Consistent underwriting for residential assets in any local market
Screen opportunities, underwrite one target, produce credit and investment briefs, and monitor exposure over time. Heredium turns fragmented property, entity, and document data into evidence-backed decision outputs.
Platform Capabilities
From acquisition screen to decision memo
Built for acquisitions teams, lenders, family offices, developers, and advisors who need a repeatable underwriting process for residential opportunities in their own market.
Acquisition Screens
Rank residential targets across an area or target list. Identify which opportunities to reject, monitor, or move into deeper diligence.
Underwriting Memos
Turn fragmented annual reports, registry data, and uploaded documents into a structured memo with risks, assumptions, citations, and next questions.
Credit and IC Briefs
Produce decision-ready briefs for lenders, principals, and investment committees. Compress analyst work into a format senior teams can act on quickly.
Portfolio Monitoring
Keep tracked assets and ownership entities under observation for fee pressure, governance changes, maintenance issues, refinancing signals, and new disclosures.
Core Outputs
What teams actually pay for
How It Works
A workflow built for professional diligence
Screen a market or target list
Start with an area, asset, address, entity, or sourcing list. Heredium ranks opportunities and shows which targets deserve analyst time.
Underwrite one opportunity
Open a specific asset or ownership entity and combine public records with annual reports, broker materials, and uploaded documents.
Export and monitor
Share an underwriting memo, credit brief, or IC summary, then keep tracked assets under monitoring as conditions change.
Turn fragmented local-market research into a repeatable underwriting process
Built for teams that need faster first-pass screening, clearer decision documents, and ongoing visibility across residential exposure.