By asset type
Choose the operating model, then the evidence and working kit it needs.
Latest Insights
AI Automation Blog
Discover the latest trends, strategies, and best practices for implementing AI automation in your business. From agent building to infrastructure optimization.
Showing 18 of 310 articles
Underwriting & Analysis
Claude for Excel for Real Estate Models: Trace and Check Formulas
Underwriting & Analysis
Claude for Excel for Real Estate Models: Trace and Check Formulas
Use Claude for Excel to trace a real estate model, test one changed assumption and independently reconcile NOI, debt service and DSCR with a worked cell map.
AI Systems & Playbooks
Claude Google Drive Connector for CRE: Drive, Sheets or API?
AI Systems & Playbooks
Claude Google Drive Connector for CRE: Drive, Sheets or API?
Choose Claude’s Drive connector, Sheets sidebar or a scheduled API workflow for CRE deal files. Compare document access, edits, limits and review checks.
Underwriting & Analysis
Hotel Property Improvement Plan (PIP): What It Is and How to Underwrite It
Underwriting & Analysis
Hotel Property Improvement Plan (PIP): What It Is and How to Underwrite It
Learn what a hotel property improvement plan requires and model PIP scope, monthly cash needs and rooms out of service with a worked hotel acquisition example.
Underwriting & Analysis
Land Use Restriction Agreement (LURA): How to Read One
Underwriting & Analysis
Land Use Restriction Agreement (LURA): How to Read One
Read a land use restriction agreement before underwriting affordable housing. Build a unit register of rent limits, source references and unresolved amendments.
How-To Guides
Phase 1 ESA Checklist: How to Review a Phase I Report Before You Close
How-To Guides
Phase 1 ESA Checklist: How to Review a Phase I Report Before You Close
Use this Phase 1 ESA review checklist to track report dates, open findings and document references before closing, with an illustrative closing review register.
Underwriting & Analysis
Ratio Utility Billing System (RUBS): How to Underwrite the Income
Underwriting & Analysis
Ratio Utility Billing System (RUBS): How to Underwrite the Income
Learn what a ratio utility billing system is and test RUBS income against leases, utility invoices and cash collections before it enters your acquisition model.
Underwriting & Analysis
USALI 12th Edition Changes: How to Compare Hotel Statements Across Editions
Underwriting & Analysis
USALI 12th Edition Changes: How to Compare Hotel Statements Across Editions
Understand USALI 12th edition changes and compare hotel operating statements across editions with a mapping, a fictional example and reconciliation checks.
Underwriting & Analysis
Warehouse Power Due Diligence: An Evidence Checklist
Underwriting & Analysis
Warehouse Power Due Diligence: An Evidence Checklist
Check warehouse power claims against occupier requirements, service records and utility responses. Use a fictional evidence register and delay sensitivity.
Underwriting & Analysis
T-12 Normalization: Build a Reviewable Adjustment Register
Underwriting & Analysis
T-12 Normalization: Build a Reviewable Adjustment Register
Normalize a T-12 with a traceable adjustment register. Recompute a fictional NOI bridge, separate pending assumptions and preserve the reported operating history.
Deal Sourcing
NextAutomation and Caelon announce an exclusive partnership
NextAutomation and Caelon bring proprietary commercial real estate data into AI workflows, with weekly research on loan maturities and distress signals.
Deal Sourcing
Deduplicate a CRE Owner List Without Merging Unrelated Owners
Deal Sourcing
Deduplicate a CRE Owner List Without Merging Unrelated Owners
Deduplicate a CRE owner list without merging unrelated entities. Use jurisdiction-aware keys, retained source records and a checked eight-row practice exercise.
Underwriting & Analysis
Claude for Rent Roll Reconciliation: A Worked Example
Underwriting & Analysis
Claude for Rent Roll Reconciliation: A Worked Example
Use Claude to reconcile a rent roll against billing and T-12 records. Use a sample packet, check the arithmetic, and keep unresolved differences visible.
Underwriting & Analysis
Commercial Lease Audit Checklist: Match Leases, Amendments and the Rent Roll
Underwriting & Analysis
Commercial Lease Audit Checklist: Match Leases, Amendments and the Rent Roll
Audit commercial leases against amendments and the rent roll. Use a worked discrepancy register to check rent, dates, concessions and unresolved terms.
Deal Sourcing
How to Research a Commercial Property Owner’s Portfolio
Deal Sourcing
How to Research a Commercial Property Owner’s Portfolio
Trace a commercial property owner across LLCs and county records. Use an evidence worksheet to separate confirmed holdings from possible portfolio matches.
Underwriting & Analysis
Industrial Outdoor Storage Underwriting: A Worked Example and Checklist
Underwriting & Analysis
Industrial Outdoor Storage Underwriting: A Worked Example and Checklist
Underwrite an IOS yard using usable acreage, supported rent assumptions and explicit expenses. Includes a synthetic model, sensitivities and a review checklist.
How-To Guides
How to Build a Submarket Intelligence Report With AI
How-To Guides
How to Build a Submarket Intelligence Report With AI
Build a CRE submarket report with dated sources, comparable definitions, a clear supply pipeline, and hypotheses your investment committee can test.
Tool Guides & Comparisons
AI Real Estate Due Diligence: Build or Buy?
Tool Guides & Comparisons
AI Real Estate Due Diligence: Build or Buy?
Compare AI due-diligence software and custom workflows using your CRE documents, review requirements, data controls, integration needs, and operating costs.
How-To Guides
How to Find Off-Market Real Estate Deals With AI
How-To Guides
How to Find Off-Market Real Estate Deals With AI
Build an off-market CRE sourcing workflow with verified property signals, careful LLC research, buy-box screening, and a clear path to owner conversations.
Ready to Transform Your Business with AI?
Get a free AI Roadmap and discover how to implement these strategies in your own business.
Claim Your Free AI RoadmapCRE research guides
Choose your next research task.
Start with the asset or jurisdiction, then leave with a focused evidence task. Each guide explains what its sources establish and what still needs review.
By state
Follow a jurisdiction-specific record path and keep its scope visible.
Methods and publications
Work through source, identity and underwriting-input decisions.