What if your files ran the portfolio?

HOLD turns your property documents into a system for tracking what matters, analyzing your portfolio, and delivering clear, organized answers.

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Instant Onboarding

Onboarding is a folder drag-and-drop. Bring your files as they are—no cleanup, no migration, no data entry.

Security

Your files are securely stored and processed through SOC 2-compliant services (the same standards used for medical records and card payments). They are never used to train AI models.

How HOLD handles your documents →

HOLD's import dialog: drop a whole property folder — unit, tenant, building and entity documents, PDFs, scans and photos. One file is staged at two pages and priced up front at about $1.50 to read everything, with a choice of Rush at about $1.50 in roughly five minutes or Economy at about $1 over a few hours.
HOLD's signals rail: a lease-up chart projecting +$5,800 a month by 23 November 2026, Meridian Dental Group's lease ending 31 August 2026 with 36 days out and $8,200 a month at stake, a Corner Books escalation of +$186 a month waiting to be confirmed, and the 2031 rollover wall where three leases worth $47,085 a month expire together.
The rent roll HOLD builds from those documents: unit, tenant, rent and op-ex columns — Foothill Coffee at $8,450, Meridian Dental at $6,200, Cedarline Architecture at $9,900, Summit Outdoor Gear at $14,300, Northbridge Title at $16,500 — with the two vacant units left blank rather than turned into zeros, totalling $69,785 rent and $23,125 op-ex a month.

Deep Intelligence

HOLD builds and updates your roll automatically, calculating rents, escalations, expirations, and financials directly from your documents. Get instant answers and analysis, with every value traced to its source.

A unit drawer for Meridian Dental LLC, suite 4263A at 4,500 square feet, lease ending 31 July 2031. A cited quote sits open over the term timeline reading “August 1, 2025 – July 31, 2026 $2,850.00 + $1,069.24 NNN per month”, marked page 1 with a copy-quote control. Below it, $9,419 a month gross broken out to $1.58 rent and $0.51 op-ex per square foot.
The clauses and notes panel for the same lease: core terms, parties and premises, term and possession, and an expanded rent schedule quoting a stepped base rent and NNN schedule rising annually from $2,250 plus $950 in 2021 to $2,850 plus $1,069.24 in 2025-26 — cited to page 1, section S1 — with payment, late charges and interest each carrying their own page and section number.

Catch every deadline

A to-do list that populates itself: Tax installments, lease escalation steps, entity filings, COI expirations, lease option windows — every date is surfaced on the timeline, no surprises.

HOLD's Friday morning timeline, banded by urgency: IMMEDIATE carries a renewal notice window closed unanswered at 1240 Ventura so a five-year option lapses, an unpaid HVAC invoice, and an expired certificate of insurance for Panda Fresh Market; THIS WEEK a 3.5% escalation to $4,412; THIS MONTH a lease ending with no renewal notice received and a $14,208 property tax installment; SIX MONTHS a $2,140,000 loan maturity. The footer reads: reading 41 leases across 3 properties, two with no end date on file and not counted here.
A market and law panel tracking county deadlines — a second property tax installment due 1 September in Los Angeles, assessment appeals closing 30 November — beside California legislation and current rates: 5-year at 3.92%, 10-year at 4.21%, SOFR at 4.33% and Prime at 7.50%.
HOLD's watchlist: lease dates including expirations, renewal notice windows, rent escalations, abatements ending, holdover and option rights; insurance policies and tenant certificates, flagging two umbrella and flood policies with no expiry read; and property tax installments for Los Angeles and Kern, with Ventura flagged as having no jurisdiction set.

Run the numbers

Optionally provide your monthly ledger to get NOI, DSCR, lender-format P&L, per-entity rollups, and the analytics that go with it.

HOLD's financials for 1042 Foothill Blvd, trailing twelve months: gross scheduled rent $936,420 across ten leases, vacancy and credit loss of $99,000 on suites 130 and 220, expense recoveries $277,500, effective gross income $1,114,920. Operating expenses run from $186,400 property taxes cited to the tax bill down to a 4% management fee, with capital reserves and payroll shown as not on file rather than zero, totalling $399,400 and leaving net operating income of $715,520.
Debt coverage and ownership: DSCR 1.35× against a 1.20× covenant minimum, on a $6,800,000 loan at 6.10% over 25 years — $530,749 annual debt service leaving $184,771 cash flow after debt. Below, the split between Foothill Partners LLC at 60% and Hesby Holdings LLC at 40%, each with its own NOI and cash flow.

How HOLD earns trust

1. Structured

When documents are uploaded, the model never guesses. It fills a fixed schema of 1,500+ typed, source-cited fields across 10 document families. Code then verifies the work—matching quotes, recalculating totals, reconciling amendments, and flagging anything uncertain for review.

Suite 200 · base rent

$9,900/mop.14

Cedarline Architecture — lease · page 14

…4.1 Rent. Base Rent shall be Nine Thousand Nine Hundred Dollars ($9,900.00) per month, payable in advance on the first day of each calendar month…

Suite 230 · CAM cap

3% a year, cumulativep.22

Summit Outdoor Gear — lease · page 22

…7.3 Operating Expenses. Controllable Operating Expenses shall not increase by more than three percent (3%) per annum, calculated on a cumulative and compounding basis over the Base Year…

Suite 310 · holdover rent

150% of last base rentp.38

Northbridge Title Co. — lease · page 38

…24.1 Holding Over. Tenant shall pay Base Rent equal to one hundred fifty percent (150%) of the Base Rent in effect immediately prior to expiration, and no such holding over shall be deemed a renewal…

Documents go in, provable values come out. The model reads; code verifies. No AI-generated value becomes data without independent verification.

2. Computed

Once a value is captured and verified, every calculation — escalations, NOI, DSCR, WALT, CAM/NNN reconciliations, returns — runs on deterministic, audited code with the exactness of a spreadsheet.

3. Cited

Every value links to the precise sentence in the document that it came from. Hover to read the quote; click to see the original page.

4. Tracked

Each value carries its lineage, with every change logged. Contradictions surface plainly; and when it can’t read something, it says so rather than leaving a silent gap. Download the whole record any time — every read, what it cost, and which service touched it.

See what’s in an audit report →

HOLD has specialized intelligence across all RE document categories.

145+

structured fields per lease

100+

document sub-types

112

lease clauses identified

10

document families

One plan. The whole portfolio.

$200/month

+ AI usage, billed at cost

Portfolios over 100 units: $2 per unit per month for each unit above 100.

AI Cost Breakdown

The initial document upload accounts for the largest AI processing cost. After that, AI is used only for new documents, analyses, and questions.

Estimated costs are always shown before processing. RUSH delivers results in minutes, while ECONOMY delivers the same depth in a few hours at approximately 45% less.

One time onboardingEconomyRush
25 units~$60~$110
50 units~$120~$210
100 units~$230~$420

After onboarding, most owners’ AI usage averages $35–$65 per month, depending on portfolio size and use of analyses and chat.

AI usage is billed at cost with no markup. Usage is charged automatically when it reaches $25.

AI rates are set by our AI provider, not by HOLD. We pass them through at cost with no markup. If the provider changes its prices, yours change with them. However, we strive to work with the provider and our methodology to reduce AI costs over time. The figures above are estimates based on current rates and a typical document set — your own documents will differ.

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Why HOLD exists

Benjamin David, a CRE owner/operator, founded HOLD after experiencing a fundamental gap in commercial real estate firsthand: independent owners had no truly comprehensive system for running a portfolio—only fragmented tools, rigid platforms, and enterprise software built for institutions.

The emerging AI products are no better: unreliable, disconnected, and often little more than generic chatbots packaged behind a thin interface.

Enterprise software was built for another era

Established systems are dated, difficult to learn, slow to implement, and priced for institutions with dedicated teams—not owners running their own portfolios.

The affordable tools were never truly affordable

They lowered the subscription price by shifting the burden to the owner: manual data entry, weeks of onboarding, rigid workflows… just another system that has to be managed.

Most of commercial real estate was treated as an afterthought

The market is centered on apartments. Retail, office, industrial, and mixed-use owners are left to piece together software that doesn’t understand the full portfolio.

HOLD is built to change that.