One Platform for Every Deal
MyDealTeams brings every workflow in retail real estate — locations, projects, portfolios, tasks, evaluations, financials, collaboration, and admin — into one connected workspace.
Deal Pipeline & Workspace
Manage every deal — locations, projects, portfolios, tasks, and partners — in one connected workspace.
Location Management
A central database for every property — addresses, tenants, financials, and history.
Project Tracking
Track every deal from inception to close with tasks, files, and discussion.
Portfolio Aggregation
Group locations by client, strategy, or region and share with external partners.
Task Management
Cards, table, calendar, and timeline views — purpose-built for CRE workflows.
Partner Network
Invite brokers, lenders, and contractors — collaborate without email chains.
Site Evaluation & Analysis
Compare candidate sites with weighted scoring, risks, demographics, and side-by-side analysis.
Multi-Site Evaluations
Run structured evaluations across candidate sites with status workflows.
Weighted Scoring
Define criteria, score sites, and visualize results with weighted metrics.
Site Comparison
Side-by-side comparisons with maps, demographics, and financials.
Risk & Sensitivity
Identify risks, model downside scenarios, and pressure-test assumptions.
Pros & Cons Matrix
Capture qualitative factors and strategic considerations per site.
Map Visualization
Interactive maps with trade areas, demographics overlays, and competitor data.
Financial & Performance
Underwrite deals, track actuals, and surface the demographic context every CRE decision needs.
Pro Forma Financials
Model acquisition and operating P&Ls with cell-level editing and version history.
Income Statements
Quarterly income statements that calculate profitability automatically, with Excel/CSV import, charts, and a full audit trail.
Performance Tracking
Monitor actual vs. budgeted financials and key operational metrics.
Demographic Data
Census, trade-area, income, and population data wired to every location.
Reports & Exports
Generate Summary, Story, and Financial reports — export as PDFs or share packets.
Collaboration & Approvals
Keep teams, partners, and approvers on the same page — with chat, audit trails, and secure share links.
Real-Time Chat
Workspace-scoped messaging tied to projects, locations, and rooms.
Approval Workflows
Route evaluations through approval chains and enforce sign-off gates.
Activity Feeds
Time-stamped logs of every change, comment, and action on every record.
Document Library
Upload, version, organize, and share project documents with the team.
Partner Share Packets
Curate evaluations, financials, and documents — share via token-protected links.
Admin & Standardization
Templates, bulk loads, lookup lists, and admin tools that keep your team running the same playbook.
Workflow Templates
Reusable templates for tasks, site details, and scoring criteria.
Financial Templates
Builder for acquisition, operating, and ROI analysis line items.
Bulk Location Loader
CSV-driven location import with geocoding and validation.
Lookup Lists & Settings
Configure dropdowns, user groups, and third-party integrations.
Data Cleanup & Archival
Archive inactive records, dedupe, and keep your database tidy.
User Profile & Permissions
Accounts, API keys, notification settings, and role-based access.
Image Gallery
Central repository for property photos and visual collateral.