Rockport VAL Integration
Data & Market IntelligenceWhat It Does
Rockport VAL is a cloud-based commercial real estate DCF and valuation platform — the browser-native challenger to ARGUS for lease-by-lease cash-flow modeling, direct capitalization, and investment-return analysis. Because it runs in the cloud rather than as a locked desktop install, a team can build the same institutional-grade cash flows ARGUS produces, collaborate on a model in real time, and share results without emailing a proprietary file back and forth. For firms that don't need to hand a counterparty a literal ARGUS file, VAL delivers the same modeling rigor with a far more modern surface.
Why Real Estate Professionals Use It
Institutional underwriting speaks in lease-by-lease DCF — the same language whether the model lives in ARGUS or in Rockport VAL. The bottleneck is never building the model; it's everything that happens after. An analyst finishes a VAL model, exports the cash flow to Excel, retypes the headline numbers into an IC memo, copies the valuation into a portfolio tracker, and re-keys the assumptions into the firm's house Excel model — then does it all again every time the model is revised during a months-long diligence. That re-keying is slow, error-prone, and entirely automatable.
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Key Features for Real Estate
Discover how Rockport VAL powers real estate automation workflows
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Feature
Excel Cash-Flow Workbook Parsing
Read Rockport VAL's exported Excel cash-flow workbook — annual and monthly cash flows, the NOI build, capital reserves, and the valuation summary tab — and map every figure to named fields regardless of where it sits in the sheet.
Real Estate Impact
The Excel export is the most common, most parse-friendly hand-off from a cloud model. Reading it reliably is what keeps every downstream artifact — memo, dashboard, house model — in sync with the latest VAL version.
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Automation Workflows
Ready-to-deploy workflows powered by Rockport VAL + NextAutomation
Workflow 1 of 4
Intermediate
VAL Export Uploaded → Parse Cash Flows → IC Memo Draft
When an analyst finishes a Rockport VAL model and exports it (Excel or PDF), this workflow ingests the export, extracts the 10-year cash flow, valuation, return metrics, and key assumptions, and drafts the cash-flow and valuation sections of the firm's Investment Committee memo. The analyst opens a memo with the VAL numbers already populated and an AI-written first-pass narrative summarizing the valuation thesis — instead of a blank template and a wall of cash-flow rows to retype.
Trigger: Rockport VAL Excel/PDF export dropped into a watched cloud folder (Google Drive, SharePoint, or Dropbox), or uploaded through an intake form
Workflow Steps
1n8n detects a new VAL export in the watched folder (file-watch trigger — we don't assume a Rockport webhook exists for your account)
2A parsing node reads the export: annual cash flows, NOI, valuation conclusion, going-in and exit cap, unlevered and levered IRR, equity multiple, hold period
3A second pass extracts the modeling assumptions: market rent, rent growth, vacancy, renewal probability, TI/LC, discount rate
4AI node drafts the IC-memo cash-flow narrative and flags any assumption that falls outside the firm's standard ranges (e.g., exit cap below going-in cap, rent growth above a configured ceiling)
+2 more steps
The IC memo's most transcription-heavy section is drafted in minutes from the VAL export. Analysts spend their time stress-testing the assumptions the AI flagged, not retyping cash-flow rows — and every memo is formatted identically.
Triggers & Actions
Connect Rockport VAL to your workflows with powerful triggers and actions
Triggers
New VAL Export Detected (File Watch)
Fires when a new Rockport VAL export (Excel or PDF) appears in a watched cloud folder (Google Drive, SharePoint, Dropbox). This is a file-watch trigger on your storage — not a VAL webhook, which we don't assume exists for your account unless your Rockport API access confirms one.
An analyst saves a VAL Excel export to the deal's Drive folder; the watch trigger starts the IC-memo drafting workflow automatically.
VAL Export Uploaded via Intake Form
Fires when a Rockport VAL export is uploaded through an intake form or portal, capturing the file along with deal metadata (asset name, deal stage).
A regional team uploads its VAL export through a simple intake form; the file is routed to the right deal record and parsed without IT touching shared folders.
Scheduled Valuation-Folder Scan
Runs on a schedule (e.g., quarterly) and processes any VAL exports added to the portfolio valuation folder since the last scan.
Each quarter, scan the valuation folder and refresh the portfolio dashboard from every updated Rockport model in one batch.
Live API Pull (Only If Provisioned)
If — and only if — your Rockport account has sanctioned programmatic access available, a scheduled or on-demand API pull can replace the file export as the data source. We build this to whatever Rockport actually exposes for your account; absent confirmed access, the pipeline uses the export trigger above.
A firm with Rockport API access enabled pulls finalized models on a nightly schedule rather than relying on analysts to drop exports into a folder.
Actions
Parse VAL Cash Flows
Read a Rockport VAL export and return the structured cash-flow schedule — annual (and where present, monthly) NOI build, capital reserves, and net cash flow over the hold period.
Pull the 10-year cash flow from a VAL Excel export to populate the cash-flow table in an IC memo.
Extract Valuation and Return Metrics
Return the headline outputs from a VAL model: value conclusion, going-in and terminal cap rate, unlevered and levered IRR, equity multiple, and discount rate.
Write the value conclusion and return metrics from a refreshed VAL export to the asset's row in a portfolio dashboard.
Extract Modeling Assumptions
Isolate the assumption set — market rent, rent growth, vacancy and credit loss, renewal probability, downtime, TI/LC, exit cap, hold period, discount rate — as a structured object.
Sync the assumptions from a VAL export into the input tab of the firm's house Excel underwriting model.
Extract Rent Roll / Lease Detail
Read the lease-by-lease detail carried in a VAL export — tenant, area, in-place rent, expiry, options, and modeled renewal assumptions — into a structured rent-roll table.
Reconcile the lease assumptions in the VAL model against the actual rent roll and estoppels during diligence.
Compare Two Models (VAL ↔ VAL or VAL ↔ ARGUS)
Diff two exports of the same asset — two VAL versions, or a VAL export against an ARGUS or house-Excel export — and return the assumption-level and value-level changes, with the lines that drove the difference.
Reconcile a Rockport VAL model against the firm's prior ARGUS model to confirm the cloud tool agrees before relying on it.
Generate Downstream Artifact
Use the extracted VAL data to populate a downstream document or system — IC-memo section, portfolio dashboard row, or house-model input tab.
Auto-fill the cash-flow and valuation sections of an IC-memo template from a freshly ingested Rockport VAL export.
Setup Guide
Get started in approximately 1-2 hours for the first export-to-memo pipeline; a half-day for the full memo + dashboard + model-sync suite, depending on export consistency
Prerequisites
- An active Rockport VAL subscription — automation runs on the exports your team produces (and on the API only if your account has sanctioned access)
- The ability to export VAL models as Excel and/or PDF (standard in Rockport VAL)
- A cloud storage destination for exports (Google Drive, SharePoint, or Dropbox) so a file-watch trigger can pick them up
- An n8n instance (cloud or self-hosted) for orchestration, plus a destination for the structured output (Google Docs/Word for memos, Airtable/Sheets/database for dashboards, Excel for model sync)
- A consistent file-naming or folder convention so each export maps to the correct asset or deal record
- Optional: confirmed Rockport API credentials, if you want a live pull instead of (or in addition to) the export path
1
Confirm Your Data Source — Export First, API If Available
Start with the export path because it works today: decide whether the VAL Excel cash-flow workbook (most parse-friendly) or the PDF report is your source of truth. Separately, check with Rockport whether your account has programmatic API access available — if it does, we can pull models directly and skip the manual export step. Don't block the build waiting on an API; design for the export and treat the API as a drop-in upgrade.
Have analysts always export the same Excel template from VAL. Consistent sheet and tab names make parsing dramatically more reliable than ad-hoc exports.
2
Wire the File-Watch Trigger (or API Pull)
In n8n, add a trigger on your cloud storage that fires when a new VAL export lands in the watched folder. If you confirmed sanctioned API access in step 1, configure the API pull instead — but keep the file-watch as a fallback. Confirm the trigger fires by dropping a test export into the folder.
Use a dedicated 'inbox' subfolder for fresh exports and move processed files to an 'archive' subfolder at the end of each run, so the watch never re-processes the same file.
3
Build and Validate the Parser
Add the parsing step that reads the export and emits a structured object: cash flows, valuation, return metrics, and assumptions. Validate it against several real VAL exports from your own deals — different asset types and lease structures — and confirm the extracted numbers match the model exactly. Everything downstream trusts this step.
Build a reconciliation check that re-sums the extracted annual cash flows and compares to the export's own NOI total. If they don't tie, the parse failed and the run should halt rather than push bad numbers downstream.
4
Connect the Downstream Artifact
Point the structured output at its destination: an IC-memo template that gets populated, a portfolio dashboard row that gets written, or a house Excel model whose named input cells get updated. Map each extracted field to its target explicitly, and keep the mapping in one reusable sub-workflow so memo, dashboard, and model sync all share the same field definitions.
For the house-model sync, write only to named input cells and never to formula cells — that keeps your model's logic intact while the inputs refresh.
5
Layer in AI Review and Notifications
Add an AI node that summarizes the model and flags assumptions outside your firm's standard ranges, then route a notification (Slack or email) to the deal lead with a link to the artifact and the flagged items. Monitor the first several runs and tune the flag thresholds to your buy-box.
Log a one-line result for every run ('Asset X parsed: value $42.1M, IRR 14.2%, 2 assumptions flagged'). It makes it obvious when a parse silently degrades after a VAL export-format change.
Frequently Asked Questions
Common questions about Rockport VAL integration
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