Underwriting
Prepare inputs for the model
Rent rolls and financial statements arrive in different formats. Extract the figures, reconcile totals, and flag exceptions before an analyst puts them into the model.
Use cases
What can AI actually do at a real estate firm?
Many teams use Claude and ChatGPT for questions and drafts. With your firm’s context and clear instructions, they can help screen deals, compare leases, and prepare investor materials. Some of that work can be done with agent skills. Other tasks call for custom agents or applications when they need to run on their own, connect to business systems, or meet stricter accuracy requirements.
Across the firm
From underwriting to monthly reporting.
Lease review
Compare terms against your standard
Find differences between an inherited lease and the terms your firm expects, with citations to both documents so a reviewer can check each finding.
Investor materials
Draft a deal teaser or presentation
Bring together the model, diligence, and deal team’s judgment to prepare investor materials in the firm’s format. The team checks the numbers and the story before sharing it.
Investment research
Build a market study
Gather data from the sources the team already uses, apply its analysis, and prepare charts and findings that can be traced back to the inputs.
Development & construction
Turn site updates into actions
Pull decisions, owners, and open items from construction meeting notes and reports into a consistent record the team can update and review.
Asset management
Keep monthly reporting on track
Collect incoming reports, track what is missing, and prepare the files and data for review on a regular schedule.
A closer look · Deal screening
A new deal lands in the inbox. What happens next?
The team needs to know whether it fits, what is missing, and where to spend its time. An agent can read the incoming materials, apply the firm’s criteria, bring in relevant data, and prepare a brief for an acquisitions lead to review.
The investment decision stays with the team.
Incoming
Broker email · Offering memo · Rent roll
Check against
Investment criteria · Property facts · Market data
Ready for review
Deal brief
- Fit and concerns
- Sources for key facts
- Gaps and follow-up questions
Your next use case
What work would you start with?
Bring us a task your team wants to hand off or improve. We’ll help figure out what it would take.