Root.deal

Getting started

root.deal answers “what is it worth?” for retail leases and development deals. The fastest path to that answer, in order:

1Add your property

Properties → Add. Name, location, rentable SF. Everything else — leases, budget, loan, investors, tasks — hangs off the property.

2Upload a real document

On a deal, upload the LOI or lease (or import it from Google Drive). The terms are extracted and outlined for your review — amber fields are the ones the model was unsure about, so check those first. The review step is deliberate: it’s how errors get caught before they reach the math.

3Compare negotiation rounds

Each revision of an LOI is saved as a version. The round comparison shows face rent vs effective rent across versions — free rent, TI, and escalations priced in. A $4 face increase can be an $11+ effective swing; this page is where that becomes visible, and printable.

4Enter the development budget

Development → budget: cost lines with timing curves, loan terms, exit cap. The verdict is total cost, stabilized NOI, yield on cost, and the spread against your exit cap — the go/no-go in one row. The stabilized summary and exit screen (sell the shell vs lease up) read from the same numbers.

5Track the money and the team

On the property page: the construction loan takes manual draws and shows accrued interest and monthly carry; the investor ledger takes each member’s cash and stated share and flags drift from pro-rata; tasks take details, due dates, and assignees, with reusable checklist templates. Due dates and lease deadlines surface on the dashboard as critical dates — including auto-renewal notice windows.

6Screen acquisitions

Acquisitions → upload an OM or land flyer. Improved property is underwritten against the ask from its rent roll; land is priced backwards from the rent the area supports. Save prospects to the pipeline and move them through stages — dead deals keep their reason, which becomes your market memory.

7Report to your investors

Property → Investor memo: a one-page print of economics, rent roll, loan status, equity summary, and upcoming dates — assembled from data you already entered. Print or save as PDF.

Three roles, one property: owners see everything, invited managers see what owners see, and tenants see only their own lease and scenarios shared with them — enforced at the database, not just hidden in the interface.

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