Skip to main content
NextAutomation®Caelon Analytics
Book a demo
All Solutions
Sourcing Intelligence

AI Deal Sourcing & Off-Market Intelligence

Custom CRE sourcing built around your markets and buy box. Rank candidates, retain ownership evidence and connect the reviewed records to your team's next step.

The short answer

Explore the current sourcing workflow →

NextAutomation builds a sourcing pipeline around your firm’s markets, asset criteria and review process. The workflow brings permitted property and ownership sources together, ranks candidates against the agreed buy box and carries the supporting records into your team’s next step.

Start with a defined territory and a representative output. Agree the source access, refresh schedule, qualification rules and destination fields before expanding the workflow. The current sourcing walkthrough shows how a candidate, its ownership evidence and unresolved questions stay connected.

CAPABILITIES

What's included

01

Off-market property identification from public records, court filings, and distress signals

02

AI deal scoring against your sourcing criteria (cap rate, location, vintage, size)

03

Automated enrichment: ownership history, debt stack, estimated value

04

Pipeline routing to your CRM with priority ranking

05

Delivery schedule and destination fields configured with your firm

Ready to implement this in your firm?

NextAutomation builds this as a custom system tailored to your tools, team size, and investment strategy.

View All Solutions

Explore the off-market deal sourcing system

The managed offer, free implementation kits, and a production case study.

Solution

Managed Off-Market Deal Sourcing

Prefer done-for-you? We run the off-market sourcing pipeline for you and hand over a scored, contactable deal flow.

Learn More
Template

The Off-Market Sourcing System

Free implementation pack: the agent architecture, production prompts, and outreach scripts to source vetted owners per submarket.

Learn More
Template

The Off-Market Operating System

Free guide plus a drop-in Claude kit to find private owners, score motivation, resolve LLCs, and draft outreach in any asset class.

Learn More
Case Study

Off-Market Deal Sourcing Engine (Case Study)

How a manufactured-housing investor sources off-market across a multi-state footprint, with signal scoring and public-record owner resolution.

Learn More
Blog

Does AI Off-Market Deal Sourcing Actually Work? The Real Numbers

An evidence-led read on the first-party results from one engagement, and what each figure does and does not claim.

Learn More

Questions real estate teams ask

What does AI Deal Sourcing & Off-Market Intelligence do?

It runs an AI pipeline that finds off-market sourcing opportunities from public records, court filings, and distress signals, scores them against your criteria, and routes high-priority targets to your team before they reach the broader market.

How does it find off-market opportunities?

It identifies off-market properties from public records, court filings, and distress signals, then enriches each with ownership history, debt stack, and estimated value.

How are sourcing records reviewed and delivered?

Agree the destination, field mapping and delivery schedule for your implementation. Review the property identity, qualification reason, source dates and documented ownership roles before accepting a record. Keep unresolved fields and the reviewer's corrections with the handoff.

What should we bring to the first sourcing review?

Bring one target market, your asset criteria and exclusions, and an example of the record your team needs to receive. Identify the required fields and the next action that a reviewer must approve. We use that packet to scope the sources, output and handoff.

Who is AI deal sourcing for?

CRE investors, brokers, lenders and developers that want a steady, scored pipeline of off-market opportunities matched to their buy-box.