Workflows

337 workflows for the work you do

Each one is a prompt you can read: what you give, which products run in what order, and what comes back — a deck, a model, a memo, the records.Each one is a prompt you can read — what you give, what runs, what comes back.

By who you are

Prepare a BOV one-pager for one asset

BOV at Scale

The address; optional: the rent roll, the T-12 → Value range with comps and reasoning, in the assistant

Use this workflow →

Build an owner call list for off-market multifamily in your territory

Scout

The area (city, county or drawn area); the asset type; size / budget band → Ranked shortlist against the mandate, with owners, in the assistant

Use this workflow →

Underwrite a deal for a buyer client

Underwriting

The address; the T-12; the rent roll; the asking price → Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant

Use this workflow →

See all 35 for brokers →

WHAT ONE ACTUALLY RETURNS

Three workflows from the library, each on a real run. Watch it happen, then use the same prompt on your own deal.

Feasibility · 0:28

Price a land listing by what can be built on it

Feasibility

You give
The address or parcel
You get
What may be built, how much fits, and whether it pencils — residual land value, in the assistant
Use this workflow →
Underwriting · 0:32

Underwrite a deal for a buyer client

Underwriting

You give
The address; the T-12; the rent roll; the asking price
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant — often also memo (PDF)
Use this workflow →
BOV at Scale · 0:35

Prepare a BOV one-pager for one asset

BOV at Scale

You give
The address; optional: the rent roll, the T-12
You get
Value range with comps and reasoning, in the assistant — often also deck (PDF), model workbook (XLSX)
Use this workflow →

Build your own

  1. 1Say the goal and who it's for
  2. 2Name what you'll give — an address, documents, an area
  3. 3Pick the products in order
  4. 4Save it for your team
Stage
Asset

337 of 337 workflows · products run most often first

Prepare a BOV one-pager for one asset

For Brokers · also Owner-operators & property managers, Family offices & private investors, Lenders & debt funds

BOV at Scale

Price this asset: BOV for [address] ([asset type], [size]).

You give
The address; optional: the rent roll, the T-12
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
DispositionUse this workflow →

Build an owner call list for off-market multifamily in your territory

For Brokers · also Acquisition & investment teams

Scout

Scout off-market [asset type] in [area]: at least [number] units, built before [year], budget [budget]. Rank them against this mandate and look up the owners.

You give
The area (city, county or drawn area); the asset type; size / budget band
You get
Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →

Underwrite a deal for a buyer client

For Brokers · also Acquisition & investment teams

Underwriting

Underwrite this: [address] at [asking price], from the attached T-12 and rent roll. What is the return and is the entry price right?

You give
The address; the T-12; the rent roll; the asking price
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
UnderwritingUse this workflow →

Set a buyer's offer price from comparable sales

For Brokers · also Acquisition & investment teams, Family offices & private investors

Comps

Find comps for [address] ([asset type], [size]) so my buyer can set an offer: comparable sales nearby with adjustments and the resulting range.

You give
The address; the asset type
You get
Comparable sales with adjustments and the resulting range, in the assistant
ScreeningUse this workflow →

Check a seller's rents against the market before you underwrite

For Brokers · also Acquisition & investment teams, Lenders & debt funds

Market RentUnderwriting

What is the fair market rent for the [use] space at [address]? Then underwrite this from the attached T-12 and rent roll, using that market rent where leases roll.

You give
The address; the rent roll; the T-12
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →

Give an owner a quick BOV one-pager after a first call

For Brokers · also Owner-operators & property managers

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]). Use the attached T-12 if it helps.

You give
The address; optional: the rent roll or the T-12
You get
Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ScreeningUse this workflow →

Price a land listing by what can be built on it

For Brokers · also Developers

Feasibility

Feasibility for [address]: what can I build here, how many units fit, and what is this land worth?

You give
The address or parcel
You get
What may be built, how much fits, and whether it pencils — residual land value, in the assistant
DispositionUse this workflow →

Show a buyer the conversion play with full numbers

For Brokers · also Acquisition & investment teams, Developers

Best UseUnderwriting

Best use for [address]: keep, convert, rebuild or build up. Then underwrite this at [asking price] from the attached T-12, using that best play.

You give
The address; the asking price; the T-12
You get
Keep / Convert / Rebuild / Build-Up compared, and the best play, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →

Price every building in a portfolio listing in one batch

For Brokers · also REITs & asset managers, Family offices & private investors

BOV at Scale

BOV for each of these addresses: [addresses]. Give a value range per building with its comps and reasoning.

You give
The addresses (list)
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
DispositionUse this workflow →

Canvass owners of small-bay industrial before they list

For Brokers · also Acquisition & investment teams, Family offices & private investors

Scout

Scout industrial and warehouse properties in [area], [minimum]–[maximum] SF. Rank the best fits and look up who owns each one.

You give
The area; size band in SF
You get
Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →

Show a buyer the return at the asking price and at your counter

For Brokers · also Acquisition & investment teams

Underwriting

Underwrite this: [address] from the attached T-12 and rent roll. What is the return at the asking price of [asking price] and at [counter price], and is either entry price right?

You give
The address; the T-12; the rent roll; the asking price; counter price
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
UnderwritingUse this workflow →

Pull sale comps to defend a list price

For Brokers · also Appraisers & valuation reviewers, Owner-operators & property managers

Comps

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range.

You give
The address; the asset type
You get
Comparable sales with adjustments and the resulting range, in the assistant
DispositionUse this workflow →

Set the asking rent for a space you are leasing

For Brokers · also Owner-operators & property managers, Corporate real estate teams

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? Give $/SF/year and per month with the leases it is based on.

You give
The address; suite size and use
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
DispositionUse this workflow →

Check an OM's asking price before you forward it

For Brokers · also Acquisition & investment teams, REITs & asset managers

Value Opinion

Give me an opinion of value for [address] from the attached offering memorandum, and say whether the asking price of [asking price] holds up.

You give
The OM (PDF); the address
You get
Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ScreeningUse this workflow →

Underwrite a ground-up deal from what the land can hold

For Acquisition & investment teams · also Developers, Lenders & debt funds

FeasibilityUnderwriting

Feasibility for [address]: what can I build here, how many units fit, what is this land worth? Then underwrite this: building that program on [address] with the land at [asking price], using that feasibility. What is the return and is the entry price right?

You give
The address or parcel; the asking price for the land
You get
What may be built, how much fits, and whether it pencils — residual land value, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →

Show a seller the value-add play a buyer will price in

For Brokers · also Owner-operators & property managers, REITs & asset managers

Best Use

Best use for [address]: keep, convert, rebuild or build up — which play wins over 20 years?

You give
The address
You get
Keep / Convert / Rebuild / Build-Up compared, and the best play, in the assistant
DispositionUse this workflow →

Check title and permits before your buyer goes hard

For Brokers · also Acquisition & investment teams, Real estate counsel

DD

Due diligence on [address] before my buyer's deposit goes hard: title, permits, liens and encumbrances — what is wrong with it?

You give
The address
You get
Title, permit, lien and encumbrance findings, in the assistant
LegalUse this workflow →

Price a listing and clear its title risks before launch

For Brokers · also Owner-operators & property managers

BOV at ScaleDD

Price this asset: BOV for [address]. Then run due diligence on it: title, permits, liens and encumbrances.

You give
The address
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Then
DD — ask for it in the same conversation once step 1 is done
DispositionUse this workflow →

Find the best two off-market targets and price them

For Brokers · also Acquisition & investment teams

ScoutBOV at Scale

Scout [asset type] in [area] with a budget of [budget]. Then run a BOV on the top two of that shortlist.

You give
The area; the asset type; the budget
You get
Ranked shortlist against the mandate, with owners, in the assistant
Then
BOV at Scale — ask for it in the same conversation once step 1 is done
SourcingUse this workflow →

Test a marketed deal against your fund's return target

For Acquisition & investment teams · also Family offices & private investors, REITs & asset managers

Underwriting

Underwrite this: [address] at [asking price], from the attached offering memorandum, over a [number]-year hold. What is the return against our [target IRR] target and is the entry price right? Flag where the OM's assumptions look aggressive.

You give
The OM (PDF); the address; the asking price; your target IRR; the hold period in years
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
ScreeningUse this workflow →

Price a listing on fresh comps

For Brokers · also Owner-operators & property managers

CompsBOV at Scale

Find comps for [address]. Then price this asset: BOV for it using those comps.

You give
The address
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
BOV at Scale — ask for it in the same conversation once step 1 is done
DispositionUse this workflow →

Price a partly vacant building on what the empty space can rent for

For Brokers · also Owner-operators & property managers

Market RentBOV at Scale

What is the fair market rent for the [size] SF of vacant [use] space at [address]? Then price this asset: BOV for it, with the vacant space leased at that rent.

You give
The address; vacant SF and use; the rent roll
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
Then
BOV at Scale — ask for it in the same conversation once step 1 is done
DispositionUse this workflow →

Value a listing lead and check its title before you pitch

For Brokers · also Owner-operators & property managers

Value OpinionDD

Give me an opinion of value for [address]. Then run due diligence on it: title, permits, liens and encumbrances.

You give
The address
You get
Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
Then
DD — ask for it in the same conversation once step 1 is done
ScreeningUse this workflow →