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The short answer

An AI pro forma generator turns a deal's inputs into a defensible base-case model in minutes: it seeds income, expense, financing, and exit assumptions, computes the returns, and shows which inputs drove them, so your committee argues the assumptions instead of rebuilding the sheet. It is a starting point a human sharpens, never the final word on a deal. You can try the mechanics on the free pro forma calculator before building a firm-specific version.

Speed only helps if the output holds up, and most AI efforts stall before they do: JLL's 2025 Global Real Estate Technology Survey found 88% of real estate investors, owners, and landlords piloting AI, yet only 5% report achieving all their program goals. As Lucas Eschapasse, CEO of NextAutomation, puts it: “A generator is only worth using if the model is auditable; show which inputs moved the return and the committee can debate the thesis, not the data entry.”

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Underwriting Automation

Pro-Forma Generator

Build and compare auditable sources and uses, operating assumptions, debt, cash flows, returns, and sensitivities without pretending to complete diligence or make an IC decision.

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CAPABILITIES

What's included

01

Automated pro-forma from address and deal parameters

02

Source-noted market reference set for rent and cap-rate inputs

03

Rent roll upload and reconciliation

04

Scenario modeling (value-add, hold, refi)

05

Export to Excel or your existing underwriting template

Ready to implement this in your firm?

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

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Questions real estate teams ask

What does the Pro-Forma Generator do?

You feed in an address and deal parameters and receive a fully populated pro-forma linked to live market comparables, fast enough to evaluate more deals without expanding your underwriting team.

Where do the inputs come from?

It builds the pro-forma from an address and deal parameters, integrates live market comps for rent and cap rate inputs, and supports rent roll upload and reconciliation.

Can it model different scenarios?

Yes. It supports scenario modeling for value-add, hold, and refinance, and exports to Excel or your existing underwriting template.

Who is the pro-forma generator for?

Investors and developers that want to evaluate more deals quickly with pro-formas grounded in live market data.