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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 a stabilised project to decide whether to sell

BOV at Scale

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

Use this workflow →

Find vacant infill land for a ground-up multifamily project

Scout

The area (city, county or drawn area); the asset type to build; land budget → Ranked shortlist against the mandate, with owners, in the assistant

Use this workflow →

Underwrite a value-add redevelopment with the renovation budget

Underwriting

The address; the asking price; the T-12; the rent roll; renovation budget; 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 32 for developers →

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

32 of 337 workflows · products run most often first

Price a stabilised project to decide whether to sell

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

BOV at Scale

Price this asset: BOV for [address] ([asset type], [number] units, delivered and stabilised), from the attached T-12 and rent roll.

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

Find vacant infill land for a ground-up multifamily project

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

Scout

Scout vacant land in [area] for a ground-up [asset type] project of about [number] units, land budget [budget]. Rank the parcels against this mandate and look up the owners.

You give
The area (city, county or drawn area); the asset type to build; land budget
You get
Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →

Underwrite a value-add redevelopment with the renovation budget

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

Underwriting

Underwrite this: [address] at [asking price], from the attached T-12 and rent roll, with a [budget] renovation and a [number]-year hold. What does it return against [target IRR], and is the entry price right?

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

Back up for-sale pricing with recent new-build sales

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

Comps

Find comps for new-construction [asset type] for sale near [address], [size] per home: recent sales with $/SF, adjustments and the resulting range.

You give
The address; product type and size
You get
Comparable sales with adjustments and the resulting range, in the assistant
UnderwritingUse this workflow →

Set the rent assumptions for a new building's unit mix

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

Market Rent

What is the fair market rent for new-construction apartments at [address]: [unit mix], class A finishes? Give monthly rent and $/SF per unit type with the comparables it rests on.

You give
The address; planned unit mix and sizes; the unit mix (unit types and sizes planned)
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
UnderwritingUse 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 →

Size the buildable envelope and unit count on a site

For Developers · also Acquisition & investment teams, Appraisers & valuation

Feasibility

Feasibility for [address]: what can I build here — zoning, FAR, height, setbacks, density, parking — how many [asset type] units fit, does it pencil (build cost vs GDV), and what is this land worth (residual land value)?

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

Decide whether to keep, convert, rebuild or build up a building you control

For Developers · also Owner-operators & property managers, Family offices & private investors, REITs & asset managers

Best Use

Best use for [address] ([asset type], [size]): keep, convert, rebuild or build up — which play wins over 20 years? Use the attached T-12 for the current income.

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

Decide between selling a finished project now and holding it

For Developers · also Family offices & private investors, Owner-operators & property managers, REITs & asset managers

BOV at ScaleUnderwriting

Price this asset: BOV for [address] from the attached T-12 and rent roll. Then underwrite this: holding it another [number] years at that BOV value — does holding beat selling now?

You give
The address; the T-12; the rent roll; the hold period in years
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
DispositionUse this workflow →

Find underbuilt teardown sites where zoning allows far more

For Developers · also Acquisition & investment teams

Scout

Scout teardown sites in [area]: underbuilt parcels where the existing building uses a small share of what zoning allows, suited to [asset type], budget [budget]. Rank them against this mandate and look up the owners.

You give
The area; target product type; the budget
You get
Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →

Underwrite a redevelopment on the bridge loan you want

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

Underwriting

Underwrite this: [address] at [asking price] with a [budget] renovation, funded by a [loan amount] bridge loan, from the attached T-12 and rent roll. Does the deal carry that debt through the renovation, and what are the levered returns?

You give
The address; the asking price; the T-12; the rent roll; the budget; 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 a site's residual land value against nearby land sales

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

CompsFeasibility

Find comps for land sales near [address]: recent sales of development sites with $/SF of land, adjustments and the resulting range. Then feasibility for [address]: what can I build here, does it pencil and what is this land worth — and compare that residual land value with those land comps and the [asking price] asked.

You give
The address; the asking price
You get
Comparable sales with adjustments and the resulting range, in the assistant
Then
Feasibility — ask for it in the same conversation once step 1 is done
Investment committeeUse this workflow →

Price the rents for a build-to-rent community

For Developers · also Family offices & private investors, Lenders & debt funds

Market Rent

What is the fair market rent for new build-to-rent homes at [address]: [unit mix]? Give monthly rent per home type with the comparables it rests on.

You give
The address; home types, beds and SF; the unit mix (home types and sizes planned)
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
UnderwritingUse 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 →

Test a land asking price against residual land value

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

Feasibility

Feasibility for [address]: what can I build here, how many units fit, does it pencil (build cost vs GDV), and what is this land worth (residual land value)? The seller asks [asking price] — is the residual land value above or below that?

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

Check apartment rents before you back a conversion

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

Best UseMarket Rent

Best use for [address]: keep, convert, rebuild or build up — which play wins over 20 years? Then tell me the fair market rent for studio, one- and two-bedroom apartments at the same address, per unit type with the comparables, to test the convert case in that best use.

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

Shortlist build-to-rent land and test the best parcel

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

ScoutFeasibility

Scout vacant land in [area] for a build-to-rent community of about [number] homes, land budget [budget]; rank the parcels and look up the owners. Then run feasibility on the top parcel from that shortlist: what can I build here, how many units fit, does it pencil and what is the land worth?

You give
The area; the number of target homes; 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 →

Size the permanent takeout on a stabilised project

For Developers · also Lenders & debt funds, Owner-operators & property managers

Underwriting

Underwrite this: refinance of [address], newly built and stabilised, from the attached T-12 and rent roll, with a [loan amount] permanent loan and a [number]-year hold. Does the income cover that debt, and what are the returns after the refinance?

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

See what comparable new buildings have traded for before you sell

For Developers · also Family offices & private investors, Appraisers & valuation

Comps

Find comps for [address] ([asset type], [number] units, built in the last few years): recent sales of comparable newly built properties nearby with adjustments and the resulting range.

You give
The address; the asset type; the unit count
You get
Comparable sales with adjustments and the resulting range, in the assistant
DispositionUse this workflow →

Build a construction loan case on supported rents

For Developers · also Lenders & debt funds

Market RentFeasibility

What is the fair market rent for new-construction apartments at [address], per unit type with the comparables? Then feasibility for [address] using those rents, for a construction loan request of [loan amount]: what can I build here, how many units fit, does it pencil and what is the land worth?

You give
The address; planned unit mix; the loan amount
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
Then
Feasibility — ask for it in the same conversation once step 1 is done
FinancingUse this workflow →

Size a speculative warehouse on an industrial land parcel

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

Feasibility

Feasibility for [address] for a speculative industrial building: what can I build here — zoning, FAR, height, setbacks, parking — how much warehouse floor area fits, does it pencil (build cost vs GDV), and what is this land worth (residual land value)?

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

Underwrite the winning play for a building before IC

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

Best UseUnderwriting

Best use for [address]: keep, convert, rebuild or build up — which play wins over 20 years? Then underwrite this: the play that best use picks, buying at [asking price] from the attached T-12, over a [number]-year hold.

You give
The address; the asking price; the T-12; the hold period in years
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
Investment committeeUse this workflow →

Size what you can build once easements and encumbrances are known

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

DDFeasibility

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

You give
The address
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 →

Find office buildings to convert and test the best one

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

ScoutBest Use

Scout off-market office buildings in [area], [size], budget [budget], as candidates for residential conversion; rank them and look up the owners. Then run best use on the top building from that shortlist: keep, convert, rebuild or build up — which play wins over 20 years?

You give
The area; 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 →

Re-forecast a project's returns against what you promised LPs

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

Underwriting

Underwrite this: [address] at our all-in cost of [budget], from the current T-12 and rent roll, over the remaining [number]-year hold. Where do returns land against the [target IRR] we targeted?

You give
The address; the T-12; the rent roll; all-in cost; the hold period in years; 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)
ReportingUse this workflow →

Set asking rents for lease-up of a newly delivered building

For Developers · also Owner-operators & property managers, REITs & asset managers

Market Rent

What is the fair market rent for the new units at [address] as they deliver: [number] units across studios, one- and two-bedrooms? Give asking rent per unit type with the comparables it rests on.

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

Clear a land deal before the deposit goes hard

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

FeasibilityDD

Feasibility for [address]: what can I build here, how many units fit, does it pencil at [asking price]? Then due diligence on the same site: title, permits, liens and encumbrances — flag anything that would stop the program that feasibility assumes.

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

Set the asking rent for a new spec warehouse

For Developers · also Owner-operators & property managers, Brokers

Market Rent

What is the fair market rent for [size] of new warehouse space at [address]? Give $/SF/year and per month with the leases it is based on.

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

Back an LP equity raise with a full site feasibility

For Developers · also Family offices & private investors

Feasibility

Feasibility for [address] for our LP equity raise: what can I build here — zoning, FAR, height, setbacks, density, parking — how many units fit, does it pencil (build cost vs GDV), and what is this land worth (residual land value)?

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

Put a value on an entitled site before selling it to a builder

For Developers · also Family offices & private investors, Appraisers & valuation

FeasibilityValue Opinion

Feasibility for [address]: what can be built here under the approved zoning, how many units fit, does it pencil and what is this land worth? Then give me an opinion of value for the entitled site, using that feasibility's program and residual land value.

You give
The address; approved program
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 →