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See Lobby AI in Action.
Book your 20-minute session to see how Lobby AI instantly answers portfolio-specific questions, generates in-depth risk analysis, composes investor-ready communications, and more.
Lobby AI is your capital markets copilot.
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Continue scrolling for more information about Lobby AI, role-specific use cases, and FAQs.
Meet Lobby AI 
Connected to each property’s data sources, Lobby AI acts as your portfolio analyst, reporting assistant, and refinance strategist — all in one.
That means no spreadsheets, no manual data prep, and no complex formulas.
And when you need a second opinion, our capital markets experts are just a call away. Instant insights and expert support, all in one place.
AI for CRE Teams
Lobby AI is built to make CRE teams more effective than ever—empowering everyone from owners and C-suite executives to portfolio managers and finance teams. Here’s how teams are already putting Lobby AI to work.
Owner / Operator
Use Case: Portfolio Performance Snapshot & Operational Oversight
Get a weekly pulse on asset performance, occupancy, and NOI variances—without combing through spreadsheets or waiting on updates. Lobby AI benchmarks performance and flags actionable issues by region, asset class, or ownership stake.
CEO / COO
Use Case: Strategic Oversight & Executive-Level Summaries
Stay on top of enterprise performance—from investor updates to market exposure and capital stack risk—without digging through reports. Lobby AI distills financial and operational data into executive-level summaries that surface key trends and decisions.
CFO / Controller
Use Case: Capital Stack Optimization and Debt Strategy
Focus on liquidity, leverage, and upcoming debt events—without manual models or fragmented data. Lobby AI surfaces refinance opportunities, capital inefficiencies, and interest rate exposure, with proactive recommendations and scenario outputs.
Financial Analyst
Use Case: Reporting Automation and Diagnostic Support
Save hours typically spent cleaning data, generating T12s, and preparing detailed investor summaries. Lobby AI automates data quality checks, extracts key information from documents, and delivers investor-ready reports, forecasts, and diagnostics in minutes.
Frequently Asked Questions
We've gathered the most common questions from CRE teams, from data security to how to leverage your complimentary debt advisor.
Do you have private AI models?
Ask any question — from loan analysis to investor reporting — and get instant, contextual answers.
Is my data secure?
Your data stays private. We don't co-mingle, and we don't train our models on your proprietary information.
Is it trained on financial models?
Our AI leverages proprietary tools like interest rate forecasts, debt optimization logic, and more.
What is implementation like?
We handle the setup, hosting, and maintenance. You just start asking questions.
What are the debt advisor calls?
Get expert strategy alongside smart automation. Human + machine = better decisions.
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Still on the fence?
Explore some of our most popular Lobby AI resources.
CASE STUDY
How One CRE Firm Used AI to Accelerate Refi Readiness
Learn how a multifamily operator used Lobby AI to streamline refinance prep, saving 40+ analyst hours per quarter and accelerating lender negotiations.
OVERVIEW
Lobby AI vs ChatGPT
Discover why general-purpose AI tools like ChatGPT aren’t enough for CRE professionals and how purpose-built solutions deliver better results.
BLOG
From Data Chaos to Deal Confidence: How AI Transforms CRE Refinance Strategy
This article explores how a CRE firm leveraged AI to assess a multifamily refinancing opportunity, identify the risks of a conventional refinance, and ultimately pursue a supplemental loan strategy that blended capital efficiency with long-term asset performance.
