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 →62 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
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 →Canvass owners of small-bay industrial before they list
Scout
The area; size band in SF → Ranked shortlist against the mandate, with owners, in the assistant
Use this workflow →Build your own
- Say the goal and who it's for
- Name what you'll give — an address, documents, an area
- Pick the products in order
- Save it for your team
For
Stage
Asset
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 →
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 →
Find strip-center owners who may sell in the next year
For Brokers · also Acquisition & investment teams
Scout
Scout retail strip centers in [area], [minimum]–[maximum] SF, built before [year]. Rank them against this mandate and look up the owners.
- You give
- The area; size band in SF
- You get
- Ranked shortlist against the mandate, with owners, in the assistant
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 →
Rank off-market targets against your fund mandate
For Acquisition & investment teams · also Family offices & private investors, REITs & asset managers
Scout
Scout off-market [asset type] in [area] against our fund mandate: [size], [budget] per deal, target IRR [target IRR]. Rank them against this mandate and look up the owners.
- You give
- The area; the asset type; the size band; the budget per deal; your target IRR
- You get
- Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →
Find the highest price you can bid and still hit your target
For Acquisition & investment teams · also Family offices & private investors
Underwriting
Underwrite this: [address] ([asset type], [number] units) from the attached T-12 and rent roll, asking [asking price]. What is the return and is the entry price right? Run the sensitivity on price, exit cap and rent growth, and tell me the highest price that still clears [target IRR] over [number] years.
- You give
- The address; the T-12; the rent roll; 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)
UnderwritingUse this workflow →
Find the best off-market target and underwrite it before you call the owner
For Acquisition & investment teams · also Family offices & private investors
ScoutUnderwriting
Scout off-market [asset type] in [area]: at least [number] units, budget [budget]. Then underwrite this: the top-ranked property of that shortlist at a price inside [budget]. What is the return against our [target IRR] target and is the entry price right?
- You give
- The area; the asset type; the unit count; the budget; your target IRR
- You get
- Ranked shortlist against the mandate, with owners, in the assistant
- Then
- Underwriting — ask for it in the same conversation once step 1 is done
SourcingUse this workflow →
Re-underwrite a deal the seller just re-priced
For Acquisition & investment teams · also Family offices & private investors
Underwriting
Underwrite this: [address] at the new asking price of [asking price], from the attached T-12 and rent roll. What is the return against our [target IRR] target and is the entry price right now? Say what changed versus the previous ask.
- You give
- The address; the T-12; the rent roll; new asking price; your target IRR
- 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 →
Find owners whose buildings fit your lending box
For Lenders & debt funds
Scout
Scout [asset type] in [area] that fit our lending box: at least [number] units or [size] SF. Rank them against this mandate and look up the owners.
- You give
- The area; the asset type; size band (the unit count or the size)
- You get
- Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →
Underwrite a value-add business plan with its renovation budget
For Acquisition & investment teams · also Owner-operators & property managers, Lenders & debt funds
Underwriting
Underwrite this: [address] ([number] units) at [asking price], from the attached T-12 and rent roll, with a renovation budget of [budget] over the first two years and a [number]-year hold. What is the return and is the entry price right once the capex is in?
- You give
- The address; the T-12; the rent roll; the asking price; renovation budget; 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)
UnderwritingUse this workflow →
Find vacant infill land for a ground-up multifamily project
For Developers · also Acquisition & investment teams, Family offices & private investors
Scout
Scout vacant land in [area] for a ground-up [asset type] project of about [number] units, land budget [budget]. Rank the parcels against this mandate and look up the owners.
- You give
- The area (city, county or drawn area); the asset type to build; land budget
- You get
- Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →
Produce the IC memo for a deal from the seller's financials
For Acquisition & investment teams · also Family offices & private investors, REITs & asset managers
Underwriting
Underwrite this for our investment committee: [address] at [asking price] over [number] years, from the attached T-12 and rent roll. What is the return against [target IRR] and is the entry price right? Include NOI, cap rate, DSCR, the sensitivity and a clear recommendation.
- You give
- The address; the T-12; the rent roll; 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)
Investment committeeUse this workflow →
Find underbuilt teardown sites where zoning allows far more
For Developers · also Acquisition & investment teams
Scout
Scout teardown sites in [area]: underbuilt parcels where the existing building uses a small share of what zoning allows, suited to [asset type], budget [budget]. Rank them against this mandate and look up the owners.
- You give
- The area; target product type; the budget
- You get
- Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →
Test how much debt a deal can carry before you talk to lenders
For Acquisition & investment teams · also Lenders & debt funds, Owner-operators & property managers
Underwriting
Underwrite this: [address] at [asking price] with a loan of [loan amount], from the attached T-12 and rent roll. What is the return and is the entry price right? Show DSCR and debt yield at that loan amount and the largest loan the NOI supports.
- You give
- The address; the T-12; the rent roll; the asking price; the loan amount
- You get
- Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
FinancingUse this workflow →
Find add-on acquisitions in the submarkets where you already own
For REITs & asset managers · also Acquisition & investment teams
Scout
Scout [asset type] in [area], [minimum]–[maximum] SF, budget [budget], as add-ons to the buildings we already own there. Rank them against this mandate and look up the owners.
- You give
- The area; the asset type; min–max SF or the unit count; the budget
- You get
- Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →
Check that a bridge loan can be taken out by permanent debt
For Acquisition & investment teams · also Lenders & debt funds, Owner-operators & property managers
Underwriting
Underwrite this: [address] at [asking price] with a bridge loan of [loan amount], from the attached T-12 and rent roll. What is the return and is the entry price right? Show whether the stabilized NOI in year [number] supports a permanent loan that repays the bridge, and at what DSCR.
- You give
- The address; the T-12; the rent roll; the asking price; bridge loan amount; the years to stabilize
- You get
- Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
FinancingUse this workflow →
Source single-tenant retail buildings for a net-lease portfolio
For REITs & asset managers · also Acquisition & investment teams, Family offices & private investors
Scout
Scout single-tenant retail buildings in [area], [minimum]–[maximum] SF, budget [budget]. Rank them against this mandate and look up the owners.
- You give
- The area; min–max SF; the budget
- You get
- Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →
Re-underwrite an asset a year after closing for your investors
For Acquisition & investment teams · also Family offices & private investors, REITs & asset managers
Underwriting
Underwrite this: [address], bought for [asking price], from the attached trailing T-12 and current rent roll over the remaining [number] years. What is the return now against our [target IRR] target, and was the entry price right?
- You give
- The address; trailing T-12; current rent roll; purchase price as 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)
ReportingUse this workflow →
Shortlist 1031 exchange replacement properties that fit your mandate
For Family offices & private investors · also Owner-operators & property managers
Scout
Scout [asset type] in [area] as 1031 replacement property, budget [budget], stabilised and easy to hold from a distance. Rank them against this mandate and look up the owners.
- You give
- The area; the asset type; the budget (exchange proceeds plus any new debt)
- You get
- Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →
Size a loan request at your LTV and DSCR limits
For Lenders & debt funds · also Acquisition & investment teams
Underwriting
Underwrite this loan request: [address], borrower asks [loan amount]. Size the debt at [percent] LTV and [ratio] DSCR from the attached T-12 and rent roll, show the debt yield, and say which constraint binds.
- You give
- The address; the T-12; the rent roll; the loan amount requested; the LTV and the DSCR limits
- 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 →
Find land to hold in the path of growth
For Family offices & private investors · also Developers
Scout
Scout vacant land in [area], [size], budget [budget], on the growth edge of the metro and suited to a long hold. Rank them against this mandate and look up the owners.
- You give
- The area; acreage band; the budget
- You get
- Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →
Underwrite a bridge loan on a value-add business plan
For Lenders & debt funds · also Acquisition & investment teams
Underwriting
Underwrite this loan request: [address], a [loan amount] bridge loan over [number] years on the attached business plan, T-12 and rent roll. Show as-is and stabilized NOI, DSCR and debt yield, and whether the stabilized asset supports a takeout at [percent] LTV.
- You give
- The address; the T-12; the rent roll; the OM (PDF) or business plan; the loan amount; 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)
UnderwritingUse this workflow →