Features

Institutional-Grade CRE Analysis. Surprisingly Simple.

From initial underwriting to exit scenario modeling, Compass covers every step of the commercial real estate analysis lifecycle.

Input & Modeling

Property Overview

Geocoding, property types, ownership lifecycle, image uploads. Track properties from analysis through acquisition to sale.

Rates & Assumptions

Discount rate, cap rate, hold period, and custom year-by-year inflation arrays for market, expense, and general categories.

Operating Expenses

Unlimited expense categories with 10+ frequencies, percent fixed/variable splits, custom areas, and Excel bulk import from T-12.

Recoveries (NNN / Base Year / Mod Gross)

Automatic expense linking. Model net leases, base year stops, and modified gross recoveries — matching ARGUS-grade methodology.

Market Assumptions

Reusable market profiles with automatic inflation from last update date. Chain profiles to different property areas and suite types.

Tenant Lifecycle

13 accordion sections covering lease terms, step increases, renewal probability, holdover status, subleases, rent abatement, and security deposits.

Built for CRE Professionals

Every Input. One Integrated Model.

Property details, expenses, tenants, market assumptions, and recoveries flow into a unified proforma engine — no copy-paste between spreadsheets.

10+ expense frequencies Excel bulk import (ARGUS compatible) 13 tenant sections
Compass Excel Import Wizard auto-detecting expense columns, dates, and categories from a T-12 spreadsheet
Financial Analysis

Other Revenues

Track parking, signage, laundry, and miscellaneous income. ML-calibrated forecasting with period-average occupancy adjustments.

Financing & Debt

25+ loan fields, multiple loan types (fixed, floating, hybrid), construction loans, amortization schedules, prepayment penalties, DSCR covenants.

Investment & Waterfall

GP transaction fees, 4-tier institutional waterfall preferences, inline investor editing, capital reserve management and forecasting.

Compass Annual Operating Statement showing Potential Gross Income, Vacancy, EGI, Operating Expenses, and Net Operating Income across multiple years
Full-Stack Proforma

From Income to IRR.
In Seconds.

Compass generates complete operating statements with annual and monthly views. Drill into any line item, see exit scenarios for every year, and compare going-forward vs. since-acquisition returns.

PGI → EGI → NOI → Cash Flow pipeline
Contract-rate vacancy methodology
Dual-metric return analysis (Going-Forward + Since Acquisition)
Intelligence

Saga AI Assistant (Grounded Answers)

Ask natural-language questions and get answers tied to your model values, not generic guesses. Saga is designed to cite source metrics and explain drivers year by year.

ML-Powered Forecasting

Compass learns from your actual payment history. Observed escalation rates blend with your assumptions based on confidence level — improving every quarter.

Fluid Timeline Engine

Calculations auto-adjust as time passes. Vacancies extend, leases expire, and projections update — without you touching anything.

15-Factor Risk Scoring

WALT, tenant concentration, debt maturity, break-even occupancy, DSCR, LTV, vacancy rate, and more — weighted and scored automatically.

Machine Learning

Your Data Gets Smarter
Over Time.

As you enter actual payments, Compass observes real escalation rates and blends them with your assumptions — giving you forecasts grounded in reality, not just theory.

4 tiers
Confidence Levels
15 weighted
Risk Factors
Vacancies
Auto-extending
30 years
Projection Horizon
Compass KPI Dashboard showing NOI, cash flow, risk assessment with 15-factor scoring, occupancy trends, and ML-powered performance metrics
Reports & Collaboration

Operating Statement

Annual and monthly views. PGI, vacancy, EGI, expenses, NOI, debt service, and cash flow — with drill-down modals for every line item.

Exit Scenario Analysis

See IRR, NPV, and equity multiples for every possible exit year. Optimal exit year highlighted. Loan maturity flags and historical year separators.

Organizations & Sharing

Create teams with owner/admin/member/viewer roles. Share properties across organizations with granular per-page visibility controls.

Complete Audit Trail

Every change across all 9 entity types is recorded in a searchable activity log. Manual notes, automated tracking, and date-filtered history.

See Compass in Action

Real screenshots from the Compass platform — not mockups.

KPI Dashboard with NOI, cash flow, risk scoring, occupancy, and performance trends

KPI Dashboard & Risk Assessment

Annual Operating Statement with multi-year PGI, vacancy, NOI, and cash flow projections

Annual Operating Statement

Monthly Operating Statement with per-month revenue and expense breakdowns

Monthly Operating Statement

Rent Roll Timeline showing tenant leases, vacancies, and occupancy projections

Rent Roll Timeline

Excel Import Wizard auto-detecting expense columns, dates, and categories

Excel Import Wizard

Income Rent Roll Timeline showing revenue projections per tenant over the hold period

Income Rent Roll Timeline

Property dashboard with portfolio overview, progress tracking, and status badges

Property Dashboard

Exit Scenario Analysis table showing IRR, NPV, and equity multiples for every exit year with optimal year highlighted

Exit Scenario Analysis

Tenant lifecycle form with accordion sections for lease terms, step increases, renewal probability, and more

Tenant Lifecycle Form

Settings page showing organization management, member roles, and plan details

Organization Settings

Share Property dialog with page visibility controls and permissions

Share Property Dialog

Clone Property dialog for duplicating shared properties into your workspace

Clone Property Dialog

Frequently Asked Questions

What features does Compass include for CRE analysis? +
Compass includes a full proforma engine (annual + monthly operating statements), DCF analysis with leveraged/unleveraged IRR and NPV, rent roll timelines, ML-powered expense forecasting, NNN/Base Year/Modified Gross recovery modeling, GP/LP waterfall distributions, 15-factor risk scoring, tenant lifecycle management, and an AI chat assistant named Saga.
Can I import my existing data into Compass? +
Yes. Compass has a 4-step Excel import wizard that auto-detects expense categories, maps columns, and lets you bulk-import a T-12 operating statement in minutes. You can also enter data manually through guided forms.
Does Compass support multi-tenant properties? +
Absolutely. You can model unlimited tenants per property with individual lease terms, step increases, renewal probability, holdover status, subleases, rent abatement, security deposits, and free rent periods. The system automatically projects tenant lifecycle events over your hold period.
How does Compass compare to ARGUS Enterprise? +
Compass covers much of what ARGUS does — DCF analysis, recovery modeling (NNN, Base Year Stop, Modified Gross), expense projections, and proforma generation — but costs a fraction of ARGUS's $15,000+/year license. Compass also adds features ARGUS lacks, like ML forecasting, GP/LP waterfall modeling, risk scoring, and an AI assistant.
Is there a free plan? +
Yes. The Free plan lets you analyze one property with full access to every feature — proforma engine, DCF, recovery modeling, risk scoring, and more. No credit card required. Paid plans start at $29/month for additional properties and team collaboration.
What types of commercial properties does Compass support? +
Compass supports office, retail, industrial, multifamily, mixed-use, and other commercial property types. The flexible expense, recovery, and market assumption system adapts to any asset class.

See It in Action

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