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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

Compare two deals on value before you pick one

BOV at Scale

The addresses (the two deals); each deal's asking price → Value range with comps and reasoning, in the assistant

Use this workflow →

Shortlist 1031 exchange replacement properties that fit your mandate

Scout

The area; the asset type; the budget (exchange proceeds plus any new debt) → Ranked shortlist against the mandate, with owners, in the assistant

Use this workflow →

Get a second opinion on a sponsor's deal before you invest as an LP

Underwriting

The address; the asking price (purchase price); the T-12; the rent roll; sponsor's pitch deck (optional) → Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant

Use this workflow →

See all 30 for family offices & private investors →

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

30 of 337 workflows · products run most often first

Compare two deals on value before you pick one

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

BOV at Scale

BOV for each of these addresses: [addresses]. Give a value range per building with its comps and reasoning, and set each range against its asking price so I can see which deal is priced better.

You give
The addresses (the two deals); each deal's asking price
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
ScreeningUse this workflow →

Shortlist 1031 exchange replacement properties that fit your mandate

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

Scout

Scout [asset type] in [area] as 1031 replacement property, budget [budget], stabilised and easy to hold from a distance. Rank them against this mandate and look up the owners.

You give
The area; the asset type; the budget (exchange proceeds plus any new debt)
You get
Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →

Get a second opinion on a sponsor's deal before you invest as an LP

For Family offices & private investors

Underwriting

Underwrite this: [address] at [asking price] from the attached T-12 and rent roll, over the sponsor's [number]-year hold. What is the return and is the entry price right? Flag where the sponsor's pro forma looks optimistic.

You give
The address; the asking price (purchase price); the T-12; the rent roll; sponsor's pitch deck (optional)
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 →

Test a sponsor's exit price against real sales

For Family offices & private investors

Comps

Find comps for [address] ([asset type], [number] units): comparable sales nearby with adjustments and the resulting range. The sponsor assumes a sale at [asking price] — does the range support it?

You give
The address; the asset type; the sponsor's exit price
You get
Comparable sales with adjustments and the resulting range, in the assistant
ScreeningUse this workflow →

Check a sponsor's post-renovation rents before you invest as an LP

For Family offices & private investors

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? The sponsor's plan assumes [current rent] per SF per year after renovation — is that at, under or over market, and which nearby leases say so?

You give
The address; the unit count or the size; the sponsor's pro forma rent
You get
Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
ScreeningUse this workflow →

Check whether a deal a broker sent you is priced right

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

Value Opinion

Give me an opinion of value for [address] from the attached OM the broker sent. The asking price is [asking price] — is it fair, high or low, and why?

You give
The address; the OM (PDF) or the broker's flyer; the asking price
You get
Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ScreeningUse this workflow →

Find out what the family's land could hold and what land like it sells for

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

FeasibilityComps

Feasibility for [address]: what can I build here, how many units fit, does it pencil, what is this land worth? Then find comps for it: nearby land sales with adjustments and the resulting range, to set against that residual land value.

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
Comps — ask for it in the same conversation once step 1 is done
DispositionUse this workflow →

Price the building you are selling and line up 1031 replacements

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

BOV at ScaleScout

Price this asset: BOV for [address]. Then scout [asset type] in [area] as 1031 replacement property, with a budget set from that BOV's value range. Rank them against this mandate and look up the owners.

You give
The address (the building you are selling); the area and the asset type for the replacement
You get
Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)
Then
Scout — ask for it in the same conversation once step 1 is done
DispositionUse this workflow →

Shortlist 1031 replacements and check what the best three are worth

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

ScoutValue Opinion

Scout [asset type] in [area] as 1031 replacement property with a budget of [budget]. Rank them against this mandate and look up the owners. Then give me an opinion of value for the top three of that shortlist.

You give
The area; the asset type; the budget
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 →

Underwrite a direct purchase you plan to pay for in cash

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

Underwriting

Underwrite this: [address] at [asking price] from the attached T-12 and rent roll, bought all cash with no debt, over a [number]-year hold. 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
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 direct deal to the family investment committee with evidence

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

CompsValue OpinionUnderwriting

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Then give me an opinion of value for it using those comps. Then underwrite this: [address] at [asking price] from the attached T-12 and rent roll, checked against that value. 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
Value Opinion, then Underwriting — ask for it in the same conversation once step 1 is done
Investment committeeUse this workflow →

Set the renewal rent for a tenant whose lease is ending

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

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? The tenant pays [current rent] per SF per year today and the lease is up for renewal — give $/SF/year and per month from nearby leases.

You give
The address; the size; 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 →

Decide on an LP commitment with a value check and a title check

For Family offices & private investors

Value OpinionDD

Give me an opinion of value for [address]; the sponsor is buying at [asking price]. Then run due diligence on it: title, permits, liens and encumbrances — what is wrong with it?

You give
The address; the asking price (the sponsor's purchase price); optional: the OM (PDF)
You get
Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
Then
DD — ask for it in the same conversation once step 1 is done
Investment committeeUse this workflow →

Find out what the family's vacant lot or parking lot could become

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

Feasibility

Feasibility for [address]: what can I build here, how many units fit, does it pencil, what is this land worth? Today it is a surface parking lot we own outright.

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
Asset managementUse this workflow →

Judge an unsolicited offer on your building

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

BOV at Scale

Price this asset: BOV for [address] ([asset type], [size]). A buyer has offered [asking price] unsolicited — where does that sit in the value range?

You give
The address; the offer price; optional: 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 land to hold in the path of growth

For Family offices & private investors · also Developers

Scout

Scout vacant land in [area], [size], budget [budget], on the growth edge of the metro and suited to a long hold. Rank them against this mandate and look up the owners.

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

Underwrite a deal as a long family hold, not a five-year flip

For Family offices & private investors

Underwriting

Underwrite this: [address] at [asking price] from the attached T-12 and rent roll, as a [number]-year family hold. What is the return and is the entry price right? Show the yearly cash yield and how sensitive it is to rent growth and vacancy.

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 →

Decide whether to keep a long-held building or sell it

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

Value OpinionBest Use

Give me an opinion of value for [address] as it stands today. Then best use for [address]: keep, convert, rebuild or build up — which play wins over 20 years, set against selling at that value?

You give
The address; optional: the T-12 or the rent roll
You get
Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
Then
Best Use — ask for it in the same conversation once step 1 is done
DispositionUse this workflow →

Choose which of your buildings to sell to rebalance the family's holdings

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

BOV at Scale

BOV for each of these addresses: [addresses]. Give a value range per building with its comps and reasoning, so I can choose which to sell.

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

Shortlist off-market targets and check title on the best one

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

ScoutDD

Scout [asset type] in [area] with a budget of [budget]. 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; the asset type; the budget
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 1031 replacement property with your exchange equity

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

Underwriting

Underwrite this: [address] at [asking price] from the attached T-12 and rent roll, with [budget] of 1031 exchange equity and the rest as debt at [percent] LTV. What is the return and is the entry price right?

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

Put a reasoned value on a property for estate planning talks

For Family offices & private investors · also Real estate counsel

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]) for the family's estate planning discussions. Use the attached T-12 if it helps.

You give
The address; 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)
ReportingUse this workflow →

Update the value of every family property for the annual review

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

BOV at Scale

BOV for each of these addresses: [addresses]. Give a value range per building with its comps and reasoning for the family's annual review.

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 →

Find out how much you can borrow against a building you own outright

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

Underwriting

Underwrite this: [address], owned free and clear, from the attached T-12 and rent roll. Size the debt at [percent] LTV and [ratio] DSCR — which limit binds, and what are the loan amount, debt yield and cash flow after the loan?

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

Check the value a sponsor reports on your LP investment

For Family offices & private investors

Value Opinion

Give me an opinion of value for [address]. The sponsor reports it at [asking price] in the latest investor letter — does that hold up? Use the attached T-12 if it helps.

You give
The address; the sponsor's reported value; optional: the latest T-12
You get
Reasoned opinion of value, in the assistant Often also: memo (PDF), deck (PDF), memo (Markdown), Excel workbook (XLSX)
ReportingUse this workflow →

Check whether the loan a lender offered you is safe to take

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

Underwriting

Underwrite this: [address] from the attached T-12 and rent roll, with the [loan amount] loan the lender offered. What are the DSCR, debt yield and LTV, and how do they hold up if vacancy rises or rents fall?

You give
The address; the T-12; the rent roll; the loan amount; rate and term from the offer
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 →

Compare buying a deal all cash against buying it with a loan

For Family offices & private investors

Underwriting

Underwrite this: [address] at [asking price] from the attached T-12 and rent roll, two ways — all cash, and with debt at [percent] LTV. What is the return each way, what are the DSCR and debt yield with the loan, and is the entry price right?

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