market Data](https://altrio.com/resources/altrio-mcp-server): Altrio’s Enterprise Solution now connects to Claude, ChatGPT, and any MCP-compatible AI assistant—turning years of proprietary deal data into an on-demand research partner.
- [Build vs. Buy in the Age of AI: What the SaaSpocalypse Gets Wrong for CRE](https://altrio.com/resources/build-vs-buy-age-of-ai): Why institutional real estate teams that 'just build it' will pay far more than they expect — and carry risk they cannot justify.
- [Why CRE Demographic Data Belongs in Your Deal Management Platform](https://altrio.com/resources/cre-demographic-data-deal-management): Stop wasting time pulling market context from third-party tools. Learn why integrating demographic data into your CRE deal platform speeds up underwriting.
- [From AI Hype to AI Workflows in CRE: Why Closed-Loop Platforms Win](https://altrio.com/resources/ai-workflows-cre-closed-loop-platforms): Move past AI hype in CRE. Learn why closed-loop platforms like Altrio outperform point solutions by turning everyday workflows into compounding intelligence.
- [Technology in Commercial Real Estate Brokerage: From Always-On to AI-Ready](https://altrio.com/resources/cre-brokerage-tech-ai): Discover how mobile connectivity and AI are reshaping commercial real estate. Learn why modernizing your workflow is the key to becoming an AI-ready CRE brokerage in a digital-first market.
- [Altrio Brings Brokers and Investors Together End-to-End](https://altrio.com/resources/altrio-brings-brokers-and-investors-together-end-to-end): Altrio announced the evolution of its commercial real estate deal management platform into a fully unified, end-to-end ecosystem that connects brokers and investors on a single platform.
- [Is Your Deal Data Holding You Back?](https://altrio.com/resources/is-your-deal-data-holding-you-back): Stop losing CRE deals to fragmented data. Learn how disconnected silos cause delayed execution and how to turn scattered information into a competitive advantage.
- [Altrio's All-in-One Deal Execution Platform Sees Rapid Adoption Among Leading CRE Brokerages](https://altrio.com/resources/altrios-all-in-one-deal-execution-platform-sees-rapid-adoption-among-leading-cre-brokerages): Altrio announced that its all-in-one deal execution platform has been rapidly adopted by dozens of capital markets teams across major CRE brokerages, including CBRE, Cushman & Wakefield, Colliers, Newmark, and Northmarq.
- [Build an AI-Ready Data Strategy With Altrio](https://altrio.com/resources/build-an-ai-ready-data-strategy-with-origin-by-altrio): In this post, Altrio explains how deal management platforms can help CRE firms turn fragments of intelligence buried in market reports, underwriting models and deal data rooms into an AI-ready data set.
- [Altrio announces the appointment of Brian McGowan, Managing Partner of BlueWave Ventures, to its Board of Directors](https://altrio.com/resources/altrio-announces-the-appointment-of-brian-mcgowan-managing-partner-of-bluewave-ventures-to-its-board-of-directors): Altrio has appointed Brian McGowan, Managing Partner of BlueWave Ventures and a 25-year technology entrepreneur, operator, and investor, to its board of directors to support growth of its platform.
- [Altrio Launches Digital Deal Execution Platform For CRE Brokers](https://altrio.com/resources/integrated-property-marketing): We've just launched Integrated Property Marketing in Origin — giving brokers everything they need to manage, market and close deals in a single platform.
- [Why Real Estate Investment Teams Need a Purpose-Built Deal Management Platform](https://altrio.com/resources/why-real-estate-investment-teams-need-a-purpose-built-deal-management-platform): Not all deal management platforms speak the language of real estate. From complex deal structures to comp tracking and fund workflows, CRE teams need tools that match how they actually work, and a real estate-specific platform makes all the difference.
- [Build vs. Buy: What's the Right Move for Your Real Estate Deal Management Platform?](https://altrio.com/resources/build-vs-buy-whats-the-right-move-for-your-real-estate-deal-management-platform): Many firms think building their own platform means more control - but at what cost? In our latest blog, we explore the hidden challenges of going custom and why more institutional investors and brokers are turning to purpose-built solutions like Altrio.
- [10 Key Questions to Ask When Evaluating Deal Management Software](https://altrio.com/resources/10-key-questions-to-ask-when-evaluating-deal-management-software): Selecting the right deal management software is vital for institutional real estate investors facing complex workflows, large volumes of deals, and diverse reporting requirements.
- [Adopting a Deal Management Platform: A Blueprint for Long-Term Success](https://altrio.com/resources/adopting-a-deal-management-platform-a-blueprint-for-long-term-success): Adopting deal management technology is no longer optional for real estate firms—and how you approach onboarding determines how quickly you unlock faster decisions, fewer errors, and scalable growth.
- [Altrio's AI-Powered Data Extraction Processed Over 1,000 Unique Deals in February](https://altrio.com/resources/altrios-ai-powered-data-extraction-processed-over-1-000-unique-deals-in-february): The commercial real estate market is heating up, and Altrio is seeing it firsthand. Last month, our AI-powered Data Service processed over 1,000 OMs for unique new deals - adding dozens or hundreds of new deals to each of our customer's pipelines without any manual data entry.
- [Altrio Webinar Recap: How to Successfully Implement a Deal Management Platform](https://altrio.com/resources/altrio-webinar-recap-how-to-successfully-implement-a-deal-management-platform): In this webinar, we walked through the key stages of adopting a real estate deal management system, from recognizing the need for better processes to successfully implementing the right technology.
- [Target the Right Capital Partners and Buyers with Altrio](https://altrio.com/resources/target-the-right-capital-partners-and-buyers-with-origin): When raising capital or identifying buyers for your property, success depends on more than the breadth of your network. You must understand your network's investment criteria and who the decision makers are at each Company. And you must keep this information up to date.
- [Origin’s 2024 Product Highlights: A Year of Innovation for CRE Capital Markets](https://altrio.com/resources/origins-2024-product-highlights-a-year-of-innovation-for-cre-capital-markets): 2024 was another year of major product milestones for Origin, as we continued to pursue our mission to bring the real estate capital market online, improving efficiency and access to information for investors, lenders, sponsors and brokers.
- [Solving Brokerage Pain Points with a Unified, Data-Driven Platform](https://altrio.com/resources/solving-brokerage-pain-points-with-a-unified-data-driven-platform): Fragmented systems and scattered data are slowing down deals, impacting the accuracy of financial analysis, and making it harder to provide great client service.
- [Origin For Brokers: From Deal Management to Deal Execution](https://altrio.com/resources/origin-for-brokers-from-deal-management-to-deal-execution): Discover how Origin's latest evolution empowers brokers to streamline real estate transactions end-to-end, transforming industry workflows and accelerating deals with precision.
- [Can You Screen 10X More Deals Without Hiring?](https://altrio.com/resources/can-you-screen-10x-more-deals-without-hiring): In today's fast-paced investment landscape, manually sifting through deals is inefficient and slows decision-making. Discover how the right technology can help you save time, ensure consistency, and boost your team's efficiency.
- [Six Predictions for the Impact of AI in Real Estate Capital Markets](https://altrio.com/resources/six-predictions-for-the-impact-of-ai-in-real-estate-capital-markets): Our CEO, Raj Singh, offers six precise predictions on how the influence of AI will be felt by professionals working in the global real estate capital markets.
- [Don't Squander Your Firms' Data Advantage](https://altrio.com/resources/dont-squander-your-firms-data-advantage): Prepare for the 2024 CRE rebound. Learn how a data-first deal management strategy uses automation and AI to build competitive bids and secure the right deals.
- [Managing Deal Counterparties](https://altrio.com/resources/managing-deal-counterparties): Centralizing counterparty data improves targeting, follow-ups, and feedback collection, leading to more successful real estate transactions.
- [Making Your Investment Process A Competitive Advantage](https://altrio.com/resources/making-your-investment-process-a-competitive-advantage): A documented, standardized investment process—not just the wisdom locked in your managing director's head—is what turns a real estate firm's experience into a repeatable competitive advantage, and the right deal management technology is how you scale it.
- [The Power of Your Owned Portfolio](https://altrio.com/resources/power-of-your-owned-portfolio): Real estate investors seek better insights from their portfolios for more informed screening and underwriting of potential investments.
- [How to Run Better Pipeline Meetings with Less Effort](https://altrio.com/resources/how-to-run-better-pipeline-meetings-with-less-effort): Altrio simplifies and enhances pipeline meetings, ensuring they're productive without sacrificing preparation time, streamlining investment opportunities.
- [Manage CRE Dispositions with Origin](https://altrio.com/resources/how-origin-can-help-manage-commercial-real-estate-dispositions-in-a-shifting-market): In volatile markets, Origin's tools and processes are designed to maximize disposition success, offering robust management support.
- [Altrio's 3rd Anniversary & Growth](https://altrio.com/resources/altrio-celebrates-third-anniversary-after-year-of-rapid-growth): Altrio has quickly become a leader in deal management solutions for real estate, trusted by the world's top investors for innovative technologies.
- [Origin Product Update](https://altrio.com/resources/origin-product-update): Discover Origin's latest updates, including customizable Overviews, Lease and Units comps integration, and the new 'Asset by Deal' view.
- [Efficient Deal Screening for Debt Investors](https://altrio.com/resources/efficient-deal-screening-for-debt-investors): Actionable steps debt investors can take to streamline their deal screening process, free up valuable time, and increase their chances of closing the best deals.
- [Configuring Deal Management Tech: What to Expect](https://altrio.com/resources/configuring-deal-management-tech-what-to-expect): Altrio works closely with clients to ensure Altrio fits each unique need, delivering customizable and effective deal management solutions.
- [Optimize Multi-family Investment Flow](https://altrio.com/resources/how-to-optimize-the-flow-of-multifamily-investments-with-origin): Multi-family investing complexity requires thorough analysis and management, with technology playing a key role in tracking potential investments.
- [CRE Data Consolidation: Leveraging Automation for Better Decision-Making](https://altrio.com/resources/cre-data-consolidation-leveraging-automation-for-better-decision-making): CRE firms gain an edge by leveraging data and institutional knowledge, allowing data-driven decision-making to lead their strategies.
- [Perfecting your Pipeline Management Process](https://altrio.com/resources/perfecting-your-pipeline-management-process): For Acquisitions Managers, centralizing deal management on a single platform optimizes the investment process for efficiency and accuracy.
- [2022 in Review: Altrio Product Updates](https://altrio.com/resources/2022-in-review-origin-product-updates): In 2022, Altrio introduced features enhancing customer experience, streamlining deal analysis, comparison, and presentation processes.
- [7 Deal Management Best Practices](https://altrio.com/resources/7-best-practices-in-implementing-deal-management-tech-for-the-highest-internal-adoption): A comprehensive deal management solution involves the right people and questions, ensuring structured data management and company-wide buy-in.
- [3 Ways Digital Natives Do Deals Differently](https://altrio.com/resources/3-ways-digital-natives-do-deals-differently): By 2025, Gen Z and Millennials will make up three of every four employees, and these digital natives are reshaping commercial real estate deal-making through automation, cloud collaboration, and organized task management.
- [Altrio Sponsors the 2022 Toronto Real Estate Forum](https://altrio.com/resources/altrio-sponsors-the-2022-toronto-real-estate-forum): Altrio is a Signature sponsor of the 2022 Toronto Real Estate Forum, joining over 2,700 senior real estate investment executives at the Metro Toronto Convention Centre on November 30 and December 1.
- [Innovation as Leverage During Economic Downturns](https://altrio.com/resources/innovation-as-leverage-during-economic-downturns): Economic shifts lead commercial investors to reposition assets, maintaining returns amidst disconnection in traditional asset class trading.
- [Altrio to Attend Propel by MIPIM in New York City](https://altrio.com/resources/altrio-to-attend-propel-by-mipim-in-new-york-city): The Altrio team is heading to New York City for Propel by MIPIM on November 9th and 10th to connect with real estate and proptech innovators.
- [Evaluating Proptech Solutions as Partnerships not Vendorships](https://altrio.com/resources/evaluating-proptech-solutions-as-partnerships-not-vendorships): How commercial real estate investment teams evaluate proptech for deal management — weighing build versus buy and point solutions versus integrated platforms — and why the best tech vendors become long-term partners, not just vendorships.
- [Leveraging Deal Data from your "Passed" Pipeline](https://altrio.com/resources/leveraging-deal-data-from-your-passed-pipeline): Leveraging data from rejected deals provides insights for a competitive edge in future real estate investment decisions.
- [Altrio Sponsors CREtech New York 2022](https://altrio.com/resources/altrio-sponsors-cretech-new-york-2022): Altrio will attend CREtech New York, October 12–13, 2022 as an Innovator Sponsor—visit booth #440 and catch CEO Raj Singh on the Innovation Stage panel on October 13th.
- [From OMs to IC Memos in Record Time](https://altrio.com/resources/from-offer-memorandums-to-ic-memos-in-record-time): Altrio centralizes critical deal-related data, streamlining the process from OM to IC Memo, enhancing speed and efficiency for investors.
- [How to Proptech](https://altrio.com/resources/how-to-proptech): Altrio guides real estate companies through adopting PropTech innovations, maximizing value from new technologies in the industry.
- [Deal Screening: Taking a Data-Driven Approach](https://altrio.com/resources/deal-screening-taking-a-data-driven-approach): Address the real estate industry's digitization gap with Altrio, improving deal workflows and the overall investment process with data-driven methods.
- [Altrio Sponsoring Global Property Market 2022 Conference](https://altrio.com/resources/altrio-sponsoring-global-property-market-2022): Altrio is a Gold Sponsor of the Global Property Market 2022 conference, taking place in Toronto on June 21-22.
- [Altrio's $8M Series A for Real Estate Tech](https://altrio.com/resources/altrio-closes-series-a-funding): Altrio secures Series A funding to further innovate the real estate investment process, reinforcing our industry-leading position.
- [Altrio Sponsoring Realcomm 2022](https://altrio.com/resources/altrio-sponsoring-realcomm-2022): Altrio is a Gold Sponsor of Realcomm 2022 in Orlando on June 15–16, where CEO Raj Singh will speak at the Opening Session and the team will demo Origin's latest features at booth #1101.
- [Altrio Appoints Josh Guttman as Chief Revenue Officer](https://altrio.com/resources/altrio-appoints-josh-guttman-as-chief-revenue-officer): Altrio has appointed SaaS veteran Josh Guttman as Chief Revenue Officer to lead its go-to-market approach, manage revenue generation, and scale its teams as the company enters its next stage of growth.
- [Spring 2022 Outlook](https://altrio.com/resources/spring-2022-real-estate-news): With rising interest rates, the real estate industry faces changes in investment processes and performance, marking a new era's challenges.
- [You Need A Data Advantage in Q2 2022](https://altrio.com/resources/real-estate-data-advantage-altrio): As deal competition intensifies in Q2 2022, Altrio's machine-based, human-aided data service gives real estate acquisition teams three advantages: faster underwriting, greater conviction, and a wider deal funnel.
- [How Origin Helps Deal Teams Make Data-Driven Investments](https://altrio.com/resources/origin-data-driven-real-estate-investments): Quality data from Origin ensures quick, informed decisions, giving investment teams a competitive edge in fast-paced markets.
- [Essential Residential Potential in 2022](https://altrio.com/resources/residential-real-estate-investing-potential-2022): Why the residential sector will remain essential for institutional real estate investors in 2022, driven by strong demand, constrained supply, and solid investment performance.
- [5 Ways Altrio Can Help You Invest Better](https://altrio.com/resources/real-estate-deal-management-tool-can-help-invest-better): Altrio's real estate investment software, helps investors close more deals by leveraging their information advantage, screening opportunities quickly, keeping investments on track, refining their processes, and saving time.
- [Altrio Wins Proptech Innovation Award](https://altrio.com/resources/origin-by-altrio-best-real-estate-data-management-software): Altrio wins Best in Class: Data at the Canadian Proptech Innovation Awards, recognized by the Proptech Collective and Propel by MIPIM.
- [Beyond a Deal Pipeline Tool](https://altrio.com/resources/you-dont-need-a-deal-pipeline-tool-you-need-a-new-deal-inbox): Rethink your deal management with Altrio's innovative approach, moving beyond traditional pipeline tools to a new, efficient deal inbox system.
- [Cherre & Altrio: Automate Real Estate Research](https://altrio.com/resources/cherre-and-altrio-partnership): Our partnership with Cherre will provide real estate investors the power to screen and underwrite investments with unprecedented speed.
- [Stop losing good deals](https://altrio.com/resources/stop-losing-good-deals): In a competitive real estate market, losing a good deal is painful—understand why deals are lost, from getting outbid to slow execution and weak broker relationships, and how data and automation help your team win more of the opportunities that matter.
- [Real estate deal management for dealmakers](https://altrio.com/resources/origin-advantage): Discover the Origin Advantage and how Altrio's platform can transform your real estate investment process with unparalleled insights and efficiency.
- [Proptech Success: Trust & Communication](https://altrio.com/resources/altrio-and-quadreal-on-in-real-time-podcast): QuadReal and Altrio's partnership on Altrio's Enterprise deal management platform highlights the impact of strategic collaboration in real estate investment technology development.
- [Pass Fast: Streamline Your Deal Screening | Altrio](https://altrio.com/resources/pass-fast): Origin's deal management software minimizes time on unsuitable deals, focusing efforts on opportunities from screening to deal closure.
- [Tips for Remote Deal Team Productivity | Altrio](https://altrio.com/resources/remote-deal-teams): Companies need to establish long-term remote working strategies to ensure we're building and maintaining high-performance real estate acquisitions teams.