We're taking Real Estate Intelligence to Expo Real 2026. Come and talk to your portfolio.

A portfolio question comes in. Which leases have break options in 2027? How much rent is attached to them? Which notices need to go out this year?

Answering it means going through leases, amendments, rent rolls and spreadsheets. Someone has to find the relevant documents, check the clauses and piece the information together.

Two days later, there is an answer. Maybe three.

For asset managers working across large portfolios, this is routine. The information needed to make a decision is often buried across hundreds of pages of documents, and answering a seemingly simple question can take hours of manual work.

More transactions mean more decisions

That question is becoming more pressing as activity returns to the German real estate market. Investment transaction volume reached €16.2 billion in the first half of 2026, up 13% on the same period last year, according to CBRE. Just under €13 billion came from commercial real estate.

More activity means more assets being assessed, more leases being reviewed and more assumptions being tested. CBRE describes a market that is recovering but remains selective, with investors concentrating on high-quality assets and making decisions with discipline.

Those decisions still depend on what is happening inside individual assets: the lease that can break next year, the rent attached to it, the amendment that changed the original terms or the notice date sitting halfway through a document.

That is the conversation we're taking to Expo Real this year. In Munich, we'll be showing Real Estate Intelligence (RI), built to help asset managers get from the documents behind a portfolio to the answers they need to make decisions.

What changes when you can talk to your portfolio?

Take the question we started with: which leases have break options in 2027, and what rent is at stake?

With RI, you ask it directly. The relevant leases, amendments and rent rolls are found and read in full context, and the answer comes back built from the documents behind the portfolio.

Getting there faster is only useful if you can trust what comes back. A date, figure or clause can influence a decision involving millions in asset value, so knowing the answer is not enough. You need to know where it came from.

That is why every answer is traceable to its source. Click a citation and the clause, figure or line item behind it is there. Told that a lease can break next year, you go back to the language that says so. Given a rental figure, you see exactly which line it came from.

This is also where RI differs from a general-purpose chatbot. Every answer comes from the documents behind your portfolio, and every answer has a route back to where it came from, so the time saved finding and reading information does not come at the expense of being able to check it.

The same principle applies to the documents themselves. A portfolio can contain years of leases, amendments and rent rolls in different formats, and getting value from them should not begin with months spent rebuilding them for another system. RI works with the existing document stack, without requiring teams to reformat their leases or create another manually maintained source of portfolio information. Those documents remain hosted in Germany, with RI built to GDPR requirements.

A 300-page lease puts the difference into perspective

NAS Invest has already used RI on the kind of document that makes this problem tangible.

Reading and analyzing a 300-page commercial lease manually would typically take the team two to three days. With Real Estate Intelligence, the same work took just one hour.

One lease is one example. Across a large portfolio, days spent reading and extracting information from individual documents can quickly become weeks of asset management time. Reducing that work leaves more time to understand what the information means for the asset and decide what to do next.

What would you ask first?

We are coming to Expo Real to show RI, but we also want to hear how asset managers, portfolio managers, investment managers and the teams working directly with lease and asset information are dealing with these questions today.

Which portfolio questions still take too long to answer? Which information is hardest to retrieve reliably? Where are teams already using AI, and where do they still hesitate to trust it? And if a question that currently takes days could be answered in minutes, what would you ask first?

Honestly, the answers I'm most interested in are the ones we haven't built for yet.

Those conversations matter to what we build next. It's the same question I'll be putting to the Tech Talk stage on Tuesday: "The fastest way to grow asset value? Ask your portfolio." 11:35, Hall B2, if you want the longer version of the argument.

Bring us your hardest question

Still searching through leases, amendments, rent rolls and spreadsheets to answer a question about your portfolio? Bring that one to us.

We'll be showing RI live at Expo Real from 5–7 October. See how it finds the relevant information, connects the dots and gives you an answer you can trace back to the original figures and clauses.

You'll find us at Stand A3.TB67.

Book a meeting with us at Expo Real