Catalogs

A catalog is a set of tasks built for one kind of CRE work. Each one is organized into workstreams, the stages of that job, so you can see where a task fits.

The catalogs

General

67 tasks

Everyone starts with this one

Generic CRE-productivity tasks for any commercial real estate professional, the starting point when you don't fit (or haven't yet chosen) a role catalog.

• Debt & financing
• Organize the deal

Acquisitions

49 tasks

For the buy-side acquisitions principal (analyst to VP at a fund, REIT, or family office): screen more deals, underwrite a defensible basis, de-risk diligence, win IC approval, and close, growing acquisition-fee revenue by closing more good deals.

• Source & screen
• Underwrite the basis
• Diligence & de-risk
• Finance & win approval
• Close

Asset Management

48 tasks

For the owner's-rep asset manager running the hold: own the business plan and budget, drive income and leasing, control opex and taxes, steward the capital plan, manage the debt, and time the exit, compounding the hold-period value you're paid on.

• Own the business plan & budget
• Drive income & leasing
• Control opex & taxes
• Steward the asset & capital plan
• Manage the capital stack & debt
• Value the asset & time the exit

Capital Advisory

15 tasks

For the capital-raising professional at a placement agent / capital-advisory firm who represents real estate managers to institutional LPs: know both sides, target and match mandates to allocators, build the credibility assets that earn institutional trust, publish research-led thought leadership, and engage and convert, growing the institutional capital placed for the managers you represent.

• Know both sides
• Target & match
• Build credibility assets
• Publish thought leadership
• Engage & convert

Development

63 tasks

For the CRE developer / sponsor running ground-up and major value-add projects: source and secure the site, prove it pencils, capitalize it, control the build, and realize the value, protecting the spread that pays development fees and the promote.

• Source & secure the site
• Prove feasibility & entitlements
• Underwrite the development & returns
• Capitalize the project
• Execute: build & lease-up
• Stabilize, report & realize

Financial Modeling

17 tasks

For the real estate financial modeler (the analyst, associate, or principal at a developer, investor, lender, or brokerage who builds the model a deal is decided on): model acquisitions and value-add plans, model development from the first draw to the promote, model the hold, and model value, each section built the way a seasoned modeler builds it, creating and modifying institutional-quality models to support your work.

• Acquisitions & value-add
• Development
• Asset management
• Valuation

Investment Sales Broker

69 tasks

For the commission-driven investment sales broker (seller's or buyer's rep): fill the funnel with qualified owners and buyers, win the assignment, market and evaluate the deal, negotiate and close, and nurture repeat clients, earning more commission.

• Fill the funnel
• Win the assignment
• Market & evaluate the deal
• Negotiate & close
• Nurture & repeat

Investor Relations & Reporting

42 tasks

For the investor-relations / fund-reporting professional at a GP, sponsor, or fund manager: report to investors, account for capital, show the performance, engage investors, and raise the next dollar, growing the capital LPs keep and what you raise.

• Report to investors
• Account for capital
• Show the performance
• Engage investors
• Raise the next dollar

LP / Allocator

18 tasks

For the limited partner / passive allocator backing specialist GPs across US markets and asset classes: screen each inbound opportunity against your own mandate, diligence the three lenses a sponsor's pitch can't give you (market, sponsor, and deal & terms) document a defensible commit/pass, and monitor the position through the hold. Allocate on independent diligence, not the sponsor's narrative, growing risk-adjusted return on allocated capital by backing the right bets, passing the wrong ones, and improving the terms of the ones you take.

• Screen the inbound
• Diligence the market
• Diligence the sponsor
• Diligence the deal & terms
• Decide & document
• Monitor the position

Picking catalogs

You pick catalogs during setup, and on Task + Data in the portal any time after. Your picks sit in slots at the top. Everything you could add is under Add more.

Your picks up top. Drag one up from Add more, or click its button.

• Add one: drag it onto an open slot, or click + Add. With every slot full, drop it on a pick, or click Swap in.
• Remove one: drag it down out of its slot, or click Remove. Removing is free.
• Every change asks first and says what it costs. Then Undo last change appears for a while.

Every change asks first, and says what it costs.

• Changes a month: the dots show how many you have left. Putting back one you just removed is free, and an undo within 3 days gives the change back.
• Essentials are always on, whatever you pick.
• In a department? Your admin picks which catalogs are on your department’s menu. One that isn’t shows under Not on your menu. Click Ask your admin, and they see the request.

A catalog built for your firm

We also build private catalogs around the way a firm already works: your models, your memos, your process. They’re private to your firm and don’t appear here. Book a demo to learn more.

Next steps

Find and run tasksWhat to ask for.

Requests (admins)How admins answer catalog requests.