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Real Estate Consulting & Market Research

Advice that can show its evidence

One engagement platform for real estate advisory and market research teams — verified client intake, scoped fee estimates, source-linked due diligence, comparable evidence, feasibility scenarios and principal-approved reports.

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Commercial towersMarket studyMarket evidence
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Engagement Command Center

Every engagement’s evidence, approvals and fees on one screen

One dashboard for managing principals, engagement managers and research leads to see which consulting and market research engagements are waiting on evidence, which reports are stuck in review, and where fee exposure is building — before a deadline slips.

Propelith AI engagement dashboard — active engagements, evidence readiness, reports in review, fees outstanding, delivery risk and approval risk matrix
Proven business impact & ROI

What advisory teams get back

Illustrative targets
60%Faster intake to brief

Verified Engagements Sooner

Inquiry emails and RFPs are classified, the client and parcel are reconciled against deed and assessor records, and missing items are requested in the same pass — so the engagement brief is ready while the lead is still warm.

100%Source-linked findings

Traceable Evidence Chain

Every extracted lease term, rent roll figure, comparable and assumption carries its document, page reference and reviewer decision. Report review can trace any number back to where it came from.

2×Faster report sign-off

Shorter Evidence-to-Approval Cycle

Engagements that start analysis with complete evidence clear professional approval in roughly half the days. The dashboard shows which engagements are short on evidence before the report is drafted.

Illustrative targets for advisory and research teams; the dashboard values shown are sample data, and live figures are calculated from your own engagement records.

Engagement Oversight

How the dashboard drives everyday decisions

Advisory firms lose days chasing deeds, rent rolls, comps and reviewer comments across inboxes and spreadsheets. The dashboard reads every engagement’s status directly from its intake, evidence, analysis, approval and billing records, and turns it into a prioritized exception list.

1. Four KPIs Leadership Actually Uses

Active engagements, engagements awaiting evidence, reports in review and fees outstanding — calculated from real engagement, evidence, approval and invoice records, not a monthly spreadsheet.

2. Delivery Risk With Named Owners

Milestones at risk, approval delays, evidence gaps and logged scope changes appear in one feed, each assigned to an engagement manager with the number of engagements affected.

3. Evidence-to-Approval Cohorts

Compares median and 90th-percentile days to professional approval by how complete the evidence was when analysis started — the clearest case for finishing diligence before modelling.

4. Approval Risk Matrix

Plots every report package by materiality and unresolved findings, so the managing principal knows which sign-offs need a close read and which are low risk.

The Nestack Real Estate Suite

Built for every corner of real estate & property intelligence.

Real estate moves differently across every discipline — with specialized teams, complex documents, unique risk factors, and multi-party workflows. Nestack builds purpose-engineered intelligence platforms tailored to each sector's distinct demands.

Modern commercial towers in San Francisco
Real estate consulting & market researchCurrent
Propelith AI
Advisory and research engagements from inquiry to sign-off — verifying clients and parcels, estimating fees, reconciling due diligence evidence, validating comparables, modelling feasibility and controlling report approval.
Modern commercial real estate building portfolio
Commercial portfolio & asset management
Talqevra AI
Commercial real estate intelligence across the whole portfolio — forecasting live NOI variances, automating lease abstraction, comparing capital scenarios, and generating audit-ready investor reports.
Architectural modern residential property facade
Real estate agency & property desk
Qelvantiq.AI
The autonomous AI operating layer for real estate services — auditing deeds and leases, scoring buyer and tenant inquiries 24/7, drafting listings in brand voice, and routing maintenance tickets.

Cross-platform integration & enterprise licensing

Deploy individual modules or interconnect the full real estate suite under a unified enterprise tenant.

Consult our solutions team
Engagement Modules

One engagement, module by module, from inquiry to sign-off

Seven workspaces share one engagement record, so a deed, a comparable lease and a feasibility assumption all point at the same client, property and scope. Every screen below is an illustrative Propelith AI module preview.

Client Intake & Conflict Review — Propelith AI console
Module 01Client Intake

Client Intake & Conflict Review

Inquiry emails, referral notes and RFPs become one verified engagement record. Propelith extracts the client's legal identity, property address and parcel number, reconciles them against the deed and county assessor record, checks the signer's authorization letter, and runs the conflict check before an owner is assigned.

  • RFP and inquiry classification into consulting or market research scope
  • Parcel ID, ownership and assessor data reconciled before the brief is issued
  • Conflict review against existing clients, properties and engagements
Scope, Fee Estimate & Authorization — Propelith AI console
Module 02Estimate Design

Scope, Fee Estimate & Authorization

The verified brief turns into an authorized scope of work. Engagement managers select workstreams — property assessment, market research, feasibility review, reporting — set hours and rates, add reimbursable expenses and specialist quotations, and document deliverables, exclusions and reliance limits before the proposal goes to internal and client review.

  • Workstream-level hours, rates and expenses roll into one fee estimate
  • Specialist dependencies (environmental, survey, engineering) tracked as inputs
  • Scope, exclusions and fee basis locked when the engagement letter is executed
Property Due Diligence & Evidence — Propelith AI console
Module 03Property Due Diligence

Property Due Diligence & Evidence

Title commitments, ALTA/NSPS surveys, zoning verifications, permits, Phase I ESAs, property condition assessments, rent rolls and leases are collected against one subject property. Each extracted value keeps its page reference, conflicting evidence opens an exception that cannot silently close, and only reviewer-accepted findings flow into analysis.

  • Review areas tracked from title and zoning through environmental and condition
  • Rent roll reconciled to executed leases; T-12 reconciled to ledger detail
  • Findings rated by impact, with unresolved limitations carried into the report
Market Analysis & Comparable Evidence — Propelith AI console
Module 04Market Analysis

Market Analysis & Comparable Evidence

Comparable sales and leases, broker interviews, vacancy reports, net absorption and construction pipeline evidence are assembled into one verified comparable set. Analysts separate asking from executed rents, adjust for concessions to effective rent, exclude unreliable comps, and approve the market assumptions that feasibility will use.

  • Comparable set with transaction dates, terms and verification status
  • Rent, vacancy, net absorption and new supply tracked quarter over quarter
  • Market assumptions approved with their comparable set, period and reviewer
Feasibility Scenarios & Returns — Propelith AI console
Module 05Feasibility Analysis

Feasibility Scenarios & Returns

Verified tenancy, normalized operating financials, approved market assumptions and development cost estimates feed versioned DCF scenarios. Financial analysts calculate NOI, IRR, NPV, equity multiple and DSCR where financing applies, compare retain, renovate, redevelop, sell and lease-versus-buy options, and stress the downside before the recommendation basis is approved.

  • Base, upside and downside cases from one reproducible input snapshot
  • Cost schedule split into construction, land, soft costs and contingency
  • Key risks recorded with impact and mitigation beside the result
Report Review & Principal Sign-Off — Propelith AI console
Module 06Report Approval

Report Review & Principal Sign-Off

The advisory or market research report is assembled from its approved sections — executive summary, market analysis, due diligence findings, feasibility and recommendations — each with its own version. Propelith checks every stated figure against its source, surfaces unsupported claims and open limitations, and only an authorized principal can approve and lock the release.

  • Versioned report sections with analyst, consultant and partner review stages
  • Approval checks for evidence, assumptions, methods and scope alignment
  • Approve, request revision or reject — each recorded as an immutable event
Site Inspection Scheduling — Propelith AI console
Module 07Schedule Inspection

Site Inspection Scheduling

Physical and site inspections are planned inside the engagement, not in a separate calendar. Coordinators set the inspection scope and preferred window, confirm the inspection lead, building systems specialist and compliance reviewer, clear site access, and track every pre- and post-visit task until photos and notes are uploaded as evidence.

  • Inspection window, scope and access recorded against the subject property
  • Specialist team confirmed per inspection, within their assigned scope
  • Photos and field notes land directly in Property Due Diligence
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Unified Engagement Architecture

Every module connects to the same client, property, scope and evidence.

When a rent roll is reconciled in Property Due Diligence, the accepted figures flow into Feasibility Analysis, the comparable set approved in Market Analysis travels with every scenario, and Report Approval can trace each conclusion back to the page it came from — no spreadsheets passed between teams.

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How It Works

Client inquiryto a signed-off reporton one evidence trail

Real estate consultants reviewing a property investment together
Real estate consultants discussing a property investment with a tablet and house model

Verify the Client & Property

01

Inquiries and RFPs arrive by email or upload. Propelith extracts the client, property address and parcel ID, reconciles them with the deed and county assessor record, checks the signer's authority and runs the conflict check — then the engagement manager approves the brief and the fee estimate.

Residential property exterior with stone details and landscaped grounds

Investigate the Subject Property

02

Title, survey, zoning, permits, Phase I ESA, condition reports, leases, rent rolls and T-12s are extracted with page references and reconciled against each other. Contradictions become exceptions with owners; analysts accept the evidence that can be relied on.

Commercial towers viewed from street level in San Francisco

Research the Market & Model Options

03

Comparable sales and leases, vacancy, absorption and new supply are verified and adjusted to effective rent. Approved market assumptions feed versioned DCF scenarios — base, upside and downside — with IRR, NPV and sensitivity from one reproducible input snapshot.

Bright residential living room with a kitchen and outdoor view

Review, Sign Off & Deliver

04

The report is assembled from approved sections, every figure is checked against its source, and open limitations stay visible. The principal approves and locks the version that is delivered, and fees are reconciled to the engagement letter before closeout.

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One Engagement Lifecycle

Built for the way advisory work is actually reviewed

Most consulting and research teams run engagements across inboxes, shared drives and analyst spreadsheets, then rebuild the evidence trail when a reviewer asks. Propelith AI keeps intake, evidence, analysis and approval on one engagement record.

Property diligence and market research can run in parallel once the scope is authorized, and feasibility can start provisionally — but unverified assumptions stay flagged, and nothing reaches the client until an authorized professional signs off.

Traditional SaaS vs Propelith AI

Don’t settle for the AI your software chose.

Most platforms ship one generic model and you work inside its limits. Propelith AI puts an orchestration layer between the document and the model, so every step of an advisory engagement runs on the intelligence that suits it best.

Traditional SaaS
Built-in
AI

One model, one pass, and no step you can customize or route somewhere else.

You work within its limits.

Propelith AI · Routed engagement flow
  • 01

    Read the scanned deed, lease or survey

    A vision-native model parses skewed PDF scans of recorded deeds, lease amendments and ALTA/NSPS surveys — keeping table positions, handwritten riders and exhibit footnotes.

    MistralMistral Document AI / OCR
  • 02

    Classify every inquiry and document

    A fast classifier sorts inbound RFPs into consulting or market research scope and tags each upload as title, zoning, rent roll, T-12, Phase I ESA or condition report.

    Hugging FaceInference Classifier
  • 03

    Read the whole diligence file in one pass

    Long context holds the full lease packet, title commitment and zoning code together, so an exclusivity clause or a use restriction is never read out of context.

    GeminiGemini 2.5 Flash / Long Context
  • 04

    Extract into the engagement schema

    Constrained decoding against a strict schema, so lease abstracts, rent roll lines and comparable transactions land as typed fields with their page reference.

    OpenAIo3 / Structured Outputs API
  • 05

    Draft the research narrative and findings

    Drafts market narrative and review findings from approved evidence only, citing the exact comparable, document and page behind every stated figure.

    ClaudeAnthropic Claude 3.7 Sonnet
  • 06

    Check every number, flag what is unsupported

    Cheap enough to re-derive NOI, IRR and effective rents twice and compare them with the model and the report — which is why the discrepancy flags are worth trusting.

    DeepSeekDeepSeek R1 / Reasoning API
  • 07

    Retrieve zoning provisions and similar comps

    Finding the right zoning section or the most relevant comparable is a retrieval problem — embeddings and a reranker beat a generic chat model, and every hit keeps its citation.

    CohereRerank + Embed v3
  • 08

    Redact client and tenant data before it leaves

    A small open-weight model runs inside your own private VPC, so client identities, tenant names and confidential financials are masked before any external API sees them.

    LlamaMeta Llama 3.3 / Self-hosted VPC
One source-linked evidence fileEvery field cited · reviewer decision kept · nothing auto-accepted

Note: Model and product names are trademarks of their respective owners, used here to describe operational routing. Routing is configurable per workflow — no endorsement or partnership is implied.

Compliance

The standards your reports are held to

Propelith AI is built around the professional and technical standards that real estate advisory, valuation and diligence work is reviewed against. These are the ones the workflow supports out of the box.

  • USPAP

    Uniform Standards of Professional Appraisal Practice (The Appraisal Foundation)

    Where an engagement includes an appraisal or appraisal review, USPAP sets the scope, workfile and reporting rules; versioned workpapers and locked report releases support that record.

  • ASTM E1527-21

    ASTM E1527-21, Standard Practice for Environmental Site Assessments: Phase I

    The Phase I ESA practice behind EPA's All Appropriate Inquiries rule; Property Due Diligence tracks each report, its user, its date and the recognized environmental conditions it states.

  • ASTM E2018

    ASTM E2018, Standard Guide for Property Condition Assessments

    The baseline for commercial property condition assessments; condition findings and their cost items are logged as source-linked evidence and carried into feasibility capital schedules.

  • ALTA/NSPS

    ALTA/NSPS Minimum Standard Detail Requirements for Land Title Surveys

    Defines what a land title survey must show; parcel, boundary, easement and encroachment items are reconciled with the title commitment and recorded deed.

  • ANSI/BOMA Z65.1

    ANSI/BOMA Z65.1, Office Buildings: Standard Methods of Measurement

    The office floor-area measurement standard; measured and leased areas are compared so rent per square foot in comparables and rent rolls is stated on the same basis.

  • RICS Red Book

    RICS Valuation – Global Standards, incorporating the International Valuation Standards

    For RICS-regulated firms, sets the terms of engagement, investigation and reporting duties; scope, reliance limits and reviewer sign-off are recorded per engagement.

Note: Supporting a standard is not certification — Propelith AI surfaces the evidence and the gaps so your appraiser, environmental professional, surveyor or principal closes the condition on the record rather than reconstructing it.

Add-ons

Add the hardware your workflow needs.

Much of the evidence behind an advisory report is still gathered on site or on paper. These are standard peripherals, not our own hardware — we enrol them against your workspace so measurements, photos and scans land on the engagement that needs them.

Bluetooth laser distance meter measuring to a wall

Bluetooth laser distance meter

Handheld laser measure with Bluetooth sync for site inspections. Room, floor-plate and façade dimensions are captured straight onto the inspection record, so measured area can be checked against the rent roll, survey and leases.

Feeds Schedule Inspection & Property Due Diligence

360 degree camera on a tripod

360° site capture camera

Tripod-mounted dual-lens camera that records full spherical photos of lobbies, suites, roofs and plant rooms. Each capture is time-stamped and attached to the inspection task and the condition finding it supports.

Feeds Schedule Inspection & Building Condition Review

Rugged tablet showing an inspection checklist

Rugged field tablet

Drop- and weather-rated tablet for inspectors and specialists on site. Runs the inspection checklist offline, takes annotated photos and field notes, and syncs them to the engagement the moment it reconnects.

Feeds Schedule Inspection & Evidence Upload

Desktop document scanner feeding a page

Duplex document scanner

Desktop sheet-fed scanner for the paper that still arrives — recorded deeds, lease amendments, permits and Certificates of Occupancy. Scans land as searchable PDFs ready for source-linked extraction.

Feeds Client Intake & Property Due Diligence

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Note: Hardware, installation, and integration are not included in the standard subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.

Connectivity

Your whole stack, connected.

Email and calendar, document storage, market data, property records, GIS, financial models and accounting — Propelith AI connects to what your advisory practice already runs on. Where a market database or county record has no usable API, licensed exports and manual uploads go through the same verification step.

CoStarCoStarSale & Lease Comparables
CompStakExecuted Lease Comps
ATTOMAssessor & Deed Records
RegridParcel Boundaries & IDs
Esri ArcGISGIS & Submarket Mapping
ARGUS EnterpriseDCF & Valuation Models
Microsoft ExcelAnalyst Model Import/Export
Adobe AcrobatPDF Review & Annotation
DocuSignDocuSignEngagement Letter E-Sign
SalesforceSalesforceClient & RFP Pipeline
HubSpotHubSpotInquiry & Referral CRM
Google WorkspaceGoogle WorkspaceGmail, Calendar & Drive
Microsoft TeamsMicrosoft TeamsReview & Approval Alerts
SharePointWorkpaper Storage
BoxClient Document Vault
Microsoft Dynamics 365Microsoft Dynamics 365Fees, Invoices & GL
QuickBooks OnlineInvoicing & Receipts
XeroBilling Reconciliation
Microsoft Power BIMicrosoft Power BIEngagement Reporting
TableauTableauMarket Research Exhibits
SlackSlackEngagement Channels
ZapierZapierWorkflow Triggers
AWS CloudAWS CloudPrivate VPC Storage
Scroll to explore

Note: Third-party names, trademarks, and logos belong to their respective owners. Connectivity is supported via public APIs, standard connectors, or file import. No official endorsement or partnership implied.

Pricing

One listing price for the whole platform

Bright residential living room opening onto a garden

Every module, every engagement, one bill

No per-seat maths, no module tiers, and no new line on the invoice for the engagements you win next quarter. Onboarding and the data connections are in the number.

  • Dashboard
  • Client Intake
  • Estimate Design
  • Property Due Diligence
  • Market Analysis
  • Feasibility Analysis
  • Report Approval
  • Schedule Inspection
8modules
∞seats
Allengagements
Starting at
$200/mo
Know more

Note: AI API usage is charged separately. Clients must recharge their AI credit balance based on their usage.

Onboarding

What your onboarding fee covers

A one-time setup that stands your Propelith AI workspace up before the first monthly cycle — we load your clients and open engagements, connect the systems you already run on, and configure all eight modules to how your principals, engagement managers, analysts and billing team actually work. Each fee below is a starting point, not a fixed quote: the final onboarding is scoped once we understand your environment, security needs, integrations, data volume, compliance requirements and deployment model.

Essential

$1,000+one-time
  • Kickoff call and a rollout plan scoped across your consulting and market research teams
  • Workspace provisioned with your clients, properties and open engagements loaded
  • Engagement types, workstreams, hourly rates and fee schedules set up in Estimate Design
  • All eight modules configured — intake, estimates, due diligence, market, feasibility, approval, inspection, dashboard
  • Shared inquiry inbox connected so RFPs and referrals are registered from day one
  • Roles set for principals, engagement managers, analysts, specialists and billing
  • Conflict-check rules and approval stages set to your quality-control policy
  • Go-live readiness check before your first monthly cycle

Plus

Most teams
$2,500+one-time

Everything in Essential, plus:

  • Guided migration of past engagements, comparables and report archives, with validation
  • Two integrations connected — accounting, document storage or a market data provider
  • Extraction tuned to your lease, rent roll, T-12 and specialist report templates
  • Report templates and approval checks mapped to your house style and review policy
  • Live training for analysts and engagement managers, with a recording
  • A dedicated onboarding specialist through the rollout

Enterprise

$5,000+one-time

Everything in Plus, plus:

  • Tailored implementation across multiple offices, practice groups or regions
  • Bespoke integrations plus API and SSO across your advisory stack
  • Bulk migration of historical comparables and workpapers with cleansing and de-duplication
  • Segregation-of-duties rules and specialist access scopes configured to your policies
  • Role-based training tracks and admin enablement for practice leads
  • A named onboarding manager with a committed go-live date
Deployment

Two ways to run the platform

Same Propelith AI, same monthly subscription — choose where it lives. The only thing that changes is onboarding, scoped to your deployment.

Cloud (SaaS)

Fastest to start

Runs in Nestack's managed cloud — provisioned, upgraded and backed up for you, so the whole practice can be live in days with nothing to host.

Private / self-hosted

Your infrastructure

The same Propelith AI platform deployed inside your own infrastructure — your cloud, VPC or on-prem — so client identities, leases, financials and draft reports never leave your environment. The monthly subscription stays the same; only the onboarding is scoped to your deployment.

A one-time onboarding fee, billed once before your first billing cycle — it is separate from your Propelith AI subscription and never recurs.

Dedicated platform — Nestack Agents

Your Real Estate AI agents, run like production systems.

Telemetry, evaluations, guardrails, human review, and a crew on call when one of them starts drifting at 3am.

Explore Real Estate AI agents(opens nestackagents.com/industries/real-estate in a new tab)
  • 30Failure modes catalogued
  • 12Rated SEV-1
  • 1,950+Baseline eval cases
  • 24/7Agent monitoring

Pinned to the Real Estate agent playbook — not a generic agent checklist.

Advisory FAQ

Everything you need to know before onboarding

Straightforward answers on pricing, evidence control, market data sources and report approvals for real estate consulting and market research teams.

Property consultants discussing real estate investment evidence
Implementation & Support

An onboarding team that knows advisory workflows.

A shared Slack or Teams channel with solutions engineers who set up your engagement types, fee schedules, approval roles and data connections.

1.How does Propelith AI pricing work, and what is included?

One platform price, not per-seat or per-module licensing. Every subscription includes all eight modules — Dashboard, Client Intake, Estimate Design, Property Due Diligence, Market Analysis, Feasibility Analysis, Report Approval and Schedule Inspection — for every engagement your firm runs. AI API usage is billed separately against a prepaid credit balance.

2.Is it built for consulting firms, market research teams, or both?

Both. Consulting engagements lean on lease abstraction, title and survey review, financial reconciliation and development feasibility; research engagements lean on comparable validation, asking-versus-executed rents, vacancy, absorption and competing supply. They share one engagement lifecycle, so a mixed consulting and market research assignment runs on one record.

3.Where do the comparables and market data come from?

From the sources you already license — CoStar, CompStak, broker interviews, offering memoranda, vacancy and absorption reports — imported by connector, export or manual upload. Every comparable keeps its source, transaction date and verification status, and asking or unverified evidence is labeled as such before it can support an approved market assumption.

4.Can the AI change our evidence or our conclusions?

No. AI extracts fields, reconciles documents, calculates scenarios and flags discrepancies, but every suggestion keeps its source, confidence and the reviewer's decision. It never silently overwrites accepted evidence, and only an authorized professional can accept evidence, approve assumptions or sign off a report.

5.Do we have to move our workpapers and analyst models?

No. Documents can stay in SharePoint, Google Drive or Box and are read in place, with every extracted value linked to its page. Existing Excel and ARGUS models can be imported as versioned inputs, so a feasibility scenario can always be reproduced from the exact inputs it used.

6.How are approvals and report versions controlled?

Every approval — conflict decision, fee estimate, evidence acceptance, market assumption, scenario and final report — is an immutable event with the actor, timestamp and object version. Approved reports are never edited in place; a revision creates a new version that needs re-approval, and the delivered file must match the authorized release.

7.How long does onboarding take?

Most firms are live in about four weeks: roles, engagement types and fee schedules in week one, email, document storage and accounting connected in week two, market data and model imports in week three, and a first live engagement run end-to-end with your principal by week four.