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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

Price an estate's property before the executor puts it on the market

BOV at Scale

The address; optional: the rent roll or the T-12 → Value range with comps and reasoning, in the assistant

Use this workflow →

Find parcels for a client's assemblage and check title on the best one

ScoutDD

The address of the client's site; the area around it; the asset type → Ranked shortlist against the mandate, with owners, in the assistant

Use this workflow →

Underwrite a joint venture buy-in before your client signs the operating agreement

Underwriting

The address; the offer price (the whole-property valuation in the deal); the T-12; the rent roll → Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant

Use this workflow →

See all 36 for real estate counsel →

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

Price an estate's property before the executor puts it on the market

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

BOV at Scale

Price this asset: BOV for [address] ([asset type], [size]). It is being sold by an estate; give the value range, comps and reasoning.

You give
The address; optional: the rent roll or the T-12
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
DispositionUse this workflow →

Find parcels for a client's assemblage and check title on the best one

For Real estate counsel · also Developers

ScoutDD

Scout [asset type] parcels in [area] next to [address] that could join an assemblage with it. 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 address of the client's site; the area around it; the asset type
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 →

Underwrite a joint venture buy-in before your client signs the operating agreement

For Real estate counsel · also Family offices & private investors

Underwriting

Underwrite this: [address] at [offer price] for the whole property, from the attached T-12 and rent roll. What is the return and is the entry price right? My client is buying a share of the partnership at that valuation.

You give
The address; the offer price (the whole-property valuation in the deal); the T-12; the rent roll
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 a seller's asking price against recent sales before your client counters

For Real estate counsel · also Acquisition & investment teams, Family offices & private investors

Comps

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

You give
The address; the asking price
You get
Comparable sales with adjustments and the resulting range, in the assistant
ScreeningUse this workflow →

Test the rent and price in a sale-leaseback before your client signs the lease

For Real estate counsel · also Corporate real estate teams

Market RentUnderwriting

What is the fair market rent for [size] SF of [use] space at [address]? The leaseback rent on offer is [proposed rent]. Then underwrite this: [address] at [offer price] on that market rent — what is the return and is the entry price right?

You give
The address; the size and the use; the proposed rent offered in the leaseback; the offer 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 →

Tell a client whether the price in their LOI is in range before you draft the contract

For Real estate counsel · also Acquisition & investment teams, Family offices & private investors

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]). My client has agreed to pay [offer price]; tell me whether that price sits inside your range. Use the attached T-12 if it helps.

You give
The address; the offer price agreed in the LOI; optional: 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 →

Confirm the seller is the owner of record before you draft the contract

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

DD

Due diligence on [address]: title, permits, liens and encumbrances — what is wrong with it? Confirm whether [company], the seller named in the contract, is the owner of record.

You give
The address; the company named as seller
You get
Title, permit, lien and encumbrance findings, in the assistant
ScreeningUse this workflow →

Set a reserve price for the partition sale of a co-owned property

For Real estate counsel · also Family offices & private investors

BOV at Scale

Price this asset: BOV for [address] ([asset type], [size]) ahead of a partition sale; give the value range, comps and reasoning we can use to set a reserve.

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

Find relocation sites for a business losing its property to a taking

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

Scout

Scout [asset type] in [area], [minimum]–[maximum] SF, budget [budget], as a replacement site for a business being displaced by a taking. Rank them against this mandate and look up the owners.

You give
The area; the asset type; size band in SF; the budget
You get
Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →

Check that a property's income supports the price a client is about to sign at

For Real estate counsel · also Acquisition & investment teams, Family offices & private investors

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? My client signs the purchase contract at that price, so show which assumptions the price depends on.

You give
The address; the offer price in the contract; the T-12; the rent roll
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 →

Prepare for a ground lease rent reset with land sales and a land value

For Real estate counsel · also REITs & asset managers, Owner-operators & property managers

CompsValue Opinion

Find comps for [address] as vacant land ([size]): comparable land sales nearby with adjustments and the resulting range. Then give me an opinion of value for [address] as if vacant, using those comps.

You give
The address; land area
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
Asset managementUse this workflow →

Show the approval committee how a new lease's rent compares with the market

For Real estate counsel · also Corporate real estate teams

Market Rent

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

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

Set a lender's credit bid before a foreclosure sale

For Real estate counsel · also Lenders & debt funds

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]) as it stands today. The debt is [loan amount]; we are deciding a credit bid at the foreclosure sale.

You give
The address; the loan amount outstanding
You get
Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
DispositionUse this workflow →

Show what a vacant parcel being taken could legally have held

For Real estate counsel · also Developers

FeasibilityValue Opinion

Feasibility for [address]: what can I build here, how many units fit, does it pencil, what is this land worth? Then give me an opinion of value for [address] from that program, as land that can carry it.

You give
The address
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
LegalUse this workflow →

Build highest and best use context for a building facing condemnation

For Real estate counsel · also Owner-operators & property managers, Appraisers & valuation

Best UseValue Opinion

Best use for [address]: keep, convert, rebuild or build up — which play wins over 20 years? Then give me an opinion of value for [address] under the winning play from that analysis.

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

Give a deal committee the title risks and a value in one package

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

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 takes those findings into account.

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
Investment committeeUse this workflow →

Put a value range on every property in an estate inventory

For Real estate counsel · also Family offices & private investors

BOV at Scale

BOV for each of these addresses: [addresses]. Give a value range, comps and reasoning for each; they are held by an estate.

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

Check a property can meet its loan covenants before your client signs the loan

For Real estate counsel · also Owner-operators & property managers, Family offices & private investors

Underwriting

Underwrite this: [address] from the attached T-12 and rent roll. Size the debt at [percent] LTV and [ratio] DSCR and compare it with the [loan amount] loan on offer — how much room is there on each covenant?

You give
The address; the T-12; the rent roll; the loan amount, the LTV, the DSCR from the term sheet
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 a condemning authority's offer against recent sales

For Real estate counsel · also Owner-operators & property managers

Comps

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. The agency's offer is [offer price] — where does that sit in the range?

You give
The address; the offer price from the agency
You get
Comparable sales with adjustments and the resulting range, in the assistant
LegalUse this workflow →

Measure what a holdover tenant's space would rent for today

For Real estate counsel · also Owner-operators & property managers, REITs & asset managers

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? The tenant pays [current rent] under the expired lease — is that under, at or over market?

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

Give both sides a reasoned value for a property in a divorce settlement

For Real estate counsel · also Family offices & private investors

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]). Use the attached T-12 if it helps. It is for settlement talks, not an appraisal.

You give
The address; optional: the T-12
You get
Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
LegalUse this workflow →

Find the collateral's title issues and test the loan before a borrower's closing

For Real estate counsel · also Owner-operators & property managers

DDUnderwriting

Due diligence on [address]: title, permits, liens and encumbrances — what is wrong with it? Then underwrite this: [address] from the attached T-12 and rent roll with a [loan amount] loan, and note which of those findings bear on the loan.

You give
The address; the T-12; the rent roll; the loan amount
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
FinancingUse this workflow →

Update the values of trust-held properties for the annual accounting

For Real estate counsel · also Family offices & private investors

BOV at Scale

BOV for each of these addresses: [addresses]. Give a current value range with comps and reasoning for each, for a trust's annual accounting to its beneficiaries.

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

Test a seller-financing note before your client takes it back

For Real estate counsel · also Family offices & private investors, Owner-operators & property managers

Underwriting

Underwrite this: [address] at [offer price] from the attached T-12 and rent roll. Size the debt at [percent] LTV and [ratio] DSCR, with a seller note of [loan amount] behind the senior loan — does the income cover both?

You give
The address; the offer price; the T-12; the rent roll; the loan amount of the seller note
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 →

Open partition settlement talks with recent sales and a reasoned value

For Real estate counsel · also Family offices & private investors, Owner-operators & property managers

CompsValue Opinion

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Then give me an opinion of value for [address] from those comps, for buyout talks between co-owners — not an appraisal.

You give
The address
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
LegalUse this workflow →

Check a lease's rent against market before consenting to its assignment

For Real estate counsel · also REITs & asset managers, Owner-operators & property managers

Market Rent

My tenant at [address] pays [current rent] for [size] SF of [use] space — am I under-rented? What is the fair market rent for that space today?

You give
The 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
Asset managementUse this workflow →

Check a buyer's title objections against your own diligence

For Real estate counsel · also Owner-operators & property managers, Brokers

DD

Due diligence on [address]: title, permits, liens and encumbrances — what is wrong with it? I am the seller's counsel and need to see each issue a buyer could raise.

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

Back a board's review of a related-party property sale with an outside price check

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

BOV at Scale

Price this asset: BOV for [address] ([asset type], [size]). The agreed price is [offer price]; show where it sits in the value range.

You give
The address; the offer price agreed
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
ReportingUse this workflow →

Assemble the value evidence for a property tax appeal

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

CompsValue Opinion

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Then give me an opinion of value for [address] from those comps and compare it with the assessed value of [assessed value].

You give
The address; the assessed 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
LegalUse this workflow →

Frame a fair market rent position for a lease renewal arbitration

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

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? The lease's renewal option resets to fair market rent; the current rent is [current rent].

You give
The 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
LegalUse this workflow →

Build your title objection list before the objection deadline

For Real estate counsel · also Acquisition & investment teams

DD

Due diligence on [address]: title, permits, liens and encumbrances — what is wrong with it? List each issue with its source so I can review it for the buyer's objections.

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

Show what a defaulted tenant's space can be re-let for in a damages claim

For Real estate counsel · also Owner-operators & property managers, REITs & asset managers

Market Rent

What is the fair market rent for [size] SF of [use] space at [address] today? The lease rent was [current rent] and the space is now empty — is the lease rent under, at or over market?

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

Check the fee owner's title before your client signs a ground lease

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

DD

Due diligence on [address]: title, permits, liens and encumbrances — what is wrong with it? My client is the ground tenant, so flag anything on the fee that could sit ahead of their leasehold.

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

Check title and value before a lender client accepts a deed in lieu of foreclosure

For Real estate counsel · also 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 takes those findings into account and compare it with the [loan amount] debt.

You give
The address; the loan amount outstanding
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 →