← Valtrics Real Estate · Decisions · Engine 01 · Deal Screening

Deal Screening & Alpha Scoring

Score the opportunity against the fund mandate. This engine grades the deal across returns, financeability, pricing, income quality and risk, solves the maximum defensible price, and reports the re-trade needed versus the ask.

Awaiting inputs Enter the deal inputs below The score computes the moment NOI, asking price and the submarket cap rate are set. Returns, debt and market inputs sharpen it.

Result Deal Score

Composite Score

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Weighted, 0-100

Grade

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A 85+ · B 70 · C 55 · D 40

Bid Ceiling

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Most you can pay

Re-trade Needed

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Discount vs ask

Metrics Passed

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Return targets met

Step 1 Deal & Pricing

The core three drive the going-in cap and the maximum offer. Everything below sharpens the category scores; leave a field blank and that component is simply excluded from the average rather than scored zero.

Project name
Total units
Trailing / in-place NOI	annual $
Asking price	$
Submarket cap rate	%
Bid ceiling (from Bid Ceiling engine)	$ · optional

Step 2 Returns, Debt & Targets

Levered IRR	% · target
Equity multiple	x · target
Year-1 cash-on-cash	% · target
DSCR	x · min
Debt yield	% · min
Proposed loan	$ · supportable

Step 3 Market, Income & Risk

Comp average cap rate	%
Comp average price / unit	$
Income integrity tests passed	of 4
Occupancy	% · stabilised
Break-even occupancy	%
Red flags triggered	of 19 checks
Aggressive assumptions	of 18 reviewed
Worst-case (stress) DSCR	x

Step 4 Score Breakdown

Category	Score	Weight	Weighted
Score the deal to see the category breakdown.
Composite		—	—

Step 5 Return Metrics vs Targets

Metric	Calculated	Target	Result
Score the deal to see the metrics scorecard.

Once screened, solve the exact pricing gate on the Bid Ceiling engine → or see the full picture on the Deal Dashboard →

Weights and hurdles mirror the fund mandate; figures are decision support, not an offer. Confirm targets with your investment committee.