IMPORT FROM PDF auto-fill, then review before saving
View extracted text
The free reader pulls labeled figures (vacancy, rent, cap rate, absorption, demographics) from text-based PDFs and fills what it finds — then you review before saving. Extract with AI reads messy tables and narrative with Claude; it needs a one-time Anthropic API key in Supabase (see AI-EXTRACT-SETUP) and is billed per document, so it stays off until you enable it.
HEADER & MARKET THESIS
DEMOGRAPHICSmanual / upload + Census ACS
Census geography — add one or more counties/places; populations sum, medians are population-weighted
Upload a PDF in Import from PDF to fill the Manual column. Pull from Census fills the Census column from ACS 5-year data for the geographies above. Choose per row which value the desktop study uses. Census figures are estimates with a ~1–2 year lag — confirm before publishing.
MAJOR EMPLOYERSname · headcount
ANNOUNCEMENTS & DEVELOPMENTS
SUBMARKETSnames only — draw boundaries in the tool
KPIs & REPORTING PERIODsaving appends a dated snapshot
Each Save records these KPIs as a dated data point. The trend below tracks every save against all previous ones.
MARKET FUNDAMENTALSdesktop study — every market
PROJECTED RENT RANGESby unit type
DIRECT RENT COMPShigh level
RENT & VACANCY TRENDaccumulated history
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Draft → review → approve.Save draft stores your work privately in market_drafts — clients never see it. Submit for review sends it to the sales manager. Only the Director of Sales (or an admin) can Approve & publish, which copies the draft into the live market_data record the market tool reads. Nothing reaches clients until it is approved.