Platform · Take Action

The portfolio flags what changed

AI Insights raises curated cards from your verified data — expiring leases, NOI moves, vacancies, facility due dates, broker activity. Each card carries the record it was cut from.

NOI trend

+8.4% at West Loop Industrial — CAM recoveries drove May

Expiring leases

3 leases inside 180 days

Portfolio NOI · trailing 6 months May +8.4%
The Card Deck

Flip a card, see its source

An insight you can't check is a rumor. Every card flips to the verified record behind it — the lease, the statement line, the maintenance schedule.

Card Catalog

Five kinds of cards, one standard of proof

The catalog is curated, not a feed — each card type watches a slice of the portfolio an owner actually loses sleep over.

Expiring leases

Exposure inside the notice window

Leases approaching expiry with tenant, square footage, and option status — before the renewal conversation is urgent.

Vacancies

Unit 6 · 5,000 SF · market-ready

Vacant units with market-ready dates, so downtime is a number you manage rather than discover.

NOI trends

+8.4% at West Loop Industrial

Month-over-month moves traced to the statement lines that caused them.

Facility due dates

Roof inspection overdue since June

Routine services coming due or slipping — surfaced before the deferred-maintenance bill.

Broker emails

LOI expected for Unit 6

Deal activity from broker correspondence — Corbett & Lane’s backfill becomes a card with a pre-filled prompt.

Every card is source-linked. If it can’t cite a record, it doesn’t become a card.

Verified data first
From Insight to Action

A card is a conversation, already started

Every card deep-links into the AI Copilot with its context loaded — the question pre-filled, the datasets already selected. A broker’s new-deal email arrives the same way: as a card with the prompt written for you.

You don’t re-explain the portfolio to get an answer. The card knows which property, which lease, which statement — the follow-up starts from there.

See the AI Copilot →

NOI trend

+8.4% at West Loop Industrial

Ask Copilot →
What drove the +8.4% NOI variance at West Loop Industrial in May?
Folio Copilot · datasets pre-selected: REO · property reports

CAM recoveries of $86,150 billed in the May reconciliation.

May Operating Statement.pdf · p.3
The Owner Routine

Monday morning, in four cards

The review that used to mean four inboxes — a manager’s email, a statement PDF, a maintenance spreadsheet, a broker thread — starts and ends on one screen.

8:00

Open Insights

Four cards are waiting: an expiring lease, an NOI move, an overdue service, a broker LOI. Nothing to hunt for.

8:05

Flip what matters

The NOI card shows the statement lines behind the move. The lease card shows the tenants and dates. Checked, not trusted.

8:10

Ask the follow-up

One card deep-links into Copilot with context loaded — “what drove the variance?” answered with the page cited.

8:15

Set the week

You know which manager to press, which renewal to start, which service to chase. The review is done — sourced, not skimmed.

See your portfolio in one trusted owner view.

Book Demo Portfolio Visibility Audit