---
title: Task catalog
url: https://docs.creagents.com/reference/tasks/
description: Every task in every public catalog, with what it does and what your AI will ask you for.
---

# Task catalog

Every task in every public catalog, with what it does and what your AI will ask you for.

Your seat can run the tasks in the catalogs you hold. Pick catalogs on the portal's **Task + Data** page, and see [Catalogs](https://docs.creagents.com/use/catalogs.md) for how that works. Private catalogs built for one firm aren't listed here.

You never need a task's name to run it. Ask in plain words and your AI finds the right one. This list is here to show what's possible.

### General

- **Abstract Commercial Lease:** Produce a Simple Lease Abstract of a commercial lease, eight standard sections (parties/term, rent schedule, expenses, reporting, default, assignment/use, ROFR/ROFO, termination), delivered as a Word document, an Excel attribute sheet, or directly in chat. Your AI will ask for: commercial lease, output format.
- **Abstract Property Condition Report:** Abstract a commercial Property Condition Report (PCR) into a PCR Tear Sheet, a critical-findings callout, property identification, a critical-findings table, an overall condition assessment, and a categorized capital-expenditure schedule normalized to Immediate / Short-Term / Long-Term, as a Word document, an Excel workbook, or directly in chat. Property-type agnostic. Your AI will ask for: property condition report, output format.
- **Abstract Termination Rights from Lease:** Read a commercial lease, extract every tenant right to terminate or reduce its obligation before natural expiration, classify each by impact (High / Medium / Low), and deliver a ~2-page Word memo on the termination risk and its underwriting implications. Your AI will ask for: commercial lease.
- **Analyze County Migration:** A county migration read: net household, population, and AGI flows with the incoming-vs-outgoing wealth signal vs. national and state percentiles, for one site's county, a top-counties screen, or a state ranking. In-chat or Word. Your AI will ask for: request.
- **Analyze Industrial Labor Costs:** Compare labor cost across up to 5 industrial sites: commute-shed labor pool, weighted wages, benchmarks, and a 10-year HR pro forma, lowest-cost site identified. Your AI will ask for: candidate sites.
- **Analyze Lease Rollover Exposure:** A commercial property's lease rollover and expiration exposure: expiration schedule by year, WALT, mark-to-market, and re-leasing/downtime cost on rolling space, as Excel, a dashboard, or in chat. Your AI will ask for: rent roll, property type.
- **Analyze SFR Rental Comps:** A single-family rental comp analysis: model rent estimate cross-checked against selected and adjusted rental comps and active competition, concluded to an achievable rent with zip market context, in-chat, or an Excel comp grid plus map. Your AI will ask for: address.
- **Analyze SFR Sale Comps:** A single-family sales comp analysis: model value estimate cross-checked against selected and adjusted closed sales and active competition, concluded to a defensible value with zip market context, in-chat, or an Excel comp grid plus map. Your AI will ask for: address.
- **Annualize Operating Statement:** Append annualized trailing-period columns (T1, T3, T6, and T12) to a monthly operating statement, matching the file's existing format exactly, with zero formula errors. Your AI will ask for: property income statement with monthly periods.
- **Appeal SFR Property Tax:** Assemble a defensible property-tax appeal for a single-family home: pull the assessment history, build a market-value comp set anchored to the jurisdiction's valuation date, quantify the over-assessment and estimated annual savings, and deliver a filing-ready Word memo with a deadline checklist. Your AI will ask for: address.
- **Assess Tenant Credit Risk:** Estimate the likelihood a tenant meets its lease obligations, by public credit rating or financial-statement analysis, and surface the reasons it might not. Your AI will ask for: tenant name.
- **Assess Zoning Feasibility:** Test whether a proposed development fits a site under current zoning, use, height, FAR, density, setbacks, and parking, as a Pass/Fail/Flag table with the math shown and a plain-English verdict. Your AI will ask for: property address, proposed development.
- **Audit Online Presence & Reviews:** Screen a property's digital footprint: Web Presence + Reputation scores with competitive context, a deep review read by property-type category with opportunities and risks, or both, your choice. Your AI will ask for: property name, property type, property address.
- **Audit T12 Operating History:** Audit a property's trailing-12 operating history: annualize it, map it to a standard chart of accounts, and flag material variances and anomalies with severity-rated, line-by-line follow-up questions. Your AI will ask for: T12 operating history.
- **Build DCF Model:** Build a dynamic, institutional-quality multi-year (default 10-year) real estate DCF model in Excel, unlevered and levered cash flows, reversion, and IRR/equity-multiple returns, ready to fill with your own deal.
- **Build Loan Amortization Schedule:** Build an Excel loan amortization schedule: period-by-period detail, IO and curtailments, balloon, borrower and lender metrics, and the lender APR. Handles fixed or floating/variable rates, new loans or assumptions, and any day-count convention.
- **Build Operating Budget:** Build a forward annual operating budget for any property type: a revenue line off in-place rents, expense lines escalated by each line's own cost driver with a dated source, the management fee, and NOI, as an Excel workbook. Your AI will ask for: prior year financials.
- **Build Rent Schedules from Leases:** Period-by-period rent schedules from 1–10 commercial leases: base rent, escalations, free rent, and stated options, as an Excel workbook, an interactive dashboard, or in chat. Your AI will ask for: commercial leases.
- **Build Sources & Uses Table:** Build a balanced Excel Sources & Uses schedule for an acquisition or development deal: the full Uses (cost) and Sources (capital) line items, debt sized to a stated constraint with equity as the plug, leverage and per-unit read-outs, and the Sources = Uses balance check.
- **Build the Deal Data Room:** Assemble a deal's documents into a standard folder taxonomy and stand up the shareable data room buyers review before offering, with a manifest and a missing-items list. Your AI will ask for: subject property, source files.
- **Calculate Yield Maintenance Penalty:** Quantify a yield-maintenance prepayment penalty against a loan's terms: the present value of remaining payments discounted at a term-matched Treasury plus spread, less the outstanding balance, with the minimum floor tested, stated in dollars and as a percentage of the balance. Your AI will ask for: loan terms, prepayment date.
- **Compare T12 vs. Broker Pro Forma:** Scrub a broker's pro forma against the trailing T12: a line-by-line variance workbook with analyst flags (Reasonable/Aggressive/Conservative/Unsupported) and an IC-quality summary of where the broker is stretching. Your AI will ask for: offering memorandum.
- **Conduct Virtual Site Visit:** A property-type site-visit read from satellite imagery, building to metro zoom, optionally vs. up to 9 comps, as an interactive map plus an in-chat or Word memo. Your AI will ask for: subject property, property type, output format.
- **Create AI Usage Plan:** Audit a CRE professional's recurring work into tasks, score each on impact and feasibility, rank where AI gives the most leverage, and hand back a prioritized plan with a ready-to-run starter prompt for the #1 task.
- **Create Deal Facts:** Turn a deal's raw materials (offering materials, rent roll, T-12, leases) into a single source of truth: extract the key attributes, draft a one-page Deal Facts record, and organize the files under a deal ID, so every pricing and marketing task starts from clean inputs.
- **Create Listing Flyer:** A branded, institutional two-page listing flyer, the right template for the investment type, broker-voice highlights, property-type metrics, a live aerial, and trade-area demographics. Your AI will ask for: deal facts.
- **Draft Blog Post:** A practitioner-voice, SEO-aware CRE blog post on a topic you set, built from your source content (a URL, a file, or pasted text) and written to the house blog style guide. Your AI will ask for: topic or angle.
- **Draft Financing Memorandum:** Assemble a financing memorandum, the debt package a capital markets broker delivers to lenders on a borrower's behalf, for any property type: the financing request and sources & uses, the property, tenancy, market, and comparables evidence, the underwriting bridge, loan sizing against the three tests, the sponsorship case, and the type's lender questions answered preemptively, as a branded presentation deck plus exhibits. Your AI will ask for: deal documents, property address, property type.
- **Draft IC Memo:** Assemble an institutional investment committee memo for any property type, the findings of underwriting and diligence, organized and sourced, with the ask and recommendation on page one, as a branded Word document plus exhibits. Your AI will ask for: deal documents, property address, property type.
- **Draft LinkedIn Post:** A scroll-stopping LinkedIn feed post for a CRE professional on a topic you set, built from your source content (a URL, a file, or pasted text) and written to the house LinkedIn style guide. Your AI will ask for: topic or angle.
- **Draft Meeting Notes Summary:** A one-page Word recap of a meeting transcript, header, a lead-with-substance summary, key discussion points, decisions, an Owner/Action Item/Due Date table, and next steps. Your AI will ask for: meeting transcript.
- **Draft Professional Bio:** A professional CRE bio in the format you pick, short-form social, speaker / conference, website / team page, social About section, or full bio, led by relevance and proven with specifics. Your AI will ask for: bio type, info source, person name.
- **Draft Professional Email:** A polished, copy-ready CRE email from a recipient name and what you want to say, the right type (thank-you, intro, follow-up, technical, scheduling) in the firm's warm, concise house voice. Your AI will ask for: description of how to respond.
- **Draft Zoning Due Diligence Memo:** Draft a one-page zoning due diligence memo for a site, zone classification, permitted uses, development controls, parking, and notable flags, tailored to a proposed use if you give one. Word or in-chat. Your AI will ask for: property address, output format.
- **Find Tax Benefits & Incentives:** Discover, size, and rank the federal / state / county / municipal tax incentives, credits, abatements, and grants a US property qualifies for, as a ranked, dollar-sized Word memo. Your AI will ask for: property address.
- **Generate Demographics Report:** A demographics briefing for a site and its trade area, population, income, housing, and the derived demand metrics vs. national percentiles, at the block group and over a radius. In-chat or Word. Your AI will ask for: property address.
- **Generate Employment Report:** A county labor-market report: employment, momentum, resilience, and property-type demand vs national percentiles, for one county, a market screen, or a comparison. Your AI will ask for: request.
- **Generate Land Development Property Overview:** A two-layer Property Level Overview for a land/development site, parcel, ownership, zoning, comp plan, wetlands/topography, designations, demographics, road frontage, and major challenges, as a Word document, plus a utility-inquiry email. Your AI will ask for: property address.
- **Map Points of Interest:** Find and map the points of interest around a site, competitors, anchors, traffic generators, amenities, or a curated shortlist, as an interactive map with a ranked, linked legend. Your AI will ask for: request.
- **Map to Chart of Accounts:** Map every line item on a property operating / income statement to a standardized, property-type chart of accounts (or your own custom COA) and return a formatted Excel workbook, a detailed mapping plus a SUMIF rollup that ties to NOI. Your AI will ask for: operating statement.
- **Map Traffic Counts:** Plot subject sites and the nearby DOT traffic-count stations on an interactive map, with a ranked comparison table of AADT, road class, and station distance for up to 25 candidate sites. Your AI will ask for: addresses.
- **Offering Memorandum:** Produce a complete commercial real estate offering memorandum (OM) for any property type, plan the slides from the asset class, extract the deal's documents, populate the financial exhibits from the broker's model, build the market and comparable sections, write the narrative, and assemble a branded presentation, orchestrated end to end and QA'd against the property type's slide list. Your AI will ask for: property address, property type, deal documents.
- **Parse Multifamily Rent Roll:** Clean and standardize any multifamily rent roll (Excel/CSV/PDF, any PM system) into a one-row-per-unit Excel on a standard schema, with a Unit Mix summary tab, unit counts, occupancy, and average SF/rent by unit type and by SF range. Your AI will ask for: rent roll file.
- **Phase I Environmental Review:** A one-page Phase I environmental tear sheet from a Phase I ESA: the Phase-II verdict, a RECs/CRECs/HRECs findings table, ongoing compliance obligations, and next-step action items. Your AI will ask for: phase i report.
- **Populate LOI:** Draft a commercial Letter of Intent, purchase/sale, commercial lease, or business sale, through a short interview: gather the deal terms, populate the standard CRE Agents template (or your firm's own form), brand the letterhead with your logo, and return a ready-to-send .docx plus a matching counterparty cover email. The legal body is the same every time; only the deal's values, clauses, and your logo change.
- **Prepare Broker Opinion of Value:** A listing-pitch broker opinion of value: the income and sales-comparison approaches reconciled to a recommended pricing range, plus the go-to-market and disposition strategy to win the listing. Your AI will ask for: deal facts.
- **Prepare Closing Checklist:** Build a deal-specific commercial real estate closing checklist (Excel or Word) for an active acquisition, cover info, key dates with consequence-of-missing, a milestone tracker by workstream, the closing-document checklist, prorations, and post-closing tasks, all dated to the deal calendar from PSA execution through 90 days post-close. Your AI will ask for: output format, property type, financing type.
- **Pull Interest Rate Report:** A 2–3 paragraph benchmark-rate briefing (SOFR, Treasuries, swap curve, more) pulled live and framed for your purpose, loan sizing, refi, hedging, disposition, construction, or a committee update. Your AI will ask for: rate check purpose.
- **Reconcile CAM Charges:** Reconcile one commercial tenant's annual CAM (common area maintenance) charges from the landlord's side: take the lease terms and the property's actual operating expenses and produce an audit-ready worksheet plus a tenant notification letter. Your AI will ask for: lease or lease abstract, actual operating expenses.
- **Reconcile Estoppel to Lease:** Compare an executed tenant estoppel against the lease (+ addenda): every term as Match / Discrepancy / Silent / Not-in-lease, a Clean / Minor / Action-Required verdict, annualized $ exposure, and specific next actions. Your AI will ask for: estoppel certificate, lease file.
- **Research 5-Year Market Fundamentals:** A single-market five-year fundamentals read, vacancy, market rent, deliveries, and rent growth by year, through your investment lens, as an interactive dashboard. Your AI will ask for: market, property type.
- **Research a Firm:** An intelligence dossier on a company or capital source, what they do, their mandate and scale, recent activity, key people, fact-paired talking points, and cited sources, from open web research plus a verified firmographic snapshot. Your AI will ask for: firm name.
- **Research a Person:** A pre-meeting brief on an individual, who they are, what they care about now, fact-paired talking points, a background snapshot, and cited sources, from open web research. Your AI will ask for: persons name.
- **Research Pay & Role Requirements:** Research a CRE role's hiring market: the role profile (responsibilities, must-haves) and a market pay-and-benefits range, plus an optional job description. Your AI will ask for: role title, location.
- **Review Confidentiality Agreement:** Review a CA/NDA through the lens of your deal role: a prioritized High/Medium/Low issues table with business-intent fixes, missing-provision callouts, and a signable-or-redline bottom line. Your AI will ask for: confidentiality agreement, your role.
- **Review Loan Documents:** Review CRE loan documents vs. the commitment: guaranty carve-outs, cash management, reserves, and covenants, the terms that expose the borrower, each with a recommended fix. Your AI will ask for: loan documents.
- **Review Purchase and Sale Agreement:** Review a commercial PSA through your deal role: a sign / negotiate / walk bottom line and a prioritized list of the terms that expose you, each with the business-intent fix. Your AI will ask for: purchase sale agreement, your role.
- **Review Title & Survey:** Review a title commitment and survey: each Schedule B-II exception graded remove / insure over / accept / negotiate, plus survey red flags (encroachments, access, flood) and endorsements to request. Your AI will ask for: title commitment.
- **Screen Deal Against Buy Box:** Run an initial go/no-go screen of a new acquisition against the team's own buy box, any property type. Establish the buy box (give it now, or recover it from prior conversations), pull the deal's facts from the OM, then test each criterion against the right evidence (running deeper analyses where a box demands them) and return a Pass / Fail / Needs Further Review verdict per criterion plus a final recommendation. Your AI will ask for: offering memorandum.
- **Screen LIHTC Acquisition Opportunity:** A preliminary go/no-go acquisition memo for an existing LIHTC property from one address: deal-killer screen, rent gap, basis boost, saturation, resyndication napkin math, and ownership/sales history. Your AI will ask for: property address.
- **Select Lender & Capital Structure:** Recommend the right lender types and capital structure for an acquisition or refinance, elimination-first filtering on the deal's metrics, stabilized vs. transitional logic, capital-stack layering, and a paired exit for any bridge, with lender criteria and pricing pulled live, not asserted from memory. Your AI will ask for: deal summary, underwriting.
- **Size Permanent Mortgage Loan:** Size the maximum permanent loan against a stabilized NOI under the LTV, DSCR, and debt-yield tests, anchored to live benchmark rates, and flag the binding constraint. Your AI will ask for: property value, stabilized NOI.
- **Source Prospective Lenders:** Act as a capital-markets advisor and assemble a ranked, contactable target list of prospective lenders for a specific financing engagement, across any property type and loan type (acquisition, refinance, senior, junior/mezzanine, bridge, or construction). Profile the target lender categories and loan-size band, research the named institutions most likely to quote (fanning out to sub-agents or deep research), score each on likelihood-of-fit, and estimate indicative proceeds and terms, delivered as an Excel target list ready for outreach. Your AI will ask for: deal summary, financing request.
- **Stabilized Pro Forma:** Underwrite any commercial property, multifamily, office, retail, industrial, hotel, and the specialty types, to a stabilized NOI and a direct-cap value from the deal's own financials, delivered as an Excel model plus an IC-ready conclusion framed to your seat in the deal. Your AI will ask for: deal financials, investor role.
- **Underwrite Multifamily Rent Roll:** Clean a multifamily rent roll, then analyze it, occupancy and projected occupancy, loss-to-lease, lease-expiration exposure, delinquency, and portfolio categorization, and deliver an interactive (optionally firm-branded) dashboard plus written findings. Your AI will ask for: rent roll file.
- **Underwrite Operating Expenses:** Benchmark a property's operating expenses against property-type comps: the OpEx ratio and each material line positioned within its comp range, the drivers, and the expense-side value-add quantified as an NOI delta, as an Excel workbook. Your AI will ask for: property financials.
- **Underwrite Stabilized Property Tax:** Estimate a subject property's stabilized annual property tax, current tax position, recommended figure with the reassessment-delta walkthrough, a jurisdiction-anchored sensitivity table, and prioritized diligence items. Your AI will ask for: property address, underwritten value.

### Acquisitions

- **Abstract Commercial Lease:** Produce a Simple Lease Abstract of a commercial lease, eight standard sections (parties/term, rent schedule, expenses, reporting, default, assignment/use, ROFR/ROFO, termination), delivered as a Word document, an Excel attribute sheet, or directly in chat. Your AI will ask for: commercial lease, output format.
- **Abstract Property Condition Report:** Abstract a commercial Property Condition Report (PCR) into a PCR Tear Sheet, a critical-findings callout, property identification, a critical-findings table, an overall condition assessment, and a categorized capital-expenditure schedule normalized to Immediate / Short-Term / Long-Term, as a Word document, an Excel workbook, or directly in chat. Property-type agnostic. Your AI will ask for: property condition report, output format.
- **Abstract Termination Rights from Lease:** Read a commercial lease, extract every tenant right to terminate or reduce its obligation before natural expiration, classify each by impact (High / Medium / Low), and deliver a ~2-page Word memo on the termination risk and its underwriting implications. Your AI will ask for: commercial lease.
- **Analyze County Migration:** A county migration read: net household, population, and AGI flows with the incoming-vs-outgoing wealth signal vs. national and state percentiles, for one site's county, a top-counties screen, or a state ranking. In-chat or Word. Your AI will ask for: request.
- **Analyze Lease Rollover Exposure:** A commercial property's lease rollover and expiration exposure: expiration schedule by year, WALT, mark-to-market, and re-leasing/downtime cost on rolling space, as Excel, a dashboard, or in chat. Your AI will ask for: rent roll, property type.
- **Annualize Operating Statement:** Append annualized trailing-period columns (T1, T3, T6, and T12) to a monthly operating statement, matching the file's existing format exactly, with zero formula errors. Your AI will ask for: property income statement with monthly periods.
- **Assess New Supply Risk:** Stresses a deal's rent-growth and lease-up assumptions against the county and MSA permit pipeline and the Supply Pressure Index, with a flag for the IC risk section. In-chat or Word. Your AI will ask for: address.
- **Assess Tenant Credit Risk:** Estimate the likelihood a tenant meets its lease obligations, by public credit rating or financial-statement analysis, and surface the reasons it might not. Your AI will ask for: tenant name.
- **Assess Zoning Feasibility:** Test whether a proposed development fits a site under current zoning, use, height, FAR, density, setbacks, and parking, as a Pass/Fail/Flag table with the math shown and a plain-English verdict. Your AI will ask for: property address, proposed development.
- **Audit Online Presence & Reviews:** Screen a property's digital footprint: Web Presence + Reputation scores with competitive context, a deep review read by property-type category with opportunities and risks, or both, your choice. Your AI will ask for: property name, property type, property address.
- **Audit T12 Operating History:** Audit a property's trailing-12 operating history: annualize it, map it to a standard chart of accounts, and flag material variances and anomalies with severity-rated, line-by-line follow-up questions. Your AI will ask for: T12 operating history.
- **Build Commercial Rent Roll:** A current commercial rent roll built from a property's leases, one row per suite/tenant with leased SF, term, in-place base rent, expense responsibility, escalations, options, and deposit, plus a summary (% leased, in-place base rent, WALT, expirations by year), as a single-worksheet Excel file. Your AI will ask for: commercial leases.
- **Build DCF Model:** Build a dynamic, institutional-quality multi-year (default 10-year) real estate DCF model in Excel, unlevered and levered cash flows, reversion, and IRR/equity-multiple returns, ready to fill with your own deal.
- **Build Loan Amortization Schedule:** Build an Excel loan amortization schedule: period-by-period detail, IO and curtailments, balloon, borrower and lender metrics, and the lender APR. Handles fixed or floating/variable rates, new loans or assumptions, and any day-count convention.
- **Build Sources & Uses Table:** Build a balanced Excel Sources & Uses schedule for an acquisition or development deal: the full Uses (cost) and Sources (capital) line items, debt sized to a stated constraint with equity as the plug, leverage and per-unit read-outs, and the Sources = Uses balance check.
- **Compare T12 vs. Broker Pro Forma:** Scrub the broker's pro forma against the trailing T12 before you bid: a line-by-line variance workbook with analyst flags (Reasonable/Aggressive/ Conservative/Unsupported) and an IC-quality summary of where the seller is stretching. Your AI will ask for: offering memorandum.
- **Conduct Virtual Site Visit:** A property-type site-visit read from satellite imagery, building to metro zoom, optionally vs. up to 9 comps, as an interactive map plus an in-chat or Word memo. Your AI will ask for: subject property, property type, output format.
- **Derive Macro Underwriting Assumptions:** Macro underwriting assumptions for the model and IC: directional tilts and bands for rent growth, expense and cost inflation, exit-cap drift, and the rate path. Your AI will ask for: deal context.
- **Draft IC Memo:** Assemble an institutional investment committee memo for any property type, the findings of underwriting and diligence, organized and sourced, with the ask and recommendation on page one, as a branded Word document plus exhibits. Your AI will ask for: deal documents, property address, property type.
- **Draft Zoning Due Diligence Memo:** Draft a one-page zoning due diligence memo for a site, zone classification, permitted uses, development controls, parking, and notable flags, tailored to a proposed use if you give one. Word or in-chat. Your AI will ask for: property address, output format.
- **Find Tax Benefits & Incentives:** Discover, size, and rank the federal / state / county / municipal tax incentives, credits, abatements, and grants a US property qualifies for, as a ranked, dollar-sized Word memo. Your AI will ask for: property address.
- **Generate Demographics Report:** A demographics briefing for a site and its trade area: population, income, housing, and the derived demand metrics vs. national percentiles, at the block group and over a radius. In-chat or Word. Your AI will ask for: property address.
- **Generate Employment Report:** A county labor-market report: employment, momentum, resilience, and property-type demand vs national percentiles: for one county, a market screen, or a comparison. Your AI will ask for: request.
- **Map Points of Interest:** Find and map the points of interest around a site: competitors, anchors, traffic generators, amenities, or a curated shortlist, as an interactive map with a ranked, linked legend. Your AI will ask for: request.
- **Map to Chart of Accounts:** Map every line item on a property operating / income statement to a standardized, property-type chart of accounts (or your own custom COA) and return a formatted Excel workbook, a detailed mapping plus a SUMIF rollup that ties to NOI. Your AI will ask for: operating statement.
- **Map Traffic Counts:** Plot subject sites and the nearby DOT traffic-count stations on an interactive map, with a ranked comparison table of AADT, road class, and station distance for up to 25 candidate sites. Your AI will ask for: addresses.
- **Parse Multifamily Rent Roll:** Clean and standardize any multifamily rent roll (Excel/CSV/PDF, any PM system) into a one-row-per-unit Excel on a standard schema, with a Unit Mix summary tab, unit counts, occupancy, and average SF/rent by unit type and by SF range. Your AI will ask for: rent roll file.
- **Phase I Environmental Review:** A one-page Phase I environmental tear sheet from a Phase I ESA: the Phase-II verdict, a RECs/CRECs/HRECs findings table, ongoing compliance obligations, and next-step action items. Your AI will ask for: phase i report.
- **Populate LOI:** Draft a commercial Letter of Intent, purchase/sale, commercial lease, or business sale, through a short interview: gather the deal terms, populate the standard CRE Agents template (or your firm's own form), brand the letterhead with your logo, and return a ready-to-send .docx plus a matching counterparty cover email. The legal body is the same every time; only the deal's values, clauses, and your logo change.
- **Prepare Closing Checklist:** Build a deal-specific commercial real estate closing checklist (Excel or Word) for an active transaction (a sale or a purchase) cover info, key dates with consequence-of-missing, a milestone tracker by workstream, the closing-document checklist, prorations, and post-closing tasks, all dated to the deal calendar from PSA execution through 90 days post-close. Your AI will ask for: output format, property type, financing type.
- **Pull Interest Rate Report:** A 2–3 paragraph benchmark-rate briefing (SOFR, Treasuries, swap curve, more) pulled live and framed for your purpose, loan sizing, refi, hedging, disposition, construction, or a committee update. Your AI will ask for: rate check purpose.
- **Reconcile Estoppel to Lease:** Compare an executed tenant estoppel against the lease (+ addenda): every term as Match / Discrepancy / Silent / Not-in-lease, a Clean / Minor / Action-Required verdict, annualized $ exposure, and specific next actions. Your AI will ask for: estoppel certificate, lease file.
- **Research 5-Year Market Fundamentals:** A single-market five-year fundamentals read, vacancy, market rent, deliveries, and rent growth by year, through your investment lens, as an interactive dashboard. Your AI will ask for: market, property type.
- **Research a Firm:** An intelligence dossier on a company or capital source, what they do, their mandate and scale, recent activity, key people, fact-paired talking points, and cited sources, from open web research plus a verified firmographic snapshot. Your AI will ask for: firm name.
- **Research a Person:** A pre-meeting brief on an individual, who they are, what they care about now, fact-paired talking points, a background snapshot, and cited sources, from open web research. Your AI will ask for: persons name.
- **Review Confidentiality Agreement:** Review a CA/NDA from the buy side: a prioritized High/Medium/Low issues table with business-intent fixes, missing-provision callouts, and a sign-now-or-redline bottom line to get you into the data room fast. Your AI will ask for: confidentiality agreement, your role.
- **Review Loan Documents:** Review CRE loan documents vs. the commitment: guaranty carve-outs, cash management, reserves, and covenants, the terms that expose the borrower, each with a recommended fix. Your AI will ask for: loan documents.
- **Review Purchase and Sale Agreement:** Review a commercial PSA from the buy side: a sign / re-trade / walk bottom line and a prioritized list of the terms that expose your basis, each with the business-intent fix. Your AI will ask for: purchase sale agreement, your role.
- **Review Title & Survey:** Review a title commitment and survey: each Schedule B-II exception graded remove / insure over / accept / negotiate, plus survey red flags (encroachments, access, flood) and endorsements to request. Your AI will ask for: title commitment.
- **Screen Deal Against Buy Box:** Run an initial go/no-go screen of a new deal against your team's buy box, any property type. Establish the buy box (give it now, or recover it from prior conversations), pull the deal's facts from the OM, then test each criterion against the right evidence (running deeper analyses where a box demands them) and return a Pass / Fail / Needs Further Review verdict per criterion plus a final recommendation. Your AI will ask for: offering memorandum.
- **Screen LIHTC Acquisition Opportunity:** A preliminary go/no-go acquisition memo for an existing LIHTC property from one address: deal-killer screen, rent gap, basis boost, saturation, resyndication napkin math, and ownership/sales history. Your AI will ask for: property address.
- **Screen Physical And Climate Risk:** A one-call address screen (flood, seismic, wildfire, severe weather, contamination) turned into insurance and CapEx-reserve impact on the underwrite and an IC-memo risk section. In-chat or Word. Your AI will ask for: address.
- **Select Lender & Capital Structure:** Recommend the right lender types and capital structure for an acquisition or refinance, elimination-first filtering on the deal's metrics, stabilized vs. transitional logic, capital-stack layering, and a paired exit for any bridge, with lender criteria and pricing pulled live, not asserted from memory. Your AI will ask for: deal summary, underwriting.
- **Size Permanent Mortgage Loan:** Size the maximum permanent loan against a stabilized NOI under the LTV, DSCR, and debt-yield tests, anchored to live benchmark rates, and flag the binding constraint. Your AI will ask for: property value, stabilized NOI.
- **Source Prospective Lenders:** Build a ranked, contactable target list of prospective lenders to finance a specific acquisition, the named institutions most likely to quote and able to close by the PSA date. Profile the target lender categories and loan-size band, research the lenders (fanning out to sub-agents or deep research), score each on likelihood-of-fit and certainty of execution, and estimate indicative proceeds and terms, delivered as an Excel target list ready for outreach. Your AI will ask for: deal summary, financing request.
- **Stabilized Pro Forma:** Underwrite any commercial property, multifamily, office, retail, industrial, hotel, and the specialty types, to a stabilized NOI and a direct-cap value from the deal's own financials, delivered as an Excel model plus an IC-ready conclusion: the basis behind your bid, framed to your seat in the deal. Your AI will ask for: deal financials, investor role.
- **Underwrite Multifamily Rent Roll:** Clean a multifamily rent roll, then analyze it, occupancy and projected occupancy, loss-to-lease, lease-expiration exposure, delinquency, and portfolio categorization, and deliver an interactive (optionally firm-branded) dashboard plus written findings to underwrite the deal. Your AI will ask for: rent roll file.
- **Underwrite Operating Expenses:** Benchmark a property's operating expenses against property-type comps: the OpEx ratio and each material line positioned within its comp range, the drivers, and the expense-side value-add quantified as an NOI delta, as an Excel workbook. Your AI will ask for: property financials.
- **Underwrite Stabilized Property Tax:** Estimate a subject property's stabilized annual property tax, current tax position, recommended figure with the reassessment-delta walkthrough, a jurisdiction-anchored sensitivity table, and prioritized diligence items. Your AI will ask for: property address, underwritten value.

### Asset Management

- **Abstract Commercial Lease:** Produce a Simple Lease Abstract of a commercial lease, eight standard sections (parties/term, rent schedule, expenses, reporting, default, assignment/use, ROFR/ROFO, termination), delivered as a Word document, an Excel attribute sheet, or directly in chat. Your AI will ask for: commercial lease, output format.
- **Abstract Property Condition Report:** Abstract a commercial Property Condition Report (PCR) into a PCR Tear Sheet, a critical-findings callout, property identification, a critical-findings table, an overall condition assessment, and a categorized capital-expenditure schedule normalized to Immediate / Short-Term / Long-Term, as a Word document, an Excel workbook, or directly in chat. Property-type agnostic. Your AI will ask for: property condition report, output format.
- **Abstract Termination Rights from Lease:** Read a commercial lease, extract every tenant right to terminate or reduce its obligation before natural expiration, classify each by impact (High / Medium / Low), and deliver a ~2-page Word memo on the termination risk and its underwriting implications. Your AI will ask for: commercial lease.
- **Analyze County Migration:** A county migration read: net household, population, and AGI flows with the incoming-vs-outgoing wealth signal vs. national and state percentiles, for one site's county, a top-counties screen, or a state ranking. In-chat or Word. Your AI will ask for: request.
- **Analyze Interest Rate Cap:** Analyze the interest-rate cap (or swap) on a floating-rate loan: project capped vs uncapped vs swapped debt service across the hold on the SOFR forward curve, select the strike that holds the DSCR covenant at the lowest premium, mark and budget the cap replacement, and recommend the instrument and strike. Your AI will ask for: floating loan terms.
- **Analyze Lease Renewal Economics:** Decide whether to renew an expiring commercial tenant or relet the space to the market, building the net effective rent (NER) of each path on a present-valued, like-for-like footing (gross rent over term, less free rent, TI, and leasing commissions, net of downtime), the landlord's- indifference breakeven renewal rent, and the recommendation, as Excel or in chat. Your AI will ask for: expiring lease terms.
- **Analyze Lease Rollover Exposure:** A commercial property's lease rollover and expiration exposure: expiration schedule by year, WALT, mark-to-market, and re-leasing/downtime cost on rolling space, as Excel, a dashboard, or in chat. Your AI will ask for: rent roll, property type.
- **Annualize Operating Statement:** Append annualized trailing-period columns (T1, T3, T6, and T12) to a monthly operating statement, matching the file's existing format exactly, with zero formula errors. Your AI will ask for: property income statement with monthly periods.
- **Assess Macro Timing Signal:** A macro timing signal for an owned asset: where the rate and credit cycle sits, what moved since the plan, and whether to hold, reforecast, or act on the refi/exit window. Your AI will ask for: request.
- **Assess Physical Risk Exposure:** A physical and climate hazard screen for an asset: FEMA NRI, flood, seismic, wildfire, and weather, tied to the insurance line, resilience reserves, and a portfolio risk flag. Your AI will ask for: address.
- **Assess Tenant Credit Risk:** Estimate the likelihood a tenant meets its lease obligations, by public credit rating or financial-statement analysis, and surface the reasons it might not. Your AI will ask for: tenant name.
- **Audit T12 Operating History:** Audit a property's trailing-12 operating history: annualize it, map it to a standard chart of accounts, and flag material variances and anomalies with severity-rated, line-by-line follow-up questions. Your AI will ask for: T12 operating history.
- **Build Asset Business Plan:** Assemble an annual (or hold-period) asset business plan for any property type, the hold recommendation and value targets up front, performance vs the prior plan and underwriting, the income/leasing, operating/margin, capital, and debt plans, the valuation and hold/sell thesis, the risks, and a year-ahead action plan, as a branded Word document, from the analyses you have plus any gaps filled by the underlying tasks. Your AI will ask for: asset overview.
- **Build Asset Management Dashboard:** Build a periodic asset-management dashboard for a single asset or a portfolio, rolling occupancy and economic occupancy, NOI vs budget and prior, leasing and rollover, capital and reserve status, and the debt metrics (DSCR, debt yield, LTV, maturity) into one Excel workbook with a short health read. Your AI will ask for: performance inputs.
- **Build Budget vs. Actual Variance:** Build a line-level budget-vs-actual variance report for any property type: each account's budget, actual, variance $ and %, MTD and YTD, flagged favorable/unfavorable, with the material drivers attributed (volume/rate/timing) and the full-year NOI run-rate read, as an Excel workbook (or chat-only). Your AI will ask for: actuals, budget.
- **Build CapEx Reserve Plan:** Build a multi-year capital-expenditure and capital-reserve schedule for any property type: immediate / short-term / long-term needs classified into immediate, recurring replacement, and discretionary value-add; an annual reserve contribution sized for adequacy and reconciled to the current balance; and discretionary projects ranked by ROI, as an Excel workbook (or in chat). Your AI will ask for: property details.
- **Build Capital-Event War Room:** Stand up the seller / borrower / sponsor-side war room for a chosen capital event, sale, loan/refinance, or recapitalization: the deal-team roster and RACI, the event-tuned diligence checklist and data-room index, a have/need/gap document tracker, the critical-path timeline to close with the gating milestone named, and a readiness scorecard plus re-trade / value-leakage risk register to clear before going to market, as a branded Word command document plus an Excel data-room / tracker workbook. Your AI will ask for: event type, asset profile.
- **Build Commercial Rent Roll:** A current commercial rent roll built from a property's leases, one row per suite/tenant with leased SF, term, in-place base rent, expense responsibility, escalations, options, and deposit, plus a summary (% leased, in-place base rent, WALT, expirations by year), as a single-worksheet Excel file. Your AI will ask for: commercial leases.
- **Build Construction Progress Update:** Build an owner-facing construction / renovation progress update from the period's status: budget vs. actual with contingency, schedule & milestones (on/ahead/behind), draw status, change orders, units/SF delivered, and risks & look-ahead, delivered as a branded Word report. Your AI will ask for: project status inputs.
- **Build DCF Model:** Build a dynamic, institutional-quality multi-year (default 10-year) real estate DCF model in Excel, unlevered and levered cash flows, reversion, and IRR/equity-multiple returns, ready to fill with your own deal.
- **Build Hold-Sell Analysis:** Decide hold vs sell vs cash-out refinance at an asset's realization point, building the net sale proceeds today, the go-forward (marginal) return of continuing to hold the business plan from the forward DCF, and the net cash-out refinance alternative, all measured on the remaining at-risk equity, with the breakeven and a plain recommendation. Your AI will ask for: property financials.
- **Build Insurance Budget:** Build a defensible annual property-insurance budget: the coverage lines the asset needs by type and geography, each premium on a stated rate basis ($/unit or $/SF and $/$100 of TIV) and benchmarked within its comp range, the deductible/named-storm structure, and a hard-market escalation off the expiring policy, as an Excel workbook plus a findings read. Your AI will ask for: property details.
- **Build Operating Budget:** Build a forward annual operating budget for any property type: a revenue line off in-place rents, expense lines escalated by each line's own cost driver with a dated source, the management fee, and NOI, as an Excel workbook. Your AI will ask for: prior year financials.
- **Build Property Tax Appeal:** Assemble a defensible property-tax appeal for an income-producing commercial property: anchor to the jurisdiction's valuation date, build the case for a lower value primarily through the income approach (corroborated by sales comps), compare the assessor's implied value to the indicated value, quantify the over-assessment and the annual tax savings, raise the equity argument where it helps, and deliver a filing-ready package with a deadline checklist. Your AI will ask for: property address, property financials.
- **Build Refinance Comparison:** Compare refinancing the existing debt against holding the current loan and against selling, sizing new proceeds at current market rates, netting the prepayment / yield-maintenance and closing costs, and scoring all three paths on DSCR, debt yield, LTV, and the levered return on the owner's equity, with the breakeven and the decision read. Your AI will ask for: existing loan terms, property financials.
- **Build the Asset Data Room:** When you take an asset to market, assemble its documents into a shareable data room buyers and lenders review before offering, with a manifest and a missing-items list. Your AI will ask for: subject property, source files.
- **Calculate Yield Maintenance Penalty:** Quantify a yield-maintenance prepayment penalty against a loan's terms, the present value of remaining payments discounted at a term-matched Treasury plus spread, less the outstanding balance, with the minimum floor tested, stated in dollars and as a percentage of the balance. Your AI will ask for: loan terms, prepayment date.
- **Find Tax Benefits & Incentives:** Discover, size, and rank the federal / state / county / municipal tax incentives, credits, abatements, and grants a US property qualifies for, as a ranked, dollar-sized Word memo. Your AI will ask for: property address.
- **Generate Demographics Report:** A demographics briefing for a site and its trade area, population, income, housing, and the derived demand metrics vs. national percentiles, at the block group and over a radius. In-chat or Word. Your AI will ask for: property address.
- **Generate Employment Report:** A county labor-market report: employment, momentum, resilience, and property-type demand vs national percentiles, for one county, a market screen, or a comparison. Your AI will ask for: request.
- **Map Points of Interest:** Find and map the points of interest around a site, competitors, anchors, traffic generators, amenities, or a curated shortlist, as an interactive map with a ranked, linked legend. Your AI will ask for: request.
- **Map to Chart of Accounts:** Map every line item on a property operating / income statement to a standardized, property-type chart of accounts (or your own custom COA) and return a formatted Excel workbook, a detailed mapping plus a SUMIF rollup that ties to NOI. Your AI will ask for: operating statement.
- **Map Traffic Counts:** Plot subject sites and the nearby DOT traffic-count stations on an interactive map, with a ranked comparison table of AADT, road class, and station distance for up to 25 candidate sites. Your AI will ask for: addresses.
- **Mark Asset to Fair Value:** Mark an asset to current fair value for NAV and return tracking: reconcile a direct-cap value, a DCF, and a sales-comparison cross-check to a defensible conclusion, then bridge the quarter-over-quarter change to NOI growth, cap-rate movement, capital invested, and roll-forward. An internal mark, not an appraisal. Your AI will ask for: property financials.
- **Monitor Competitive Supply Pipeline:** A competitive new-supply monitor for an asset's submarket: the permit pipeline, Supply Pressure Index, and unit mix that bear on budgeted rents, renewals, and exit timing. Your AI will ask for: address.
- **Pull Interest Rate Report:** A 2–3 paragraph benchmark-rate briefing (SOFR, Treasuries, swap curve, more) pulled live and framed for your purpose: loan sizing, refi, hedging, disposition, construction, or a committee update. Your AI will ask for: rate check purpose.
- **Reconcile CAM Charges:** Reconcile one commercial tenant's annual CAM (common area maintenance) charges from the landlord's side: take the lease terms and the property's actual operating expenses and produce an audit-ready worksheet plus a tenant notification letter. Your AI will ask for: lease or lease abstract, actual operating expenses.
- **Research a Firm:** An intelligence dossier on a company or capital source (what they do, their mandate and scale, recent activity, key people, fact-paired talking points, and cited sources) from open web research plus a verified firmographic snapshot. Your AI will ask for: firm name.
- **Research a Person:** A pre-meeting brief on an individual (who they are, what they care about now, fact-paired talking points, a background snapshot, and cited sources) from open web research. Your AI will ask for: persons name.
- **Review Loan Documents:** Review CRE loan documents vs. the commitment: guaranty carve-outs, cash management, reserves, and covenants, the terms that expose the borrower, each with a recommended fix. Your AI will ask for: loan documents.
- **Run Sensitivity Analysis:** Stress-test an underwriting in its own model: tornado-ranked drivers, two-variable sensitivity grids, base/upside/downside scenarios, and stated breakeven thresholds with cushions. Your AI will ask for: model or underwriting.
- **Size Permanent Mortgage Loan:** Size the maximum permanent loan against a stabilized NOI under the LTV, DSCR, and debt-yield tests, anchored to live benchmark rates, and flag the binding constraint. Your AI will ask for: property value, stabilized NOI.
- **Source Prospective Lenders:** Build a ranked, contactable target list of prospective lenders to refinance an asset's existing debt, at or ahead of maturity, or for a cash-out. Profile the target lender categories and loan-size band against the in-place loan, research the lenders (fanning out to sub-agents or deep research), score each on likelihood-of-fit, and estimate indicative net proceeds and terms after prepayment cost, delivered as an Excel target list ready for outreach. Your AI will ask for: deal summary, financing request.
- **Stabilized Pro Forma:** Underwrite any commercial property, multifamily, office, retail, industrial, hotel, and the specialty types, to a stabilized NOI and a direct-cap value from the deal's own financials, delivered as an Excel model plus an IC-ready conclusion framed to your seat in the deal. Your AI will ask for: deal financials, investor role.
- **Test Loan Covenant Compliance:** Test a CRE loan's financial covenants against the period financials, computing each tested metric (DSCR, debt yield, LTV, occupancy, guarantor tests) on the loan's own definition, comparing to the threshold with the cushion to breach and the trend, classifying PASS / WATCH / BREACH, and mapping the cure rights and the reporting calendar, as a compliance certificate in Excel, Word, or chat. Your AI will ask for: loan terms, period financials.
- **Underwrite Capital Project:** Underwrite a single discretionary capital project as an investment for any property type: the do-nothing baseline, the all-in project cost (including disruption), the incremental benefit (NOI lift, value lift, and/or cost avoidance), and the investment metrics, yield-on-cost vs the market cap rate, simple and discounted payback, ROI, and project NPV/IRR at the asset's discount rate, with a risk-adjusted fund / defer / skip call and a ranking against competing projects. Your AI will ask for: project scope, asset financials.
- **Underwrite Operating Expenses:** Benchmark a property's operating expenses against property-type comps: the OpEx ratio and each material line positioned within its comp range, the drivers, and the expense-side value-add quantified as an NOI delta, as an Excel workbook. Your AI will ask for: property financials.
- **Underwrite Stabilized Property Tax:** Estimate a subject property's stabilized annual property tax, current tax position, recommended figure with the reassessment-delta walkthrough, a jurisdiction-anchored sensitivity table, and prioritized diligence items. Your AI will ask for: property address, underwritten value.

### Capital Advisory

- **Build Capital Raise Pipeline:** Build and maintain the LP capital-raise funnel, one row per investor staged target → contacted → engaged → diligence → soft-circle → committed → closed, with target/soft/hard commitment amounts, probability, owner, and next step, plus a dashboard of progress-to-target, weighted pipeline, and the funnel by stage, so the advisor can run the represented manager's raise to its number and see where it stalls. Your AI will ask for: raise target.
- **Build Fund Fact Sheet:** Build the recurring one-page fund fact sheet / tearsheet for a represented manager's fund , identity and strategy, key facts, the headline performance metrics for the fund type with their as-of date, capital activity, and portfolio mix, as a branded one-page Word document or slide, in the prospect or existing-LP variant. Your AI will ask for: fund data, reporting period.
- **Build Investor Intro Deck:** Assemble a branded fund or firm investor introduction deck for a represented manager's capital raise, opportunity, firm, strategy, track record, team, market, terms, and pipeline, drawn from the advisor's canonical manager profile and proof assets, calibrated to the institutional LP audience and the fund vs. single-deal variant, with a securities disclaimer. Your AI will ask for: firm and strategy, track record.
- **Build LP Profile:** A canonical institutional LP / allocator profile, the single source of truth on one capital source: identity and classification, mandate and strategy fit, vehicle and structure preferences, pacing and capacity, decision process and gatekeepers, relationships and history, key people and how they engage, and a fit thesis tying the allocator to the firm's represented mandates. Your AI will ask for: allocator info.
- **Build Manager Profile:** The canonical, reusable source-of-truth profile of a represented (or prospective) manager, firm identity, strategy and edge, track-record summary, team, vehicles and terms, operations and institutional readiness, ESG/DDQ-ready facts, and the honest differentiators and risks, so every downstream raise asset stays consistent. Your AI will ask for: manager info.
- **Build Realized Deal Case Study:** A single closed/realized deal told as a credibility proof asset, the entry thesis, the business plan and execution (including what went sideways), the honest outcome (actual vs. underwritten), and the repeatability lesson, held to the past-performance compliance discipline. The backward-looking proof that complements a forward-looking teaser. Your AI will ask for: deal facts.
- **Draft Deal Teaser One-Pager:** A one-page branded deal teaser for a represented manager's opportunity, the opportunity, location, business plan, projected returns, structure and minimum, the ask, and a confidentiality footer, teasing enough to earn the institutional call, not the full PPM. Your AI will ask for: deal facts.
- **Draft Institutional Research Note:** A thematic, thesis-driven thought-leadership note or white paper for an institutional audience, the executive thesis up top, the sourced evidence, the argument with its counter-argument, the implications for allocators, and a non-promotional close, in a research-led institutional voice that earns credibility and inbound rather than pitching. Your AI will ask for: topic or thesis.
- **Draft LinkedIn Post:** An institutionally appropriate LinkedIn feed post for a capital advisor on a topic you set, built from your source content (a URL, a file, or pasted text) and written to the house LinkedIn style guide, research-led brand-building, not a retail pitch. Your AI will ask for: topic or angle.
- **Draft Macro Market Commentary:** An investor-facing macro commentary for a capital advisor: for a note, a represented manager's raise deck, or LP outreach: where the cycle sits, what it means for the strategy, and the vintage case, in an institutional voice. Your AI will ask for: request.
- **Draft Meeting Notes Summary:** A one-page Word recap of an LP or manager meeting transcript for a capital advisor, header, a lead-with-substance summary, key discussion points, decisions, an Owner/Action Item/Due Date table, and the next-touch follow-ups that move the allocator toward commitment. Your AI will ask for: meeting transcript.
- **Draft Professional Email:** A polished, copy-ready LP outreach email for a capital advisor, the right type (intro, follow-up, meeting request, thank-you) in an institutionally appropriate tone that leads with relevance and research, never a retail pitch. Your AI will ask for: description of how to respond.
- **Manage CRM:** Manage the capital advisor's both-sides CRM through their connected system, log and curate manager and LP contacts and organizations, advance the raise pipeline, record activities, and set and triage follow-ups, and, if no CRM is connected, help stand one up: the advisory-ready schema set up in Airtable, a Google Sheet, or an Excel workbook, with the institutional next-touch cadence built in.
- **Respond to DDQ or RFP:** Respond to an institutional due-diligence questionnaire or RFP on behalf of a represented manager, parse it into its question set, draw each answer from the manager's knowledge base and prior completed DDQs, draft to the precise institutional register, hold every figure consistent across the whole response, and flag what the manager, compliance, or counsel must sign off. Your AI will ask for: ddq or rfp.
- **Source Prospective Investors:** Build a qualified list of prospective institutional LPs for a represented manager's mandate, define the ideal-allocator profile from the manager's strategy, research candidates by type, qualify each by mandate fit from public sources, and load them into the advisor's CRM tagged as prospects with a fit rationale and a suggested first touch. Your AI will ask for: raise profile.

### Development

- **Abstract Commercial Lease:** Produce a Simple Lease Abstract of a commercial lease, eight standard sections (parties/term, rent schedule, expenses, reporting, default, assignment/use, ROFR/ROFO, termination), delivered as a Word document, an Excel attribute sheet, or directly in chat. Your AI will ask for: commercial lease, output format.
- **Abstract JV Agreement Terms:** Abstract a real estate joint-venture / LP operating or partnership agreement into a clean terms summary , capital and capital calls, the full distribution waterfall and promote, sponsor fees, governance and major decisions, removal, transfer and exit rights, and reporting/term, with section citations and a flag on the off-market or sponsor-unfavorable terms, delivered as a Word document, an Excel sheet, or in chat. Your AI will ask for: jv agreement, output format.
- **Abstract Property Condition Report:** Abstract a commercial Property Condition Report (PCR) into a PCR Tear Sheet, a critical-findings callout, property identification, a critical-findings table, an overall condition assessment, and a categorized capital-expenditure schedule normalized to Immediate / Short-Term / Long-Term, as a Word document, an Excel workbook, or directly in chat. Property-type agnostic. Your AI will ask for: property condition report, output format.
- **Analyze County Migration:** A county migration read: net household, population, and AGI flows with the incoming-vs-outgoing wealth signal vs. national and state percentiles, for one site's county, a top-counties screen, or a state ranking. In-chat or Word. Your AI will ask for: request.
- **Analyze Lease Rollover Exposure:** A commercial property's lease rollover and expiration exposure: expiration schedule by year, WALT, mark-to-market, and re-leasing/downtime cost on rolling space, as Excel, a dashboard, or in chat. Your AI will ask for: rent roll, property type.
- **Annualize Operating Statement:** Append annualized trailing-period columns (T1, T3, T6, and T12) to a monthly operating statement, matching the file's existing format exactly, with zero formula errors. Your AI will ask for: property income statement with monthly periods.
- **Assess Project Regulatory Risk:** Build the regulatory and political risk read for one development project, its site and its program, across federal, state, and local government. Separates the enacted rules that govern this site/program today (the right to build it, or the discretionary approvals it needs; the rent regulation, affordability mandates, impact/linkage fees, and building/energy codes that price into the basis) from the proposed pipeline that could change those rules before the project stabilizes (pending bills, rulemakings, ballot measures, moratoria, down-zonings, fee and code changes). Reads the approving bodies and officials who actually decide this entitlement from the record, votes on comparable projects, sponsored bills, statements, for the political risk to discretionary approval, with election and term timing. Every item is dated for recency and longevity (hot off the press vs. a multi-year fight) and tied to the primary instrument, and the brief hands the pro forma the assumptions it implies, rent caps, fee and cost adds, affordability set-asides, and timeline risk. Your AI will ask for: project.
- **Assess Submarket Supply Absorption:** A supply-absorption feasibility read for a development site: the competing permit pipeline and the lease-up timing it implies, plus an optional market screen. Your AI will ask for: request.
- **Assess Zoning Feasibility:** Test whether a proposed development fits a site under current zoning, use, height, FAR, density, setbacks, and parking, as a Pass/Fail/Flag table with the math shown and a plain-English verdict. Your AI will ask for: property address, proposed development.
- **Audit Pay Application:** Audit a GC's pay application (AIA G702/G703) before you pay or draw: tie the schedule of values to the contract and the change-order log, test percent complete vs progress, validate stored materials and retainage, recompute the math chain, match lien waivers, as an Excel audit plus an approve / hold read. Your AI will ask for: pay application.
- **Audit T12 Operating History:** Audit a property's trailing-12 operating history: annualize it, map it to a standard chart of accounts, and flag material variances and anomalies with severity-rated, line-by-line follow-up questions. Your AI will ask for: T12 operating history.
- **Build Asset Management Dashboard:** Roll up your projects' asset-management picture: occupancy/lease-up vs plan, NOI vs budget, the debt metrics (DSCR, debt yield, maturity), reserves, distributions, and milestone status, as an interactive dashboard or Excel workbook, framed so the next move (refi, distribute, hold, sell) is legible at a glance.
- **Build Budget vs Actual Variance:** Track a development budget line-by-line against where the money is actually going: original budget, approved changes and revised budget, committed (contracts/POs), actual spent, and remaining; variance in dollars and percent against the revised budget; cost-based percent complete and cost-to-complete; an Estimate-at-Completion (actual + cost-to-complete) and the projected over/under vs budget; contingency drawn vs remaining; and flags on every line trending over, as an Excel workbook plus a short read on whether the job is still inside its buffer.
- **Build Change Order Log:** Run a development change-order register, every CO and pending PCO with originator, pricing basis, cost, schedule-day impact, funding source, and status; the revised contract sum/GMP; contingency drawn vs remaining with the burn signal; and the not-yet-in-the-number exposure, as an Excel log plus a read.
- **Build Construction Loan Package:** Size a ground-up construction loan to the binding constraint, Loan-to-Cost, Loan-to-Value of as-stabilized value, and the minimum debt-yield / DSCR test the loan must clear at stabilization, lay out an S-curve draw schedule (land up front, then front-loaded-then-tapering hard/soft draws), fund the interest reserve on the drawn-and-outstanding balance, add origination and fee items, and report the borrower and lender metrics (LTC, LTV, debt yield, peak debt), as an Excel model plus a short read.
- **Build Construction Progress Update:** Produce a periodic (monthly or quarterly) construction progress update for lenders and LP investors, schedule status against baseline, budget spent vs. contingency remaining, draw activity this period, leasing/pre-leasing progress, an honest issues-and-risks read, and a look-ahead, delivered as a branded Word document (or in-chat), with an optional current-progress aerial.
- **Build Cost Escalation Outlook:** A forward hard-cost escalation and construction-loan rate outlook for a development pro forma, with a direction-and-band call and the contingency it implies. Your AI will ask for: project.
- **Build DCF Model:** Build a dynamic, institutional-quality multi-year (default 10-year) real estate DCF model in Excel, unlevered and levered cash flows, reversion, and IRR/equity-multiple returns, ready to fill with your own deal.
- **Build Development Pro Forma:** Underwrite a ground-up or major value-add development to its return, roll the Total Development Cost, trend the stabilized NOI, compute untrended and trended yield-on-cost, read the development spread against the exit cap, quantify development profit and profit-on-cost, and frame the levered return against the partnership's hurdle, as an Excel model plus an IC-ready read.
- **Build Development Schedule:** Lay a development on a timeline from site control to stabilization, sequence the phases (predevelopment, due diligence, entitlements, design, permitting, financing close, construction, lease-up, stabilization), wire the dependencies, find the critical path and float, price in the entitlement risk, carry schedule contingency, and reconcile the dates to the carry and time-to-stabilization, as an Excel schedule plus a short read.
- **Build Equity Waterfall:** Model a real estate equity distribution waterfall and the per-party return split, return of capital, preferred return, GP catch-up, and tiered promote, and read each party's IRR and equity multiple, the GP's promote dollars and effective promote, and the LP's net return after promote, as an Excel model plus a short read.
- **Build For-Sale Condo Plan:** Underwrite a ground-up or conversion for-sale (condominium) development to the developer's profit, build the gross sellout from condo $/SF and the unit mix, schedule the sellout absorption, load sales & marketing, transfer taxes, offering-plan / AG-filing legal and sponsor reserves, and the common-charge carry on unsold units, add the condo construction-cost premium over a rental build, bridge each closing to net proceeds, and frame the levered profit and IRR over the sellout window, as an Excel model plus an IC-ready read.
- **Build Investor Intro Deck:** Assemble a branded equity-raise deck for your development or value-add deal, the opportunity, your firm and track record, the strategy, the market, the deal structure and LP terms, and the pipeline, calibrated to the LP audience, with the securities disclaimer.
- **Build Land Residual Analysis:** Solve a development backward, fix the target return and back out the most you can pay for the land. Underwrite the stabilized value, derive the supportable Total Development Cost from the target yield-on-cost (or the required development profit), strip out every non-land cost to get the residual land value, test the candidate programs against each other for highest-and-best-use, and stress the bid to the target return and exit cap, as an Excel model plus a clear land-bid read.
- **Build Loan Amortization Schedule:** Build an Excel loan amortization schedule: period-by-period detail, IO and curtailments, balloon, borrower and lender metrics, and the lender APR. Handles fixed or floating/variable rates, new loans or assumptions, and any day-count convention.
- **Build Operating Budget:** Build a forward annual operating budget for any property type: a revenue line off in-place rents, expense lines escalated by each line's own cost driver with a dated source, the management fee, and NOI, as an Excel workbook.
- **Build Quarterly Investor Report:** Build a quarterly LP investor report for a development or value-add project or fund, cover and period, executive summary, performance against the original pro forma with variance and narrative, distributions this period and cumulative plus each investor's capital account, project/asset status (construction or lease-up, occupancy, NOI vs budget), a financial summary, and the outlook with key risks, delivered as a branded Word document or in-chat, from the figures you provide.
- **Build Refinance Analysis:** At stabilization, decide whether to pull capital out via a cash-out refinance, sell outright, or hold, size the cash-out refi against stabilized NOI and value, build net refi proceeds after retiring construction/existing debt and costs, frame the tax-deferred return of capital to equity, then compare the refinance-and-hold path's go-forward return against an outright sale, reporting each path's IRR and equity multiple with a recommendation and the decision drivers, as an Excel model plus a short read.
- **Build Sources & Uses Table:** Build a balanced Excel Sources & Uses schedule for an acquisition or development deal: the full Uses (cost) and Sources (capital) line items, debt sized to a stated constraint with equity as the plug, leverage and per-unit read-outs, and the Sources = Uses balance check.
- **Build the Project Data Room:** At sale or refinance, assemble the project's documents into a shareable data room buyers and lenders review before committing, with a manifest and a missing-items list. Your AI will ask for: subject property, source files.
- **Compare Rent vs Condo:** Decide a development site head-to-head as build-to-rent vs. build-for-sale (condo), underwrite both plans on the same basis, compare profit $, margin %, levered IRR, equity multiple, peak equity, and duration, build the swing-risk table that shows which plan wins under which world, solve the maximum supportable land basis under each, weigh the qualitative factors (market depth, financing, absorption and entitlement risk, abatement asymmetry), and render a defensible recommendation, as an Excel comparison plus a clear pick.
- **Compare T12 vs. Broker Pro Forma:** Scrub the broker's pro forma against the trailing T12 before you bid: a line-by-line variance workbook with analyst flags (Reasonable/Aggressive/ Conservative/Unsupported) and an IC-quality summary of where the seller is stretching. Your AI will ask for: offering memorandum.
- **Conduct Virtual Site Visit:** A property-type site-visit read from satellite imagery, building to metro zoom, optionally vs. up to 9 comps, as an interactive map plus an in-chat or Word memo. Your AI will ask for: subject property, property type, output format.
- **Develop CapEx Reserve Plan:** Build a forward CapEx / replacement-reserve plan: a component schedule with useful life and inflated replacement cost, per-unit/PSF reserve sizing, Immediate/Short/Long-Term buckets, and the lender-reserve tie-in, as an Excel model plus a short read.
- **Draft Capital Call Notice:** Draft an LP capital-call notice, the call amount, each investor's pro-rata share of commitment, the use of proceeds, due date, remaining unfunded commitment, and the LPA's default remedy, as a master letter plus a per-LP merge structure when an investor schedule is provided. Your AI will ask for: call details.
- **Draft Financing Memorandum:** Assemble a financing memorandum, the debt package you take to construction and permanent lenders to capitalize your project, built to the standard a debt broker would deliver, for any property type: the financing request and sources & uses, the property, tenancy, market, and comparables evidence, the underwriting bridge, loan sizing against the three tests, the sponsorship case, and the type's lender questions answered preemptively, as a branded presentation deck plus exhibits. Your AI will ask for: deal documents, property address, property type.
- **Draft IC Memo:** Assemble an institutional investment committee memo for any property type, the findings of underwriting and diligence, organized and sourced, with the ask and recommendation on page one, as a branded Word document plus exhibits. Your AI will ask for: deal documents, property address, property type.
- **Draft Zoning Due Diligence Memo:** Draft a one-page zoning due diligence memo for a site, zone classification, permitted uses, development controls, parking, and notable flags, tailored to a proposed use if you give one. Word or in-chat. Your AI will ask for: property address, output format.
- **Estimate Development Costs:** Build a development cost budget before the drawings are done, quantify the program, build hard costs line by line from unit cost × quantity anchored to benchmarks, load general conditions, fee, insurance and bond, add soft costs, size contingency to the design stage, escalate to the construction midpoint, and normalize to $/SF and $/unit, as an Excel model plus a short read.
- **Find Tax Benefits & Incentives:** Discover, size, and rank the federal / state / county / municipal tax incentives, credits, abatements, and grants a US property qualifies for, as a ranked, dollar-sized Word memo. Your AI will ask for: property address.
- **Generate Demographics Report:** A demographics briefing for a site and its trade area: population, income, housing, and the derived demand metrics vs. national percentiles, at the block group and over a radius. In-chat or Word. Your AI will ask for: property address.
- **Generate Employment Report:** A county labor-market report: employment, momentum, resilience, and property-type demand vs national percentiles, for one county, a market screen, or a comparison. Your AI will ask for: request.
- **Generate Land Development Property Overview:** A two-layer Property Level Overview for a land/development site, parcel, ownership, zoning, comp plan, wetlands/topography, designations, demographics, road frontage, and major challenges, as a Word document, plus a utility-inquiry email. Your AI will ask for: property address.
- **Level Contractor Bids:** Level competing construction bids onto an apples-to-apples basis, normalize every bid to a common scope, separate base bid from allowances, alternates and unit prices, expose the general conditions / fee / insurance / bond loads, find the scope gaps and exclusions, adjust each bid to the complete scope, weigh schedule and qualifications, and recommend the low qualified bid, as an Excel comparison plus a short read. Your AI will ask for: bids.
- **Map Points of Interest:** Find and map the points of interest around a site, competitors, anchors, traffic generators, amenities, or a curated shortlist, as an interactive map with a ranked, linked legend. Your AI will ask for: request.
- **Map Traffic Counts:** Plot subject sites and the nearby DOT traffic-count stations on an interactive map, with a ranked comparison table of AADT, road class, and station distance for up to 25 candidate sites. Your AI will ask for: addresses.
- **Phase I Environmental Review:** A one-page Phase I environmental tear sheet from a Phase I ESA: the Phase-II verdict, a RECs/CRECs/HRECs findings table, ongoing compliance obligations, and next-step action items. Your AI will ask for: phase i report.
- **Populate LOI:** Draft a commercial Letter of Intent, purchase/sale, commercial lease, or business sale, through a short interview: gather the deal terms, populate the standard CRE Agents template (or your firm's own form), brand the letterhead with your logo, and return a ready-to-send .docx plus a matching counterparty cover email. The legal body is the same every time; only the deal's values, clauses, and your logo change.
- **Prepare Closing Checklist:** Build a deal-specific commercial real estate closing checklist (Excel or Word) for an active acquisition, cover info, key dates with consequence-of-missing, a milestone tracker by workstream, the closing-document checklist, prorations, and post-closing tasks, all dated to the deal calendar from PSA execution through 90 days post-close. Your AI will ask for: output format, property type, financing type.
- **Pull Interest Rate Report:** A 2–3 paragraph benchmark-rate briefing (SOFR, Treasuries, swap curve, more) pulled live and framed for your purpose, loan sizing, refi, hedging, disposition, construction, or a committee update. Your AI will ask for: rate check purpose.
- **Reconcile Estoppel to Lease:** Compare an executed tenant estoppel against the lease (+ addenda): every term as Match / Discrepancy / Silent / Not-in-lease, a Clean / Minor / Action-Required verdict, annualized $ exposure, and specific next actions. Your AI will ask for: estoppel certificate, lease file.
- **Research 5-Year Market Fundamentals:** A single-market five-year fundamentals read: vacancy, market rent, deliveries, and rent growth by year, through your investment lens, as an interactive dashboard. Your AI will ask for: market, property type.
- **Research a Firm:** An intelligence dossier on a company or capital source, what they do, their mandate and scale, recent activity, key people, fact-paired talking points, and cited sources, from open web research plus a verified firmographic snapshot. Your AI will ask for: firm name.
- **Research a Person:** A pre-meeting brief on an individual, who they are, what they care about now, fact-paired talking points, a background snapshot, and cited sources, from open web research. Your AI will ask for: persons name.
- **Review Construction Contract:** Review an owner-GC construction contract through your cost-basis lens: a sign / negotiate / don't-sign bottom line and a prioritized list of the terms that shift overrun risk onto you, each with the business-intent fix. Your AI will ask for: construction contract.
- **Review Purchase and Sale Agreement:** Review a commercial PSA through your deal role: a sign / negotiate / walk bottom line and a prioritized list of the terms that expose you, each with the business-intent fix. Your AI will ask for: purchase sale agreement, your role.
- **Review Title & Survey:** Review a title commitment and survey: each Schedule B-II exception graded remove / insure over / accept / negotiate, plus survey red flags (encroachments, access, flood) and endorsements to request. Your AI will ask for: title commitment.
- **Screen Site Hazard Constraints:** A multi-hazard development site screen (flood, seismic, contamination) turned into design and cost-basis constraints as a feasibility gate before land commit. Your AI will ask for: site.
- **Select Lender & Capital Structure:** Recommend viable lender types and a capital-stack structure, filtered on the deal's metrics, with a paired permanent-debt exit for any bridge, using lender criteria and pricing pulled live, not from memory. Your AI will ask for: deal summary, underwriting.
- **Size Permanent Mortgage Loan:** Size the maximum permanent loan against a stabilized NOI under the LTV, DSCR, and debt-yield tests, anchored to live benchmark rates, and flag the binding constraint. Your AI will ask for: property value, stabilized NOI.
- **Source Prospective Lenders:** Build a ranked, contactable target list of prospective lenders to capitalize a development, the construction/development lenders most likely to quote, plus the paired permanent (takeout) candidates. Profile the target categories and loan-size band, research the lenders (fanning out to sub-agents or deep research), score each on likelihood-of-fit, and estimate indicative proceeds and terms, delivered as an Excel target list ready for outreach. Your AI will ask for: deal summary, financing request.
- **Stabilized Pro Forma:** Underwrite any commercial property, multifamily, office, retail, industrial, hotel, and the specialty types, to a stabilized NOI and a direct-cap value from the deal's own financials, delivered as an Excel model plus an IC-ready conclusion framed to your seat in the deal.
- **Underwrite Stabilized Property Tax:** Estimate a subject property's stabilized annual property tax, current tax position, recommended figure with the reassessment-delta walkthrough, a jurisdiction-anchored sensitivity table, and prioritized diligence items. Your AI will ask for: property address, underwritten value.

### Financial Modeling

- **Build Acquisition Model:** Build a complete stabilized acquisition or value-add model of any property type from Spencer Burton's component methods, section by section: the closing and capital investment with its financing, the operating cash flow from the rent roll through the renovation transition to stabilized NOI, the exit, the property-level unlevered and levered cash flows with their return panels, and the partnership allocation, as one dynamic monthly Excel model.
- **Build Development Model:** Build a monthly, formula-driven ground-up development model in Excel for any of the twelve supported property types, assembled from Spencer Burton's component methods: the budget and its draws, the construction loan and its carry, lease-up or ramp to stabilization, the exit as a merchant sale, a refinance and hold, or a component sellout, the property-level unlevered and levered returns, and the LP and GP waterfall.
- **Build Hold-Sell Analysis:** Build the hold vs sell vs cash-out refinance decision model for an owned asset at its realization point: the net sale proceeds today, the go-forward (marginal) return of continuing to hold measured on the equity a sale would free, and the net cash-out refinance alternative, all scored on the owner's remaining at-risk equity, with the breakeven and a plain recommendation. Your AI will ask for: property financials.
- **Build Land Residual Analysis:** Build the residual land value model: fix the target return and back out the most a program can pay for the land. Underwrite the stabilized value, derive the supportable Total Development Cost from the target yield-on-cost (or the required development profit), strip out every non-land cost to get the residual land value, test the candidate programs against each other for highest-and-best-use, and stress the bid to the target return and exit cap, as an Excel model plus a clear land-bid read.
- **Build Operating Budget:** Build a forward annual operating budget model for any property type: a revenue line off in-place rents, expense lines escalated by each line's own cost driver with a dated source, the management fee, and NOI, as an Excel workbook whose every budget cell is a formula on the inputs. Your AI will ask for: prior year financials.
- **Build Refinance Comparison:** Build the refinance vs hold vs sell comparison model for an asset with debt in place: size the new loan at current market rates, net the prepayment / yield-maintenance and closing costs, and score all three paths on DSCR, debt yield, LTV and the levered return on the owner's equity, with the breakeven and the decision read. Your AI will ask for: existing loan terms, property financials.
- **Build Stabilized Pro Forma:** Build the stabilized pro forma and direct-cap valuation model for any commercial property, multifamily, office, retail, industrial, hotel, and the specialty types, from the deal's own financials: the NOI build on the type's chart of accounts, the audit panel that ties it to the source statements, and the valuation block, as an Excel model plus a conclusion framed to the seat the model serves. Your AI will ask for: deal financials.
- **Model Acquisition Investment Cash Flow:** Model or replace the Investment Cash Flow section of a stabilized acquisition or value-add model of any property type: the purchase and closing statement (price, earnest money, prorations, credits, assumed liabilities), acquisition and diligence costs, the renovation and leasing capital program tied to the operating module's milestones, reserves and escrows, and the acquisition or bridge-to-permanent financing, wired once into the host's operating, reversion and property-level cash flows, using Spencer Burton's methodology.
- **Model Acquisition Net Cash Flow:** Model or replace the property-level net cash flow and returns section of a stabilized acquisition or value-add model of any property type: assemble the closing and capital investment, operating, reversion and financing outputs into unlevered and levered monthly cash flows, bridge to the cash available to partners, and build the return panels (equity multiple, IRR and net profit on each row; in-place and stabilized yield on cost against the market cap) that feed the host's partnership waterfall, using Spencer Burton's methodology.
- **Model Acquisition Operating Cash Flow:** Model or replace the Operating Cash Flow section of a stabilized acquisition or value-add model of any property type: the operating property as acquired from its rent roll and operating history, the in-place-to-renovated transition (blended unit-type roll for apartments and storage, or actual remaining leases with rollover for commercial), rent and its separate losses, other income, recoveries and expenses, NOI, ongoing capital, pre-debt cash from operations, the linked cash after financing, and the ungated forward NOI reversion capitalizes, using Spencer Burton's methodology.
- **Model Acquisition Reversion Cash Flow:** Model or replace the Reversion Cash Flow section of a stabilized acquisition or value-add model of any property type: the exit as a capitalized in-place, transitional or stabilized NOI or a specified price, a phased disposal or conversion sellout, remaining improvement obligations and buyer adjustments, selling costs, deposits and collections, net sale cash before debt, and the linked facility payoffs and lender reserve release, wired once into the host's operating, financing and property-level cash flows, using Spencer Burton's methodology.
- **Model Development Investment Cash Flow:** Build or replace the Investment Cash Flow module of a real estate development model of any property type: the expandable cost budget and its draw schedules, sources and uses, construction financing and carry, wired once into the host model's operating, reversion, and property-level unlevered and levered cash flows, using Spencer Burton's methodology.
- **Model Development Net Cash Flow:** Model or replace the property-level net cash flow and returns section of a real estate development model of any property type: assemble the investment, operating, reversion and financing outputs into unlevered and levered monthly cash flows, bridge to the cash available to partners, and reproduce the return panels (equity multiple, IRR, net profit; yield-on-cost, market cap rate and development spread; sellout profit margins) that feed the host's partnership waterfall, using Spencer Burton's methodology.
- **Model Development Operating Cash Flow:** Model or replace the Operating Cash Flow section of a real estate development model of any property type: lease-up and rent from short-term unit or cohort leases (multifamily, self storage) or long-term tenant leases (industrial, retail, office), concessions and vacancy, expandable other income, recoveries and expenses, NOI, ongoing capital, the stabilization milestone, and the pre-debt operating cash the host's financing and reversion sections consume, using Spencer Burton's methodology.
- **Model Development Reversion Cash Flow:** Build or replace the Reversion Cash Flow module of a real estate development model of any property type: a terminal sale capitalized from forward NOI or at a specified price, a phased lot, home, condo, pad or component sellout, or a mix of both, with selling costs, deposits and collections, net proceeds before debt, and the connections into the host model's operating, financing and property-level cash flows, using Spencer Burton's methodology.
- **Model Partnership Cash Flow:** Model or replace the partnership cash flow and returns section of a real estate model of any property type: allocate the property's dated levered cash to LP and GP through the deal's waterfall (operating and capital-event cash-on-cash hurdles, or pooled IRR and equity-multiple hurdles, with GP catch-up and a nested co-GP double promote where the terms call for them), with fees, contributions, distributions and each partner's return panel, using Spencer Burton's A.CRE waterfall methodology.
- **Underwrite Capital Project:** Build the investment model for a single discretionary capital project on any property type: the do-nothing baseline, the all-in project cost (including disruption), the incremental benefit (NOI lift, value lift, and/or cost avoidance), and the investment metrics, yield-on-cost vs the market cap rate, simple and discounted payback, ROI, and project NPV/IRR at the asset's discount rate, with a risk-adjusted fund / defer / skip call and a ranking against competing projects. Your AI will ask for: project scope, asset financials.

### Investment Sales Broker

- **Abstract Commercial Lease:** Produce a Simple Lease Abstract of a commercial lease, eight standard sections (parties/term, rent schedule, expenses, reporting, default, assignment/use, ROFR/ROFO, termination), delivered as a Word document, an Excel attribute sheet, or directly in chat. Your AI will ask for: commercial lease, output format.
- **Abstract Property Condition Report:** Abstract a commercial Property Condition Report (PCR) into a PCR Tear Sheet, a critical-findings callout, property identification, a critical-findings table, an overall condition assessment, and a categorized capital-expenditure schedule normalized to Immediate / Short-Term / Long-Term, as a Word document, an Excel workbook, or directly in chat. Property-type agnostic. Your AI will ask for: property condition report, output format.
- **Abstract Termination Rights from Lease:** Read a commercial lease, extract every tenant right to terminate or reduce its obligation before natural expiration, classify each by impact (High / Medium / Low), and deliver a ~2-page Word memo on the termination risk and its underwriting implications. Your AI will ask for: commercial lease.
- **Analyze County Migration:** A county migration read: net household, population, and AGI flows with the incoming-vs-outgoing wealth signal vs. national and state percentiles, for one site's county, a top-counties screen, or a state ranking. In-chat or Word. Your AI will ask for: request.
- **Analyze Industrial Labor Costs:** Compare labor cost across up to 5 industrial sites: commute-shed labor pool, weighted wages, benchmarks, and a 10-year HR pro forma, lowest-cost site identified. Your AI will ask for: candidate sites.
- **Analyze Lease Rollover Exposure:** A commercial property's lease rollover and expiration exposure: expiration schedule by year, WALT, mark-to-market, and re-leasing/downtime cost on rolling space, as Excel, a dashboard, or in chat. Your AI will ask for: rent roll, property type.
- **Analyze SFR Rental Comps:** A single-family rental comp analysis: model rent estimate cross-checked against selected and adjusted rental comps and active competition, concluded to an achievable rent with zip market context, in-chat, or an Excel comp grid plus map. Your AI will ask for: address.
- **Analyze SFR Sale Comps:** A single-family sales comp analysis: model value estimate cross-checked against selected and adjusted closed sales and active competition, concluded to a defensible value with zip market context, in-chat, or an Excel comp grid plus map. Your AI will ask for: address.
- **Annualize Operating Statement:** Append annualized trailing-period columns (T1, T3, T6, and T12) to a monthly operating statement, matching the file's existing format exactly, with zero formula errors. Your AI will ask for: property income statement with monthly periods.
- **Assess Tenant Credit Risk:** Estimate the likelihood a tenant meets its lease obligations, by public credit rating or financial-statement analysis, and surface the reasons it might not. Your AI will ask for: tenant name.
- **Assess Zoning Feasibility:** Test whether a proposed development fits a site under current zoning, use, height, FAR, density, setbacks, and parking, as a Pass/Fail/Flag table with the math shown and a plain-English verdict. Your AI will ask for: property address, proposed development.
- **Audit Online Presence & Reviews:** Screen a property's digital footprint: Web Presence + Reputation scores with competitive context, a deep review read by property-type category with opportunities and risks, or both, your choice. Your AI will ask for: property name, property type, property address.
- **Audit T12 Operating History:** Audit a property's trailing-12 operating history: annualize it, map it to a standard chart of accounts, and flag material variances and anomalies with severity-rated, line-by-line follow-up questions. Your AI will ask for: T12 operating history.
- **Build Buyer Target List:** A ranked buyer target list for a listing: covered buyers, recent comparable acquirers, mandate-fit and 1031 buyers, and adjacent owners, scored by likelihood to transact, plus a canvassing tracker to run the outreach campaign. Your AI will ask for: listing facts.
- **Build Commercial Rent Roll:** A current commercial rent roll built from a property's leases, one row per suite/tenant with leased SF, term, in-place base rent, expense responsibility, escalations, options, and deposit, plus a summary (% leased, in-place base rent, WALT, expirations by year), as a single-worksheet Excel file. Your AI will ask for: commercial leases.
- **Build DCF Model:** Build a dynamic, institutional-quality multi-year (default 10-year) real estate DCF model in Excel (unlevered and levered cash flows, reversion, and IRR/equity-multiple returns) ready to fill with your own deal.
- **Build Loan Amortization Schedule:** Build an Excel loan amortization schedule: period-by-period detail, IO and curtailments, balloon, borrower and lender metrics, and the lender APR. Handles fixed or floating/variable rates, new loans or assumptions, and any day-count convention.
- **Build Market Timing Thesis:** A macro "why transact now" narrative for a listing pitch or BOV: where the rate/credit cycle sits, its direction, and the case for acting now. In-chat or Word. Your AI will ask for: subject.
- **Build Sources & Uses Table:** Build a balanced Excel Sources & Uses schedule for an acquisition or development deal: the full Uses (cost) and Sources (capital) line items, debt sized to a stated constraint with equity as the plug, leverage and per-unit read-outs, and the Sources = Uses balance check.
- **Build Supply Pressure Narrative:** A supply-side narrative for an OM or pitch: how limited (or rising) new construction around the listing protects or pressures rents and value. In-chat or Word. Your AI will ask for: address.
- **Build the Listing Data Room:** Assemble the listing's documents into a shareable data room buyers review behind the CA before offering, organized to the standard taxonomy, with a manifest and a missing-items list. Your AI will ask for: subject property, source files.
- **Calculate Yield Maintenance Penalty:** Quantify a yield-maintenance prepayment penalty against a loan's terms, the present value of remaining payments discounted at a term-matched Treasury plus spread, less the outstanding balance, with the minimum floor tested, stated in dollars and as a percentage of the balance. Your AI will ask for: loan terms, prepayment date.
- **Capture Buyer Mandate:** A structured buyer mandate (buy box) from a client's acquisition criteria, property types, markets, deal and check size, return targets, risk profile, structure, and timeline, normalized into testable criteria and ready to save to your CRM and screen deals against.
- **Compare and Rank Offers:** A bid matrix that compares every offer on a listing, net-effective price, certainty of close, contingencies, and buyer strength, ranked against the seller's priority, with a recommendation and the counter / best-and-final move. Your AI will ask for: offers.
- **Compare T12 vs. Broker Pro Forma:** Scrub a broker's pro forma against the trailing T12: a line-by-line variance workbook with analyst flags (Reasonable/Aggressive/Conservative/Unsupported) and an IC-quality summary of where the broker is stretching. Your AI will ask for: offering memorandum.
- **Conduct Virtual Site Visit:** A property-type site-visit read from satellite imagery, building to metro zoom, optionally vs. up to 9 comps, as an interactive map plus an in-chat or Word memo. Your AI will ask for: subject property, property type, output format.
- **Create Deal Facts:** Turn a deal's raw materials (offering materials, rent roll, T-12, leases) into the broker's single source of truth: extract the key attributes, draft a one-page Deal Facts record, and organize the files under a deal ID, so every pricing and marketing task starts from clean inputs.
- **Create Listing Flyer:** A branded, institutional two-page listing flyer, the right template for the investment type, broker-voice highlights, property-type metrics, a live aerial, and trade-area demographics. Your AI will ask for: deal facts.
- **Draft Blog Post:** A practitioner-voice, SEO-aware CRE blog post on a topic you set, built from your source content (a URL, a file, or pasted text) and written to the house blog style guide. Your AI will ask for: topic or angle.
- **Draft Closing Congratulations:** A warm, personal closing-day congratulations note to a buyer or seller client, marks the win, thanks them for the trust, and naturally sets up the referral and the next deal, ready to send, with an optional LinkedIn variant.
- **Draft LinkedIn Post:** A scroll-stopping LinkedIn feed post for a CRE professional on a topic you set, built from your source content (a URL, a file, or pasted text) and written to the house LinkedIn style guide. Your AI will ask for: topic or angle.
- **Draft Professional Bio:** A professional CRE bio in the format you pick, short-form social, speaker / conference, website / team page, social About section, or full bio, led by relevance and proven with specifics. Your AI will ask for: bio type, info source, person name.
- **Draft Professional Email:** A polished, copy-ready CRE email from a recipient name and what you want to say, the right type (thank-you, intro, follow-up, technical, scheduling) in the firm's warm, concise house voice. Your AI will ask for: description of how to respond.
- **Draft Zoning Due Diligence Memo:** Draft a one-page zoning due diligence memo for a site, zone classification, permitted uses, development controls, parking, and notable flags, tailored to a proposed use if you give one. Word or in-chat. Your AI will ask for: property address, output format.
- **Estimate Seller Net Proceeds:** A seller net sheet for a disposition, the full bridge from gross sale price to net to seller (commission, closing costs, prorations, loan payoff incl. prepayment penalty), with a price-sensitivity table and the estimate caveats. Your AI will ask for: deal facts.
- **Find Tax Benefits & Incentives:** Discover, size, and rank the federal / state / county / municipal tax incentives, credits, abatements, and grants a US property qualifies for, as a ranked, dollar-sized Word memo. Your AI will ask for: property address.
- **Generate Demographics Report:** A demographics briefing for a site and its trade area, population, income, housing, and the derived demand metrics vs. national percentiles, at the block group and over a radius. In-chat or Word. Your AI will ask for: property address.
- **Generate Employment Report:** A county labor-market report: employment, momentum, resilience, and property-type demand vs national percentiles, for one county, a market screen, or a comparison. Your AI will ask for: request.
- **Generate Land Development Property Overview:** A two-layer Property Level Overview for a land/development site, parcel, ownership, zoning, comp plan, wetlands/topography, designations, demographics, road frontage, and major challenges, as a Word document, plus a utility-inquiry email. Your AI will ask for: property address.
- **Manage CRM:** Manage the investment sales advisor's CRM through their connected system, log and curate contacts and organizations, advance the deal pipeline, record activities, and set and triage follow-ups, and, if no CRM is connected, help stand one up: the broker-ready schema set up in Airtable, a Google Sheet, or an Excel workbook, with the right next-touch cadence built in.
- **Map Points of Interest:** Find and map the points of interest around a site, competitors, anchors, traffic generators, amenities, or a curated shortlist, as an interactive map with a ranked, linked legend. Your AI will ask for: request.
- **Map to Chart of Accounts:** Map every line item on a property operating / income statement to a standardized, property-type chart of accounts (or your own custom COA) and return a formatted Excel workbook, a detailed mapping plus a SUMIF rollup that ties to NOI. Your AI will ask for: operating statement.
- **Map Traffic Counts:** Plot subject sites and the nearby DOT traffic-count stations on an interactive map, with a ranked comparison table of AADT, road class, and station distance for up to 25 candidate sites. Your AI will ask for: addresses.
- **Offering Memorandum:** Produce a complete commercial real estate offering memorandum (OM) for any property type, plan the slides from the asset class, extract the deal's documents, populate the financial exhibits from the broker's model, build the market and comparable sections, write the narrative, and assemble a branded presentation, orchestrated end to end and QA'd against the property type's slide list. Your AI will ask for: property address, property type, deal documents.
- **Parse Multifamily Rent Roll:** Clean and standardize any multifamily rent roll (Excel/CSV/PDF, any PM system) into a one-row-per-unit Excel on a standard schema, with a Unit Mix summary tab, unit counts, occupancy, and average SF/rent by unit type and by SF range. Your AI will ask for: rent roll file.
- **Phase I Environmental Review:** A one-page Phase I environmental tear sheet from a Phase I ESA: the Phase-II verdict, a RECs/CRECs/HRECs findings table, ongoing compliance obligations, and next-step action items. Your AI will ask for: phase i report.
- **Populate LOI:** Draft a commercial Letter of Intent, purchase/sale, commercial lease, or business sale, through a short interview: gather the deal terms, populate the standard CRE Agents template (or your firm's own form), brand the letterhead with your logo, and return a ready-to-send .docx plus a matching counterparty cover email. The legal body is the same every time; only the deal's values, clauses, and your logo change.
- **Prepare Broker Opinion of Value:** A listing-pitch broker opinion of value: the income and sales-comparison approaches reconciled to a recommended pricing range, plus the go-to-market and disposition strategy to win the listing. Your AI will ask for: deal facts.
- **Prepare Closing Checklist:** Build a deal-specific commercial real estate closing checklist (Excel or Word) for an active transaction (a sale or a purchase) cover info, key dates with consequence-of-missing, a milestone tracker by workstream, the closing-document checklist, prorations, and post-closing tasks, all dated to the deal calendar from PSA execution through 90 days post-close. Your AI will ask for: output format, property type, financing type.
- **Prepare Listing Pitch Deck:** A complete listing presentation (pitch deck): why-us track record, market thesis, the asset's positioning, the BOV pricing case, the go-to-market and marketing plan, the buyer universe, the timeline, and the engagement ask, branded and ready to present. Your AI will ask for: deal facts.
- **Pull Interest Rate Report:** A 2–3 paragraph benchmark-rate briefing (SOFR, Treasuries, swap curve, more) pulled live and framed for your purpose: loan sizing, refi, hedging, disposition, construction, or a committee update. Your AI will ask for: rate check purpose.
- **Reconcile Estoppel to Lease:** Compare an executed tenant estoppel against the lease (+ addenda): every term as Match / Discrepancy / Silent / Not-in-lease, a Clean / Minor / Action-Required verdict, annualized $ exposure, and specific next actions. Your AI will ask for: estoppel certificate, lease file.
- **Research 5-Year Market Fundamentals:** A single-market five-year fundamentals read, vacancy, market rent, deliveries, and rent growth by year, through your investment lens, as an interactive dashboard. Your AI will ask for: market, property type.
- **Research a Firm:** An intelligence dossier on a company or capital source, what they do, their mandate and scale, recent activity, key people, fact-paired talking points, and cited sources, from open web research plus a verified firmographic snapshot. Your AI will ask for: firm name.
- **Research a Person:** A pre-meeting brief on an individual, who they are, what they care about now, fact-paired talking points, a background snapshot, and cited sources, from open web research. Your AI will ask for: persons name.
- **Review Confidentiality Agreement:** Review a CA/NDA through the lens of your deal role: a prioritized High/Medium/Low issues table with business-intent fixes, missing-provision callouts, and a signable-or-redline bottom line. Your AI will ask for: confidentiality agreement, your role.
- **Review Purchase and Sale Agreement:** Review a commercial PSA through your deal role: a sign / negotiate / walk bottom line and a prioritized list of the terms that expose you, each with the business-intent fix. Your AI will ask for: purchase sale agreement, your role.
- **Review Title & Survey:** Review a title commitment and survey: each Schedule B-II exception graded remove / insure over / accept / negotiate, plus survey red flags (encroachments, access, flood) and endorsements to request. Your AI will ask for: title commitment.
- **Screen Deal Against Buy Box:** Run an initial go/no-go screen of a new deal against your buyer client's buy box, any property type. Establish the buy box (give it now, or recover it from prior conversations), pull the deal's facts from the OM, then test each criterion against the right evidence (running deeper analyses where a box demands them) and return a Pass / Fail / Needs Further Review verdict per criterion plus a final recommendation. Your AI will ask for: offering memorandum.
- **Screen LIHTC Acquisition Opportunity:** A preliminary go/no-go acquisition memo for an existing LIHTC property from one address: deal-killer screen, rent gap, basis boost, saturation, resyndication napkin math, and ownership/sales history. Your AI will ask for: property address.
- **Screen Physical Risk For Listing:** A fast pre-listing flood, wildfire, and seismic hazard screen, plus insurance talking points to get ahead of a buyer's diligence re-trade. In-chat or Word. Your AI will ask for: address.
- **Select Lender & Capital Structure:** Recommend the right lender types and capital structure for an acquisition or refinance, elimination-first filtering on the deal's metrics, stabilized vs. transitional logic, capital-stack layering, and a paired exit for any bridge, with lender criteria and pricing pulled live, not asserted from memory. Your AI will ask for: deal summary, underwriting.
- **Size Permanent Mortgage Loan:** Size the maximum permanent loan against a stabilized NOI under the LTV, DSCR, and debt-yield tests, anchored to live benchmark rates, and flag the binding constraint. Your AI will ask for: property value, stabilized NOI.
- **Stabilized Pro Forma:** Underwrite any commercial property, multifamily, office, retail, industrial, hotel, and the specialty types, to a stabilized NOI and a direct-cap value from the deal's own financials, delivered as an Excel model plus an IC-ready conclusion framed to your seat in the deal. Your AI will ask for: deal financials, investor role.
- **Suggest a Client Gift:** Personalized client gift ideas for a closing, holiday, or milestone, ranked options across price tiers tuned to the client and the deal, where to get them, and a plain compliance note (RESPA, license limits, the client's gift policy).
- **Summarize a Deal Meeting:** A one-page recap of an investment sales meeting, buyer tour, seller/listing review, counterparty negotiation, diligence, or closing call, with a substance-first summary, decisions, an owner/action/due-date table, and the next touch ready to log to your CRM. Your AI will ask for: meeting transcript.
- **Underwrite Multifamily Rent Roll:** Clean a multifamily rent roll, then analyze it, occupancy and projected occupancy, loss-to-lease, lease-expiration exposure, delinquency, and portfolio categorization, and deliver an interactive (optionally firm-branded) dashboard plus written findings. Your AI will ask for: rent roll file.
- **Underwrite Operating Expenses:** Benchmark a property's operating expenses against property-type comps: the OpEx ratio and each material line positioned within its comp range, the drivers, and the expense-side value-add quantified as an NOI delta, as an Excel workbook. Your AI will ask for: property financials.
- **Underwrite Stabilized Property Tax:** Estimate a subject property's stabilized annual property tax, current tax position, recommended figure with the reassessment-delta walkthrough, a jurisdiction-anchored sensitivity table, and prioritized diligence items. Your AI will ask for: property address, underwritten value.

### Investor Relations & Reporting

- **Analyze County Migration:** A county migration read: net household, population, and AGI flows with the incoming-vs-outgoing wealth signal vs. national and state percentiles, for one site's county, a top-counties screen, or a state ranking. In-chat or Word. Your AI will ask for: request.
- **Build Budget vs Actual Variance:** Build an investor-facing budget-vs-actual variance analysis, the variance table (actual vs budget vs prior, $ and %, favorable / unfavorable), the NOI bridge showing which lines drove the delta, and the plain-language, timing-vs-permanent explanation written for an LP audience. Your AI will ask for: actual financials, budget.
- **Build Capital Account Statement:** Build per-LP capital-account statements: roll forward beginning balance, contributions, distributions by component, and allocated income/loss to an ending balance, with unreturned capital, accrued/unpaid preferred return, and unfunded commitment, plus a fund-total tab that reconciles to partnership equity. Your AI will ask for: capital activity.
- **Build Capital Raise Pipeline:** Build and maintain the LP capital-raise funnel, one row per investor staged target → contacted → engaged → diligence → soft-circle → committed → closed, with target/soft/hard commitment amounts, probability, owner, and next step, plus a dashboard of progress-to-target, weighted pipeline, and the funnel by stage, so the GP can run the raise to its number and see where it stalls. Your AI will ask for: raise target.
- **Build Climate Risk Disclosure:** A portfolio physical/climate-risk disclosure for a quarterly report or institutional DDQ: FEMA National Risk Index plus key hazards, an investor-grade read. Your AI will ask for: portfolio assets.
- **Build Co-Investment Offer:** Build a co-investment offer to existing LPs on a specific deal, an offer memo (the opportunity, the co-invest economics and how they differ from the main fund, the structure), the allocation methodology that honors contractual co-invest rights and states the discretionary basis, minimums and timeline, and an election form, within the securities framing a co-invest offer requires. Your AI will ask for: deal facts, co invest terms.
- **Build DCF Model:** Build a dynamic, institutional-quality multi-year (default 10-year) real estate DCF model in Excel, unlevered and levered cash flows, reversion, and IRR/equity-multiple returns, ready to fill with your own deal.
- **Build Distribution Schedule:** Build an Excel distribution schedule: allocate distributable cash across LPs and the GP by ownership and the distribution order (return of capital → preferred → profit/promote), one row per investor, with totals that reconcile to the total distribution as a PASS/FAIL check. Your AI will ask for: distributable cash, investor schedule.
- **Build Equity Waterfall:** Build an Excel distribution-waterfall / promote model that splits a deal's distributable cash across the tiers (return of capital, preferred return, GP catch-up, and the carried-interest splits) into the LP and GP streams, with the pref accrual shown and the tiers reconciling to total. Your AI will ask for: cash flows or model, waterfall terms.
- **Build Fee & Expense Report:** Build the LP-facing fee, expense, and carried-interest transparency report (ILPA Fee Reporting Template shape) from the firm's ledger, gross management fee, offsets, net fee, partnership expenses by category, and carry accrued/paid, with period and inception-to-date columns, reconciling to the capital accounts. Your AI will ask for: fee and expense ledger.
- **Build Fund Fact Sheet:** Build the recurring one-page fund fact sheet / tearsheet from the firm's fund data, identity and strategy, key facts, the headline performance metrics for the fund type with their as-of date, capital activity, and portfolio mix, as a branded one-page Word document or slide, in the existing-LP or prospect variant. Your AI will ask for: fund data, reporting period.
- **Build Fund NAV Statement:** Build the fund-level fair-value NAV roll-forward (NAV bridge) for investors from the firm's marks, beginning NAV through contributions, distributions, income, realized/unrealized value change, fees, and carry to ending NAV; per-unit NAV where unitized; with the valuation-policy disclosure and a reconciliation to the capital accounts. Your AI will ask for: nav inputs.
- **Build Investor Intro Deck:** Assemble a branded fund or firm investor introduction deck for a capital raise, opportunity, firm, strategy, track record, team, market, terms, and pipeline, calibrated to the LP audience and the fund vs. single-deal variant, with a securities disclaimer. Your AI will ask for: firm and strategy, track record.
- **Build Portfolio Roll-Up:** Roll a fund's assets into one investor-facing Excel view, one row per asset (ownership, NOI vs budget, occupancy, debt and maturity, value/mark, equity, a simple per-asset return) totaling to portfolio level, with a summary tab. Your AI will ask for: asset level data.
- **Build Quarterly Investor Report:** Assemble a periodic (quarterly or annual) investor report from the firm's fund and asset data, capital activity, fund returns, and one page per asset, as a branded Word document with Excel exhibits, calibrated to the LP audience. Your AI will ask for: reporting period, portfolio or asset data.
- **Build Subscription Package:** Assemble the LP subscription / onboarding package for a raise, subscription agreement, investor questionnaire with the accreditation / qualified-purchaser certification the exemption requires, tax forms, entity/authority docs, AML/KYC checklist, and funding setup, plus a per-investor onboarding tracker from soft-circle to closed and funded, with counsel's documents governing. Your AI will ask for: offering details.
- **Calculate Partnership Returns by Party:** Compute LP and GP returns gross and net, per-party IRR and equity multiple, DPI / RVPI / TVPI / MOIC, and the preferred-return accrual, bridging gross to net through the promote when the waterfall terms are given, in an investor-ready returns-by-party summary. Your AI will ask for: cash flows by party or model.
- **Draft Capital Call Notice:** Draft an LP capital-call notice, the call amount, each investor's pro-rata share of commitment, the use of proceeds, due date, remaining unfunded commitment, and the LPA's default remedy, as a master letter plus a per-LP merge structure when an investor schedule is provided. Your AI will ask for: call details.
- **Draft Construction Progress Update:** An investor-facing development or renovation progress update, budget vs actual and cost-to-complete, schedule and milestones vs plan, % complete, draws funded, leasing/pre-sales progress, risks and change orders, as a branded Word document. Your AI will ask for: project status data.
- **Draft Deal Teaser One-Pager:** A one-page branded deal teaser for investors, the opportunity, location, business plan, projected returns, structure and minimum, the ask, and a confidentiality footer, teasing enough to earn the call, not the full PPM. Your AI will ask for: deal facts.
- **Draft Distribution Notice:** Draft an LP distribution notice, the amount, each investor's pro-rata share, the components (return of capital / preferred / profit), the period, record and payment dates, the tax-character disclosure, and cumulative distributions and DPI, as a master letter plus a per-LP merge structure when an investor schedule is provided. Your AI will ask for: distribution details.
- **Draft Investment Merits And Risks:** The balanced merits-and-risks narrative for an offering, the investment merits (basis, demand, value-creation, downside protection, alignment) and a candid PPM-grade risk-factors register with mitigants across the standard categories. Your AI will ask for: deal summary.
- **Draft Investor Consent Request:** Draft an LP consent solicitation / LPA-amendment request, a cover letter with the ask, rationale, and consequences, a fair summary of the matter (with a before/after of the changed terms), the LPA voting threshold and mechanics, a consent/ballot form, and the deadline, plus a per-LP response tracker to the threshold, in neutral fiduciary framing with counsel owning the amendment. Your AI will ask for: consent matter.
- **Draft Investor Update Letter:** The periodic GP-to-LP letter, what happened, performance in plain language, capital activity, the market view, and what's next, the relationship-keeping narrative that earns the re-up, as a branded Word document. Your AI will ask for: update content.
- **Draft K-1 Tax Cover Letter:** Draft the annual K-1 / tax-package cover letter to LPs, what's enclosed (federal and state K-1s, K-3, footnotes), the state-filing footprint, estimate-vs-final and extension timing, where to direct questions, and the year's flag-worthy highlights, in a precise, informational fiduciary voice that never gives tax advice. Your AI will ask for: tax package details.
- **Draft Macro Market Commentary:** An investor-facing macro commentary for a quarterly letter, report, or raise deck: where the cycle sits, what it means for the portfolio, and the vintage case. Your AI will ask for: request.
- **Draft Market Supply Context:** An investor-facing supply-context narrative: low new supply defends the portfolio's rents, or the next fund targets undersupplied markets, on permits and SPI. Your AI will ask for: request.
- **Draft Meeting Notes Summary:** A one-page Word recap of a meeting transcript, header, a lead-with-substance summary, key discussion points, decisions, an Owner/Action Item/Due Date table, and next steps. Your AI will ask for: meeting transcript.
- **Draft Professional Bio:** A professional CRE bio in the format you pick, short-form social, speaker / conference, website / team page, social About section, or full bio, led by relevance and proven with specifics. Your AI will ask for: bio type, info source, person name.
- **Draft Professional Email:** A polished, copy-ready CRE email from a recipient name and what you want to say, the right type (thank-you, intro, follow-up, technical, scheduling) in the firm's warm, concise house voice. Your AI will ask for: description of how to respond.
- **Draft Sponsor Overview Track Record:** A sponsor overview and track-record exhibit, firm-history and principals narrative plus the realized and unrealized deal tables (gross and net) and aggregate stats, presented to the compliance discipline that earns LP trust. Your AI will ask for: sponsor info, deal history.
- **Generate Demographics Report:** A demographics briefing for a site and its trade area, population, income, housing, and the derived demand metrics vs. national percentiles, at the block group and over a radius. In-chat or Word. Your AI will ask for: property address.
- **Generate Employment Report:** A county labor-market report: employment, momentum, resilience, and property-type demand vs national percentiles, for one county, a market screen, or a comparison. Your AI will ask for: request.
- **Map Points of Interest:** Find and map the points of interest around a site, competitors, anchors, traffic generators, amenities, or a curated shortlist, as an interactive map with a ranked, linked legend. Your AI will ask for: request.
- **Map Traffic Counts:** Plot subject sites and the nearby DOT traffic-count stations on an interactive map, with a ranked comparison table of AADT, road class, and station distance for up to 25 candidate sites. Your AI will ask for: addresses.
- **Pull Interest Rate Report:** A 2–3 paragraph benchmark-rate briefing (SOFR, Treasuries, swap curve, more) pulled live and framed for your purpose, loan sizing, refi, hedging, disposition, construction, or a committee update. Your AI will ask for: rate check purpose.
- **Research a Firm:** An intelligence dossier on a company or capital source, what they do, their mandate and scale, recent activity, key people, fact-paired talking points, and cited sources, from open web research plus a verified firmographic snapshot. Your AI will ask for: firm name.
- **Research a Person:** A pre-meeting brief on an individual, who they are, what they care about now, fact-paired talking points, a background snapshot, and cited sources, from open web research. Your AI will ask for: persons name.
- **Respond to DDQ or RFP:** Respond to an institutional due-diligence questionnaire or RFP, parse it into its question set, draw each answer from the firm's connected knowledge base and prior completed DDQs, draft to the precise institutional register, hold every figure consistent across the whole response, and flag what compliance or counsel must sign off. Your AI will ask for: ddq or rfp.
- **Respond to Investor Inquiry:** Answer an ad-hoc LP question, pull the right figure from the firm's connected knowledge base, prior reports, or the documents you provide, then draft a precise, warm, fiduciary reply that resolves the question and flags anything that needs GP or compliance sign-off. Your AI will ask for: investor question.
- **Source Prospective Investors:** Build a qualified list of prospective LPs / capital allocators for a raise, define the ideal-investor profile from the strategy, research candidates by type, qualify each by mandate fit from public sources, and load them into the firm's CRM tagged as prospects with a fit rationale and a suggested first touch. Your AI will ask for: raise profile.
- **Stabilized Pro Forma:** Underwrite any commercial property, multifamily, office, retail, industrial, hotel, and the specialty types, to a stabilized NOI and a direct-cap value from the deal's own financials, delivered as an Excel model plus an investor-ready conclusion: the defensible basis the LP case and the deal's return model rest on, framed to your seat in the deal. Your AI will ask for: deal financials, investor role.

### LP / Allocator

- **Assess Capital Stack & Leverage:** An allocator's leverage and capital-stack risk read: the LTV/LTC, DSCR/debt yield, maturity and refinancing exposure, rate structure (fixed/floating/caps), and recourse, read against the current rate environment, so the LP knows how much debt risk sits beneath its first-loss equity before committing. Your AI will ask for: deal financing.
- **Build Investment Mandate:** Capture the limited partner's own allocation mandate as a testable record, asset classes in/out, geography, check size and pacing, strategy and target net return, structure and liquidity, sponsor requirements, and concentration limits, each line tagged must-have or preference, so every screen and memo measures fit against one source of truth. Your AI will ask for: mandate inputs.
- **Build LP Investment Memo:** The allocator's own commit/pass investment memo for their file or family-office IC, recommendation and required terms on page one, the three independent diligence reads (market, sponsor, deal & terms), the LP's net return position, a risk register, and a documented rationale. The buy-side analog of a GP's IC memo, re-aimed to the allocator's decision; a pass memo is as complete as a commit. Your AI will ask for: deal materials.
- **Build LP Market Primer:** An allocator's get-smart-fast primer on a market and submarket for a property type: the economic base and demand drivers, the demographic / labor / migration / retail context vs US benchmarks, the supply pipeline, and crucially the liquidity / exit depth and who else is active, grounded in live county and metro data plus cited market reports, every figure sourced. The independent market read behind a commit/pass on a deal a sponsor brought you. Your AI will ask for: market, property type.
- **Build Portfolio Exposure View:** A concentration roll-up for an allocator: turn a list of commitments into an exposure view across market, asset class, sponsor, strategy, and vintage, with the shares and the concentration flags against the mandate's limits, so the LP sees where it's over-weight before it bites. Your AI will ask for: commitments.
- **Compare Competing Allocations:** The allocation-choice deliverable: a side-by-side of two or more opportunities competing for the same capital (net return, risk, sponsor, market, terms/alignment, and liquidity) normalized to the LP's own net and mandate, with a documented recommendation on which to back and why. Your AI will ask for: opportunities.
- **Compare Markets:** Compare 2 to 5 named markets head-to-head for a property type, labor and demand, demographics, migration, retail, supply, and pricing, each side by side with US percentile ranks, into a scored comparison and a recommendation. The focused "which of these markets" read, distinct from screening a whole universe. Your AI will ask for: markets, property type.
- **Evaluate Deal Terms:** An allocator's terms & alignment assessment: model the LP's net under the waterfall and promote, total the all-in fee load and its drag, read the alignment (GP co-invest, fee offsets, crystallization, clawback), inventory the governance and LP rights, and land prioritized negotiation points, the "better terms" half of the north star. Your AI will ask for: deal terms.
- **Interpret GP Report:** The consumption counterpart to investor reporting: read a quarterly GP / fund report, extract performance-vs-plan (returns, NOI, occupancy, leverage, distributions vs. the original underwrite), flag the variances and watch-items, and surface the questions to put to the GP, so the LP monitors the position rather than filing the report. Your AI will ask for: GP report.
- **Issue Sponsor DDQ:** The buy-side counterpart to answering a DDQ: assemble a tailored due-diligence questionnaire the LP issues to a GP, asset-class- and strategy-aware question sets across firm and track record, strategy, team and key-person, terms and alignment, operations and controls, conflicts, and references, so the allocator gets the answers the pitch didn't volunteer. Your AI will ask for: deal or fund context.
- **Monitor Market Exposure:** A recurring market digest scoped to the markets and asset classes the LP is exposed to, the employment, migration, demographic, supply, and rate signals that move those positions, read for what's turning, so the allocator catches a deteriorating market early and informs hold / exit / re-up. Your AI will ask for: exposure.
- **Research 5-Year Market Fundamentals:** A single-market five-year fundamentals read, vacancy, market rent, deliveries, and rent growth by year, through your investment lens, as an interactive dashboard. Your AI will ask for: market, property type.
- **Research a Firm:** An intelligence dossier on a company or capital source, what they do, their mandate and scale, recent activity, key people, fact-paired talking points, and cited sources, from open web research plus a verified firmographic snapshot. Your AI will ask for: firm name.
- **Research a Person:** A pre-meeting brief on an individual, who they are, what they care about now, fact-paired talking points, a background snapshot, and cited sources, from open web research. Your AI will ask for: persons name.
- **Screen Opportunity Against Mandate:** An allocator's front-door triage: take an inbound deal or fund and test it against the LP's own allocation mandate, asset class, geography, check size, strategy, target return, structure and liquidity, sponsor type, returning a Fit / No-Fit / Needs Further Review verdict per criterion and a pursue-diligence / pass recommendation. A fit screen, not a parcel underwrite. Your AI will ask for: opportunity materials.
- **Stress Test Sponsor Underwriting:** An allocator's reasonableness check on a sponsor's underwriting: take the sponsor's own assumptions, rent and revenue growth, exit cap, expense ratios, vacancy, and leverage, and test each against market benchmarks and neutral pricing data, flagging where the model leans on aggressive inputs. A benchmark sanity-check that draws the line at "I checked the GP's math," not "I re-did the GP's job." Your AI will ask for: sponsor underwriting, market, property type.
- **Validate Market Thesis:** The allocator's defense against a market story built on the sponsor's own evidence: extract every market and submarket claim behind a deal, route each to a neutral, sourced data point, and return a claim-by-claim verdict (Supported / Mixed / Contradicted / Unverifiable) with an overall read on whether the market thesis holds. Market and submarket level, fed by a specific deal; never a parcel re-underwrite. Your AI will ask for: deal materials, market, property type.
- **Vet Sponsor:** Buy-side diligence on the GP behind a deal or fund: read the track record against the completeness standard rather than at face value (realized vs. projected, net vs. gross, the losses), test whether the sponsor actually operates in this market and asset class, surface key-person, alignment, and conflict risk, and produce a findings register plus a reference plan. Scrutiny of the operator, not the sponsor's own marketing record. Your AI will ask for: sponsor materials.