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

Bring a sale recommendation to the board with value and title in hand

BOV at ScaleDD

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

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Find add-on acquisitions in the submarkets where you already own

Scout

The area; the asset type; min–max SF or the unit count; the budget → Ranked shortlist against the mandate, with owners, in the assistant

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Re-underwrite a held asset at budget time against its carrying value

Underwriting

The address; trailing T-12; current rent roll; carrying value as the asking price; the hold period in years → Returns, NOI, cap rate, DSCR, sensitivity and a verdict on the entry price, in the assistant

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See all 32 for REITs & asset 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

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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)

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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)

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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

32 of 337 workflows · products run most often first

Bring a sale recommendation to the board with value and title in hand

For REITs & asset managers · also Real estate counsel

BOV at ScaleDD

Price this asset: BOV for [address] ([asset type], [size]). Then run due diligence on it: title, permits, liens and encumbrances — what is wrong with it?

You give: The address; 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)
Then: DD — ask for it in the same conversation once step 1 is done

Investment committeeUse this workflow →

Find add-on acquisitions in the submarkets where you already own

For REITs & asset managers · also Acquisition & investment teams

Scout

Scout [asset type] in [area], [minimum]–[maximum] SF, budget [budget], as add-ons to the buildings we already own there. Rank them against this mandate and look up the owners.

You give: The area; the asset type; min–max SF or the unit count; the budget
You get: Ranked shortlist against the mandate, with owners, in the assistant

SourcingUse this workflow →

Re-underwrite a held asset at budget time against its carrying value

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

Underwriting

Underwrite this: [address] at our carrying value of [asking price], from the attached trailing T-12 and current rent roll over the next [number] years. What is the return and is that carrying value right?

You give: The address; trailing T-12; current rent roll; carrying value as the asking price; 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 an asset earns more held than sold at today's comps

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

CompsUnderwriting

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Then underwrite this at the middle of that range from the attached T-12 and rent roll over [number] more years. What is the return of holding, and is that the right price to sell at?

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

Build next year's budget on market rents where leases roll

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

Market RentUnderwriting

What is the fair market rent for the [use] space at [address]? Then underwrite this at our carrying value of [asking price] from the attached T-12 and rent roll, using that market rent where leases roll. What is the return and is that value right?

You give: The address; the T-12; the rent roll; carrying value as the asking 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 →

Value a building offered for OP units and check its title

For REITs & asset managers · also Real estate counsel, Family offices & private investors

Value OpinionDD

Give me an opinion of value for [address] ([asset type], [size]) from the attached T-12. Then run due diligence on it: title, permits, liens and encumbrances — what is wrong with it?

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)
Then: DD — ask for it in the same conversation once step 1 is done

ScreeningUse this workflow →

Price excess land at an industrial park you own before selling it

For REITs & asset managers · also Developers

FeasibilityBOV at Scale

Feasibility for [address] ([size] acres of vacant land): what can I build here, does it pencil, what is this land worth? Then price this asset: BOV for it, using that buildable program.

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: BOV at Scale — ask for it in the same conversation once step 1 is done

DispositionUse this workflow →

Show the board the value a conversion would create before you spend the capex

For REITs & asset managers · also Owner-operators & property managers, 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 it as it stands today, to set against that best play.

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

Investment committeeUse this workflow →

Price a sale with its title and permit issues already known

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

DDBOV at Scale

Due diligence on [address]: title, permits, liens and encumbrances — what is wrong with it? Then price this asset: BOV for it, noting how those findings could weigh on the price.

You give: The address
You get: Title, permit, lien and encumbrance findings, in the assistant
Then: BOV at Scale — ask for it in the same conversation once step 1 is done

DispositionUse this workflow →

Test whether a maturing mortgage refinances on today's value

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

BOV at ScaleUnderwriting

Price this asset: BOV for [address]. Then underwrite this at the middle of that value range from the attached T-12 and rent roll, and size the debt at [percent] LTV and [ratio] DSCR. Does it cover the [loan amount] balance that matures?

You give: The address; the T-12; the rent roll; the loan amount (balance due); the LTV; the DSCR
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

FinancingUse this workflow →

Source single-tenant retail buildings for a net-lease portfolio

For REITs & asset managers · also Acquisition & investment teams, Family offices & private investors

Scout

Scout single-tenant retail buildings in [area], [minimum]–[maximum] SF, budget [budget]. Rank them against this mandate and look up the owners.

You give: The area; min–max SF; the budget
You get: Ranked shortlist against the mandate, with owners, in the assistant

SourcingUse this workflow →

Re-underwrite a portfolio hotel from its trailing twelve months

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

Underwriting

Underwrite this: [address] (hotel, [number] keys) at our carrying value of [asking price], from the attached T-12 over the next [number] years. What is the return and is that value right?

You give: The address; keys (the unit count); the T-12; carrying value as the asking price; 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 →

Size a new mortgage on an unencumbered asset to fund an acquisition

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

CompsUnderwriting

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Then underwrite this at the middle of that range from the attached T-12 and rent roll and size the debt at [percent] LTV and [ratio] DSCR.

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

FinancingUse this workflow →

Re-underwrite an asset for the case where its largest tenant leaves

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

Market RentUnderwriting

What is the fair market rent for [size] SF of [use] space at [address]? Then underwrite this at [asking price] from the attached T-12 and rent roll with that tenant gone and the space re-let at that market rent after a vacancy period. What is the return and is that value right?

You give: The address; the tenant's size in SF and the use; the T-12; the rent roll; carrying value as the asking 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 →

Re-mark one asset after a major lease signing or loss

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

Value Opinion

Give me an opinion of value for [address] ([asset type], [size]) from the attached updated rent roll and T-12, reflecting the lease just signed.

You give: The address; updated rent roll; the 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 →

Test what you can build on a vacant outparcel at a center you own

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

Feasibility

Feasibility for [address], a vacant outparcel of [size] acres at our shopping center: what can I build here, how many units fit, does it pencil, what is this land worth?

You give: The address or parcel of the pad
You get: What may be built, how much fits, and whether it pencils — residual land value, in the assistant

Asset managementUse this workflow →

Decide the play for a shopping center whose anchor went dark

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

Best Use

Best use for [address], a shopping center with a dark [size] SF anchor box: keep, convert, rebuild or build up — which play wins over 20 years?

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

Asset managementUse this workflow →

Check title and permits before you give a buyer seller reps

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

Due diligence on [address] before we give seller representations: title, permits, liens and encumbrances — what is wrong with it?

You give: The address
You get: Title, permit, lien and encumbrance findings, in the assistant

LegalUse this workflow →

Value every asset with a loan coming due in one batch

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

BOV at Scale

BOV for each of these addresses: [addresses]. Give a value range per building with its comps and reasoning, and set each one against the loan balance listed next to it.

You give: The addresses (the assets with maturing loans); each asset's loan balance
You get: Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)

FinancingUse this workflow →

Price the best off-market targets against what your portfolio is marked at

For REITs & asset managers · also Acquisition & investment teams

ScoutBOV at Scale

Scout [asset type] in [area] with a budget of [budget]. Rank them against this mandate and look up the owners. Then BOV for each of the top three addresses of that shortlist, with a value range per building and its comps.

You give: The area; the asset type; the budget
You get: Ranked shortlist against the mandate, with owners, in the assistant
Then: BOV at Scale — ask for it in the same conversation once step 1 is done

SourcingUse this workflow →

Back a quarterly mark with the latest comparable sales

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

Comps

Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range, to support our current mark.

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

ReportingUse this workflow →

Set the renewal rent to offer a tenant whose lease is expiring

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

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? The tenant renewing there pays [current rent] per SF per year — what should our renewal offer be against market?

You give: The address; suite 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 title and permits before committing capex to a conversion

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

Best UseDD

Best use for [address]: keep, convert, rebuild or build up — which play wins over 20 years? Then run due diligence on it: title, permits, liens and encumbrances that could block that play.

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

Asset managementUse this workflow →

Clear title on an asset before contributing it to a joint venture

For REITs & asset managers · also Real estate counsel, Family offices & private investors

Due diligence on [address] before we contribute it to a joint venture: title, permits, liens and encumbrances — what is wrong with it?

You give: The address
You get: Title, permit, lien and encumbrance findings, in the assistant

LegalUse this workflow →

Price a pool of single-family rentals for a bulk sale

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

BOV at Scale

BOV for each of these addresses: [addresses]. Give a value range per home with its comps and reasoning.

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

DispositionUse this workflow →

Find out whether a tenant in your building is paying under market

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

Market Rent

Market rent for [size] SF of [use] space at [address]: the tenant pays [current rent] per SF per year — am I under-rented?

You give: The address; space 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 →

Cross-check the quarter's NAV marks with an independent batch BOV

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

BOV at Scale

BOV for each of these addresses: [addresses]. Give a value range per building with its comps and reasoning, and flag any where the mark listed next to it falls outside that range.

You give: The addresses with each asset's proposed mark
You get: Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)

ReportingUse this workflow →

Check whether a net-lease tenant's rent is above market before expiry

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

Market Rent

What is the fair market rent for [size] SF of [use] space at [address]? The single tenant pays [current rent] per SF per year under a lease that expires soon — under-rented, at market or over-rented?

You give: The address; building 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 →

Flag assets whose value may have fallen below carrying value

For REITs & asset managers · also Family offices & private investors, Lenders & debt funds

BOV at Scale

BOV for each of these addresses: [addresses]. Give a value range per building with its comps and reasoning, and flag any whose range sits below the carrying value listed next to it.

You give: The addresses with each asset's carrying value
You get: Value range with comps and reasoning, in the assistant Often also: deck (PDF), model workbook (XLSX)

ReportingUse this workflow →

Set apartment renewal increases against market rent

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

Market Rent

What is the fair market rent for a [size] SF [use] apartment at [address]? Our renewing residents pay [current rent] per month — am I under-rented?

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

Asset managementUse this workflow →

Check single-family rental renewals against market rent

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

Market Rent

What is the fair market rent for the [size] SF single-family home at [address]? The resident pays [current rent] per month — am I under-rented?

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

Asset managementUse this workflow →

Show how much value leasing to market would add to an asset

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

Market RentValue Opinion

What is the fair market rent for the [use] space at [address]? Then give me an opinion of value for it from the attached T-12 and rent roll, as it stands and with the leases at that market rent.

You give: The address; the rent roll; the T-12
You get: Fair market rent, $/SF/year and per month, with the leases behind it, in the assistant
Then: Value Opinion — ask for it in the same conversation once step 1 is done

Asset managementUse this workflow →