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 →

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

Workflows that run BOV at Scale · 53 of 337 · All workflows

Stage
Asset

53 of 53 workflows · starting with BOV at Scale 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 →

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 →

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 →

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, [number] keys) from the attached T-12.

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)
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 T-12 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 — ask for it in the same conversation once step 1 is done
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 [number] 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)
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 [number] 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)
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 [number] more years from the attached T-12 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 — ask for it in the same conversation once step 1 is done
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 [number] 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)
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 type], [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)
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)
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 type], [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)
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)
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)
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 type], [number] units, delivered and stabilised), from the attached T-12 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)
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 T-12 and rent roll. Then underwrite this: holding it another [number] 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 — ask for it in the same conversation once step 1 is done
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 type], [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 — ask for it in the same conversation once step 1 is done
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 T-12 and rent roll, and size the debt at [percent] LTV and [ratio] 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 — ask for it in the same conversation once step 1 is done
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)
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)
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)
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)
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)
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 type] 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 — ask for it in the same conversation once step 1 is done
DispositionUse this workflow →