AI Agents automate fund operations, investment tracking, and financial reporting so you can focus on growing your commercial real estate portfolio.
Total AUM
$847M
+12.3% YoY
Active Funds
24
3 in deployment
Avg. IRR
18.7%
Above target
Trusted by the leaders
Still run on spreadsheets, emails… and gut feeling.
Meanwhile — the world has already changed.
We built Palomo between New York and Tel Aviv, bringing real estate into the age of intelligence.
Real NOI.
Real visibility.
Real control.
Real intelligence.
Real estate didn't need another tool.
It needed a brain.
Asset Classes
Serving funds across the United States, Canada, and Israel
Multi Family
Retail
Industrial
Hotels
Single Family
New Developments
Features
Portfolio tracking, deal pipeline, and performance analytics — all connected in real time.
Automated workflows, document management, and compliance tracking across your entire fund.
Cash flow forecasting, investor distributions, and reporting powered by AI analysis.
AI Agents
Quarterly reports compiled and formatted automatically from your fund data.
AI monitors transactions and alerts you to unusual patterns before they become problems.
Calculate waterfall distributions and generate statements for all LPs.
Never miss a filing or regulatory deadline with automated tracking and reminders.
Testimonials
“Palomo replaced 4 different tools we were using. Our team saves 20+ hours a week on reporting alone.”
Sarah Chen
COO, Meridian Capital
“The AI agents caught a cash flow discrepancy that would have cost us $2M. Pays for itself.”
David Park
Managing Partner, Atlas CRE
“Finally, a platform built for how CRE funds actually work. Not adapted from some generic SaaS.”
Rachel Torres
VP Operations, Summit RE
$12B+
Assets managed
150+
Funds onboarded
40hrs
Saved per month
FAQ
Palomo supports all commercial real estate fund structures including open-end, closed-end, core, value-add, and opportunistic strategies.
Our AI agents are trained specifically on CRE fund operations. They analyze your data, automate repetitive tasks, and surface insights — all while keeping humans in the loop for critical decisions.
Absolutely. We use bank-grade encryption, SOC 2 Type II compliance, and your data is never shared with third parties or used to train models.
Most funds are fully operational within 2 weeks. We handle data migration and provide dedicated onboarding support.
Yes. Palomo integrates with major accounting systems, CRMs, and data providers including Yardi, MRI, Salesforce, and CoStar.
Join the leading CRE funds already using Palomo AI.