Source, Underwrite & Close Commercial Deals Without the Back-Office Drag
Offload T-12 financial scrubbing, rent roll standardization, CoStar & Crexi comp pulls, Argus / Excel DCF modeling, lease abstractions, Juniper Square investor portal updates, and lender due diligence to vetted Commercial Real Estate Virtual Assistants—supervised by a dedicated Project Manager at zero extra cost.
Up to 70%
Acquisition Overhead Savings
100%
Supervised Underwriting QA
< 1 Hour
Average Response Time
Zero
Platform & Booking Fees
Commercial Platforms, Databases & Portals We Operate
Your virtual assistant connects straight into your commercial property databases, underwriting models, investment management portals, and cloud document rooms.
CoStar & Crexi
Sale & Lease Comps, Submarket Analytics & Listings
Argus & Excel Underwriting
Cash Flow Projections, WACC & Waterfall Promotes
Yardi & RealPage
Rent Rolls, General Ledgers & Operating Statements
Juniper Square & IMS
LP Investor Portals, Capital Calls & K-1 Distribution
Reonomy & LandVision
True Owner Skip-Tracing, Debt Maturities & Parcels
Buildout & Offering Memos
OM Extraction, Pitch Decks & Deal Flyers
Secure VDR & DocuSign
Subscription Agreements, Mutual NDAs & PSA Exhibits
Smartsheet & Deal CRMs
Acquisition Pipelines, Due Diligence Checklists & LOIs
What Your Commercial Real Estate VA Handles Daily
From parsing 100-page Offering Memorandums and scrubbing messy T-12 trailing financials to abstracting commercial leases, building waterfall models, and managing investor distributions.
T-12 Scrubbing & Rent Roll Auditing
- Ingest historical Trailing 12-Month (T-12) operating statements from Yardi, AppFolio, or raw PDF reports into standard chart-of-accounts templates.
- Audit rent rolls: calculate physical vs. economic vacancy, identify delinquent tenants, flag upcoming lease rollover cliffs, and normalize concessions.
- Adjust non-recurring capital expenditures, owner personal expenses, and improper management fee allocations to determine true Net Operating Income (NOI).
Pro Forma Underwriting & DCF Modeling
- Populate 5-to-10-year discounted cash flow (DCF) models factoring in exit cap rates, annual rent growth, expense inflation, and debt service coverage ratios (DSCR).
- Model complex GP/LP equity waterfall structures: European vs. American promotes, preferred return hurdles (6%-8%), and catch-up provisions.
- Generate dynamic sensitivity matrices evaluating levered IRR, equity multiple (EM), and cash-on-cash yield against shifting interest rates and vacancy.
Market Comp Extraction & Deal Sourcing
- Pull sale and lease comparables in CoStar, Crexi, and LoopNet, benchmark price per square foot (PSF), price per door, and submarket absorption rates.
- Execute off-market prospecting in Reonomy or LandVision: filter by impending debt maturity dates, loan-to-value ratios, and long-term ownership tenure.
- Maintain and update your active acquisition deal pipeline in Smartsheet, Monday.com, or HubSpot, logging broker outreach and submission deadlines.
Due Diligence & Lease Abstractions
- Review complex commercial retail, industrial, and office leases to build standardized lease abstract matrices (CAM reconciliations, renewal options, TI allowances, and co-tenancy clauses).
- Coordinate virtual data room (VDR) documents: catalog Phase I Environmental Site Assessments (ESA), Property Condition Reports (PCR), ALTA surveys, and title commitments.
- Track seller closing checklists, request municipal utility history, and draft tenant estoppel certificates prior to PSA closing deadlines.
Investor Portals & Syndication Admin
- Administer investor management software (Juniper Square, AppFolio IM, CrowdStreet, IMS): verify accredited investor letters and countersigned subscription documents.
- Stage quarterly investor reporting packets: format asset management operational summaries, budget-to-actual variance reports, and distribution notices.
- Coordinate year-end tax season logistics: upload Schedule K-1 forms to LP investor accounts and field routine distribution banking queries.
Lender Packages & Custom Asset SOPs
Submitting loan applications to agency lenders (Fannie Mae / Freddie Mac), debt funds, or regional balance sheet banks? Your dedicated SageDoer Project Manager orchestrates borrower org charts, personal financial statements (PFS), schedule of real estate owned (SREO), and property playbooks at zero extra management charge.
How SageDoer Works
Skip hiring generalist freelance assistants who don't understand cap rates, debt service coverage, or waterfall promotes. Deploy managed, professional commercial real estate investment support in four simple phases.
Submit Requirements
Share your asset focus (multi-family, industrial, retail, self-storage), software stack (CoStar, Yardi, Juniper Square), and monthly deal flow volume with us via form, email, or WhatsApp.
Finalise the Deal
Our dedicated project manager connects with you immediately to review your underwriting models, buy-box criteria, sign strict mutual NDAs, and finalize partnership details.
Expert Execution
Your project manager takes full charge of operations, getting T-12s scrubbed, rent rolls audited, models populated, comps extracted, and data rooms curated through our internal team.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's underwriting oversight and audit checks are completely free.
Traditional Freelancers vs. SageDoer
Why commercial real estate sponsors, syndicators, and private equity principals choose SageDoer.
| Feature Matrix | Freelance Marketplaces | The Smart Choice: SageDoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden agency markups, client billing surcharges, and subscriptions | 0% Hidden Fees. Pay strictly for pure working hours. |
| Daily Team Management | You must micromanage remote workers while negotiating purchase and sale agreements | Dedicated Project Manager acts as your single operational point of contact |
| Quality Assurance | Hit-or-miss talent with no grasp of NOI, cap rates, debt service hurdles, or waterfall promotes | Internally vetted, rigorously trained commercial real estate financial analysts |
| Hiring & Deployment Speed | Endless cycles of interviewing, testing Excel skills, and retraining candidates during active LOIs | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer timesheets with currency exchange headaches | Simple, unified, centralised USD invoicing |
| Staff Turnover & Coverage | Start the hiring and training cycle all over again when a freelancer vanishes mid-due-diligence | Seamless internal replacements with zero operational disruption |
Flexible Commercial Real Estate Support Plans
No contracts, no setup costs, no hidden software fees. Scale analysis hours up during heavy acquisition pipelines, LOI bidding windows, or quarterly investor distributions, and scale down when transactions close.
20 Hours Per Week
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
40 Hours Per Week
Est. $960 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Commercial Real Estate Sponsors, Syndicators & Principals
Real feedback from multi-family syndicators, industrial asset managers, retail investors, and commercial equity sponsors scaling deal flow with SageDoer.
"Before SageDoer, our acquisitions team was spending 20 hours a week just converting messy 100-page broker OMs and PDF rent rolls into our Excel DCF model. Our VA now inputs trailing financials, normalizes bad debt and concessions, and delivers a clean pro forma within 4 hours."
Brandon W.
Managing Principal, Apex Multi-Family Capital ($140M AUM)
"Underwriting industrial warehouse deals requires deep lease abstraction. Our SageDoer assistant audits triple-net (NNN) expense reconciliations, tracks roof replacement reserve escrows, and builds CoStar rent comp grids with zero errors."
Michael K.
Director of Acquisitions, Keystone Industrial Logistics
"Having a dedicated Project Manager supervise our VA without billing additional fees is unmatched. When we launched a 280-unit syndication in Atlanta, our PM managed every subscription agreement upload in Juniper Square and reconciled wire receipts seamlessly."
Sarah L.
Co-Founder & COO, BlueSky Real Estate Syndication
"Our agency debt lender needed 45 due diligence items within 10 days of signing our PSA. Our assistant organized environmental Phase I reports, title commitments, and tenant estoppels in our data room without a single missing page."
Daniel R.
Principal, Horizon Commercial Asset Partners
"The $6/hour full-time rate has saved our real estate private equity shop over $4,500 every single month compared to hiring an entry-level analyst. Our assistant handles Reonomy off-market owner skip-tracing, updates our pipeline, and models cash flows flawlessly."
Tyler C.
Managing Director, Summit Retail Properties
"Before SageDoer, our acquisitions team was spending 20 hours a week just converting messy 100-page broker OMs and PDF rent rolls into our Excel DCF model. Our VA now inputs trailing financials, normalizes bad debt and concessions, and delivers a clean pro forma within 4 hours."
Brandon W.
Managing Principal, Apex Multi-Family Capital ($140M AUM)
"Underwriting industrial warehouse deals requires deep lease abstraction. Our SageDoer assistant audits triple-net (NNN) expense reconciliations, tracks roof replacement reserve escrows, and builds CoStar rent comp grids with zero errors."
Michael K.
Director of Acquisitions, Keystone Industrial Logistics
"Having a dedicated Project Manager supervise our VA without billing additional fees is unmatched. When we launched a 280-unit syndication in Atlanta, our PM managed every subscription agreement upload in Juniper Square and reconciled wire receipts seamlessly."
Sarah L.
Co-Founder & COO, BlueSky Real Estate Syndication
"Our agency debt lender needed 45 due diligence items within 10 days of signing our PSA. Our assistant organized environmental Phase I reports, title commitments, and tenant estoppels in our data room without a single missing page."
Daniel R.
Principal, Horizon Commercial Asset Partners
"The $6/hour full-time rate has saved our real estate private equity shop over $4,500 every single month compared to hiring an entry-level analyst. Our assistant handles Reonomy off-market owner skip-tracing, updates our pipeline, and models cash flows flawlessly."
Tyler C.
Managing Director, Summit Retail Properties
Frequently Answered Queries
Real questions from commercial real estate investors, syndicators, and private equity principals.
How accurately can your virtual assistants underwrite T-12s, rent rolls, and cash flow models?
Our real estate analysts possess strong corporate finance backgrounds and understand commercial real estate mechanics. They don't just copy and paste numbers; they review trailing 12-month financials for recurring versus non-recurring repairs, identify below-market lease roll-overs on rent rolls, verify physical versus economic occupancy, and apply proper expense ratios (e.g., real estate tax reassessments upon sale). Your VA populates your exact proprietary Excel DCF model with meticulous formula hygiene so your investment committee can review and make bid decisions with complete confidence.
Can the VA operate our existing CoStar, Crexi, and investor portal accounts?
Yes. Your VA works directly inside your enterprise software licenses (CoStar, Crexi, Reonomy, Yardi, RealPage, or Juniper Square). Whether extracting property sale comps, pulling submarket vacancy curves, or setting up a new multi-family syndication offering in your investor portal, they navigate these platforms natively. We connect via password-protected delegation or individual user sub-accounts configured by your firm.
How does quality control work with the dedicated Project Manager?
Every SageDoer partner is paired with a dedicated Project Manager at zero extra cost. Your PM conducts spot audits on completed underwriting sheets (checking formula links, debt service calculations, and equity waterfall promote calculations), verifies that lease abstract tables capture renewal terms accurately, tracks task turnaround times against your LOI deadlines, and serves as your single operational point of contact. If your primary assistant is ever on scheduled leave or ill, your PM provides an internally trained backup so your deal pipeline never pauses.
How do you protect deal confidentiality, financial records, and investor data?
Commercial real estate deals involve sensitive purchase prices, unreleased offering memorandums, LP net-worth verifications, and proprietary underwriting models. Security and discretion are paramount. We execute mutual, comprehensive Non-Disclosure Agreements (NDAs) prior to onboarding. Your VA operates under the principle of least privilege (PoLP) strictly inside your password-managed enterprise workspace (Google Workspace, Microsoft 365, Juniper Square, or secure cloud VDRs) protected by multi-factor authentication (MFA). Client deal files and investor tax records are never downloaded to unmanaged local devices.
How are working hours recorded, verified, and billed?
We utilize centralized time tracking to log precise seconds worked on your acquisition assignments. You receive transparent weekly timesheets detailing exact task breakdowns (e.g., 8 hours underwriting T-12 financials and rent rolls for 3 multi-family assets, 4 hours pulling CoStar comps and submarket demographics, 5 hours lease abstractions, 3 hours investor portal distribution updates). You pay strictly for pure working hours—Project Manager supervision and quality checks are 100% free.
Tell Us About Your Commercial Deal Pipeline
Whether you are an independent syndicator looking to offload T-12 scrubbing, a private equity real estate firm managing acquisitions across multi-family and industrial, or an asset management team scaling LP reporting, submit your requirements and our commercial real estate operations director will follow up immediately.
Ready to Scale Your Commercial Acquisition Volume?
Eliminate the operational bottlenecks of manual rent roll data entry, delayed underwriting models, missed broker submission deadlines, and chaotic LP investor reporting. Partner with a dedicated Managed Commercial Real Estate Virtual Assistant team and deploy within 24-48 hours.