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.

Request a demo

By who you are

Price the owned sites you plan to borrow against

BOV at Scale

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

Use this workflow →

Shortlist warehouse buildings for a new distribution center

Scout

The area; size band min–max SF; must-haves (highway access, truck court, trailer parking) → Ranked shortlist against the mandate, with owners, in the assistant

Use this workflow →

Underwrite buying the building you lease instead of renewing

Underwriting

The address; the asking price; the T-12; the rent roll; 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 36 for corporate real estate 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

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

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

Stage

Asset

36 of 337 workflows · products run most often first

Price the owned sites you plan to borrow against

For Corporate real estate teams · also Lenders & debt funds

BOV at Scale

BOV for each of these addresses: [addresses]. They are owner-occupied [asset type] sites we plan to pledge as loan collateral — give a value range, comps and reasoning for each.

You give: The addresses of the owned sites
You get: Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)

FinancingUse this workflow →

Shortlist warehouse buildings for a new distribution center

For Corporate real estate teams · also Brokers

Scout

Scout industrial and warehouse buildings in [area] for our own distribution center: [minimum]–[maximum] SF, close to the interstate, with room for a truck court and trailer parking. Rank them against this mandate and look up the owners.

You give: The area; size band min–max SF; must-haves (highway access, truck court, trailer parking)
You get: Ranked shortlist against the mandate, with owners, in the assistant

SourcingUse this workflow →

Underwrite buying the building you lease instead of renewing

For Corporate real estate teams · also Acquisition & investment teams

Underwriting

Underwrite this: [address] at [asking price] from the attached T-12 and rent roll. What is the return and is the entry price right? We are the anchor tenant at [current rent] and would hold it for [number] years as owner-occupier.

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

Check the price when your landlord offers to sell you the building

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

Comps

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Our landlord is asking [asking price] to sell it to us — where does that sit in the range?

You give: The address; the asking price from the landlord
You get: Comparable sales with adjustments and the resulting range, in the assistant

ScreeningUse this workflow →

Test a landlord's quoted rent on a candidate location

For Corporate real estate teams · also Brokers

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? The landlord is quoting [proposed rent] — is that under, at or over market?

You give: The address; the size; the use; the proposed rent from the landlord
You get: Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant

ScreeningUse this workflow →

Get a reasoned value on the building you lease before making an offer

For Corporate real estate teams · also Family offices & private investors

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]). We are the main tenant, paying [current rent] under a lease that ends in [year].

You give: The address; the current rent and lease end year
You get: Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)

ScreeningUse this workflow →

Test whether an old building on a candidate corner can make way for your store prototype

For Corporate real estate teams · also Developers

Feasibility

Feasibility for [address]: what can I build here, does it pencil, what is this land worth? It is a teardown site; we would replace the existing building with our [size] SF [use] prototype, with a drive-thru and parking.

You give: The address; prototype size and the use
You get: What may be built, how much fits, and whether it pencils — residual land value, in the assistant

ScreeningUse this workflow →

Decide the best play for a branch you are closing, then price it

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

Best UseBOV at Scale

Best use for [address]: keep, convert, rebuild or build up — which play wins over 20 years? Then price this asset: BOV for [address] using the winning play from that best-use result.

You give: The address
You get: Keep / Convert / Rebuild / Build-Up compared, and the best play, in the assistant
Then: BOV at Scale — ask for it in the same conversation once step 1 is done

DispositionUse this workflow →

Vet a candidate clinic building on its permits and its rent

For Corporate real estate teams · also Brokers, Real estate counsel

DDMarket Rent

Due diligence on [address]: title, permits, liens and encumbrances — what is wrong with it? Then, if that diligence finds nothing that stops us, what is the fair market rent for [size] SF of [use] space at [address]?

You give: The address; the size; the use
You get: Title, permit, lien and encumbrance findings, in the assistant
Then: Market Rent — ask for it in the same conversation once step 1 is done

ScreeningUse this workflow →

Price a closed store before you put it on the market

For Corporate real estate teams · also Brokers

BOV at Scale

Price this asset: BOV for [address] ([asset type], [size]), vacant since we closed the store. Value it as a vacant building for sale to an owner-user or an investor.

You give: The address; the size
You get: Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)

DispositionUse this workflow →

Find pad sites for new restaurant locations in a growth market

For Corporate real estate teams · also Developers, Brokers

Scout

Scout retail pads and small land parcels in [area]: [minimum]–[maximum] SF of land on arterial roads, zoned to allow a drive-thru restaurant. Rank them against this mandate and look up the owners.

You give: The area; land size band min–max SF; prototype needs (drive-thru, corridor type)
You get: Ranked shortlist against the mandate, with owners, in the assistant

SourcingUse this workflow →

See a sale-leaseback of your building through the buyer's eyes

For Corporate real estate teams · also REITs & asset managers, Acquisition & investment teams

Underwriting

Underwrite this: [address] at [offer price] from the attached T-12 and rent roll. What is the return and is the entry price right? The rent roll is our proposed [number]-year leaseback at [proposed rent] — read it as the buyer would.

You give: The address; the offer price; the T-12 of operating costs; the rent roll showing the proposed leaseback; the proposed rent and term 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 →

Take a buy-the-building proposal to the CFO with sales and returns

For Corporate real estate teams · also Acquisition & investment teams

CompsUnderwriting

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Then underwrite this: [address] at [asking price] from the attached T-12 and rent roll, checking that price against those comps — 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: Underwriting — ask for it in the same conversation once step 1 is done

Investment committeeUse this workflow →

Back a sale-leaseback proposal for the board with rent, value and buyer return

For Corporate real estate teams · also REITs & asset managers

Market RentValue OpinionUnderwriting

What is the fair market rent for [size] SF of [use] space at [address]? Then give me an opinion of value for [address] leased back to us for [number] years at that market rent. Then underwrite this: [address] at that value from the attached T-12 and rent roll — what is the return to a buyer and is that entry price right?

You give: The address; the size and the use; lease term in years; the T-12 of operating costs; the rent roll showing the proposed leaseback
You get: Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
Then: Value Opinion, then Underwriting — ask for it in the same conversation once step 1 is done

Investment committeeUse this workflow →

Weigh a buyer's offer on a surplus building

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

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]), vacant and owned by us. A buyer offered [offer price] — how does that compare with the value?

You give: The address; the offer price
You get: Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)

DispositionUse this workflow →

Test whether a parcel can take your build-to-suit facility

For Corporate real estate teams · also Developers

Feasibility

Feasibility for [address]: what can I build here, does it pencil, what is this land worth? We need a [size] SF [use] for our own use, with parking and truck access — check that it fits the zoning envelope.

You give: The address; the use and building size
You get: What may be built, how much fits, and whether it pencils — residual land value, in the assistant

UnderwritingUse this workflow →

Decide what to do with an owned headquarters you only half use

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

Best Use

Best use for [address]: keep, convert, rebuild or build up — which play wins over 20 years? It is our [size] SF owned headquarters, about half occupied by our own staff.

You give: The address; the size
You get: Keep / Convert / Rebuild / Build-Up compared, and the best play, in the assistant

Asset managementUse this workflow →

Check a building's title, permits and liens before signing a long lease

For Corporate real estate teams · also Real estate counsel

Due diligence on [address]: title, permits, liens and encumbrances — what is wrong with it? We are about to sign a [number]-year lease for [size] SF there and fund a major fit-out.

You give: The address; lease term in years and the size
You get: Title, permit, lien and encumbrance findings, in the assistant

LegalUse this workflow →

Price every store in a closure program in one batch

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

BOV at Scale

BOV for each of these addresses: [addresses]. These are owned [asset type] stores we are closing; value each as a vacant building, with a range, comps and reasoning.

You give: The addresses of the closing stores
You get: Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)

DispositionUse this workflow →

Shortlist office buildings for a relocation and check what each should rent for

For Corporate real estate teams · also Brokers

ScoutMarket Rent

Scout office buildings in [area] that could house [size] SF of headquarters space for one tenant. Rank them against this mandate and look up the owners. Then, for the top three of that shortlist, what is the fair market rent for [size] SF of office space at each?

You give: The area; the size of office space needed
You get: Ranked shortlist against the mandate, with owners, in the assistant
Then: Market Rent — ask for it in the same conversation once step 1 is done

SourcingUse this workflow →

Size the mortgage to buy the headquarters building you lease

For Corporate real estate teams · also Lenders & debt funds

Underwriting

Underwrite this: [address] at [asking price] from the attached T-12 and rent roll. What is the return and is the entry price right? Size the debt at [percent] LTV and [ratio] DSCR.

You give: The address; the asking price; the T-12; the rent roll; the LTV and the DSCR
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 →

Justify a build-to-suit land purchase to the capital committee

For Corporate real estate teams · also Developers, Real estate counsel

CompsDDFeasibility

Find comps for [address] (land): comparable sales nearby with adjustments and the resulting range. The seller is asking [asking price]. Then run due diligence on [address]: title, permits, liens and encumbrances — what is wrong with it? Then feasibility for [address] using those comps and that diligence: what can I build here, does it pencil, what is this land worth, for a [size] SF [use] we would occupy?

You give: The address; the asking price; the use and building size
You get: Comparable sales with adjustments and the resulting range, in the assistant
Then: DD, then Feasibility — ask for it in the same conversation once step 1 is done

Investment committeeUse this workflow →

Price an owned store for a sale-leaseback at a market leaseback rent

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

Market RentBOV at Scale

What is the fair market rent for [size] SF of [use] space at [address]? Then price this asset: BOV for [address] as a sale-leaseback, with us as tenant on a [number]-year lease at that market rent.

You give: The address; the size and the use; lease term in years
You get: Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
Then: BOV at Scale — ask for it in the same conversation once step 1 is done

DispositionUse this workflow →

Give the CFO a reasoned value on the owned headquarters

For Corporate real estate teams · also Family offices & private investors

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]), our owner-occupied headquarters, bought in [year]. Value it as if it were leased to us at market rent.

You give: The address; the size; purchase year
You get: Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)

ReportingUse this workflow →

Compare building your own facility with leasing space in the same location

For Corporate real estate teams · also Developers

FeasibilityMarket Rent

Feasibility for [address]: what can I build here, does it pencil, what is this land worth — for a [size] SF [use] we would occupy? Then, for the same location, what is the fair market rent for [size] SF of [use] space, so I can set that feasibility against leasing?

You give: The address of the land; the use and building size
You get: What may be built, how much fits, and whether it pencils — residual land value, in the assistant
Then: Market Rent — ask for it in the same conversation once step 1 is done

UnderwritingUse this workflow →

Clear title and permits before you underwrite buying your building

For Corporate real estate teams · also Acquisition & investment teams, Real estate counsel

DDUnderwriting

Due diligence on [address]: title, permits, liens and encumbrances — what is wrong with it? Then underwrite this: [address] at [asking price] from the attached T-12 and rent roll, allowing for what that diligence found. 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: 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 →

Report the value of every owned branch to the CFO

For Corporate real estate teams · also REITs & asset managers

BOV at Scale

BOV for each of these addresses: [addresses]. These are our owner-occupied [asset type] branches; give a value range, comps and reasoning for each so I can report the owned portfolio to our CFO.

You give: The addresses of the owned branches
You get: Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)

ReportingUse this workflow →

Find land for a build-to-suit facility and test the best parcel

For Corporate real estate teams · also Developers

ScoutFeasibility

Scout land in [area] for a build-to-suit [use] of about [size] SF: industrial zoning, at least [minimum] SF of land, near a highway interchange. Rank them against this mandate and look up the owners. Then run feasibility on the top parcel of that shortlist: what can I build here, does it pencil, what is this land worth?

You give: The area; the use and building size; minimum land in SF
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 →

Set a list price for a warehouse you are leaving after a network consolidation

For Corporate real estate teams · also Brokers

Comps

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. We will move out and sell it vacant.

You give: The address; the size
You get: Comparable sales with adjustments and the resulting range, in the assistant

DispositionUse this workflow →

Set the asking rent for office space you want to sublease

For Corporate real estate teams · also Brokers

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? We pay [current rent] on it and want to sublease it — where does our rent sit against market?

You give: The address; the size; the current rent
You get: Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant

DispositionUse this workflow →

Clear title and weigh the price before exercising your lease's purchase option

For Corporate real estate teams · also Real estate counsel

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] ([asset type], [size]), allowing for what that diligence found. Our lease lets us buy it at [asking price] — is that option worth exercising?

You give: The address; option price
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 →

Shortlist store buildings to buy and clear the top pick's title before the tour

For Corporate real estate teams · also Brokers, Real estate counsel

ScoutDD

Scout retail buildings in [area] for one of our stores: [minimum]–[maximum] SF, on a signalized corner, with on-site parking. 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; size band min–max SF
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 →

Back the CFO's figure for an owned warehouse with recent sales

For Corporate real estate teams · also Appraisers & valuation

Comps

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. We own and occupy it, and our books carry it at [asking price] — where does that sit in the range?

You give: The address; the size; carrying figure
You get: Comparable sales with adjustments and the resulting range, in the assistant

ReportingUse this workflow →

Counter a landlord's renewal proposal with market rent

For Corporate real estate teams · also Brokers

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? We pay [current rent] today and the landlord's renewal proposal is [proposed rent] — is that proposal under, at or over market?

You give: The address; the size and the use; the current rent; the proposed rent from the landlord
You get: Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant

Asset managementUse this workflow →

Weigh a move to a candidate building against renewing where you are

For Corporate real estate teams · also Brokers, Real estate counsel

Market RentDD

What is the fair market rent for [size] SF of [use] space at [candidate address]? We pay [current rent] for the same space at [address] today. Then run due diligence on [candidate address]: title, permits, liens and encumbrances — what is wrong with it, before we weigh that rent against renewing?

You give: The address (current location); the candidate address; the size and the use; the current rent
You get: Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
Then: DD — ask for it in the same conversation once step 1 is done

Asset managementUse this workflow →

Charge business units a market rent for space in buildings you own

For Corporate real estate teams

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? We own the building; I need the $/SF/yr and monthly figure to charge the business unit that occupies it.

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

Asset managementUse this workflow →