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

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

BOV at Scale

The addresses with their asking prices → Value range with comps and reasoning, in the assistant

Use this workflow →

Rank off-market targets against your fund mandate

Scout

The area; the asset type; the size band; the budget per deal; your target IRR → Ranked shortlist against the mandate, with owners, in the assistant

Use this workflow →

Test a marketed deal against your fund's return target

Underwriting

The OM (PDF); the address; the asking price; your target IRR; the hold period in years → Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant

Use this workflow →

See all 34 for acquisition & investment teams →

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 →
BOV at Scale · 0:35

Price one asset with a broker opinion of value

BOV at Scale

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)
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
Stage
Asset

34 of 337 workflows · products run most often first

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 →

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 →

Test a marketed deal against your fund's return target

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

Underwriting

Underwrite this: [address] at [asking price], from the attached offering memorandum, over a [number]-year hold. What is the return against our [target IRR] target and is the entry price right? Flag where the OM's assumptions look aggressive.

You give
The OM (PDF); the address; the asking price; your target IRR; the hold period in years
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
ScreeningUse this workflow →

Check the broker's price guidance against real sales

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

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 →

Measure the mark-to-market upside in a seller's rent roll

For Acquisition & investment teams · also Owner-operators & property managers, Lenders & debt funds

Market Rent

What is the fair market rent for the [number] units at [address], by unit type? Compare it with the in-place rents in the attached rent roll — is the seller under-rented, and by how much per unit per month?

You give
The address; the rent roll; the unit count
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
ScreeningUse 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 →

Underwrite a ground-up deal from what the land can hold

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

FeasibilityUnderwriting

Feasibility for [address]: what can I build here, how many units fit, what is this land worth? Then underwrite this: building that program on [address] with the land at [asking price], using that feasibility. What is the return and is the entry price right?

You give
The address or parcel; the asking price for the land
You get
What may be built, how much fits, and whether it pencils — residual land value, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →

Decide the business plan for a building, then underwrite that plan

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

Best UseUnderwriting

Best use for [address]: keep, convert, rebuild or build up. Then underwrite this: [address] at [asking price] under the scenario that best use picks. What is the return and is the entry price right?

You give
The address; the asking price; the T-12 (optional)
You get
Keep / Convert / Rebuild / Build-Up compared, and the best play, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →

Take a deal to IC with the title and permit risks already in the memo

For Acquisition & investment teams · also Lenders & debt funds, Family offices & private investors

DDUnderwriting

Due diligence on [address]: title, permits, liens and encumbrances. Then underwrite this for our investment committee: [address] at [asking price] from the attached T-12 and rent roll, carrying what that due diligence found into the risks. What is the return and is the entry price right?

You give
The address; the T-12; the rent roll; the asking price
You get
Title, permit, lien and encumbrance findings, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
Investment committeeUse 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 →

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 →

Find the highest price you can bid and still hit your target

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

Underwriting

Underwrite this: [address] ([asset type], [number] units) from the attached T-12 and rent roll, asking [asking price]. What is the return and is the entry price right? Run the sensitivity on price, exit cap and rent growth, and tell me the highest price that still clears [target IRR] over [number] years.

You give
The address; the T-12; the rent roll; the asking price; your target IRR; the hold period in years
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
UnderwritingUse 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 →

Underwrite a value-add deal on market rents, not the seller's pro forma

For Acquisition & investment teams · also Owner-operators & property managers, Lenders & debt funds

Market RentUnderwriting

What is the fair market rent for the units at [address] — am I under-rented against the attached rent roll? Then underwrite this: [address] at [asking price] from the attached T-12, using that market rent as the stabilized rent. What is the return and is the entry price right?

You give
The address; the rent roll; the T-12; the asking price
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →

Price a land position for sale by what a developer can build on it

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

FeasibilityValue Opinion

Feasibility for [address]: what can I build here, how many units fit, what is this land worth? Then give me an opinion of value for it as a sale to a developer, using that 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
Then
Value Opinion — ask for it in the same conversation once step 1 is done
DispositionUse this workflow →

Revisit the business plan halfway through the hold

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

Best Use

Best use for [address], which we own: keep, convert, rebuild or build up — which play wins from here over our remaining [number] years and beyond?

You give
The address
You get
Keep / Convert / Rebuild / Build-Up compared, and the best play, in the assistant
Asset managementUse this workflow →

Clear title, liens and permits before your deposit goes hard

For Acquisition & investment teams · also Real estate counsel, Lenders & debt funds

DD

Due diligence on [address]: title, permits, liens and encumbrances. What must be cured before closing, and what should we raise with the seller before our deposit goes hard?

You give
The address
You get
Title, permit, lien and encumbrance findings, in the assistant
LegalUse 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 →

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 →

Re-underwrite a deal the seller just re-priced

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

Underwriting

Underwrite this: [address] at the new asking price of [asking price], from the attached T-12 and rent roll. What is the return against our [target IRR] target and is the entry price right now? Say what changed versus the previous ask.

You give
The address; the T-12; the rent roll; new asking price; your target IRR
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
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 →

Put a vacancy-heavy deal in front of IC on realistic lease-up rents

For Acquisition & investment teams · also REITs & asset managers

Market RentUnderwriting

What is the fair market rent for [size] of vacant space at [address]? Give $/SF/year with the leases it is based on. Then underwrite this for our investment committee: [address] at [asking price] from the attached T-12 and rent roll, leasing up the vacancy at that market rent. What is the return and is the entry price right?

You give
The address; the size of vacant space; the T-12; the rent roll; the asking price
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
Investment committeeUse this workflow →

Turn due diligence findings into a price reduction ask

For Acquisition & investment teams · also Real estate counsel

DDUnderwriting

Due diligence on [address]: title, permits, liens and encumbrances. Then underwrite this: [address] at our contract price of [asking price] from the attached T-12 and rent roll, with the cost of curing what that due diligence found. What is the return and is the entry price still right — how much should we ask off?

You give
The address; the T-12; the rent roll; contract price as the asking price
You get
Title, permit, lien and encumbrance findings, in the assistant
Then
Underwriting — ask for it in the same conversation once step 1 is done
LegalUse 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 →

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 →

Underwrite a value-add business plan with its renovation budget

For Acquisition & investment teams · also Owner-operators & property managers, Lenders & debt funds

Underwriting

Underwrite this: [address] ([number] units) at [asking price], from the attached T-12 and rent roll, with a renovation budget of [budget] over the first two years and a [number]-year hold. What is the return and is the entry price right once the capex is in?

You give
The address; the T-12; the rent roll; the asking price; renovation budget; the hold period in years
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
UnderwritingUse 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 →

Check the renovated-unit rent premium in your business plan

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

Market Rent

What is the fair market rent for a renovated 2-bedroom unit at [address], versus a classic unit in the same building? Our plan assumes [current rent] per month after renovation — am I under-rented or over-reaching?

You give
The address; unit type; planned renovated rent
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
Asset managementUse this workflow →

Check a land site's title and permits before you count the units

For Acquisition & investment teams · also Developers, Real estate counsel

DDFeasibility

Due diligence on [address]: title, permits, liens and encumbrances. Then feasibility for [address], taking into account what that due diligence found: what can I build here, how many units fit, what is this land worth?

You give
The address or parcel
You get
Title, permit, lien and encumbrance findings, in the assistant
Then
Feasibility — ask for it in the same conversation once step 1 is done
LegalUse 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 →

Produce the IC memo for a deal from the seller's financials

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

Underwriting

Underwrite this for our investment committee: [address] at [asking price] over [number] years, from the attached T-12 and rent roll. What is the return against [target IRR] and is the entry price right? Include NOI, cap rate, DSCR, the sensitivity and a clear recommendation.

You give
The address; the T-12; the rent roll; the asking price; your target IRR; the hold period in years
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
Investment committeeUse this workflow →

Test how much debt a deal can carry before you talk to lenders

For Acquisition & investment teams · also Lenders & debt funds, Owner-operators & property managers

Underwriting

Underwrite this: [address] at [asking price] with a loan of [loan amount], from the attached T-12 and rent roll. What is the return and is the entry price right? Show DSCR and debt yield at that loan amount and the largest loan the NOI supports.

You give
The address; the T-12; the rent roll; the asking price; the loan amount
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
FinancingUse this workflow →

Check that a bridge loan can be taken out by permanent debt

For Acquisition & investment teams · also Lenders & debt funds, Owner-operators & property managers

Underwriting

Underwrite this: [address] at [asking price] with a bridge loan of [loan amount], from the attached T-12 and rent roll. What is the return and is the entry price right? Show whether the stabilized NOI in year [number] supports a permanent loan that repays the bridge, and at what DSCR.

You give
The address; the T-12; the rent roll; the asking price; bridge loan amount; the years to stabilize
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
FinancingUse this workflow →

Re-underwrite an asset a year after closing for your investors

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

Underwriting

Underwrite this: [address], bought for [asking price], from the attached trailing T-12 and current rent roll over the remaining [number] years. What is the return now against our [target IRR] target, and was the entry price right?

You give
The address; trailing T-12; current rent roll; purchase price as the asking price; your target IRR; the hold period in years
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
ReportingUse this workflow →