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.

By who you are

Price your building before you counter a buyer's offer

BOV at Scale

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

Use this workflow →

Find the next building to buy near the ones you already run

Scout

The area around your existing buildings; the asset type; unit band and the budget → Ranked shortlist against the mandate, with owners, in the assistant

Use this workflow →

Underwrite the building next door that its owner offered to sell you

Underwriting

The address; the asking price; 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 32 for owner-operators & property managers →

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
Stage
Asset

32 of 337 workflows · products run most often first

Price your building before you counter a buyer's offer

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

BOV at Scale

Price this asset: BOV for [address] ([asset type], [size]). A buyer offered [offer price] and I want to counter at [counter price] — does the range support my counter?

You give
The address; the offer price; the counter 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 the next building to buy near the ones you already run

For Owner-operators & property managers · also Family offices & private investors, Acquisition & investment teams

Scout

Scout [asset type] in [area], close to the buildings I already operate: [number] units or fewer, built before [year], budget [budget]. Rank them against this mandate and look up the owners.

You give
The area around your existing buildings; the asset type; unit band and the budget
You get
Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →

Underwrite the building next door that its owner offered to sell you

For Owner-operators & property managers · 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? I own the building next door, so assume shared on-site management.

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 →

Check a buyer's unsolicited offer against recent sales

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

Comps

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. A buyer offered me [offer price] — where does that sit in the range?

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

Decide whether renovating units on turnover pays back

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

Market RentUnderwriting

What is the fair market rent for [size] SF of renovated [use] space at [address]? Then underwrite the renovation from the attached T-12 and rent roll, using that renovated rent and a budget of [budget] — what is the return on the renovation?

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

Know what your building is worth before you call your lender

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

Value Opinion

Give me an opinion of value for [address] ([asset type], [number] units) from the attached T-12 and rent roll — I need it before I talk to my lender about a new loan.

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)
FinancingUse this workflow →

Test how many units fit on the excess land beside your building

For Owner-operators & property managers · also Developers

Feasibility

Feasibility for the excess land at [address] (the [use] beside my existing building): what can I build here, how many units fit, does it pencil, what is this land worth?

You give
The address; which part of the parcel is excess
You get
What may be built, how much fits, and whether it pencils — residual land value, in the assistant
Asset managementUse this workflow →

Decide whether to renovate, convert or keep a building you own

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

Best Use

Best use for [address], a [asset type] building I own and operate: keep, convert, rebuild or build up — which play wins over 20 years? Use the attached T-12 for today's income.

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

Clear title and liens, then size your refinance

For Owner-operators & property managers · also Lenders & debt funds, Real estate counsel

DDUnderwriting

Due diligence on [address] before I refinance: title, permits, liens and encumbrances. Then underwrite this: [address] from the attached T-12 and rent roll, size the debt at [percent] LTV and [ratio] DSCR, and flag which of those findings a lender would ask me to fix.

You give
The address; 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
FinancingUse this workflow →

Price the building you are selling and find its replacement

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

BOV at ScaleScout

Price this asset: BOV for [address]. Then scout [asset type] in [area] with a budget of up to [number] times the top of that BOV range. Rank them against this mandate and look up the owners.

You give
The address of the building you are selling; the area for the replacement; the asset type
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 nearby buildings and check whether the best one is under-rented

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

ScoutMarket Rent

Scout [asset type] in [area] with a budget of [budget]. Rank them against this mandate and look up the owners. Then check the market rent at the top pick of that shortlist and say whether it looks under-rented.

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

Check whether your building is ready to refinance

For Owner-operators & property managers · also Family offices & private investors, Lenders & debt funds

Underwriting

Underwrite this: [address] from the attached T-12 and rent roll. Size the debt at [percent] LTV and [ratio] DSCR — does it cover my current loan balance of [loan amount]? Show NOI, DSCR, debt yield and the sensitivity to rate.

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

Weigh an unsolicited offer with recent sales and a reasoned value

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

CompsValue Opinion

Find comps for [address] ([asset type], [size]). Then give me an opinion of value for it using those comps and the attached T-12, and tell me how a buyer's offer of [offer price] compares.

You give
The address; the T-12; the offer price
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
ScreeningUse this workflow →

Set the rent on a vacant apartment

For Owner-operators & property managers

Market Rent

What is the fair market rent for a [size] SF [use] at [address]? Give it per month and per SF per year, with the nearby leases it is based on.

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

Decide whether to sell as-is or reposition first

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

Value OpinionBest Use

Give me an opinion of value for [address] as-is from the attached T-12. Then best use for [address] — keep, convert, rebuild or build up — which play wins over 20 years, measured against that as-is value?

You give
The address; the T-12
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 →

Check whether a rental house lot can take extra units

For Owner-operators & property managers

Feasibility

Feasibility for [address], a single-family rental on a deep lot, as a site for added or replacement units: 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
Asset managementUse this workflow →

Decide what to do with an aging motel you own

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

Best Use

Best use for [address], a [number]-room motel I own: keep it as a motel, convert it to apartments, rebuild or build up — which play wins over 20 years?

You give
The address; the number of rooms
You get
Keep / Convert / Rebuild / Build-Up compared, and the best play, in the assistant
Asset managementUse this workflow →

Put a yearly value on every building you own for your partners

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

BOV at Scale

BOV for each of these addresses: [addresses]. These are the buildings I own; give a value range per building with its comps and reasoning for my annual partner report.

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

Find vacant lots near your property and test what the best one could hold

For Owner-operators & property managers · also Developers

ScoutFeasibility

Scout vacant and underused land in [area] around [address]. Rank the parcels for adding apartments next to my existing building and look up the owners. Then run feasibility on the top parcel of that shortlist — what can I build there, how many units fit, does it pencil?

You give
The address of your existing property; the area around it
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 a cash-out refinance to fund your renovation

For Owner-operators & property managers · also 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, pay off my [loan amount] balance, and tell me whether the cash out covers a renovation budget of [budget].

You give
The address; the T-12; the rent roll; the loan amount outstanding; renovation budget
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 →

Set the renewal rent before a tenant's lease comes up

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

Market Rent

Market rent for the [size] SF of [use] space at [address]: the tenant pays [current rent] per SF per year and their lease is up for renewal. Where is market, and am I under-rented?

You give
The address; space size and 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 →

Put a value on a building for a partner buyout

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

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]) from the attached T-12 and rent roll. A partner is selling their share, so explain the reasoning clearly enough for both sides.

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)
DispositionUse this workflow →

Decide the future of a half-empty strip center

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

Best Use

Best use for [address], a [size] SF strip center that is half vacant — see the attached rent roll: keep and re-tenant, convert, rebuild or build up — which play wins over 20 years?

You give
The address; the rent roll
You get
Keep / Convert / Rebuild / Build-Up compared, and the best play, in the assistant
Asset managementUse this workflow →

Find single-family rentals to add to a scattered-site portfolio

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

Scout

Scout single-family homes in [area] that would work as rentals: 3+ bedrooms, built before [year], [budget] per house. Rank them against this mandate and look up the owners, flagging absentee owners.

You give
The area (zip codes or neighborhoods); the budget per house
You get
Ranked shortlist against the mandate, with owners, in the assistant
SourcingUse this workflow →

Show an owner client how their building performed over the year

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

Underwriting

Underwrite this: [address] from the attached year-end T-12 and rent roll, with a loan balance of [loan amount]. Show NOI, cap rate, DSCR, debt yield and the sensitivity for my annual report to the owner.

You give
The address; the T-12; the rent roll; owner's loan amount
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 →

Find the under-rented units in your rent roll

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

Market Rent

Fair market rent for the units at [address], from the attached rent roll: am I under-rented? Show market per month for each unit type and which units sit furthest below it.

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

Check your property tax assessment against a reasoned value

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

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]) from the attached T-12. I want to compare it with the county's assessment of the property.

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

See what your building would be worth under its best play

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

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] as-is and under the winning play from that best-use result.

You give
The address; optional: the T-12
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
Asset managementUse this workflow →

Set the asking rent for an empty suite in your shopping center

For Owner-operators & property managers · also Brokers

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? It is a vacant suite in the center I own; give $/SF/year and per month from nearby leases.

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

Price a warehouse tenant's renewal against today's market

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

Market Rent

What is the fair market rent for [size] SF of warehouse space at [address]? My tenant pays [current rent] per SF per year on a renewal option — how far below market is that?

You give
The address; the size in SF; 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 →

Test whether your office can still lease before you decide to convert it

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

Market RentBest Use

What is the fair market rent for [size] SF of office space at [address]? Then best use for [address], taking that office rent as the keep case — keep, convert, rebuild or build up — which play wins over 20 years?

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