337 workflows for the work you do

Each is a prompt you can read before you try it — what goes in, what comes out, how long it takes.

For
Stage
Asset

337 of 337 workflows · most used first

Price one asset with a broker opinion of value

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

BOV at Scale

Price this asset: BOV for [ADDRESS] ([ASSET_CLASS], [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)
Time
About 28 min
DispositionUse 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)
Time
About 28 min
DispositionUse 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 — you ask for it in the same conversation when step 1 is in
Time
About 44 min
DispositionUse this workflow

Price a hotel for an owner thinking about selling

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

BOV at Scale

Price this asset: BOV for [ADDRESS] (hotel, [UNITS] keys) from the attached [T12].

You give
The address; keys; the T-12
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
DispositionUse this workflow

Price a listing and show buyers the return at that price

For Brokers · also Owner-operators & property managers

BOV at ScaleUnderwriting

Price this asset: BOV for [ADDRESS]. Then underwrite this at the midpoint of that BOV from the attached [T12] and [RENT_ROLL]: what return does a buyer get?

You give
The address; the T-12; the rent roll
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Then
Underwriting — you ask for it in the same conversation when step 1 is in
Time
About 1 h 36 min
DispositionUse this workflow

Screen the week's deal pipeline in one batch of values

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

BOV at Scale

Price this asset: BOV for each of these [N] addresses from our deal pipeline: [ADDRESSES]. Give a value range per building with its comps, and rank them by how far the value sits above or below each asking price.

You give
The addresses with their asking prices
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
ScreeningUse this workflow

Price every building in a portfolio offering before you bid on the package

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

BOV at Scale

Price this asset: BOV for each of these [N] addresses offered together at [ASKING_PRICE]: [ADDRESSES]. Give a value range per building, and say whether the sum supports the package price and which buildings are priced above their value.

You give
The addresses (the package); the asking price for the package; optional: the rent roll / the T-12 per asset
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
UnderwritingUse this workflow

Decide whether to hold an asset another few years or sell now

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

BOV at ScaleUnderwriting

Price this asset: BOV for [ADDRESS]. Then underwrite this: holding [ADDRESS] for [HOLD_YEARS] more years from the attached [T12] and [RENT_ROLL], with that BOV value as the entry price. What is the return on holding versus selling today, and does it clear [TARGET_IRR]?

You give
The address; the T-12; the rent roll; the years of extra hold; your target IRR
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Then
Underwriting — you ask for it in the same conversation when step 1 is in
Time
About 1 h 36 min
Asset managementUse this workflow

Mark the fund's assets for the quarterly LP report

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

BOV at Scale

Price this asset: BOV for each of these [N] fund assets: [ADDRESSES]. Give a value range per building with its comps and reasoning, and the change against the cost basis we paid.

You give
The addresses of the fund's assets; cost basis per asset
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
ReportingUse this workflow

Price a bank-owned REO asset before you take it to market

For Lenders & debt funds · also Brokers

BOV at Scale

Price this asset: BOV for [ADDRESS] ([ASSET_CLASS], [SIZE]), an REO we now own — as-is value range with comps and reasoning.

You give
The address; optional: the T-12, the rent roll
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
DispositionUse this workflow

Mark a book of REO and defaulted collateral in one batch

For Lenders & debt funds · also REITs & asset managers

BOV at Scale

BOV for each of these addresses: [ADDRESSES]. They are REO and defaulted collateral — give an as-is 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)
Time
About 28 min
DispositionUse this workflow

Set a floor for a non-performing note sale from its collateral

For Lenders & debt funds

BOV at Scale

Price this asset: BOV for [ADDRESS] ([ASSET_CLASS], [SIZE]), the collateral behind a non-performing note with a [LOAN_AMOUNT] unpaid balance — as-is value range with comps and reasoning.

You give
The address of the collateral; the unpaid balance; optional: the T-12
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
DispositionUse this workflow

Re-mark the collateral behind your loan book in one batch

For Lenders & debt funds · also REITs & asset managers

BOV at Scale

BOV for each of these addresses: [ADDRESSES]. They secure loans on our book — give a current value range per building with its comps and reasoning.

You give
The addresses (list of collateral)
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
Asset managementUse this workflow

Refresh collateral values for the quarterly investor report

For Lenders & debt funds · also REITs & asset managers, Family offices & private investors

BOV at Scale

BOV for each of these addresses: [ADDRESSES]. We report these as loan collateral to our fund investors this quarter — give a value range per building with its comps and reasoning.

You give
The addresses (list of collateral)
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
ReportingUse this workflow

Price a stabilised project to decide whether to sell

For Developers · also Family offices & private investors, Owner-operators & property managers

BOV at Scale

Price this asset: BOV for [ADDRESS] ([ASSET_CLASS], [UNITS] units, delivered and stabilised), from the attached [T12] and [RENT_ROLL].

You give
The address; the T-12; the rent roll
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
DispositionUse this workflow

Decide between selling a finished project now and holding it

For Developers · also Family offices & private investors, Owner-operators & property managers, REITs & asset managers

BOV at ScaleUnderwriting

Price this asset: BOV for [ADDRESS] from the attached [T12] and [RENT_ROLL]. Then underwrite this: holding it another [HOLD_YEARS] years at that BOV value — does holding beat selling now?

You give
The address; the T-12; the rent roll; the hold period in years
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Then
Underwriting — you ask for it in the same conversation when step 1 is in
Time
About 1 h 36 min
DispositionUse this workflow

Bring a sale recommendation to the board with value and title in hand

For REITs & asset managers · also Real estate counsel

BOV at ScaleDD

Price this asset: BOV for [ADDRESS] ([ASSET_CLASS], [SIZE]). Then run due diligence on it: title, permits, liens and encumbrances — what is wrong with it?

You give
The address; optional: the T-12, the rent roll
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Then
DD — you ask for it in the same conversation when step 1 is in
Time
About 44 min
Investment committeeUse this workflow

Test whether a maturing mortgage refinances on today's value

For REITs & asset managers · also Owner-operators & property managers, Lenders & debt funds

BOV at ScaleUnderwriting

Price this asset: BOV for [ADDRESS]. Then underwrite this at the middle of that value range from the attached [T12] and [RENT_ROLL], and size the debt at [LTV] LTV and [DSCR] DSCR. Does it cover the [LOAN_AMOUNT] balance that matures?

You give
The address; the T-12; the rent roll; the loan amount (balance due); the LTV; the DSCR
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Then
Underwriting — you ask for it in the same conversation when step 1 is in
Time
About 1 h 36 min
FinancingUse this workflow

Value every asset with a loan coming due in one batch

For REITs & asset managers · also 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, and set each one against the loan balance listed next to it.

You give
The addresses (the assets with maturing loans); each asset's loan balance
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
FinancingUse this workflow

Price a pool of single-family rentals for a bulk sale

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

BOV at Scale

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

You give
The addresses (the homes in the pool)
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
DispositionUse this workflow

Cross-check the quarter's NAV marks with an independent batch BOV

For REITs & asset managers · also 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, and flag any where the mark listed next to it falls outside that range.

You give
The addresses with each asset's proposed mark
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
ReportingUse this workflow

Flag assets whose value may have fallen below carrying value

For REITs & asset managers · also Family offices & private investors, Lenders & debt funds

BOV at Scale

BOV for each of these addresses: [ADDRESSES]. Give a value range per building with its comps and reasoning, and flag any whose range sits below the carrying value listed next to it.

You give
The addresses with each asset's carrying value
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
ReportingUse this workflow

Compare two deals on value before you pick one

For Family offices & private investors · also Owner-operators & property managers

BOV at Scale

BOV for each of these addresses: [ADDRESSES]. Give a value range per building with its comps and reasoning, and set each range against its asking price so I can see which deal is priced better.

You give
The addresses (the two deals); each deal's asking price
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Time
About 28 min
ScreeningUse this workflow

Price the building you are selling and line up 1031 replacements

For Family offices & private investors · also Owner-operators & property managers

BOV at ScaleScout

Price this asset: BOV for [ADDRESS]. Then scout [ASSET_CLASS] in [AREA] as 1031 replacement property, with a budget set from that BOV's value range. Rank them against this mandate and look up the owners.

You give
The address (the building you are selling); the area and the asset type for the replacement
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Then
Scout — you ask for it in the same conversation when step 1 is in
Time
About 1 h 28 min
DispositionUse this workflow