Investors, Partners, and Friends,

Artificial Intelligence (AI) is transforming the real estate business. What once required hours of analyst time, full teams of operational staff, and layers of handoffs can now be executed in seconds using AI, workflow automations, and prop tech platforms.

In this month’s Rockview Review, we break down:

• the core areas where AI and automation are already driving change across the industry
• how we’re integrating these tools into our own platform, and
• why we believe this shift will define the next generation of high-performing investment managers.

A Case Study on The Power of AI: Automating Property Reputation Management in Seconds

Reputation management is a critical yet often overlooked part of evaluating and operating an asset. Traditionally, asset management teams would manually comb through dozens or even hundreds of Google reviews, highlight recurring complaints, extract sentiment themes, and draft a summary memo for internal use.

The process was tedious, inconsistent, and time-consuming. To address this, we built an internal tool that automates the entire process using AI. Within minutes, this automation scrapes and synthesizes every Google review for a property and delivers a structured, sentiment-tagged report directly to our inbox.

Try it yourself: Click here to access the automation (enter code “rockview") and get an analysis of any property's Google reviews, delivered straight to your inbox.

What This Workflow Empowers

Now that this workflow is fully automated, we run it automatically on every deal that enters our pipeline. AI scrapes the data, filters noise, identifies sentiment trends, and categorizes common issues and strengths. The final output, delivered in under one minute, includes:

• A summary of resident feedback
• Highlighted operational risks such as poor maintenance, noise, or management issues
• Positive attributes that support our investment thesis

What once required hours of manual review is now handled instantly. Our team can focus on interpreting insights and applying them to underwriting assumptions and current property operations rather than spending time collecting and formatting the data.

The Investment Analyst Role is Being Rewritten by AI and Automation

Historically, analysts spent their valuable time on formatting rent rolls, cleaning financials, duplicating model templates, organizing files, and updating pipelines. These were essential tasks, but they offered limited strategic value.

That model is being replaced by AI.

Today’s top-performing firms are leveraging purpose-built systems to eliminate this manual overhead:

• RedIQ automatically converts rent rolls and financial statements into structured financial models.
• Claude and Harvey AI review offering memorandums, extract key risks, summarize submarket dynamics, and generate draft investment memos.
• Internal automations handle task management, file structuring, and CRM updates without human input.

These tools allow firms to increase underwriting volume, accelerate investment committee preparation, and allocate analyst time to higher-value work. Teams can move faster, evaluate more deals, and make better-informed decisions.

Rockview Capital is on the Cutting Edge of Unlocking Human Efficiency Through Automation and AI

At Rockview Capital, we have redesigned our internal workflow to take full advantage of these technologies.

• When a new deal enters our pipeline, OneDrive folders, Hubspot tasks, and model templates are generated instantly.
• RedIQ structures all rent rolls and financial statements without manual input or data manipulation from our team.
• Analysts run rent surveys in minutes, utilizing internally built software that scrapes online rental data and compiles the data into our internal format.
• Research memos are drafted using custom-trained AI models which understand our investment pain points.

Analysts are spending their time analyzing, not formatting. The result is a more agile, focused, and effective team. Firms that continue to rely on manual workflows will struggle to keep pace with the scale, speed, and precision enabled by AI and automation. Those that embrace the shift will be better positioned to outperform.

Property Management and Operations Are Getting Leaner with AI and PropTech

AI is also revolutionizing the entire asset and property management process. Property management is moving from reactive to predictive, driven by a new layer of prop tech infrastructure that automates leasing, maintenance, communications, and energy efficiency. Examples include:

• Smart systems that detect leaks before a tenant submits a request
• AI leasing bots that engage prospects 24/7, schedule tours, and respond instantly to questions and inquiries
• Custom renewal offers that adapt based on resident behavior and market conditions
• Maintenance scheduling based on real-time diagnostics, not static timelines

The most forward-looking operators are already adopting tools like:

Efficiency is no longer about headcount. It’s about systems. As the time required to manage each asset decreases, asset managers will be able to oversee larger portfolios with fewer resources. Those who embrace automation will operate with lower expense loads and less organizational drag, while those who don’t will be left behind.

What All This Enables: More Time for What Actually Matters

The firms that win in the next decade will not be defined by the size of their analyst benches, but by how much of their time is spent on judgment, strategy, and relationship building.

• When analysts are free from formatting, file setup, and data manipulation, they can focus on applying their judgment and intellect to analyze the data and form opinions on investments.
• When deal teams are not bogged down with administrative workflows, they can spend more time sourcing deals, touring assets, and digging deeper into promising opportunities.
• And when operations are streamlined, leadership can invest time into capital formation, portfolio strategy, and long-term value creation.

At Rockview, that is our core belief. Every automation we build is designed to increase the nominal amount of time we can focus on what matters. Our mission is to equip a lean, high-performing team with the tools needed to act faster, think deeper, and execute better. We look forward to staying at the forefront of this transformation: for the benefit of our investors, our partners, and the future we are building.

Until next time,

Rockview Capital, LLC

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