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What is Valuate by REFM?

Valuate is a web-enabled platform developed by REFM that specializes in property financial analysis and transaction marketing, with the goal of enhancing the property screening experience and improving collaboration among users. The platform caters to a diverse array of property categories, such as commercial real estate, multifamily complexes, hotels, self-storage units, and residential renovations. Users are equipped to construct intricate models that cover aspects ranging from rent roll evaluations to renovation plans, refinancing strategies, and eventual property sales, utilizing features like sensitivity analysis to identify potential risks and opportunities. Moreover, the platform includes intelligent alerts that inform users of possible underwriting mistakes and offers informative icons for immediate assistance. Valuate facilitates easy sharing through email, which significantly improves communication about real estate transactions. Its intuitive dashboard allows for direct modification of critical transaction parameters, enabling real-time adjustments to investment return key performance indicators. By replacing conventional Excel approaches during the later stages of financial analysis, Valuate integrates the necessary mechanics for transactions involving purchases, sales, debt, equity, and joint ventures, making it an all-encompassing resource for property experts. Additionally, this platform streamlines workflows, thereby conserving time and minimizing the chances of errors in intricate financial situations, ultimately leading to more accurate financial decision-making. With its comprehensive features, Valuate stands as a vital asset for professionals seeking efficiency and precision in their property dealings.

What is Pencl?

Pencl is a software-as-a-service platform specifically designed for real estate developers and investors evaluating opportunities in land and residential initiatives. It simplifies the land underwriting procedure by incorporating parcel research, zoning and flood data, conceptual lot designs, project assumptions, and financial projections. Users can assess development costs, expected income, financing alternatives, profit margins, and potential returns; they are also able to perform scenario analyses, identify optimal land offers, and create investment memos along with detailed reports. Leveraging AI capabilities, Pencl responds to questions about specific transactions and aids in memo generation based on project specifics. The platform supports a wide range of projects, including greenfield developments and residential subdivisions, as well as options for build-to-rent and build-to-sell housing, while also providing multifamily, mixed-use, and commercial underwriting features for Enterprise clients. Premium plans introduce advanced functionalities like QuickBooks CSV export and underwriting for additional property types. Remarkably, Pencl was developed by an experienced real estate professional who possesses over a decade's worth of knowledge across various states and project types, which adds to its applicability within the industry. This combination results in a platform that is not only accessible but also rich with insights gained from real-world scenarios, making it an invaluable tool for its users. With the continuous evolution of the real estate landscape, Pencl remains committed to adapting and enhancing its offerings to meet the needs of its clientele.

Media

Media

Integrations Supported

Integrations Supported

Regrid

API Availability

API Availability

Pricing Information

$19 per month
Free Version

Pricing Information

$79/month
Starter costs $79/month and includes three projects and three AI investment memos per month. Pro costs $199/month, and Enterprise costs $499/month for three seats. A 14-day free trial is available.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

REFM

Date Founded

2009

Company Location

United States

Company Website

valuate.getrefm.com

Company Facts

Organization Name

Pencl

Date Founded

2026

Company Location

United States

Company Website

penclit.com

Categories and Features

Categories and Features

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