Enhance your investment process with automation and actionable insights
Eliminate manual tasks that consume valuable time that could be better spent sourcing and closing on deals.
Streamline Your Process. Fast-Track Deals.
Empower your CRE acquisitions team with fast access to the right information and more efficient tools for managing transactions. Improve visibility into deals with automated pipeline updates and tear sheets.
Capabilities that drive acquisitions success
Automated pipeline management
Move beyond manual tracking with Altrio's Enterprise Solution - the modern real estate acquisitions software. Automatic data extraction makes adding deal information and supporting data from Offering Memorandums and other sources effortless. Import underwriting models to keep your pipeline up-to-date. Run more efficient and productive pipeline meetings. With deal metrics and status in one place, it’s easier to stay on top of opportunities and keep your team focused on the best ones.
Bid smarter with better informed underwriting
Quickly access robust market intelligence to inform your underwriting assumptions. Store multiple underwriting versions for each deal for easier variance and trend analysis. With all of your underwriting data in the same place, benchmarking against past assumptions has never been easier.
Optimize your investment process
Remove operational bottlenecks and improve time to close with consistent, quality execution. Build workflow templates for every investment type to automatically assign tasks and ensure required data and documents are gathered for every deal. With Altrio's Enterprise Solution, you can make sure everyone on your team applies your proprietary approach with precision.
Manage key relationships proactively
Maintaining healthy relationships with brokers and partners is essential to ensuring active deal flow. With Altrio's Enterprise Solution’s real estate acquisitions CRM, staying on top of those relationships becomes effortless. From tracking interest and involvement in deals to recording calls, emails, and meetings, you get a complete view of interactions with the people and companies in your network.
In their words
With Altrio, we are able to leverage our data to derive key insights about real estate investment opportunities across our global business. Since adopting Altrio, we spend our time more efficiently when analyze opportunities and collaborate more easily with our global team.
Every deal requires collaboration between numerous teams. Before Altrio, we used spreadsheets and email chains to keep teams aligned. Even within teams, different regions were maintaining their data in silos. With Altrio, we unified all of this data into one shared source of truth.
Altrio has proven itself to be an incredibly useful tool for compiling and organizing our firm’s investment pipeline. The ability to populate a few basic deal markers into the site, attach the OM, and return to a fully populated deal profile saves me hours of data entry that would otherwise take me away for lead generation and deal underwriting.
Our ultimate goal was to sharpen and expand how we leverage data in our investment process as part of our journey to become a leader in the use of advanced analytics in our space. Altrio is helping us manage and put to use the large volume of information we receive every day, making our work more efficient and helping us make better investment decisions.
This is the first system we’ve used where all of the key investment information actually lives in one place. The connectivity between a portfolio, a deal, and an asset is so much more dynamic in Altrio.
[Altrio] provides a seamless environment to track and monitor all ongoing acquisition opportunities. It is very convenient to re-surface all old deals and aggregate portfolio data for decision making.
Invest better with Altrio
Bring data-driven insights and automation efficiencies to every aspect of your dealmaking.