Mixed-use and portfolio deals break most underwriting templates. A retail-over-multifamily building or a 12-property portfolio needs segment-level NOI, weighted cap rates, and a cross-collateralization analysis — not a single-asset spreadsheet. AssetForge Underwriter handles all of it.
Upload the OM and operating statements. The report separates each segment's income and expenses, runs an allocated and blended DSCR, and tells you whether the mix is financeable as one loan or better split across multiple facilities.
Retail, residential, office, storage — each segment gets its own cap rate and NOI so you see the real value mix.
Runs the portfolio on a blended basis and on a per-asset basis — flags whether one asset is carrying the others.
Shows how cross-collateralized debt affects release clauses, sale proceeds, and asset-level cash flow if one deal falters.
Recommends whether to finance as one loan (better rate, less flexibility) or multiple (higher rate, more optionality on exit).
There's no hard limit — portfolios up to 50+ assets have been analyzed. Beyond that, the workflow shifts to uploading a portfolio-level summary and spot-checking 5–10 representative assets in detail.
Yes. Mixed-use single buildings are one of the most common use cases. Each floor or segment is underwritten independently with the appropriate cap rate, then combined.
Yes — the report models both cross-collateralized and stand-alone debt scenarios and recommends which produces the better risk-adjusted return.
Start with a free Go/No-Go screen. Upgrade only if the deal looks real.
AI-generated informational analysis only — not financial, legal, lending, or appraisal advice. Not a substitute for a licensed MAI-certified appraisal or professional due diligence. All figures, projections, and market estimates must be independently verified by qualified professionals before any capital decision is made.
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