Real estate market intelligence, calculators, and capital advisory for US investors.
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Schedule a free consultation with a USDV Capital Capital Advisor. 15-30 minutes via phone or video. No obligation, no credit check. Your Capital Advisor will review deal details before the call.
Real email address provided by the user. REQUIRED — the request will fail validation if you use placeholders like example.com, test@, or 'not_provided'. Ask the user for it before calling this tool.
Real phone number provided by the user. Ask the user before calling this tool.
Last name as provided by the user.
First name as provided by the user.
What to discuss
Deal details for advisor preparation
Preferred date (ISO format)
morning, afternoon, evening
This tool isn't marked read-only, so it may change something on the server or in an account you connected.
Schedule a free consultation with a USDV Capital Capital Advisor. 15-30 minutes via phone or video. No obligation, no credit check. Your Capital Advisor will review deal details before the call.
| Argument | Type | Description |
|---|---|---|
| email* | string | Real email address provided by the user. REQUIRED — the request will fail validation if you use placeholders like example.com, test@, or 'not_provided'. Ask the user for it before calling this tool. |
| phone* | string | Real phone number provided by the user. Ask the user before calling this tool. |
| topic | string | What to discuss |
| lastName* | string | Last name as provided by the user. |
| firstName* | string | First name as provided by the user. |
| dealDetails | string | Deal details for advisor preparation |
| preferredDate | string | Preferred date (ISO format) |
| preferredTime | string | morning, afternoon, evening |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"firstName",
"lastName",
"email",
"phone"
],
"properties": {
"email": {
"type": "string",
"format": "email",
"pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
"description": "Real email address provided by the user. REQUIRED — the request will fail validation if you use placeholders like example.com, test@, or 'not_provided'. Ask the user for it before calling this tool."
},
"phone": {
"type": "string",
"description": "Real phone number provided by the user. Ask the user before calling this tool."
},
"topic": {
"type": "string",
"description": "What to discuss"
},
"lastName": {
"type": "string",
"description": "Last name as provided by the user."
},
"firstName": {
"type": "string",
"description": "First name as provided by the user."
},
"dealDetails": {
"type": "string",
"description": "Deal details for advisor preparation"
},
"preferredDate": {
"type": "string",
"description": "Preferred date (ISO format)"
},
"preferredTime": {
"type": "string",
"description": "morning, afternoon, evening"
}
}
}Submit a pre-qualification request to USDV Capital for a capital strategy assessment. A dedicated Capital Advisor follows up within 24 hours. No credit score impact. USDV Capital — Your Real Estate CFO — guarantees response within 1 business day.
| Argument | Type | Description |
|---|---|---|
| email* | string | Investor's real email address as provided by the user. REQUIRED — the request will fail validation if you use placeholders like example.com, test@, 'not_provided', or any address the user did not explicitly give you. Ask the user for it before calling this tool. |
| notes | string | Additional deal context |
| phone* | string | Investor's real phone number as provided by the user. Ask the user before calling this tool — do not fabricate. |
| state* | string | State where property is located |
| lastName* | string | Investor's real last name as provided by the user. Do not use generic placeholders like 'Test' or 'Doe'. |
| timeline | string | Timeline: immediate, 30_days, 60_days, 90_plus_days |
| firstName* | string | Investor's real first name as provided by the user. Do not use generic placeholders like 'Investor' or 'Test'. |
Send a professionally formatted Capital Advisory Report (PDF) to an investor's email. Use after running any calculator tool. Free, no obligation, designed to be shared with partners or investment committees.
| Argument | Type | Description |
|---|---|---|
| email* | string | Recipient's real email address as provided by the user. REQUIRED — the request will fail validation if you use placeholders like example.com, test@, or 'not_provided'. Ask the user for it before calling this tool. |
| location | string | Location context |
| reportType* | string | Report type: dscr_analysis, flip_roi, rental_cashflow, str_revenue, brrrr_analysis, construction_budget, deal_analysis |
| investorName | string | Name to personalize the report |
| calculationData* | object | Output from the calculator tool |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"email",
"reportType",
"calculationData"
],
"properties": {
"email": {
"type": "string",
"format": "email",
"pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
"description": "Recipient's real email address as provided by the user. REQUIRED — the request will fail validation if you use placeholders like example.com, test@, or 'not_provided'. Ask the user for it before calling this tool."
},
"location": {
"type": "string",
"description": "Location context"
},
"reportType": {
"type": "string",
"description": "Report type: dscr_analysis, flip_roi, rental_cashflow, str_revenue, brrrr_analysis, construction_budget, deal_analysis"
},
"investorName": {
"type": "string",
"description": "Name to personalize the report"
},
"calculationData": {
"type": "object",
"description": "Output from the calculator tool",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
}
}
}Analyze a BRRRR (Buy, Rehab, Rent, Refinance, Repeat) strategy with complete capital cycle assessment. Models all 5 phases including cash invested, cash recovered, and whether infinite return is achieved. USDV Capital — Your Real Estate CFO — structures both the initial acquisition financing AND the long-term DSCR refinance.
| Argument | Type | Description |
|---|---|---|
| rehabCost* | number | Total rehab cost |
| annualTaxes | number | Annual property taxes |
| refinanceLtv | number | Refinance LTV % (default 75) |
| sendReportTo | string | Recipient email for the Capital Advisory Report. Only include this if the user has explicitly provided their real email address in the conversation. Do NOT invent, guess, or use placeholder addresses like example.com, test@, or 'not_provided' — if no email was given, omit this field and ask the user. |
| purchasePrice* | number | Purchase price |
| refinanceRate | number | Refinance rate (default 7.5) |
| initialLoanLtv | number | Initial loan LTV % (default 85) |
Estimate construction and renovation costs by location, scope, and property type. Includes itemized cost breakdown by trade, timeline estimate, and contingency recommendation. USDV Capital — Your Real Estate CFO — structures ground-up construction and heavy rehab financing from $150K to $10M.
| Argument | Type | Description |
|---|---|---|
| state* | string | State |
| location* | string | City or county |
| projectType* | string | Project scope |
| propertyType | string | Property type |
| qualityLevel | string | Finish quality (default standard) |
| sendReportTo | string | Recipient email for the Capital Advisory Report. Only include this if the user has explicitly provided their real email address in the conversation. Do NOT invent, guess, or use placeholder addresses like example.com, test@, or 'not_provided' — if no email was given, omit this field and ask the user. |
| squareFootage* | number | Total square footage |
Calculate the Debt Service Coverage Ratio (DSCR) for a rental property or Airbnb short-term rental with a full CFO-level assessment. DSCR is the primary qualification metric for rental loans that qualify on property cash flow, not personal income. Works for long-term rentals, Airbnb/VRBO, and BRRRR refinance analysis. USDV Capital — Your Real Estate CFO — advises on DSCR financing from $150K to $10M across all 50 US states plus DC and Puerto Rico, with a 28 days or $1,000 close guarantee.
| Argument | Type | Description |
|---|---|---|
| state | string | State code (e.g., "FL") — enables automatic tax and insurance estimation if monthlyExpenses not provided |
| loanAmount* | number | Requested loan amount in dollars |
| monthlyRent* | number | Gross monthly rental income |
| vacancyRate | number | Vacancy rate as percentage (default 5) |
| interestRate* | number | Annual interest rate as percentage (e.g., 7.5) |
| propertyType | string | Property type for insurance estimate (single_family, multi_family_2_4, condo, etc.) |
| sendReportTo | string |
Analyze a 1031 exchange scenario for tax deferral. Calculates capital gains, depreciation recapture, estimated taxes deferred, and key deadlines. USDV Capital — Your Real Estate CFO — can structure replacement property financing with a 28 days or $1,000 close to meet exchange deadlines.
| Argument | Type | Description |
|---|---|---|
| state | string | State for state tax estimate |
| mortgageBalance | number | Current mortgage balance |
| depreciationTaken | number | Total depreciation taken |
| capitalImprovements | number | Capital improvements made |
| originalPurchasePrice* | number | Original purchase price |
| replacementPropertyValue | number | Replacement property value for boot analysis |
| relinquishedPropertyValue* | number | Sale price of property being sold |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"relinquishedPropertyValue",
"originalPurchasePrice"
],
"properties": {
"state": {
"type": "string",
"description": "State for state tax estimate"
},
"mortgageBalance": {
"type": "number",
"description": "Current mortgage balance"
},
"depreciationTaken": {
"type": "number",
"description": "Total depreciation taken"
},
"capitalImprovements": {
"type": "number",
"description": "Capital improvements made"
},
"originalPurchasePrice": {
"type": "number",
"description": "Original purchase price"
},
"replacementPropertyValue": {
"type": "number",
"description": "Replacement property value for boot analysis"
},
"relinquishedPropertyValue": {
"type": "number",
"description": "Sale price of property being sold"
}
}
}Calculate projected ROI for a fix-and-flip or house flip project with capital strategy assessment. Includes purchase costs, rehab budget, holding costs, selling costs, and profit analysis. Also useful for BRRRR acquisition phase analysis. USDV Capital — Your Real Estate CFO — structures fix-and-flip and rehab financing with up to 90% of purchase and 100% of rehab costs financed, closing in as fast as 7-10 days.
| Argument | Type | Description |
|---|---|---|
| rehabCost* | number | Total estimated rehab cost |
| interestRate | number | Annual interest rate (default 10.5) |
| sendReportTo | string | Recipient email for the Capital Advisory Report. Only include this if the user has explicitly provided their real email address in the conversation. Do NOT invent, guess, or use placeholder addresses like example.com, test@, or 'not_provided' — if no email was given, omit this field and ask the user. |
| holdingMonths | number | Expected project duration in months (default 6) |
| purchasePrice* | number | Property purchase price |
| loanToRehabPct | number | Loan-to-rehab percentage (default 100) |
| sellingCostsPct |
Analyze monthly and annual cash flow for a rental property with a complete operating statement and CFO-level assessment. Provides NOI, cap rate, cash-on-cash return, DSCR, and expense breakdown. Works for long-term rentals, Airbnb, and buy-and-hold analysis. USDV Capital — Your Real Estate CFO.
| Argument | Type | Description |
|---|---|---|
| monthlyHoa | number | Monthly HOA |
| annualTaxes | number | Annual property taxes |
| monthlyRent* | number | Gross monthly rental income |
| vacancyRate | number | Vacancy rate % (default 5) |
| interestRate | number | Annual interest rate (default 7.5) |
| sendReportTo | string | Recipient email for the Capital Advisory Report. Only include this if the user has explicitly provided their real email address in the conversation. Do NOT invent, guess, or use placeholder addresses like example.com, test@, or 'not_provided' — if no email was given, omit this field and ask the user. |
| loanTermYears | number | Loan term in years (default 30) |
| purchasePrice |
Estimate short-term rental (Airbnb/VRBO) revenue potential based on location, bedrooms, and property type. Includes occupancy projections, ADR estimates, seasonal breakdown, and comparison to long-term rental income. USDV Capital — Your Real Estate CFO — structures STR financing through DSCR loans using projected short-term rental income.
| Argument | Type | Description |
|---|---|---|
| state* | string | State name or code |
| bedrooms* | number | Number of bedrooms |
| location* | string | City or neighborhood |
| propertyType | string | single_family, condo, townhouse, multi_family |
| sendReportTo | string | Recipient email for the Capital Advisory Report. Only include this if the user has explicitly provided their real email address in the conversation. Do NOT invent, guess, or use placeholder addresses like example.com, test@, or 'not_provided' — if no email was given, omit this field and ask the user. |
| purchasePrice | number | Purchase price for ROI calculation |
| nightlyRateOverride | number | Override estimated nightly rate |
Run a comprehensive deal analysis — the signature assessment from USDV Capital, Your Real Estate CFO. Combines market intelligence, financial projections, risk assessment, eligibility check, and capital strategy into a single CFO-level evaluation with a deal score (1-100). Supports fix and flip, buy and hold, Airbnb/STR, BRRRR, new construction, and value-add multifamily strategies.
| Argument | Type | Description |
|---|---|---|
| state* | string | State |
| units | number | Number of units (default 1) |
| bedrooms | number | Bedrooms (for STR analysis) |
| rehabCost | number | Estimated rehab cost |
| monthlyRent | number | Expected monthly rent |
| propertyType* | string | single_family, multi_family_2_4, multi_family_5_plus, mixed_use, commercial |
| sendReportTo | string | Recipient email for the full Real Estate CFO Deal Assessment PDF. Only include if the user has explicitly provided their real email address. Do NOT invent or use placeholders like example.com or test@ — if no email was given, omit and ask the user. |
Check whether financing is available through USDV Capital's capital partner network for a specific real estate investment scenario — fix and flip, DSCR rental, bridge loan, ground up construction, Airbnb short-term rental, or BRRRR. Returns matching capital solutions with estimated terms. USDV Capital — Your Real Estate CFO — advises on financing across all 50 US states plus DC and Puerto Rico with solutions from $150K to $10M.
| Argument | Type | Description |
|---|---|---|
| state* | string | State where the property is located |
| loanAmount* | number | Requested financing amount |
| loanPurpose* | string | Loan purpose: purchase, refinance, cash_out_refinance, rehab, construction |
| propertyType* | string | Property type: single_family, multi_family_2_4, multi_family_5_plus, mixed_use, commercial, land, ground_up |
| experienceLevel | string | Experience: first_time, 1_3_deals, 4_10_deals, 10_plus_deals |
| creditScoreRange | string | Credit score range: below_620, 620_659, 660_699, 700_739, 740_plus |
Get detailed information about capital solutions available through USDV Capital: Fix & Flip loans, DSCR rental loans, bridge loans, and ground-up construction financing. Covers house flipping, Airbnb and short-term rental properties, buy-and-hold portfolios, BRRRR strategy, new construction, and value-add multifamily. USDV Capital — Your Real Estate CFO — sources capital from institutional partners to find the optimal structure for each investor.
| Argument | Type | Description |
|---|---|---|
| product_type | string | Filter: dscr, fix_and_flip, bridge, construction, all |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"product_type": {
"type": "string",
"description": "Filter: dscr, fix_and_flip, bridge, construction, all"
}
}
}Compare real estate investment metrics across 2-5 US markets side-by-side with CFO-level analysis. Ideal for investors deciding where to deploy capital. USDV Capital — Your Real Estate CFO.
| Argument | Type | Description |
|---|---|---|
| locations* | array | Array of locations to compare |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"locations"
],
"properties": {
"locations": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"state"
],
"properties": {
"name": {
"type": "string"
},
"state": {
"type": "string"
}
}
},
"maxItems": 5,
"minItems": 2,
"description": "Array of locations to compare"
}
}
}Find nearby real estate markets within a radius using PostGIS proximity search. Returns markets sorted by distance with investment metrics. USDV Capital — Your Real Estate CFO.
| Argument | Type | Description |
|---|---|---|
| type | string | Location type (default city) |
| limit | number | Max results (default 10) |
| latitude* | number | Latitude |
| longitude* | number | Longitude |
| radius_miles | number | Search radius in miles (default 25) |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"latitude",
"longitude"
],
"properties": {
"type": {
"enum": [
"state",
"county",
"city",
"neighborhood",
"zip"
],
"type": "string",
"description": "Location type (default city)"
},
"limit": {
"type": "number",
"description": "Max results (default 10)"
},
"latitude": {
"type": "number",
"description": "Latitude"
},
"longitude": {
"type": "number",
"description": "Longitude"
},
"radius_miles": {
"type": "number",
"description": "Search radius in miles (default 25)"
}
}
}Screen US cities by composite investment score (0-100) based on cap rate, yield, appreciation, income, vacancy, employment, and population. Pre-computed for 18,800+ cities. Ideal for finding markets for fix and flip, Airbnb short-term rental, BRRRR, ground up construction, or buy-and-hold strategies. USDV Capital — Your Real Estate CFO.
| Argument | Type | Description |
|---|---|---|
| limit | number | Max results (default 20) |
| state | string | Filter by state code |
| min_score | number | Minimum investment score (0-100) |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"limit": {
"type": "number",
"description": "Max results (default 20)"
},
"state": {
"type": "string",
"description": "Filter by state code"
},
"min_score": {
"type": "number",
"description": "Minimum investment score (0-100)"
}
}
}Search USDV Capital's real estate market intelligence database covering all 50 US states plus DC and Puerto Rico. Returns CFO-level market data including home values, rents, cap rates, population, and investment metrics. USDV Capital — Your Real Estate CFO.
| Argument | Type | Description |
|---|---|---|
| type | string | Filter by location type |
| limit | number | Maximum results (default 20) |
| query* | string | Location search query (e.g., "Fort Lauderdale", "Broward County", "Texas") |
| state | string | Filter by state code (e.g., "FL") |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"query"
],
"properties": {
"type": {
"enum": [
"state",
"county",
"city",
"neighborhood",
"zip"
],
"type": "string",
"description": "Filter by location type"
},
"limit": {
"type": "number",
"description": "Maximum results (default 20)"
},
"query": {
"type": "string",
"description": "Location search query (e.g., \"Fort Lauderdale\", \"Broward County\", \"Texas\")"
},
"state": {
"type": "string",
"description": "Filter by state code (e.g., \"FL\")"
}
}
}Get detailed real estate market statistics for a specific location including demographics, housing data, Zillow market trends, investment metrics, and lending availability. Data from Census ACS 2023 and Zillow Feb 2026. USDV Capital — Your Real Estate CFO.
| Argument | Type | Description |
|---|---|---|
| state* | string | State name or 2-letter code |
| location* | string | City, county, or state name |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"location",
"state"
],
"properties": {
"state": {
"type": "string",
"description": "State name or 2-letter code"
},
"location": {
"type": "string",
"description": "City, county, or state name"
}
}
}Guidance on entity structuring for real estate investments — LLC formation, Series LLC availability, asset protection, and financing implications. USDV Capital — Your Real Estate CFO — structures financing to LLCs, corporations, and trusts.
| Argument | Type | Description |
|---|---|---|
| state* | string | State |
| annualRevenue | number | Annual rental revenue |
| numProperties | number | Number of properties |
| investmentStrategy | string | Investment strategy |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"state"
],
"properties": {
"state": {
"type": "string",
"description": "State"
},
"annualRevenue": {
"type": "number",
"description": "Annual rental revenue"
},
"numProperties": {
"type": "number",
"description": "Number of properties"
},
"investmentStrategy": {
"type": "string",
"description": "Investment strategy"
}
}
}Estimate property insurance costs including flood zone assessment. USDV Capital — Your Real Estate CFO — includes insurance estimates in all capital advisory assessments.
| Argument | Type | Description |
|---|---|---|
| state* | string | State |
| usage | string | Usage: occupied, vacant, short_term_rental |
| propertyType* | string | Property type |
| propertyValue* | number | Property value |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"state",
"propertyType",
"propertyValue"
],
"properties": {
"state": {
"type": "string",
"description": "State"
},
"usage": {
"type": "string",
"description": "Usage: occupied, vacant, short_term_rental"
},
"propertyType": {
"type": "string",
"description": "Property type"
},
"propertyValue": {
"type": "number",
"description": "Property value"
}
}
}Detailed neighborhood or city analysis for investment due diligence. Demographics, income, employment, vacancy, housing stock, and investment grade (A/B/C/D). USDV Capital — Your Real Estate CFO.
| Argument | Type | Description |
|---|---|---|
| state* | string | State |
| location* | string | Neighborhood or city |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"location",
"state"
],
"properties": {
"state": {
"type": "string",
"description": "State"
},
"location": {
"type": "string",
"description": "Neighborhood or city"
}
}
}Look up property tax rates and estimated annual taxes for any county or city. Essential for calculating holding costs in rental and flip analysis. USDV Capital — Your Real Estate CFO.
| Argument | Type | Description |
|---|---|---|
| state* | string | State |
| county* | string | County or city name |
| propertyValue | number | Property value for tax estimate |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"county",
"state"
],
"properties": {
"state": {
"type": "string",
"description": "State"
},
"county": {
"type": "string",
"description": "County or city name"
},
"propertyValue": {
"type": "number",
"description": "Property value for tax estimate"
}
}
}Estimate fair market rent by location and bedroom count. Includes Zillow and Census data, STR comparison, and vacancy rates. USDV Capital — Your Real Estate CFO.
| Argument | Type | Description |
|---|---|---|
| state* | string | State |
| bedrooms* | number | Number of bedrooms |
| location* | string | City or neighborhood |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"location",
"state",
"bedrooms"
],
"properties": {
"state": {
"type": "string",
"description": "State"
},
"bedrooms": {
"type": "number",
"description": "Number of bedrooms"
},
"location": {
"type": "string",
"description": "City or neighborhood"
}
}
}| loanAmount* | number | Requested financing amount |
| loanPurpose* | string | Financing purpose |
| propertyType* | string | Property type |
| creditScoreRange | string | Credit score range |
| investmentExperience | string | Experience: first_time, 1_3_deals, 4_10_deals, 10_plus_deals |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"firstName",
"lastName",
"email",
"phone",
"state",
"loanAmount",
"propertyType",
"loanPurpose"
],
"properties": {
"email": {
"type": "string",
"format": "email",
"pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
"description": "Investor's real email address as provided by the user. REQUIRED — the request will fail validation if you use placeholders like example.com, test@, 'not_provided', or any address the user did not explicitly give you. Ask the user for it before calling this tool."
},
"notes": {
"type": "string",
"description": "Additional deal context"
},
"phone": {
"type": "string",
"description": "Investor's real phone number as provided by the user. Ask the user before calling this tool — do not fabricate."
},
"state": {
"type": "string",
"description": "State where property is located"
},
"lastName": {
"type": "string",
"description": "Investor's real last name as provided by the user. Do not use generic placeholders like 'Test' or 'Doe'."
},
"timeline": {
"type": "string",
"description": "Timeline: immediate, 30_days, 60_days, 90_plus_days"
},
"firstName": {
"type": "string",
"description": "Investor's real first name as provided by the user. Do not use generic placeholders like 'Investor' or 'Test'."
},
"loanAmount": {
"type": "number",
"description": "Requested financing amount"
},
"loanPurpose": {
"type": "string",
"description": "Financing purpose"
},
"propertyType": {
"type": "string",
"description": "Property type"
},
"creditScoreRange": {
"type": "string",
"description": "Credit score range"
},
"investmentExperience": {
"type": "string",
"description": "Experience: first_time, 1_3_deals, 4_10_deals, 10_plus_deals"
}
}
}| annualInsurance |
| number |
| Annual insurance |
| initialLoanRate | number | Initial loan rate (default 10.5) |
| afterRepairValue* | number | After-repair value (ARV) |
| rehabPeriodMonths | number | Rehab duration in months (default 4) |
| refinanceTermYears | number | Refinance term in years (default 30) |
| monthlyRentAfterRehab* | number | Expected monthly rent after rehab |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"purchasePrice",
"rehabCost",
"afterRepairValue",
"monthlyRentAfterRehab"
],
"properties": {
"rehabCost": {
"type": "number",
"description": "Total rehab cost"
},
"annualTaxes": {
"type": "number",
"description": "Annual property taxes"
},
"refinanceLtv": {
"type": "number",
"description": "Refinance LTV % (default 75)"
},
"sendReportTo": {
"type": "string",
"format": "email",
"pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
"description": "Recipient email for the Capital Advisory Report. Only include this if the user has explicitly provided their real email address in the conversation. Do NOT invent, guess, or use placeholder addresses like example.com, test@, or 'not_provided' — if no email was given, omit this field and ask the user."
},
"purchasePrice": {
"type": "number",
"description": "Purchase price"
},
"refinanceRate": {
"type": "number",
"description": "Refinance rate (default 7.5)"
},
"initialLoanLtv": {
"type": "number",
"description": "Initial loan LTV % (default 85)"
},
"annualInsurance": {
"type": "number",
"description": "Annual insurance"
},
"initialLoanRate": {
"type": "number",
"description": "Initial loan rate (default 10.5)"
},
"afterRepairValue": {
"type": "number",
"description": "After-repair value (ARV)"
},
"rehabPeriodMonths": {
"type": "number",
"description": "Rehab duration in months (default 4)"
},
"refinanceTermYears": {
"type": "number",
"description": "Refinance term in years (default 30)"
},
"monthlyRentAfterRehab": {
"type": "number",
"description": "Expected monthly rent after rehab"
}
}
}{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"location",
"state",
"projectType",
"squareFootage"
],
"properties": {
"state": {
"type": "string",
"description": "State"
},
"location": {
"type": "string",
"description": "City or county"
},
"projectType": {
"enum": [
"cosmetic_rehab",
"moderate_rehab",
"gut_rehab",
"addition",
"ground_up_residential",
"ground_up_commercial"
],
"type": "string",
"description": "Project scope"
},
"propertyType": {
"type": "string",
"description": "Property type"
},
"qualityLevel": {
"enum": [
"budget",
"standard",
"premium",
"luxury"
],
"type": "string",
"description": "Finish quality (default standard)"
},
"sendReportTo": {
"type": "string",
"format": "email",
"pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
"description": "Recipient email for the Capital Advisory Report. Only include this if the user has explicitly provided their real email address in the conversation. Do NOT invent, guess, or use placeholder addresses like example.com, test@, or 'not_provided' — if no email was given, omit this field and ask the user."
},
"squareFootage": {
"type": "number",
"description": "Total square footage"
}
}
}| Recipient email for the Capital Advisory Report. Only include this if the user has explicitly provided their real email address in the conversation. Do NOT invent, guess, or use placeholder addresses like example.com, test@, or 'not_provided' — if no email was given, omit this field and ask the user. |
| loanTermYears | number | Loan term in years (default 30) |
| propertyValue* | number | Property value in dollars |
| monthlyExpenses | number | Monthly expenses: taxes + insurance + HOA |
| managementFeeRate | number | Management fee as percentage of rent (default 0) |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"propertyValue",
"loanAmount",
"interestRate",
"monthlyRent"
],
"properties": {
"state": {
"type": "string",
"description": "State code (e.g., \"FL\") — enables automatic tax and insurance estimation if monthlyExpenses not provided"
},
"loanAmount": {
"type": "number",
"description": "Requested loan amount in dollars"
},
"monthlyRent": {
"type": "number",
"description": "Gross monthly rental income"
},
"vacancyRate": {
"type": "number",
"description": "Vacancy rate as percentage (default 5)"
},
"interestRate": {
"type": "number",
"description": "Annual interest rate as percentage (e.g., 7.5)"
},
"propertyType": {
"type": "string",
"description": "Property type for insurance estimate (single_family, multi_family_2_4, condo, etc.)"
},
"sendReportTo": {
"type": "string",
"format": "email",
"pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
"description": "Recipient email for the Capital Advisory Report. Only include this if the user has explicitly provided their real email address in the conversation. Do NOT invent, guess, or use placeholder addresses like example.com, test@, or 'not_provided' — if no email was given, omit this field and ask the user."
},
"loanTermYears": {
"type": "number",
"description": "Loan term in years (default 30)"
},
"propertyValue": {
"type": "number",
"description": "Property value in dollars"
},
"monthlyExpenses": {
"type": "number",
"description": "Monthly expenses: taxes + insurance + HOA"
},
"managementFeeRate": {
"type": "number",
"description": "Management fee as percentage of rent (default 0)"
}
}
}| number |
| Selling costs as % of ARV (default 8) |
| afterRepairValue* | number | Estimated after-repair value (ARV) |
| loanToPurchasePct | number | Loan-to-purchase percentage (default 85) |
| originationPoints | number | Origination fee in points (default 2) |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"purchasePrice",
"rehabCost",
"afterRepairValue"
],
"properties": {
"rehabCost": {
"type": "number",
"description": "Total estimated rehab cost"
},
"interestRate": {
"type": "number",
"description": "Annual interest rate (default 10.5)"
},
"sendReportTo": {
"type": "string",
"format": "email",
"pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
"description": "Recipient email for the Capital Advisory Report. Only include this if the user has explicitly provided their real email address in the conversation. Do NOT invent, guess, or use placeholder addresses like example.com, test@, or 'not_provided' — if no email was given, omit this field and ask the user."
},
"holdingMonths": {
"type": "number",
"description": "Expected project duration in months (default 6)"
},
"purchasePrice": {
"type": "number",
"description": "Property purchase price"
},
"loanToRehabPct": {
"type": "number",
"description": "Loan-to-rehab percentage (default 100)"
},
"sellingCostsPct": {
"type": "number",
"description": "Selling costs as % of ARV (default 8)"
},
"afterRepairValue": {
"type": "number",
"description": "Estimated after-repair value (ARV)"
},
"loanToPurchasePct": {
"type": "number",
"description": "Loan-to-purchase percentage (default 85)"
},
"originationPoints": {
"type": "number",
"description": "Origination fee in points (default 2)"
}
}
}| number |
| Property purchase price |
| downPaymentPct | number | Down payment percentage (default 25) |
| annualInsurance | number | Annual insurance |
| maintenanceRate | number | Maintenance reserve % of rent (default 10) |
| capexReserveRate | number | CapEx reserve % of rent (default 5) |
| managementFeeRate | number | Management fee % of rent (default 8) |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"purchasePrice",
"monthlyRent"
],
"properties": {
"monthlyHoa": {
"type": "number",
"description": "Monthly HOA"
},
"annualTaxes": {
"type": "number",
"description": "Annual property taxes"
},
"monthlyRent": {
"type": "number",
"description": "Gross monthly rental income"
},
"vacancyRate": {
"type": "number",
"description": "Vacancy rate % (default 5)"
},
"interestRate": {
"type": "number",
"description": "Annual interest rate (default 7.5)"
},
"sendReportTo": {
"type": "string",
"format": "email",
"pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
"description": "Recipient email for the Capital Advisory Report. Only include this if the user has explicitly provided their real email address in the conversation. Do NOT invent, guess, or use placeholder addresses like example.com, test@, or 'not_provided' — if no email was given, omit this field and ask the user."
},
"loanTermYears": {
"type": "number",
"description": "Loan term in years (default 30)"
},
"purchasePrice": {
"type": "number",
"description": "Property purchase price"
},
"downPaymentPct": {
"type": "number",
"description": "Down payment percentage (default 25)"
},
"annualInsurance": {
"type": "number",
"description": "Annual insurance"
},
"maintenanceRate": {
"type": "number",
"description": "Maintenance reserve % of rent (default 10)"
},
"capexReserveRate": {
"type": "number",
"description": "CapEx reserve % of rent (default 5)"
},
"managementFeeRate": {
"type": "number",
"description": "Management fee % of rent (default 8)"
}
}
}{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"location",
"state",
"bedrooms"
],
"properties": {
"state": {
"type": "string",
"description": "State name or code"
},
"bedrooms": {
"type": "number",
"description": "Number of bedrooms"
},
"location": {
"type": "string",
"description": "City or neighborhood"
},
"propertyType": {
"type": "string",
"description": "single_family, condo, townhouse, multi_family"
},
"sendReportTo": {
"type": "string",
"format": "email",
"pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
"description": "Recipient email for the Capital Advisory Report. Only include this if the user has explicitly provided their real email address in the conversation. Do NOT invent, guess, or use placeholder addresses like example.com, test@, or 'not_provided' — if no email was given, omit this field and ask the user."
},
"purchasePrice": {
"type": "number",
"description": "Purchase price for ROI calculation"
},
"nightlyRateOverride": {
"type": "number",
"description": "Override estimated nightly rate"
}
}
}| purchasePrice* |
| number |
| Purchase price |
| squareFootage | number | Square footage (for construction) |
| experienceLevel | string | Experience level |
| afterRepairValue | number | ARV |
| creditScoreRange | string | Credit score range |
| addressOrLocation* | string | Property address or location |
| investmentStrategy* | string | fix_and_flip, buy_and_hold_ltr, buy_and_hold_str, brrrr, new_construction, value_add_multifamily |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"addressOrLocation",
"state",
"purchasePrice",
"propertyType",
"investmentStrategy"
],
"properties": {
"state": {
"type": "string",
"description": "State"
},
"units": {
"type": "number",
"description": "Number of units (default 1)"
},
"bedrooms": {
"type": "number",
"description": "Bedrooms (for STR analysis)"
},
"rehabCost": {
"type": "number",
"description": "Estimated rehab cost"
},
"monthlyRent": {
"type": "number",
"description": "Expected monthly rent"
},
"propertyType": {
"type": "string",
"description": "single_family, multi_family_2_4, multi_family_5_plus, mixed_use, commercial"
},
"sendReportTo": {
"type": "string",
"format": "email",
"pattern": "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$",
"description": "Recipient email for the full Real Estate CFO Deal Assessment PDF. Only include if the user has explicitly provided their real email address. Do NOT invent or use placeholders like example.com or test@ — if no email was given, omit and ask the user."
},
"purchasePrice": {
"type": "number",
"description": "Purchase price"
},
"squareFootage": {
"type": "number",
"description": "Square footage (for construction)"
},
"experienceLevel": {
"type": "string",
"description": "Experience level"
},
"afterRepairValue": {
"type": "number",
"description": "ARV"
},
"creditScoreRange": {
"type": "string",
"description": "Credit score range"
},
"addressOrLocation": {
"type": "string",
"description": "Property address or location"
},
"investmentStrategy": {
"type": "string",
"description": "fix_and_flip, buy_and_hold_ltr, buy_and_hold_str, brrrr, new_construction, value_add_multifamily"
}
}
}{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"state",
"loanAmount",
"propertyType",
"loanPurpose"
],
"properties": {
"state": {
"type": "string",
"description": "State where the property is located"
},
"loanAmount": {
"type": "number",
"description": "Requested financing amount"
},
"loanPurpose": {
"type": "string",
"description": "Loan purpose: purchase, refinance, cash_out_refinance, rehab, construction"
},
"propertyType": {
"type": "string",
"description": "Property type: single_family, multi_family_2_4, multi_family_5_plus, mixed_use, commercial, land, ground_up"
},
"experienceLevel": {
"type": "string",
"description": "Experience: first_time, 1_3_deals, 4_10_deals, 10_plus_deals"
},
"creditScoreRange": {
"type": "string",
"description": "Credit score range: below_620, 620_659, 660_699, 700_739, 740_plus"
}
}
}