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 Comps · 43 of 337 · All workflows

Stage
Asset

43 of 43 workflows · starting with Comps first

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 →

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 →

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 →

Pull land sale comps for a site you are listing

For Brokers · also Developers

Comps

Find comps for the land parcel at [address] ([size] acres): comparable land sales nearby with adjustments and the resulting range.

You give
The address or parcel; lot size
You get
Comparable sales with adjustments and the resulting range, in the assistant
DispositionUse this workflow →

Reset an owner's price expectation with sales and a BOV one-pager

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

CompsValue Opinion

Find comps for [address]. Then give me an opinion of value for it using those comps, and say whether [asking price] is realistic.

You give
The address; owner's price
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Value Opinion — ask for it in the same conversation once step 1 is done
DispositionUse this workflow →

Check the broker's price guidance against real sales

For Acquisition & investment teams · also Lenders & debt funds, Appraisers & valuation reviewers

CompsValue Opinion

Find comps for [address] ([asset type], [size]). Then give me an opinion of value for it using those comps, and say how far it sits from the price guidance of [asking price].

You give
The address; the asset type; the size; the asking price
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Value Opinion — ask for it in the same conversation once step 1 is done
ScreeningUse this workflow →

Ground your exit cap in recent sales before you underwrite

For Acquisition & investment teams · also Lenders & debt funds

CompsUnderwriting

Find comps for [address] ([asset type], [size]). Then underwrite this: [address] at [asking price] from the attached T-12 over [number] years, taking the exit cap rate from those comps. What is the return and is the entry price right?

You give
The address; the asset type; the size; the T-12; the asking price; the hold period in years
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →

Build an IC case where every key assumption has its evidence

For Acquisition & investment teams · also Lenders & debt funds, REITs & asset managers

CompsMarket RentUnderwriting

Find comps for [address] ([asset type], [size]). Then what is the fair market rent for the space at [address] — am I under-rented against the attached rent roll? Then underwrite this for our investment committee: [address] at [asking price] from the attached T-12, with the caps taken from those comps and the rents from that market rent. What is the return and is the entry price right?

You give
The address; the asset type; the size; the T-12; the rent roll; the asking price
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Market Rent, then Underwriting — ask for it in the same conversation once step 1 is done
Investment committeeUse this workflow →

Set your exit price from the latest sales before you hire a broker

For Acquisition & investment teams · also Owner-operators & property managers, REITs & asset managers

CompsBOV at Scale

Find comps for [address] ([asset type], [size]). Then price this asset: BOV for [address] using those comps and the attached T-12.

You give
The address; the asset type; the size; the T-12 (optional)
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 →

Anchor the exit value to comps before you size the loan

For Lenders & debt funds · also Acquisition & investment teams

CompsUnderwriting

Find comps for [address] ([asset type], [size]). Then underwrite this loan request: [loan amount] over [number] years from the attached T-12, using those comps for the exit value, and size the debt at [percent] LTV and [ratio] DSCR.

You give
The address; the T-12; the loan amount; the hold period in years
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →

Support the collateral value in the credit file with comps

For Lenders & debt funds · also Appraisers & valuation reviewers

CompsValue Opinion

Find comps for [address] ([asset type], [size]). Then give me an opinion of value for it using those comps.

You give
The address; the asset type; optional: the T-12
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Value Opinion — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →

Back up for-sale pricing with recent new-build sales

For Developers · also Lenders & debt funds, Appraisers & valuation reviewers

Comps

Find comps for new-construction [asset type] for sale near [address], [size] per home: recent sales with $/SF, adjustments and the resulting range.

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

Check a site's residual land value against nearby land sales

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

CompsFeasibility

Find comps for land sales near [address]: recent sales of development sites with $/SF of land, adjustments and the resulting range. Then feasibility for [address]: what can I build here, does it pencil and what is this land worth — and compare that residual land value with those land comps and the [asking price] asked.

You give
The address; the asking price
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Feasibility — ask for it in the same conversation once step 1 is done
Investment committeeUse this workflow →

See what comparable new buildings have traded for before you sell

For Developers · also Family offices & private investors, Appraisers & valuation reviewers

Comps

Find comps for [address] ([asset type], [number] units, built in the last few years): recent sales of comparable newly built properties nearby with adjustments and the resulting range.

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

Decide whether an asset earns more held than sold at today's comps

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

CompsUnderwriting

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Then underwrite this at the middle of that range from the attached T-12 and rent roll over [number] more years. What is the return of holding, and is that the right price to sell at?

You give
The address; the T-12; the rent roll; the hold period in years
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
Investment committeeUse this workflow →

Size a new mortgage on an unencumbered asset to fund an acquisition

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

CompsUnderwriting

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Then underwrite this at the middle of that range from the attached T-12 and rent roll and size the debt at [percent] LTV and [ratio] DSCR.

You give
The address; the T-12; the rent roll; the LTV; the DSCR
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
FinancingUse this workflow →

Back a quarterly mark with the latest comparable sales

For REITs & asset managers · also Appraisers & valuation reviewers, Family offices & private investors

Comps

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

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

Test a sponsor's exit price against real sales

For Family offices & private investors

Comps

Find comps for [address] ([asset type], [number] units): comparable sales nearby with adjustments and the resulting range. The sponsor assumes a sale at [asking price] — does the range support it?

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

Take a direct deal to the family investment committee with evidence

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

CompsValue OpinionUnderwriting

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Then give me an opinion of value for it using those comps. Then underwrite this: [address] at [asking price] from the attached T-12 and rent roll, checked against that value. What is the return and is the entry price right?

You give
The address; the asking price; the T-12; the rent roll
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Value Opinion, then Underwriting — ask for it in the same conversation once step 1 is done
Investment committeeUse this workflow →

Check a buyer's unsolicited offer against recent sales

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

Comps

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. A buyer offered me [offer price] — where does that sit in the range?

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

Weigh an unsolicited offer with recent sales and a reasoned value

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

CompsValue Opinion

Find comps for [address] ([asset type], [size]). Then give me an opinion of value for it using those comps and the attached T-12, and tell me how a buyer's offer of [offer price] compares.

You give
The address; the T-12; the offer price
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Value Opinion — ask for it in the same conversation once step 1 is done
ScreeningUse this workflow →

Assemble the sales comparison grid for a subject property

For Appraisers & valuation reviewers · also Brokers

Comps

Find comps for [address] ([asset type], [size], built [year]): comparable sales nearby with adjustments for size, age, condition, location and date of sale, and the resulting range.

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

Test your own comp selection against a fresh search

For Appraisers & valuation reviewers

Comps

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Compare them with the sales I used — [addresses] — and say which of mine are weak and which better sales I missed.

You give
The address; the sales used in the draft (the addresses)
You get
Comparable sales with adjustments and the resulting range, in the assistant
UnderwritingUse this workflow →

Assemble sale comps and rent evidence for an apartment subject

For Appraisers & valuation reviewers · also Lenders & debt funds

CompsMarket Rent

Find comps for [address] (multifamily, [number] units): comparable sales nearby with adjustments and the resulting range. Then check the units at [address] against market rent from nearby leases — am I under-rented against the attached rent roll?

You give
The address; the unit count; the rent roll
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Market Rent — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →