Arelvo helps cost-segregation firms detect commercial property transactions, resolve ownership, uncover entire portfolios, reach the right decision-makers, automate onboarding and project communication, manage study workflows, and identify the next property an existing client acquires.
Works with your existing CRM, email, calendar, document storage and project workflows.
Prioritize newly acquired properties.
Identify new commercial developments.
Surface substantial improvement activity.
Identify buyers acquiring multiple assets.
Owners consistently adding properties.
Track active developers.
New LLCs tied to known investors.
Create repeat-project opportunities automatically.
Monitor how an owner's holdings change over time.
Where data is available, surface transactions that materially change the opportunity.
$5.2M industrial property sold — closed August 14
Arelvo attempts to connect property records to:
Arelvo can route each account to the appropriate messaging, owner persona, research workflow and salesperson.
Buyer personas, depending on account:
Reply intelligence classifies:
“We close in December. Reach out after that.”
Arelvo stores the closing timing and automatically resurfaces the opportunity.
Especially real-estate-focused firms.
See transactions as they happen.
Involved at the point of purchase.
Plus 1031 professionals where relevant.
Send to the right salesperson.
Property, purchase price, closing date, property type, ownership, portfolio, contact, transaction, referral source, prior conversations.
Capture the conversation.
Purchase date, property type, purchase/build cost, renovations, entities, ownership, CPA relationship, timing, decision process, next step.
Write notes/fields automatically.
Draft recap and next steps.
From approved templates.
Advance stage when signed.
Surface opportunities not progressing.
Bring the opportunity back at the right time.
Professional tax and engineering conclusions are always routed to the appropriate humans on your team.
A project can be on time while the client relationship is deteriorating.
Client health can consider:
Arelvo can flag when a client does any of the following, then creates an account review:
“We haven't closed yet. Reach back out in December.”
After closing, Arelvo refreshes property status, ownership and the decision-maker, confirms the transaction, and reactivates the opportunity. If they used another provider, Arelvo monitors their next acquisition rather than repeatedly pitching the same property.
Good trigger points: successful delivery, strong satisfaction score, repeat engagement, portfolio review. Potential asks:
Each entry shows signal, portfolio, relationship, decision-maker and a recommended action.
Only real, supported integrations are shown.
Syncs contacts, accounts and opportunities.
Sends outreach and captures replies automatically.
Books meetings and site visits.
Stores and retrieves property documents.
Tracks engagement-letter signature status.
Syncs milestones and task status.
Delivers alerts where your team already works.
Where supported.
Where supported.
See how Arelvo can connect property intelligence, ownership resolution, direct and referral acquisition, onboarding, document collection, site visits, project communication, client health and repeat-purchase monitoring around the systems your team already uses.
Book Your Cost Segregation Demo →No rip-and-replace · Built around your current systems · Professional tax and engineering determinations remain with your team