CRE Portfolio Intelligence

The financial layer your properties
have always deserved.

Vantage gives institutional investment teams live NOI monitoring, cap rate benchmarks, lease expiry concentration analysis, and AI-powered acquisition underwriting — all grounded in verified market data.

SOC 2 Type II · NCREIF-aligned · Used by 340+ investment teams

Portfolio Snapshot · Q1 2026 Live
5.62%
Blended Cap Rate
94.1%
Occupancy
$18.4M
NOI YTD
550 Market Street
OFFICE · SAN FRANCISCO, CA
$4.2M NOI
Stable
Park West Industrial
INDUSTRIAL · DALLAS, TX
$5.8M NOI
Strong
Harbor Commons
MIXED-USE · MIAMI, FL
$3.1M NOI
Watch
Meridian Plaza
OFFICE · CHICAGO, IL
$2.9M NOI
At Risk
Trusted by
Arbor Peak Capital Irongate Realty Partners Luminary Property Group Vestra Advisors Cascadia REIT
Portfolio Signal

What your current portfolio is telling you — before the quarter closes

−22 bps
Cap rate compression detected across your Office assets vs. year-ago
SOURCE: Vantage market feed · 218 verified transactions · 60-day lag corrected
28%
Portfolio NLA subject to lease expiry within the next 24 months
CALCULATION: sf expiring / total leased sf · renewal probability weighted
+6.1%
NOI growth trailing 12 months across industrial and life-science assets
BENCHMARK: vs. NCREIF NFI-ODCE trailing 12M return of 4.2%
3
Assets with tenant credit deterioration flags in the past 90 days
SIGNAL: Dun & Bradstreet score decline ≥8 points · lease >3% of portfolio NOI
Analytical Dimensions

Four lenses that together reveal what a single cap rate cannot

Every investment team knows their cap rates. What separates the best-performing portfolios is what happens next: understanding why a cap rate is where it is, which direction it will move, and which assets in your book are most exposed to that movement.

01
NOI quality — not just the number
Gross revenue, operating expense ratio, vacancy loss, and management cost efficiency for every asset. Understand your NOI margin relative to submarkets before you model assumptions into a sale or refi.
02
Lease rollover risk and credit concentration
Expiry clustering by year and NLA, renewal probability scoring, and Dun & Bradstreet credit quality on every material tenant. See rollover cliffs 18 months before they arrive at the leasing desk.
03
Submarket cap rate velocity
Daily cap rate benchmarks updated from verified transactions across 200+ U.S. submarkets. Know when your asset class in your target market is compressing or expanding, with source transaction detail available.
04
Acquisition underwriting in hours, not days
Upload any OM or rent roll and receive a complete pro forma with market-calibrated assumptions, IRR and equity multiple sensitivity tables, and a confidence-weighted comp set within two hours.
Lease Expiry Analysis PORTFOLIO-WIDE · FY 2026–2029
28%
Expiring NLA by 2027
71%
Renewal probability avg
3
Critical renewals
Nextera Group Inc.
550 MARKET ST · OFFICE · 48,000 SF
Mar 2026
12.4%
Verto Logistics SARL
PARK WEST INDUSTRIAL · 72,000 SF
Jul 2026
18.6%
Harbor Retail Holdings
HARBOR COMMONS · MIXED-USE · 22,000 SF
Feb 2027
5.7%
Pinnacle Strategies
MERIDIAN PLAZA · OFFICE · 30,500 SF
Nov 2027
7.9%
DataCore Sciences
550 MARKET ST · OFFICE · 14,200 SF
Apr 2028
3.7%
NOI Waterfall · Q1 2026

The complete financial picture, every property at once

Property Gross Revenue OpEx NOI Margin Δ YoY
550 Market Street
OFFICE · SF · 385,000 SF
$6,840K ($2,640K) $4,200K 61.4% −4.2%
Park West Industrial
INDUSTRIAL · DALLAS · 1.1M SF
$7,420K ($1,620K) $5,800K 78.2% +11.6%
Harbor Commons Retail
MIXED-USE · MIAMI · 140,000 SF
$4,180K ($1,080K) $3,100K 74.2% −1.8%
Meridian Plaza
OFFICE · CHICAGO · 280,000 SF
$4,040K ($1,140K) $2,900K 71.8% −8.1%
Ridgeline Life Science
LAB/R&D · BOSTON · 60,000 SF
$3,400K ($1,000K) $2,400K 70.6% +14.3%
Portfolio Total $25,880K ($7,480K) $18,400K 71.1% +4.8%
READING THE TABLE
How NOI margin reveals asset quality
Industrial assets consistently command 75–82% NOI margins due to lower operating cost. Office trailing below 65% signals either management inefficiency or occupancy pressure. Vantage benchmarks each margin against 200+ submarket peers.
ALERT: MERIDIAN PLAZA
−8.1% YoY deterioration requires attention
Combination of rising OpEx (janitorial & utilities index increase), Nextera Group renewal risk (March 2026), and Chicago CBD vacancy at 19.4%. Vantage has pre-generated three leasing scenario models.
OPPORTUNITY
Ridgeline tracking at 14.3% growth
Boston life science market tightening. Current lease expiry in 2029 with creditworthy tenant. Acquisition comp set shows 5.1% cap rate for comparable assets in the Longwood Medical corridor — 40bps tighter than current carrying value.
Integration

Up and running in 24 hours, not six weeks

01 — CONNECT
Import your portfolio from any source
Connect directly to Yardi, MRI, RealPage, or CoStar — or upload your rent roll in any format. Vantage normalises and maps every property to our market taxonomy within 4 hours of import. No professional services engagement required.
02 — CALIBRATE
Your assets matched to live market benchmarks
Every imported asset is automatically matched to the correct NCREIF property type, submarket, and peer cohort. NOI margin benchmarks, cap rate context, and lease comp sets are populated without manual input.
03 — MONITOR
Daily signals, weekly portfolio briefs
Your investment team receives structured daily digests flagging NOI anomalies, tenant credit changes, and cap rate movements in each of your submarkets. Weekly portfolio briefs are formatted for IC and LP reporting.
Investment team outcomes

What happens when your data arrives before the problem does

"

Vantage flagged Meridian Plaza's OpEx trajectory and Nextera renewal risk eight months before any of it showed up in our reporting. We restructured the lease, locked in a blend-and-extend at higher net rent, and avoided a 14-month vacancy.

Outcome 8-month early warning · $1.4M vacancy loss avoided · NOI delta recovered in Q3 2025
RK
Rachel Kim
Portfolio Manager, Arbor Peak Capital
"

Our underwriting team used to spend four days building a pro forma from scratch on every deal. Vantage produces a fully sourced model with market-calibrated assumptions in under two hours. We've closed six acquisitions this year that we wouldn't have had the bandwidth to analyse without it.

Outcome Underwriting cycle: 4 days → 2 hours · 6 additional acquisitions closed in FY 2025
David Marsh
Head of Acquisitions, Irongate Realty Partners
Pricing

Asset-based pricing. No transaction fees, no report surcharges.

Every tier includes full NOI monitoring, lease analytics, submarket benchmarks, and compliance exports. You pay for active assets under management, not for using the platform.

Emerging
$799/mo
Up to 25 assets
Institutional
$2,499/mo
25–150 assets
Enterprise
Custom
Unlimited assets
Real-time NOI monitoring
Lease expiry & concentration risk
Submarket cap rate benchmarks (200+ markets)
Tenant credit quality monitoring
AI acquisition underwriting
Yardi / MRI / RealPage integration
LP reporting portal
Multi-fund portfolio structure
White-label investor portals
Dedicated success manager
Get started

The moment when your portfolio data starts working for you

Book a 30-minute demo and we'll run a live NOI waterfall and lease expiry analysis on three properties from your own portfolio before the call is over.