AI-Ready Starter Kit
Real Estate Portfolio Planning
Extend your workflow outputs with AI analysis and analyze lease risk, utilization, and market signals for portfolio decisions
Overview
This Starter Kit helps real estate and finance teams make informed portfolio decisions by maintaining a consolidated view of lease obligations, space utilization, and market benchmarks. Lease expiration timelines are surfaced proactively, cost modeling incorporates scenario assumptions, and real estate capital planning is integrated with the broader financial plan.
In addition to core workflows, this kit includes guidance for effectively using AI tools alongside the workflows to enhance output.
What problem does it solve?
Real estate performance data including leases, utilization, and market signals is often distributed across multiple systems, making it difficult for teams to evaluate portfolio risk and identify opportunities.
What’s included?
- Consolidated Lease and Occupancy Data Aggregator. Aggregates lease terms, occupancy data, and cost information across all locations into a single portfolio view.
- Space Utilization vs Obligation Analyzer. Measures actual space utilization against lease obligations so optimization opportunities are identified and quantified.
- Lease Expiration Proactive Alert Engine. Surfaces lease expiration timelines in advance so teams have the lead time needed to negotiate renewals or transitions.
- Scenario-Based Portfolio Cost Modeler. Models portfolio costs under different scenarios and market rate assumptions so planning decisions are tested before they are made.
- Real Estate Capital Plan Integration Connector. Integrates real estate capital requirements into the broader financial planning process so portfolio costs are fully reflected in the plan.
- Optional AI Guidance. Learn how to generate financial commentary using AI.
Extending your workflow with AI
This Starter Kit is AI-ready, meaning it’s designed to help you leverage AI tools more effectively with structured, analysis-ready data. With this Starter Kit, you can:
- Prepare high-quality, structured data ideal for LLMs
- Apply AI tools more effectively and consistently
- Combine deterministic analytics with generative AI for enhanced outputs
How it works:
- Build and run the Alteryx workflow to prepare and analyze your data
- Export structured outputs
- Use the included guidance to input results into your preferred LLM
How to use this Starter Kit?
After downloading, you’ll be redirected to our How to Use Starter Kits page for step-by-step guidance on installing, locating, and exploring Starter Kits in Alteryx.