Real Estate Portfolio AI

Real Estate Portfolio AI brings your whole property portfolio into Claude. No more pasting spreadsheets into every chat. Claude works from your live records, so everyone on your team gets the same answers from one source of truth.

Ask Claude about anything in your portfolio:

• Your day: a morning briefing, what needs attention and what changed across your properties
• Leases and income: key dates, rent reviews and break options, rent rolls, arrears and each unit's rent history
• Lettings: what's let, available or under offer, asking rents and offers about to expire
• Maintenance and contractors: the issues board, work orders, costs, and how each contractor is performing
• Documents: search every report, certificate and contract, with summaries and download links
• Deadlines: what's coming up and what's overdue, property by property
• Performance: portfolio health, resolution speed, team workload and cost exposure

With your approval, Claude does the work too: moves issues forward, assigns contractors, records costs and completed checks, and updates contractor details. Every change is logged with who approved it and when, so your team, owners and auditors always see the same picture.

Claude never contacts residents or contractors. It drafts emails, resident replies and board or client reports for you to check and send yourself. Ready-made prompts cover everyday jobs such as the morning briefing, triaging a new issue and processing an inspection report. An upload box adds documents from the chat, read and filed to the right property.

Each person signs in with their own account and sees only what their role allows. Built for property managers, managing agents and portfolio owners, residential and commercial. Free for one person: choose Create a Free Account when you connect. Teams are set up on request. Beta. No account yet? Choose Try the demo when you connect to explore a sample portfolio, read-only.