Objectif
A clear, structured summary, ready to decide and share
Smart Summary turns a simulation into an investment memo: key figures, dominant risks, sensitive assumptions, and priority actions. It’s designed to save time and avoid “gut-feel” decisions.
Decision (prototype)
À analyser
robustesse requise
Risque dominant
Rates + expenses
high sensitivity
Lever #1
Negotiation
price / conditions
Export
PDF / partage
note client
Why it matters
A good deal isn’t just “profitable.” It must be robust if rates rise, vacancy increases, or actual expenses exceed assumptions.
Smart summary contents
Standardized format to compare opportunities and communicate clearly (investor, partner, broker).
1) Executive summary
1 paragraph: decision + conditions
2) Chiffres clés
cashflow, cap rate, ROI, debt
3) Strengths / weaknesses
short, factual list
4) Hypothèses sensibles
taux, vacance, dépenses, loyers
5) Dominant risks
what can break cashflow
6) Recommendations
3 actions prioritaires
Tip: use this summary as a discussion base, not an automatic verdict. The goal is to explain and justify.
Example (prototype)
Decision
Attractive opportunity if vacancy ≤ 3% and rate ≤ 5.5%.
Risque principal
Underestimated expenses + rate increase
Action prioritaire
Renegotiate price or secure more stable financing
Eventually: automatic generation from your simulation (data + scoring + stress tests).
Generate a summary for your latest simulation
After calculation, click “AI Summary” to get an exportable, comparable summary.