Why Tenant Churn Is Quietly Destroying NOI And How AI Fixes It
PropTech is undergoing a sharp valuation reset, with vertical software multiples compressing by 39 percent in recent months. In this environment, Net Operating Income is no longer a reporting metric. It is the primary lever for defending valuation. One of the most overlooked drivers of NOI erosion is tenant churn driven by reactive management systems. AI driven churn prediction enables operators to identify and intervene before tenants exit, reducing vacancy costs, improving retention, and directly strengthening asset performance.