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 →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
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 →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
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)
Build your own
- 1Say the goal and who it's for
- 2Name what you'll give — an address, documents, an area
- 3Pick the products in order
- 4Save it for your team
Workflows that run Value Opinion · 61 of 337 · All workflows
For
Stage
Asset
Give an owner a quick BOV one-pager after a first call
For Brokers · also Owner-operators & property managers
Value Opinion
Give me an opinion of value for [address] ([asset type], [size]). Use the attached T-12 if it helps.
- You give
- The address; optional: the rent roll or the T-12
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ScreeningUse this workflow →
Check an OM's asking price before you forward it
For Brokers · also Acquisition & investment teams, REITs & asset managers
Value Opinion
Give me an opinion of value for [address] from the attached offering memorandum, and say whether the asking price of [asking price] holds up.
- You give
- The OM (PDF); the address
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ScreeningUse this workflow →
Value a listing lead and check its title before you pitch
For Brokers · also Owner-operators & property managers
Value OpinionDD
Give me an opinion of value for [address]. Then run due diligence on it: title, permits, liens and encumbrances.
- You give
- The address
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
- Then
- DD — ask for it in the same conversation once step 1 is done
ScreeningUse this workflow →
Screen a deal on value, then underwrite it if it holds
For Brokers · also Acquisition & investment teams
Value OpinionUnderwriting
Give me an opinion of value for [address] from the attached T-12. Then underwrite this at [asking price] using the attached rent roll and compare it with that opinion of value.
- You give
- The address; the T-12; the rent roll; the asking price
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
- Then
- Underwriting — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →
Send owner clients a yearly BOV one-pager
For Brokers · also Owner-operators & property managers, Family offices & private investors
Value Opinion
Give me an opinion of value for [address] as of today, for the owner's annual update.
- You give
- The address
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ReportingUse this workflow →
Check whether a stabilized asset can be refinanced to return equity
For Acquisition & investment teams · also Owner-operators & property managers, Lenders & debt funds
Value OpinionUnderwriting
Give me an opinion of value for [address] from the attached T-12. Then underwrite this: [address] at that value with a new loan of [loan amount]. What is the return on our remaining equity, does the DSCR hold, and how much cash comes out?
- You give
- The address; the T-12; the loan amount (proposed new loan)
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
- Then
- Underwriting — ask for it in the same conversation once step 1 is done
FinancingUse this workflow →
Screen a loan request's collateral value from the OM
For Lenders & debt funds
Value Opinion
Give me an opinion of value for [address] from the attached offering memorandum. The borrower is asking for a [loan amount] loan against it.
- You give
- The address; the OM (PDF); the loan amount requested
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ScreeningUse this workflow →
Set the collateral value, then size the loan on it
For Lenders & debt funds
Value OpinionUnderwriting
Give me an opinion of value for [address] ([asset type], [size]). Then underwrite this loan request: size the debt at [percent] LTV of that value and [ratio] DSCR on the attached T-12.
- You give
- The address; the T-12; the LTV; the DSCR
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
- Then
- Underwriting — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →
Decide on a borrower's extension request with fresh numbers
For Lenders & debt funds
Value OpinionUnderwriting
Give me an opinion of value for [address] ([asset type], [size]) as of today. Then underwrite this loan request: re-size the debt at [percent] LTV of that value and [ratio] DSCR on the attached T-12, against the [loan amount] outstanding.
- You give
- The address; the T-12; the loan amount outstanding
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
- Then
- Underwriting — ask for it in the same conversation once step 1 is done
FinancingUse this workflow →
Decide on a cash-out refinance request
For Lenders & debt funds · also Owner-operators & property managers
Value OpinionUnderwriting
Give me an opinion of value for [address] ([asset type], [size]). Then underwrite this loan request: a [loan amount] cash-out refinance, sized at [percent] LTV of that value and [ratio] DSCR on the attached T-12 and rent roll.
- You give
- The address; the T-12; the rent roll; the loan amount requested
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
- Then
- Underwriting — ask for it in the same conversation once step 1 is done
FinancingUse this workflow →
Re-check collateral value on a watchlist loan
For Lenders & debt funds · also REITs & asset managers
Value Opinion
Give me an opinion of value for [address] ([asset type], [size]) today, using the attached T-12. The loan balance is [loan amount] — what LTV does that value imply?
- You give
- The address; current rent roll or the T-12; the loan amount outstanding
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
Asset managementUse this workflow →
Set your basis on a redevelopment and underwrite the plan
For Developers · also Acquisition & investment teams, Family offices & private investors
Value OpinionUnderwriting
Give me an opinion of value for [address] as it stands today, from the attached T-12 and rent roll. Then underwrite this: buying it at that value with a [budget] redevelopment and a [number]-year hold — what does it return against [target IRR]?
- You give
- The address; the T-12; the rent roll; the budget; the hold period in years
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
- Then
- Underwriting — ask for it in the same conversation once step 1 is done
Investment committeeUse this workflow →
Mark a completed project's value for the LP report
For Developers · also Family offices & private investors, REITs & asset managers
Value Opinion
Give me an opinion of value for [address] as of this quarter, from the attached T-12 and rent roll, for our LP report.
- You give
- The address; the T-12; the rent roll
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ReportingUse this workflow →
Value a building offered for OP units and check its title
For REITs & asset managers · also Real estate counsel, Family offices & private investors
Value OpinionDD
Give me an opinion of value for [address] ([asset type], [size]) from the attached T-12. 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
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
- Then
- DD — ask for it in the same conversation once step 1 is done
ScreeningUse this workflow →
Re-mark one asset after a major lease signing or loss
For REITs & asset managers · also Family offices & private investors, Owner-operators & property managers
Value Opinion
Give me an opinion of value for [address] ([asset type], [size]) from the attached updated rent roll and T-12, reflecting the lease just signed.
- You give
- The address; updated rent roll; the T-12
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ReportingUse this workflow →
Check whether a deal a broker sent you is priced right
For Family offices & private investors · also Owner-operators & property managers
Value Opinion
Give me an opinion of value for [address] from the attached OM the broker sent. The asking price is [asking price] — is it fair, high or low, and why?
- You give
- The address; the OM (PDF) or the broker's flyer; the asking price
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ScreeningUse this workflow →
Decide on an LP commitment with a value check and a title check
For Family offices & private investors
Value OpinionDD
Give me an opinion of value for [address]; the sponsor is buying at [asking price]. Then run due diligence on it: title, permits, liens and encumbrances — what is wrong with it?
- You give
- The address; the asking price (the sponsor's purchase price); optional: the OM (PDF)
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
- Then
- DD — ask for it in the same conversation once step 1 is done
Investment committeeUse this workflow →
Decide whether to keep a long-held building or sell it
For Family offices & private investors · also Owner-operators & property managers
Value OpinionBest Use
Give me an opinion of value for [address] as it stands today. Then best use for [address]: keep, convert, rebuild or build up — which play wins over 20 years, set against selling at that value?
- You give
- The address; optional: the T-12 or the rent roll
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
- Then
- Best Use — ask for it in the same conversation once step 1 is done
DispositionUse this workflow →
Put a reasoned value on a property for estate planning talks
For Family offices & private investors · also Real estate counsel
Value Opinion
Give me an opinion of value for [address] ([asset type], [size]) for the family's estate planning discussions. Use the attached T-12 if it helps.
- You give
- The address; optional: the T-12, the rent roll
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ReportingUse this workflow →
Check the value a sponsor reports on your LP investment
For Family offices & private investors
Value Opinion
Give me an opinion of value for [address]. The sponsor reports it at [asking price] in the latest investor letter — does that hold up? Use the attached T-12 if it helps.
- You give
- The address; the sponsor's reported value; optional: the latest T-12
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ReportingUse this workflow →
Know what your building is worth before you call your lender
For Owner-operators & property managers · also Family offices & private investors
Value Opinion
Give me an opinion of value for [address] ([asset type], [number] units) from the attached T-12 and rent roll — I need it before I talk to my lender about a new loan.
- You give
- The address; the T-12; the rent roll
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
FinancingUse this workflow →
Decide whether to sell as-is or reposition first
For Owner-operators & property managers · also Family offices & private investors
Value OpinionBest Use
Give me an opinion of value for [address] as-is from the attached T-12. Then best use for [address] — keep, convert, rebuild or build up — which play wins over 20 years, measured against that as-is value?
- You give
- The address; the T-12
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
- Then
- Best Use — ask for it in the same conversation once step 1 is done
DispositionUse this workflow →
Put a value on a building for a partner buyout
For Owner-operators & property managers · also Family offices & private investors, Real estate counsel
Value Opinion
Give me an opinion of value for [address] ([asset type], [size]) from the attached T-12 and rent roll. A partner is selling their share, so explain the reasoning clearly enough for both sides.
- You give
- The address; the T-12; the rent roll
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
DispositionUse this workflow →
Check your property tax assessment against a reasoned value
For Owner-operators & property managers · also Real estate counsel
Value Opinion
Give me an opinion of value for [address] ([asset type], [size]) from the attached T-12. I want to compare it with the county's assessment of the property.
- You give
- The address; the T-12; assessed value from the tax bill
- You get
- Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
Asset managementUse this workflow →