Built for
For acquisition teams with meaningful inbound volume, multiple markets or strategies, and a screening process that currently lives across inboxes, checklists, and analyst memory.
Commercial real estate deal screening software
Screen every commercial real estate opportunity against the firm’s real buy box
Rook turns the first package into a consistent, explainable screen so acquisition teams can reject clear misses quickly and give promising deals a deeper look.
The outcome
Apply explicit market, asset, size, vintage, pricing, operating, and risk rules to every opportunity—with evidence and unknowns visible before the full underwrite begins.
How it works
From source package to reviewable work
- 01
Capture the opportunity
Read the inbound email and attachments into a structured deal record rather than leaving the package buried in an inbox.
- 02
Apply the buy box
Check objective criteria and firm-specific rules while distinguishing a failed test from a missing fact.
- 03
Explain the screen
Show the evidence, rule, and result behind each pass, fail, or unknown instead of returning only a score.
- 04
Advance the right deals
Move viable opportunities into source-connected underwriting and preserve the reasons that shaped the initial decision.
What the team gets
Fast enough to use. Clear enough to review.
Consistent rule application
Use the same explicit criteria across every broker package, market, and analyst handoff.
Missing-versus-failed clarity
Do not reject a deal because a fact was absent, and do not treat an unknown as if the criterion passed.
Evidence-backed decisions
Connect screen conclusions to the relevant source document, extracted fact, or approved research input.
Pipeline continuity
Keep the screen, documents, notes, underwrite, and later committee materials attached to the same opportunity.
Why the details matter
A screen should ration attention without hiding uncertainty
Most acquisition teams cannot deeply underwrite every inbound deal. Screening exists to allocate scarce analyst and principal attention, but an inconsistent screen can discard good opportunities or send obvious misses into expensive review.
Rook makes the buy box explicit and applies it to the available evidence. A deal can fail a rule, pass it, or remain unknown when the package does not contain the required fact. Those are different states and should lead to different next actions.
The screen is not the investment decision. It is an explainable gate that determines where deeper underwriting and diligence are worth the team’s time.
Frequently asked questions
Questions acquisition teams ask
What is commercial real estate deal screening software?
It is software that structures an incoming opportunity, checks it against a team’s buy-box criteria, explains the result, and routes viable deals into deeper underwriting.
What should a CRE deal screen include?
The exact rules vary, but common dimensions include market, property type, size, vintage, price, basis, occupancy, operating performance, business-plan fit, financing constraints, and material risks.
Does Rook reject deals when information is missing?
The workflow distinguishes missing evidence from a failed rule. An unknown can be researched or requested without being mislabeled as either a pass or a violation.
How is deal screening connected to underwriting?
The source package, extracted facts, rules, and screen result remain attached to the opportunity, allowing the team to advance it into the existing Excel model without rebuilding the record.
Keep exploring
Related acquisition workflows
Bring a deal and the model you use today.
See how Rook handles the source package, the unresolved questions, and the workbook your team already reviews.