Give your investors a portal, not a spreadsheet.
NetLeaseOS keeps your whole net-lease pipeline in one place — every OM, broker reply, and follow-up — then gives each investor a branded portal to review the deals you picked for them. The big-shop client experience, without the big-shop overhead. You approve every change.
Built with a working net-lease brokerage. In production every day since January 2026.
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | 7-Eleven | Fairfield TX | 3950000 | 0.06 | 237000 | NNN |
| 2 | Take 5 | Macon GA | 1500000 | 0.064 | 96000 | NNN |
| 3 | Wawa | Sumter SC | 5200000 | 0.061 | 317200 | NNN |
| 4 | Circle K | Hattiesburg | 2850000 | 0.0665 | 189525 | NN |
| 5 | Kum & Go | Ames IA | 4100000 | 0.0575 | 235750 | NNN |
| 5 | ||||||
| 6 | ||||||
| 7 | ||||||
| 8 |
You already use Crexi to find deals. NetLeaseOS is where they go next —
your pipeline, your outreach, your investor's portalYou became a net-lease advisor to do deals. Most days you do data entry.
The OM treadmill
Every offering memorandum gets opened, read, and retyped into a spreadsheet — asking price, cap rate, lease term, rent bumps. Twenty properties into a search, you're doing data entry, not brokerage.
The Excel survey
Your client wants gas stations at a 6 cap in the Southeast. What they get is a spreadsheet attachment that's outdated the moment a listing broker replies with a price change.
The 45-day clock
A 1031 buyer in their identification window doesn't wait. Every afternoon you spend rebuilding the survey is an afternoon the deal isn't moving.
The whole deal loop, in one system.
Start from the spreadsheets you already have.
Drop in a Crexi export, a Reonomy pull, or any spreadsheet. NetLeaseOS dedupes it against your own property database and merges what's new — so a property you worked last quarter arrives in the next deal with its history attached: verified pricing, broker contacts, what happened last time. Your second deal starts half-done.
- 9
new properties created
full field mapping from CSV
- 27
matched your existing database
14 fields updated, history kept
- 2
worked in a previous deal
broker contacts + notes attached
One property database underneath every deal — nothing starts from scratch twice.
It drafts the outreach — and tracks who went quiet.
Outreach emails to every listing broker, grouped by broker and sent from your own Outlook. Then the part that actually hurts: it tracks who replied, who didn't, and who's due a nudge — so following up stops being a memory exercise.
- replied2 updates queued
M. Hernandez
NL Retail Group · 3 properties
- engagedcall scheduled
S. Alvarez
Crexi listing · 2 properties
- quiet 6 daysfollow-up drafted
D. Park
Park Net Lease · 1 property
Who replied, who went quiet, who needs a nudge — tracked for you, not from memory.
Replies and OMs become deal data.
When an offering memorandum or a broker reply lands in your inbox, the agent reads it — the PDF, the spreadsheet, the email thread — and extracts every field that matters: price, cap rate, NOI, lease term, rent bumps, tenant, guarantor. No retyping, ever.
- identitytenant_name7-Eleven
- identityaddress412 N Pine St, Fairfield, TX
- financialasking_price$3,950,000
- financialcap_rate6.00%
- financialnoi$237,000
- leaselease_typeNNN
- leaseremaining_term7.0 yrs
- leaserent_increases10% / 5 yrs
+ 6 more fields · 12.3s
You approve. Nothing moves without you.
Every extracted field and every status change waits for you first. One click applies it; one click dismisses it. The agent has no ability to write to your data on its own — your pipeline stays yours.
Yes, still on the market. Seller just reduced to $1.5M — that puts it at a 6.4% cap. Happy to send the updated OM.
- match_property→7-Eleven · Fairfield, TX — matched
- extract_terms→price drop + new cap rate found
- queue_update→4 changes queued for your approval
- outreach_statusattempted→engaged
- asking_price$1,650,000→$1,500,000
- cap_rate5.85%→6.40%
- follow_up_date—→Jun 18
Your investor gets a portal, not an attachment.
Your client logs into a survey under your brand — ranked properties, live financials, the documents you choose to share. They mark interest and leave feedback; you see it instantly. No more version-seven spreadsheet.
Hartwell Capital Advisors · investor portal
Q2 2026 — Net-Lease Gas & Convenience
- A$3.95M6.00%7.0 yrinterested
7-Eleven
Fairfield, TX
- A$1.50M6.40%14.2 yrinterested
Take 5 Oil Change
Macon, GA
- B$5.20M6.10%12.4 yrmaybe
Wawa
Sumter, SC
And underneath all of it
Ask your pipeline anything
“Gas stations under $4M at a 6 cap in the Southeast, ranked against my client's criteria” — the built-in assistant searches, ranks, and explains its picks.
Financials per client, not per spreadsheet
Cash-on-cash and EBITDAR multiples computed with each client's own financing and tax assumptions — the analyst work happens automatically.
Documents where they belong
OMs, financials, and broker attachments are saved to the property itself — not lost in a sent folder or a Drive link you have to hunt for.
Every other deal tool optimizes what you do behind the scenes. NetLeaseOS does that too — and fixes the thing your investor actually sees.
Built for net-lease investment sales — gas stations and car washes, sure, but just as much dollar stores, drugstores, quick-serve, auto parts, and net-lease industrial. Underneath, it's a buy-side survey engine: the same loop carries over to the multi-tenant retail or tenant-rep searches you pick up along the way.
Built with a working broker. Not in a lab.
NetLeaseOS started in January 2026, when a net-lease broker was spending his evenings retyping offering memos into spreadsheets — and his clients still got those spreadsheets as Excel attachments. So we built him one place for the whole thing: pipeline, broker outreach, and a branded portal his investors log into. Built around his real deals — gas stations, car washes, convenience stores — and used every working day since.
Now we want a small group of design partners to shape it before we open it up — that might be you.
We're selecting 3 net-lease brokerages as design partners.
We're not selling you a finished product — we're choosing the three brokerages that will shape it, before we charge anyone a dollar.
What you get
- The full platform — pipeline, inbox agent, investor portal — on your own private deployment
- White-glove setup: we import your current spreadsheets and Crexi exports for you
- A direct line to the founder. Your feature requests shape the roadmap.
- 60-day free pilot, then founding pricing locked in for as long as you stay
What we ask
- Run real deals through it — not a sandbox
- Two short calls a month to tell us what's broken and what's missing
- Honest feedback, even when it stings
- A testimonial — only if the product earns one
Twenty minutes. Real product, real deals on screen.
You'll see the inbox agent, the review queue, and the investor portal — the same system a working brokerage uses every day. If it's not for you, you'll know in twenty minutes.
Prefer LinkedIn? DM Pedro directly. No long-term contract, ever. Your data stays yours.