A reference for teams to quickly find answers to common questions using AI-powered search across our SharePoint documents.
Ask Bulfinch can search and synthesize information from lease documents, loan agreements, budget packages, valuation files, capital plans, and more — all stored in SharePoint. The prompts below are ready to use. Replace anything in [brackets] with the specific property, tenant, or year you need.
Pulls from the Quarterly Valuation Tracker. Returns the current value, prior quarter comparison, and the methodology notes written by the AM team.
The Valuation Tracker includes prior quarter values and methodology notes going back multiple years, so quarter-over-quarter changes and the reasons behind them are readily available.
Found in loan compliance reporting and budget packages.
Pulls from budget packages and the AM deck presentation backup files.
Searches the lease and all amendments for the tenant. Returns notice periods, conditions, pricing, and any other relevant terms.
The AM meeting decks include a 10-year rollover chart broken out by year as a percentage of portfolio. Best source for portfolio-wide expiration exposure.
AM meeting decks are updated regularly and include new leases, renewals, active proposals, and market commentary across the portfolio.
Loan agreements are consistently filed under each property's debt folder and are fully readable. Returns a clean summary of all key terms.
Extension provisions are typically in Section 2.4 of loan agreements. Returns LTV thresholds, debt yield and DSCR requirements, notice windows, and extension fee obligations.
The AM and Leviathan decks include debt maturity charts broken out by year as a percentage of portfolio debt.
Covers both financial covenants (debt yield, DSCR, LTV) and operational covenants (insurance, leasing approvals, reporting requirements).
Budget packages are consistently filed under each property's Annual Business Plan folder and are fully readable.
Returns electric, gas, water/sewer broken out by month and annually.
Covers NOI, debt service, capital expenditures, and net cash flow after adjustments.
Financial statements are stored on the Accounting site. Use the legal entity name (e.g., "TBCI Holdings I, LLC") for best results.
Pulls from the Leviathan property-level projections table in the investor presentation. Also returns FMV, equity invested, and stabilized YOC.
Returns a breakdown of called capital by property, total committed equity, and remaining dry powder.
Returns the full property-level projections table with FMV, equity, YOC, and IRR for every active Leviathan investment.
The Leviathan investor deck includes a property-by-property table of 2026 objectives covering leasing, capital, and strategic priorities.
Pipeline deals are tracked in the Leviathan investor presentations with transaction overviews, pricing, and current status for each active and evaluating deal.
These decks include macro CRE observations, Boston-area market commentary, and strategic outlook from the investment team.
Pulls from the 5-Year Major R&M and Capital Plan filed under each property's Annual Business Plan folder. Returns projects broken out by High/Medium/Low priority with year-by-year costs.
Vendor contact lists are stored under each property's Service Contracts folder. Returns vendor names, services, contact names, phone, and email.
Phase I reports are stored under each property's Architecture & Engineering folder. Returns key findings, recognized environmental conditions, and recommendations.
Insurance policies are filed under individual property folders as well as a portfolio-level allocation spreadsheet on the Asset Management site.
Each tenant's lease is filed under the property's Tenants folder. For multi-tenant properties, each lease is read individually and summarized together.
Checks lease amendments filed for the tenant. If a renewal has been documented, returns the new term, rent, and any changed conditions.
Returns a clean summary from the executed lease document. For tenants with multiple amendments, specify "including all amendments" to get the full current picture.
Returns the termination effective date, required notice period, conditions (e.g., no default), and any termination fee or penalty payment due.
Amendments are filed alongside lease documents in the Tenants folder. Returns the date, parties, and a summary of all changed terms.
Useful for understanding the full evolution of a lease before a negotiation, renewal, or transaction. Returns date, key changes, and parties for each amendment.
Estoppels are filed under the Tenants folder or the Disposition folder for sold properties. Returns the execution date and the key representations made by the tenant.
Returns whether the loan is recourse or non-recourse, and any carve-outs that create personal liability for the guarantor.
Returns whether voluntary prepayment is permitted, any penalty or yield maintenance provisions, and required notice periods.
Returns the reporting schedule — typically quarterly rent rolls, annual financials, and any lender-specific certificate requirements.