Now piloting with European managers

ARQ turns asset intelligence into prioritised action.

The AI-native decision infrastructure for institutional real estate managers. ARQ AI tells your team what matters most, why it matters and what to do next.

Claire BennetClaire Bennet · Head of Asset Management

What are the highest impact workstreams across our London portfolio?

ARQAI

There is an estimated ~£1.2 million in annual rent reversion across 8 tenancies, assigned to the team:

  • High impact

    Unit 4: Esmeralda Ltd

    15% below recent ERV comps

    Gordon TurnerAssigned to · Gordon TurnerStatus · In negotiationEst. completion · Q4 2026
  • High impact

    Unit 11: Marlowe & Finch LLP

    Break in 9 months on 6% of income

    Priya RamanAssigned to · Priya RamanStatus · Tenant meeting bookedEst. completion · Q1 2027
  • Medium impact

    Unit 23: Halden Foods Ltd

    Rent review outstanding since Q1

    Claire BennetAssigned to · Claire BennetStatus · Awaiting valuerEst. completion · Q3 2026

+ 5 further tenancies ranked below

See it work

Drop in a tenancy schedule. Get a ranked plan, owned by your team.

No dashboards to configure, no reports to commission. ARQ AI structures the data you already have, surfaces what matters, hands your team the next step and evidences it against live market intelligence.

app.arq.ai / west-end-portfolio
UploadStructured dataInsightsDelegated actionsMarket intelligence

Drop your tenancy schedule to begin

tenancy-schedule-q3.xlsx

43 tenancies · 128 KB

Structured tenancy schedule

0 / 43 tenancies

TenantAreaLease expiryRent p.a.Rent reviewBreak
Unit 110,913 sq. ft.Q2 2027£211k2027
Unit 214,926 sq. ft.Q3 2028£258k2028
Unit 318,939 sq. ft.Q4 2029£290k2029
Unit 436,700 sq. ft.Q4 2026£505k2026
Unit 526,965 sq. ft.Q2 2026£547k2027Q2 2025
Unit 630,978 sq. ft.Q3 2027£567k2028
Unit 722,800 sq. ft.Q3 2029£318k20272027
Unit 839,004 sq. ft.Q1 2029£558k2026
Unit 943,017 sq. ft.Q2 2030£529k2027
Unit 1010,430 sq. ft.Q3 2026£201k2028Q3 2025
Unit 1114,443 sq. ft.Q4 2027£250k2029
Unit 1218,456 sq. ft.Q1 2028£282k2026
Unit 1322,469 sq. ft.Q2 2029£299k2027
Unit 1420,200 sq. ft.Q1 2028£271k2026
Unit 1530,495 sq. ft.Q4 2026£558k2029Q4 2025
Unit 1634,508 sq. ft.Q1 2027£562k2026
Unit 1738,521 sq. ft.Q2 2028£551k2027
Unit 1843,600 sq. ft.Q2 2027£596k2028Q1 2027
Unit 199,947 sq. ft.Q4 2030£192k2029
Unit 2013,960 sq. ft.Q1 2026£242k2026Q1 2025
Unit 2117,973 sq. ft.Q2 2027£275k2027
Unit 2221,986 sq. ft.Q3 2028£292k2028
Unit 2318,400 sq. ft.Q3 2030£244k2026
Unit 2430,012 sq. ft.Q1 2030£549k2026
Unit 2534,025 sq. ft.Q2 2026£555k2027Q2 2025
Unit 2638,038 sq. ft.Q3 2027£544k2028
Unit 2742,051 sq. ft.Q4 2028£517k2029
Unit 289,464 sq. ft.Q1 2029£183k2026
Unit 2913,477 sq. ft.Q2 2030£233k2027
Unit 3017,490 sq. ft.Q3 2026£268k2028Q3 2025
Unit 3115,900 sq. ft.Q2 2029£212k2027Q2 2027
Unit 3225,516 sq. ft.Q1 2028£518k2026
Unit 3329,529 sq. ft.Q2 2029£540k2027
Unit 3433,542 sq. ft.Q3 2030£547k2028
Unit 3537,555 sq. ft.Q4 2026£537k2029Q4 2025
Unit 3641,568 sq. ft.Q1 2027£511k2026
Unit 378,981 sq. ft.Q2 2028£173k2027
Unit 3812,994 sq. ft.Q3 2029£225k2028
Unit 3917,007 sq. ft.Q4 2030£260k2029
Unit 4021,020 sq. ft.Q1 2026£280k2026Q1 2025
Unit 4125,033 sq. ft.Q2 2027£508k2027
Unit 4229,046 sq. ft.Q3 2028£532k2028
Unit 4333,059 sq. ft.Q4 2029£539k2029
ARQAIWaiting for data
  • Unit 18 break option in 9 months on the portfolio's largest tenancy — £596k p.a. exposed.

    Lease event
  • Unit 4 passing rent is 12% below Grade A West End ERV comps — £61k p.a. of reversion.

    Reversion
  • Unit 7 service charge runs 9% above the portfolio benchmark — £41k of recoverable leakage.

    Opex
  • Unit 14 has been marketed 22% longer than comparable stock; incentives sit below market.

    Leasing
  • Unit 23 rent review is outstanding and becomes time-barred in Q1 2027 — £86k p.a. at risk.

    Rent review
  • Unit 31 tenant covenant downgraded two notches; £212k of income is now sub-investment grade.

    Covenant
  • Units 9 and 12 expire one quarter apart — 58,400 sq. ft. of concurrent vacancy exposure.

    Expiry concentration

Recommended actions

  • Start renewal discussions with Unit 18

    Priority 1
    High impact

    Why

    Break option in 9 months on the portfolio's largest tenancy (£596k p.a.), with no re-letting cover in the business plan.

    Next step

    Brief the leasing team and open an early regear dialogue this quarter, targeting a 2032 expiry.

    Value uplift+£1.4m

    Value uplift at a 5.0% exit yield if the lease is regeared to 2032.

    £596k income protected

    Assign to teamSelect owner
    Gordon TurnerGordon TurnerAsset Manager · London
    Priya RamanPriya RamanLeasing · EMEA
    Tom OkaforTom OkaforAnalyst · London

    Assigned to Gordon Turner · due this quarter · tracked to completion

  • Reprice Unit 4 with brokers ahead of the 2026 review

    Priority 2
    High impact
  • Trigger the Unit 23 review before it is time-barred

    Priority 3
    High impact
  • Review Unit 7 service charge scope with the managing agent

    Priority 4
    Medium impact
  • Reassess Unit 14 leasing strategy and incentive package

    Priority 5
    Medium impact

Market intelligence · West End (W1)

Evidence behind the Unit 18 regear

Updated 14 Jul 2026 · 1 mile radius

Market ERV (Grade A)

£92.50

per sq. ft. · +4.1% YoY

Incentive package

21 mths

rent free on a 10-year term

Market occupancy (Grade A)

94.2%

+90 bps vs. Q1 2026

Take-up Q2 2026

1.42m

sq. ft. · 12% above 5-yr avg.

Under construction

25k

sq. ft. within 1 mile

Market yield (Grade A)

5.00%

net initial · stable QoQ

Most active brokers · leasing share

  • Savills31%
  • CBRE26%
  • Cushman & Wakefield23%
  • JLL20%

Savills and CBRE have advised on 57% of Grade A lettings within 1 mile over the last 12 months.

Recent sales comparables

5 latest transactions

AssetPrice£ / sq. ft.DistanceDate
Berners House, W1£141.0m£1,5400.3 miJun 2026
Eastcastle Court, W1£86.4m£1,3100.6 miMay 2026
Wells & Mortimer, W1£64.2m£1,1050.9 miApr 2026
Riding House Yard, W1£48.9m£9621.2 miMar 2026
Great Titchfield Works, W1£37.5m£8701.6 miFeb 2026

Comparable evidence supports a 5.00% exit yield on a regeared Unit 18 income stream.

The problem

You do not have a data problem.
You have a decision problem.

Institutional real estate teams already have the data. The challenge is continuously determining what matters, what it is worth and what should happen next.

Fragmented portfolio information

More data. More signals. More decisions.

Tenancy schedule

43 leases · West End

Unit 4 · 4,120 sq. ft.

£68.00 psf · exp. 2029

ERV comps

£78.20 psf

Opex report

Q2 · service charge

Budget variance

+9.1% vs plan

Unit 18 · lease expiry

31 Mar 2027

Broker update

Savills · 2 viewings

Asset business plan

2026–31 hold

ARQAI

UNDERSTAND · DETECT · QUANTIFY · PRIORITISE

TENANCY ROW

Rent Opportunity

+£184k

LEASE EXPIRY

Renewal Risk

£120k at risk

OPEX REPORT

Opex Variance

£95k saving

LEASING REPORT

Leasing Strategy

Re-plan

ARQ priority queue

01

Rent Opportunity

HIGH PRIORITY

Unit 4 is 12% below market rent

+£184k annual opportunity

Recommended action · Reprice with broker

Assigned to · Gordon Turner

02

Renewal Risk

HIGH PRIORITY

Unit 18 expires in 8 months

£120k income at risk

Recommended action · Engage tenant now

Assigned to · Priya Raman

03

Opex Variance

MEDIUM PRIORITY

Asset 7 is 9% above portfolio average

£95k potential saving

Recommended action · Review operating scope

Assigned to · Claire Bennet

Hundreds of signals. A handful of decisions that matter.

ARQ tells your team what matters, what it is worth and what to do next.

Introducing ARQ AI

One architecture between your portfolio and the decisions that create value.

Context, intelligence, monitoring and action — four layers of one system. Scroll to travel through the architecture.

01Portfolio Context

ARQ structures the portfolio context that matters.

Tenancy data, asset data, opex, budgets and business-plan inputs in one view.

  • Tenancy schedules and asset records normalised
  • Opex, budgets and business plan aligned to each asset
  • Market intelligence attached to every unit
02Real Estate Intelligence

ARQ applies real estate logic to identify what matters.

Detect opportunity. Quantify impact. Assess risk. Compare performance.

  • Rent positioning against live ERV comparables
  • Lease events, renewal risk and vacancy quantified
  • Opex variance and business-plan drift priced in value
03Continuous Monitoring

ARQ continuously watches the signals that drive performance.

Lease events, vacancy, market shifts, opex drift and business-plan variance.

  • Every asset re-read daily, not quarterly
  • Only material change is escalated to the team
  • Signals ranked by the value at stake
04Action Layer

ARQ turns intelligence into clear actions for the team.

Ranked priorities with an owner, value, urgency and next step.

  • Ranked by value at stake, not by noise
  • Every action carries an owner and a deadline
  • Progress tracked back into the business plan
Tenancy Data43 leases
Asset Data12 assets
Opex£4.1m
BudgetsFY26
Business Plan2026–31
Market IntelligenceWest End · Grade A
Rent Positioning−12% to ERV
Lease Events9 in 12 mths
Renewal RiskHigh · 2
Vacancy5.8%
Opex Variance+9%
Comparable Analysis38 comps
Business Plan Variance−£0.4m
Value Impact+£3.2m
Lease Expiry Signals3 new
ERV Movement+4.1%
Vacancy Change−40 bps
Leasing Velocity22% slower
Opex Drift+£41k
Market Movement5 comps
New Information12 today
Performance Signals8 material
Reprice UnitP1 · +£1.4m
Engage TenantP2 · Unit 18
Review Opex ScopeP3 · £41k
Prepare Rent ReviewP4 · Unit 23
Update Leasing StrategyP5 · Unit 14
Assign OwnerG. Turner
Set DeadlineQ4 2026
Escalate RiskIC review

The product

Intelligence that leads to action.

ARQ AI combines your portfolio data, market intelligence and business plans with frontier AI and proprietary real estate expertise to continuously identify what matters most.

01

Portfolio context

Bring together asset data, tenancy information, opex, budgets, market intelligence and business plans.

  • Asset & tenancy data
  • Opex & operating performance
  • Budgets & forecasts
  • Market & public data
  • Asset business plan

02

ARQ AI Intelligence

Apply frontier-model reasoning and proprietary real estate logic to identify risks, opportunities and value levers.

  • Frontier models
  • Proprietary real estate logic
  • Leasing, opex, NOI, capex
  • Business-plan context
  • Continuous re-analysis

03

Prioritised action

Turn intelligence into a ranked action plan based on impact, urgency and the objectives of the asset.

  • Financial impact
  • Urgency & timing
  • Risk
  • Business-plan relevance
  • Recommended next step

Your team stays focused on the actions most likely to improve NOI and outperform the business plan.

How it works

From portfolio data to the next best action.

Connect → Analyse → Act. A continuous loop that gets sharper with every decision your team makes.

01

Understand

ARQ AI reads each asset in the context of its business plan, lease profile and market position.

02

Analyse

Real estate logic and market intelligence identify the most relevant risks and value opportunities.

03

Prioritise

Recommendations are ranked by urgency, financial impact and strategic relevance.

04

Act

Teams receive a clear next step and retain ownership of execution.

05

Learn

Actions and realised outcomes improve the intelligence available for future decisions.

Where you start

Begin with the tenancy and opex schedule.

Upload the portfolio information you already work with. ARQ AI analyses each asset against its business plan, lease structure and events, market positioning, NOI drivers and relevant market signals.

Connect

The data you already have

Tenancy schedules, operating-cost schedules, budgets and the asset business plan.

TenantAreaExpiryRent p.a.Review
Unit 145,200 sq. ft.Q2 2027£620k2026
Unit 230,700 sq. ft.Q1 2031£410k2027
Unit 320,500 sq. ft.Q1 2028£288k2026
Unit 436,700 sq. ft.Q4 2026£505k2026

Analyse

In the context of the plan

Lease events, market positioning, NOI and value drivers — read against the objectives set for the asset.

Income upside identified↑ 2.3%
Occupancy at risk~7.8%
Opex above benchmark9.0%
ConfidenceHigh

Act

A ranked action plan

Renewal risk, units below ERV, above-market operating costs and slow leasing — ordered by what matters most.

  • 01

    Unit 4 is 12% below ERV. Reprice with brokers.

    Rent reversionHigh impact
  • 02

    Unit 7 opex is 9% above portfolio. Review scope.

    OpexMedium impact
  • 03

    Unit 18 renewal risk. Start tenant discussions.

    Lease eventMedium impact
  • 04

    Unit 14 is leasing 22% slower. Reassess strategy.

    LeasingHigh impact

What a recommendation looks like

Not another observation.
A decision you can act on.

Every ARQ AI recommendation answers four questions: what did we identify, why does it matter, how important is it, and what should happen next.

What we identified

Unit 4 is 12% below ERV

Why it matters

£55k of annual income and c. £1.1m of value at a 5.0% yield

How important

Priority 1 · High impact

What happens next

Reprice with brokers ahead of the 2026 review

What we identified

Unit 7 opex is 9% above portfolio

Why it matters

Service-charge leakage weighing on NOI and recoverability

How important

Priority 2 · Medium impact

What happens next

Review scope with the managing agent

What we identified

Unit 18 renewal risk

Why it matters

Break in 9 months on 6% of portfolio income

How important

Priority 3 · Medium impact

What happens next

Start tenant discussions this quarter

The difference

Frontier models stop at the answer.
ARQ knows what to do next.

ARQ combines frontier-model intelligence with your portfolio context and proprietary real estate logic to produce ranked actions, preserve the rationale and carry every outcome forward.

Frontier model

Generic
  1. ReadIngests the prompt
  2. ReasonGeneral knowledge
  3. RespondA well-written answer
Stops here.

ARQ

Real estate native
  1. 1KnowAsset context
  2. 2PrioritiseReal estate logic
  3. 3AssignRanked tasks
  4. 4RecordDecisions & outcomes

Every outcome improves the next decision.

Human + AI

ARQ analyses, prioritises and recommends. Teams decide and execute.

ARQ is not an autonomous asset manager. It gives experienced real estate teams better intelligence and a clearer view of where to focus next. Judgement, relationships, negotiation and execution remain with your people.

ARQ

  • Reads every asset in context
  • Detects risks and value levers
  • Ranks by impact and urgency
  • Recommends the next step
  • Tracks what happened

Your team

  • Applies judgement
  • Owns tenant relationships
  • Negotiates and closes
  • Executes the business plan
  • Signs off on decisions

What ARQ optimises for

Better real estate decisions — not automated admin.

01

Grow NOI

Capture rent reversion, improve occupancy, reduce leakage and identify operating upside.

Income first
02

Deliver the business plan

Keep teams focused on the actions most relevant to the asset strategy.

Plan aligned
03

Prioritise attention

Rank the highest-impact opportunities across assets and portfolios.

Top 20 actions
04

Act earlier

Identify lease events, risks and operating issues before they become urgent.

12 months ahead
05

Create consistency

Apply a common intelligence and decision framework across teams.

One framework
06

Compound decisions

Preserve actions and outcomes so future recommendations improve over time.

Every outcome retained

Case study

£20 million of potential value identified from one tenancy schedule.

A Nordic family office uploaded a tenancy schedule covering 40+ tenancies. ARQ AI identified a portfolio-wide income opportunity, quantified the value and prioritised the contracts with the greatest upside.

01 · The portfolio

Nordic family office

  • 645,000 sq. ft. office portfolio
  • 40+ tenancies
  • £20 million rent roll p.a.

02 · The opportunity

30%35%

Common area load factor

£1.0m

Potential annual rent uplift

£20m

Implied value uplift at 5.0% yield

03 · The action plan

Unit 1 · Q2 2027£180k
HighEngage with tenant
Unit 4 · Q4 2026£55k
HighPrepare rent increase notice
Unit 3 · Q1 2028£25k
MediumInitiate renewal dialogue
Unit 2 · Q1 2031£77k
LowMonitor, request ERV update

Detect

Uncover hidden value drivers across assets

Quantify

Measure income and value impact

Prioritise

Rank tenancies by impact, urgency and effort

Act

Execute the right actions at the right time

Security & trust

Compliant with the most rigorous security and safety standards.

Zero AI training on your data. Built for the confidentiality demands of the world’s leading institutional real estate managers.

ISO 42001

ISO 42001 certified. Our AI governance framework gives customers confidence in how we build and run AI.

ISO 27001

Fully certified with ISO 27001, the internationally recognised standard for information security management.

SOC 2 Type II

We meet SOC 2 requirements to ensure secure and compliant management of data across all our systems.

GDPR

Built under GDPR — the world’s strictest standard for data privacy. Your data is processed lawfully and transparently.

HIPAA

We safeguard protected information with HIPAA-compliant processes, policies and technical controls.

Every real estate portfolio will eventually have an intelligence layer. ARQ AI is building that layer.

Every asset understood. Every opportunity analysed. Every action assigned. Every decision improving the next.