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 Scout · 38 of 337 · All workflows

Stage
Asset

38 of 38 workflows · starting with Scout first

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 →

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 →

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 →

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 →

Shortlist off-market targets and put a reasoned value on the top two

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

ScoutValue Opinion

Scout [asset type] in [area] with a budget of [budget]. Then give me an opinion of value for 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
Value Opinion — ask for it in the same conversation once step 1 is done
SourcingUse this workflow →

Shortlist targets and pull comps on the top pick

For Brokers · also Acquisition & investment teams

ScoutComps

Scout [asset type] in [area] with a budget of [budget]. Then find comps for the top pick 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
Comps — ask for it in the same conversation once step 1 is done
SourcingUse 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 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 →

Source land for a build-to-rent community and test what fits

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

ScoutFeasibility

Scout vacant land in [area] for a build-to-rent community: [size], budget [budget]. Then run feasibility on the top two parcels of that shortlist: what can I build here, how many units fit, what is this land worth?

You give
The area; acreage band as the size; the budget
You get
Ranked shortlist against the mandate, with owners, in the assistant
Then
Feasibility — ask for it in the same conversation once step 1 is done
SourcingUse this workflow →

Hunt for office buildings worth converting to residential

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

ScoutBest Use

Scout office buildings in [area]: [size], built before 1990, budget [budget], owners who may sell. Then run best use on the top two of that shortlist: keep, convert, rebuild or build up?

You give
The area; the size band; the budget
You get
Ranked shortlist against the mandate, with owners, in the assistant
Then
Best Use — ask for it in the same conversation once step 1 is done
SourcingUse this workflow →

Back an unsolicited offer with the sales around your top target

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

ScoutComps

Scout off-market [asset type] in [area]: [size], budget [budget]. Then find comps for the top-ranked property of that shortlist: comparable sales nearby with adjustments and the resulting range.

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

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 →

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 →

Shortlist build-to-rent land and test the best parcel

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

ScoutFeasibility

Scout vacant land in [area] for a build-to-rent community of about [number] homes, land budget [budget]; rank the parcels and look up the owners. Then run feasibility on the top parcel from that shortlist: what can I build here, how many units fit, does it pencil and what is the land worth?

You give
The area; the number of target homes; the budget
You get
Ranked shortlist against the mandate, with owners, in the assistant
Then
Feasibility — ask for it in the same conversation once step 1 is done
SourcingUse this workflow →

Find office buildings to convert and test the best one

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

ScoutBest Use

Scout off-market office buildings in [area], [size], budget [budget], as candidates for residential conversion; rank them and look up the owners. Then run best use on the top building from that shortlist: keep, convert, rebuild or build up — which play wins over 20 years?

You give
The area; size band; the budget
You get
Ranked shortlist against the mandate, with owners, in the assistant
Then
Best Use — ask for it in the same conversation once step 1 is done
SourcingUse 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 →

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 →

Price the best off-market targets against what your portfolio is marked at

For REITs & asset managers · also Acquisition & investment teams

ScoutBOV at Scale

Scout [asset type] in [area] with a budget of [budget]. Rank them against this mandate and look up the owners. Then BOV for each of the top three addresses of that shortlist, with a value range per building and its comps.

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 →

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 →

Shortlist 1031 replacements and check what the best three are worth

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

ScoutValue Opinion

Scout [asset type] in [area] as 1031 replacement property with a budget of [budget]. Rank them against this mandate and look up the owners. Then give me an opinion of value for the top three 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
Value Opinion — ask for it in the same conversation once step 1 is done
SourcingUse 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 →

Shortlist off-market targets and check title on the best one

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

ScoutDD

Scout [asset type] in [area] with a budget of [budget]. Rank them against this mandate and look up the owners. Then run due diligence on the top pick of that shortlist: title, permits, liens and encumbrances — what is wrong with it?

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

Find the next building to buy near the ones you already run

For Owner-operators & property managers · also Family offices & private investors, Acquisition & investment teams

Scout

Scout [asset type] in [area], close to the buildings I already operate: [number] units or fewer, built before [year], budget [budget]. Rank them against this mandate and look up the owners.

You give
The area around your existing buildings; the asset type; unit band and the budget
You get
Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →