How Kelsey Management Used AI to Efficiently Evaluate Deals

The Client

Kelsey Management is a prominent property management company that works with various landlords across the United States to optimize their rental property investments.

The Challenge

Kelsey Management faced a complex challenge in the rental real estate market: efficiently analyzing extensive financial data from various properties owned by different landlords across the U.S. They needed to perform an in-depth analysis of the expenses and revenue generated over the past year, uncover areas or strategies to enhance Net Operating Income (NOI) for landlords, and deal with inconsistent data in varying formats and layouts that made standard analysis methods ineffective.

Our Solution

To tackle these challenges, InfiniOne helped Kelsey Management employ an innovative, AI-driven approach. We developed flexible algorithms for scanning and extracting financial data from raw Excel files, regardless of format. We implemented algorithms that dynamically recognized and categorized income and expense fields, normalizing the data despite format inconsistencies. We leveraged the advanced capabilities of GPT-4 for matching raw fields with predefined standard fields, ensuring accurate data categorization. We also performed detailed analysis to observe trends over time and across different properties, and applied advanced techniques to identify anomalies and report confidence levels.

Implementation

• Developed flexible algorithms for data parsing and extraction from diverse Excel formats
• Implemented dynamic field recognition and normalization for consistent data categorization
• Utilized OpenAI's GPT-4 for accurate matching of raw fields with standard fields
• Performed comprehensive temporal and comparative analysis across properties
• Applied advanced techniques for outlier detection and confidence reporting

Results