Deal Sourcing & Screening

Every deal that fits, in one place

The Inbox agent captures every deal brokers email you. The Sourcing agent finds the listings they don't send, across dozens of leading brokerages. Every opportunity is scored against your buy box in a single list.

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How it works

From inbox and listings to a scored pipeline in 3 steps

Your best deals are spread across your inbox and dozens of brokerage sites. Hundreds arrive every week, and no one has time to read them, pull the numbers, and log each deal before the next fifty arrive. Altrio's agents do that work, so your team spends its hours on the deals that fit.

01

The Inbox agent captures every deal brokers send you

Connect Outlook or Gmail and the Inbox agent works in the background. Every email from a sender on your whitelist is captured, and the key details are pulled out of the email body, brochures and OMs, turning each one into structured data you can screen, underwrite and compare.

Learn more about data extraction
Altrio's Active Pipeline auto-capturing deals from an Outlook inbox — reading offering memos, rent rolls, and T-12 attachments — and scoring each against your buy box across sectors like residential, retail, and hospitality.
02

The Sourcing agent finds the listings they don't send

The Sourcing agent searches thousands of listings from dozens of leading brokerages and keeps searching as new ones are posted. Every listing that fits your buy box is added to your opportunity list, with its key details already captured.

A listing in Altrio added by the Sourcing agent: a 268-unit multifamily property in Cedar Park, Texas with its guidance price, cap rate and occupancy, a High buy-box score with each core requirement checked, and Add to Pipeline and Pass buttons.
03

Screen every opportunity in one list

Inbox deals and listings appear side by side in the same format, each with a High, Medium or Low score. Filter by dozens of deal and asset attributes, view them as cards, a table or a map, and add the ones worth pursuing to your pipeline in one click.

Altrio's Opportunities table with filters across the top, showing inbox deals and brokerage listings side by side with guidance price, cap rate, size, broker and a High, Medium or Low score, and Add and Pass buttons on every row.

One platform, from sourcing to close

Up next: 02 Pipeline management

A pipeline you trust, without the busywork

A scored deal needs somewhere to go. Every deal you choose to track goes into a live pipeline your whole firm trusts, with no status emails and no manual roll-ups.

Explore pipeline management →
03 Market dataEvery deal you touch compounds your edge04 Relationship managementNurture the relationships that drive your deal flow
Results

In their words

With Altrio, we are able to leverage our data to derive key insights about real estate investment opportunities across our global business. Since adopting Altrio, we spend our time more efficiently when analyze opportunities and collaborate more easily with our global team.
Graham Russell
Graham Russell
Vice President, Americas, QuadReal Property Group
QuadReal Property Group
Every deal requires collaboration between numerous teams. Before Altrio, we used spreadsheets and email chains to keep teams aligned. Even within teams, different regions were maintaining their data in silos. With Altrio, we unified all of this data into one shared source of truth.
Derrick Perkins
Derrick Perkins
Vice President, Investments, Brookfield Properties
Brookfield Properties
Altrio has proven itself to be an incredibly useful tool for compiling and organizing our firm’s investment pipeline. The ability to populate a few basic deal markers into the site, attach the OM, and return to a fully populated deal profile saves me hours of data entry that would otherwise take me away for lead generation and deal underwriting.
Alex Grant
Alex Grant
Real Estate Acquisitions, Scarp Ridge Capital Partners
Scarp Ridge Capital Partners
Our ultimate goal was to sharpen and expand how we leverage data in our investment process as part of our journey to become a leader in the use of advanced analytics in our space. Altrio is helping us manage and put to use the large volume of information we receive every day, making our work more efficient and helping us make better investment decisions.
John Sarokhan
John Sarokhan
Managing Director, PGIM Real Estate
PGIM Real Estate
This is the first system we’ve used where all of the key investment information actually lives in one place. The connectivity between a portfolio, a deal, and an asset is so much more dynamic in Altrio.
Kayla Cail
Kayla Cail
Assistant Vice President, AEW Capital Management
AEW Capital Management
[Altrio] provides a seamless environment to track and monitor all ongoing acquisition opportunities. It is very convenient to re-surface all old deals and aggregate portfolio data for decision making.
4.6 out of 5 stars
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FAQ

Questions, answered

How does the email integration work?
Altrio connects securely to your existing Outlook or Gmail in the background. There is nothing to install, and your team never changes how it sends or receives email. You configure a whitelist of senders and domains, and only email from that whitelist is read by AI.
Do we have to forward emails or log deals by hand?
No. There are no forwarding rules to maintain and no manual logging. Altrio reads inbound brochures and attachments as they arrive and turns them into structured deal records on its own. If you would rather not connect your email at all, forward deals to your unique Altrio address instead and everything downstream works the same way.
What files and formats can Altrio read?
Altrio parses unstructured PDF offering memoranda, flyers, and brochures, along with Excel rent rolls and historical T12 operating statements: the formats brokers actually send.
Where do the listings come from?
The Sourcing agent searches thousands of online listings from dozens of leading brokerages and keeps searching as new listings are posted. Each listing is compared with your buy box, and only the ones that fit are added to your opportunity list.
Does the Sourcing agent use the same buy box as the Inbox agent?
Yes. Both agents score against the same buy box, so inbox deals and listings are ranked on the same criteria. Change the buy box once and both agents apply the new criteria.
Is the Sourcing agent included in my plan?
Yes. It is included in every Altrio plan at no additional cost, and it is rolling out to all customers over the coming weeks.
How is this different from an Outlook add-in?
An add-in sits in your mailbox and waits for you to open an email and click a button, one deal at a time. Altrio works in the background: every email from a whitelisted sender is read, extracted, scored against your buy box, and filed whether or not anyone opens it, and the deal lands in a pipeline the whole firm shares rather than in one person's inbox.
Can we customize our buy-box fit criteria?
Yes. Define fit by asset class, submarket, target yield, transaction size, and your own financial criteria, so scoring reflects your firm's specific mandate.
How accurate is the data extraction?
AI reads the documents, and our CRE-trained analysts verify every datapoint extracted from attachments before it reaches your pipeline. You underwrite from what Altrio captures without re-checking the numbers.
Is our deal flow data secure?
Yes. Altrio is SOC 2 Type 2 audited, and the report is available on request. Your pipeline, relationships, and model assumptions stay isolated and private to your firm, and your data is never used to train AI models.
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