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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.

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By who you are

Triage a lender's batch of new assignments by value before you staff them

BOV at Scale

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

Use this workflow →

Build a prospect list of owners for a property tax appeal practice

Scout

The area (county or township); the asset type; size band and last-sale year that fit the practice → Ranked shortlist against the mandate, with owners, in the assistant

Use this workflow →

Reconstruct the subject's operating statement from its T-12

Underwriting

The address; the T-12; the rent roll; the concluded value (draft value) → Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant

Use this workflow →

See all 36 for appraisers & valuation →

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
ForAll roles 337Brokers 35Acquisition & investment teams 34Lenders & debt funds 34Developers 32REITs & asset managers 32Family offices & private investors 30Owner-operators & property managers 32Appraisers & valuation 36Real estate counsel 36Corporate real estate teams 36
Stage
Asset

36 of 337 workflows · products run most often first

Build a prospect list of owners for a property tax appeal practice

For Appraisers & valuation · also Corporate real estate teams

Scout

Scout [asset type] in [area]: [minimum]–[maximum] SF, last sold in or after [year]. Rank them against this mandate and look up the owners.

You give
The area (county or township); the asset type; size band and last-sale year that fit the practice
You get
Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →

Reconstruct the subject's operating statement from its T-12

For Appraisers & valuation · also Lenders & debt funds

Underwriting

Underwrite this: [address] at [concluded value] from the attached T-12 and rent roll. Normalise the operating statement — pull out capital items and non-recurring expenses — and show the NOI and the cap rate that value implies.

You give
The address; the T-12; the rent roll; the concluded value (draft value)
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 →

Assemble the sales comparison grid for a subject property

For Appraisers & valuation · 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 →

Support the market rent line of your income approach

For Appraisers & valuation · also Owner-operators & property managers

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? Give $/SF/yr and per month from nearby leases.

You give
The address; the size; the use
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
UnderwritingUse this workflow →

Get a first read on value and complexity before you quote a fee

For Appraisers & valuation · also Lenders & debt funds

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]), and list what makes this property harder to value than a typical [asset type] building.

You give
The address; the asset type; the size
You get
Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ScreeningUse this workflow →

Check early whether the land alone could be worth more than the building

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

Feasibility

Feasibility for [address], treating the existing building as a teardown: what can I build here, how many units fit, does it pencil, what is this land worth?

You give
The address
You get
What may be built, how much fits, and whether it pencils — residual land value, in the assistant
ScreeningUse this workflow →

Test the highest and best use of a property as improved

For Appraisers & valuation · also Owner-operators & property managers

Best Use

Best use for [address] ([asset type], [size]): keep, convert, rebuild or build up — which play wins over 20 years?

You give
The address; optional: the T-12
You get
Keep / Convert / Rebuild / Build-Up compared, and the best play, in the assistant
UnderwritingUse this workflow →

Screen a client's properties for over-assessment in one batch

For Appraisers & valuation · also Corporate real estate teams, REITs & asset managers

BOV at Scale

BOV for each of these addresses: [addresses]. Give a value range for each, and flag every property whose range sits below the assessed value listed beside it.

You give
The addresses with each property's assessed value
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
LegalUse this workflow →

Shortlist tax appeal prospects and test value on the best three

For Appraisers & valuation · also Corporate real estate teams

ScoutValue Opinion

Scout [asset type] in [area], at least [minimum] SF. Rank them against this mandate and look up the owners. Then give me an opinion of value for each of the top three of that shortlist.

You give
The area; the asset type; the assessed values of the shortlisted buildings, once known
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 →

Re-run a report's income approach from the same T-12 and rent roll

For Appraisers & valuation · also Lenders & debt funds

Underwriting

Underwrite this: [address] at [concluded value] from the attached T-12 and rent roll. What NOI and cap rate come out of these financials, and does the value in the report under review hold up?

You give
The address; the T-12; the rent roll; the concluded value (the report's value)
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 your own comp selection against a fresh search

For Appraisers & valuation

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 →

Measure how far contract rents sit from market for a leased fee value

For Appraisers & valuation · also REITs & asset managers, Real estate counsel

Market RentValue Opinion

What is the fair market rent for [size] SF of [use] space at [address] — am I under-rented against the attached rent roll? Then give me an opinion of value for [address] using that market rent, showing the value on contract rents and on market rents.

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

Test your value conclusion against an independent opinion of value

For Appraisers & valuation

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]). My draft conclusion is [concluded value]; show where your reasoning and figures differ from that.

You give
The address; the concluded value; 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)
Investment committeeUse this workflow →

Support the highest and best use of a vacant land assignment

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

Feasibility

Feasibility for [address]: what can I build here, how many units fit, does it pencil, what is this land worth?

You give
The address; land area
You get
What may be built, how much fits, and whether it pencils — residual land value, in the assistant
UnderwritingUse this workflow →

Run both highest and best use tests: as improved and as if vacant

For Appraisers & valuation · also Developers

Best UseFeasibility

Best use for [address]: keep, convert, rebuild or build up — which play wins over 20 years? Then run feasibility for [address] as if vacant, treating the building as a teardown: what can I build here, how many units fit, does it pencil, what is this land worth — and compare it with that best use result.

You give
The address
You get
Keep / Convert / Rebuild / Build-Up compared, and the best play, in the assistant
Then
Feasibility — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →

Clear the legally permissible test before concluding highest and best use

For Appraisers & valuation · also Real estate counsel

DDBest Use

Due diligence on [address]: title, permits, liens and encumbrances — what is wrong with it? Then run best use for [address] taking those findings into account: keep, convert, rebuild or build up — which play wins over 20 years?

You give
The address
You get
Title, permit, lien and encumbrance findings, in the assistant
Then
Best Use — ask for it in the same conversation once step 1 is done
UnderwritingUse this workflow →

Flag which values in a fund's portfolio need a closer review

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

BOV at Scale

BOV for each of these addresses: [addresses]. Give a value range for each, and flag every asset whose reported value listed beside it falls outside that range.

You give
The addresses with each asset's reported value
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
ReportingUse this workflow →

Check whether a prior value still holds on the latest T-12

For Appraisers & valuation · also REITs & asset managers, Lenders & debt funds

Underwriting

Underwrite this: [address] at my prior value of [concluded value] from the attached latest T-12 and rent roll. Has NOI moved enough to change that value, and what cap rate does the prior value now imply?

You give
The address; the T-12 (latest); the rent roll; the concluded value (prior value)
You get
Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant Often also: memo (PDF)
Asset managementUse this workflow →

Assemble sale comps and rent evidence for an apartment subject

For Appraisers & valuation · 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 →

Impute market rent for an owner-occupied building

For Appraisers & valuation · also Lenders & debt funds, Corporate real estate teams

Market Rent

What is the fair market rent for [size] SF of [use] space at [address] if it were leased to a third party? Give $/SF/yr and per month from nearby leases.

You give
The address; the size; the use
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
FinancingUse this workflow →

Review another appraiser's value conclusion

For Appraisers & valuation · also Lenders & debt funds, Real estate counsel

Value Opinion

Give me an opinion of value for [address] from the attached appraisal report under review. The report concludes [concluded value]; say whether that value is supported and which assumptions drive the gap.

You give
The address; the appraisal report under review (PDF); the concluded value (the report's value)
You get
Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
Investment committeeUse this workflow →

Check a proposed project's plan and land value for a construction loan assignment

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

Feasibility

Feasibility for [address]: what can I build here, how many units fit, does it pencil, what is this land worth? The borrower proposes [number] units — say whether that program fits.

You give
The address; the borrower's proposed program (the number of units)
You get
What may be built, how much fits, and whether it pencils — residual land value, in the assistant
FinancingUse this workflow →

Challenge the highest and best use conclusion in a report under review

For Appraisers & valuation · also Lenders & debt funds, Real estate counsel

Best Use

Best use for [address]: keep, convert, rebuild or build up — which play wins over 20 years? The report under review concludes the highest and best use is [use]; say whether that holds.

You give
The address; the use (the report's highest and best use)
You get
Keep / Convert / Rebuild / Build-Up compared, and the best play, in the assistant
Investment committeeUse this workflow →

Cross-check the income approach against the sales comparison range

For Appraisers & valuation · also Lenders & debt funds

CompsUnderwriting

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Then underwrite this: [address] at the midpoint of that comps range from the attached T-12 and rent roll — what NOI and cap rate does that value imply?

You give
The address; the T-12; the rent roll
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 →

Show an over-assessment through the income approach

For Appraisers & valuation · also Corporate real estate teams, Owner-operators & property managers

Market RentUnderwriting

What is the fair market rent for [size] SF of [use] space at [address]? Then underwrite this: [address] at its assessed value of [assessed value] from the attached T-12 and rent roll, using that market rent — what NOI and cap rate does the assessment imply?

You give
The address; the T-12; the rent roll; the assessed value; the size; the use
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
LegalUse this workflow →

Tell an advisory client whether a buyer's offer sits in a supportable range

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

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]). A buyer has offered [offer price]; say whether that offer falls inside a supportable range.

You give
The address; the offer price; 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)
DispositionUse this workflow →

Value a property with its title and permit problems in view

For Appraisers & valuation · also Real estate counsel, Lenders & debt funds

DDValue Opinion

Due diligence on [address]: title, permits, liens and encumbrances — what is wrong with it? Then give me an opinion of value for [address] that accounts for those findings.

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

Check a report's comp set, then whether its value holds

For Appraisers & valuation · also Lenders & debt funds

CompsValue Opinion

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range, and compare them with the report's sales: [addresses]. Then give me an opinion of value for [address] from those comps and say whether the report's [concluded value] holds.

You give
The address; the report's comparables (the addresses); the concluded value
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
Investment committeeUse this workflow →

Test both sides' values in a partnership or buyout dispute

For Appraisers & valuation · also Real estate counsel, Family offices & private investors

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]). One side values it at [asking price], the other at [counter price]; say which figure is better supported and why.

You give
The address; each side's value (the asking price, the counter price); 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)
LegalUse this workflow →

Reconcile the sales and income approaches before you sign

For Appraisers & valuation

CompsUnderwritingValue Opinion

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Then underwrite this: [address] at [concluded value] from the attached T-12 and rent roll. Then give me an opinion of value for [address] that weighs that comps range against that underwriting and says which deserves more weight.

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

Test a purchase contract price against sales before a lender assignment

For Appraisers & valuation · also Lenders & debt funds

Comps

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range, and show where the contract price of [offer price] falls in that range.

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

See which sales closed since your last report on a property

For Appraisers & valuation · also REITs & asset managers, Lenders & debt funds

Comps

Find comps for [address] ([asset type], [size]): comparable sales nearby that closed after [year], with adjustments and the resulting range, and show whether that range moves away from my prior value of [concluded value].

You give
The address; year of the last report (the year); the concluded value (prior value)
You get
Comparable sales with adjustments and the resulting range, in the assistant
Asset managementUse this workflow →

Gather sales evidence for a property tax appeal

For Appraisers & valuation · also Corporate real estate teams, Real estate counsel

Comps

Find comps for [address] ([asset type], [size]): comparable sales nearby that closed in or around [year], with adjustments and the resulting range, and show where the assessed value of [assessed value] falls in that range.

You give
The address; the assessed value; assessment year (the year)
You get
Comparable sales with adjustments and the resulting range, in the assistant
LegalUse this workflow →