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Blog de Automatización IA

Descubre las últimas tendencias, estrategias y mejores prácticas para implementar la automatización con IA en tu negocio. Desde la creación de agentes hasta la optimización de infraestructura.

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Mostrando 18 de 318 artículos

How-To Guides

CRE Property-Tax Reassessment: Bridge the Current Bill to the Buyer Case

CRE Property-Tax Reassessment: Bridge the Current Bill to the Buyer Case

Bridge the current property-tax bill to a supported buyer underwriting case. Separate recurring NOI changes from supplemental billing and cash timing.

Underwriting & Analysis

Multifamily Renovation Tracking: Budget, Rent and Collections

Multifamily Renovation Tracking: Budget, Rent and Collections

Track multifamily renovations from approved scope and cost to signed rent and collections. Keep incomplete units visible with a fictional unit-level worksheet.

Underwriting & Analysis

CRE Insurance Quote Comparison: Check the Coverage and Cost

CRE Insurance Quote Comparison: Check the Coverage and Cost

Compare CRE insurance quotes by coverage, limits, deductibles and total cost before changing the underwriting case. Includes a fictional quote worksheet.

Underwriting & Analysis

Commercial Lease Rollover Schedule: A Checked Example

Commercial Lease Rollover Schedule: A Checked Example

Build a commercial lease rollover schedule with an as-of date, checked area and rent totals, and options kept separate. Includes a fictional CSV exercise.

Deal Sourcing & Prospecting

Off-Market Owner Research: Build an Evidence Handoff

Off-Market Owner Research: Build an Evidence Handoff

Hand off off-market owner research with source records, documented roles, unresolved questions and recheck triggers. Includes a fictional CSV practice pack.

Underwriting & Analysis

CRE Refinance Cash-In Gap: Reconcile the Cash Needed at Closing

CRE Refinance Cash-In Gap: Reconcile the Cash Needed at Closing

Calculate a CRE refinance cash-in gap from loan proceeds, payoff, fees and reserves. Reconcile prior payments with a fictional sources-and-uses worksheet.

Underwriting & Analysis

Industrial Lease Renewal vs. Re-Letting: Compare the Cash Flow

Industrial Lease Renewal vs. Re-Letting: Compare the Cash Flow

Compare industrial lease renewal and re-letting over the same period. Model downtime, free rent, tenant work and commissions with a fictional monthly worksheet.

Underwriting & Analysis

AI Underwriting in Excel: Check Formulas Before the Memo

AI Underwriting in Excel: Check Formulas Before the Memo

Check Excel formulas after AI underwriting. Use a synthetic cell map and input-change tests to catch hardcoded outputs, wrong ranges and missing inputs.

Underwriting & Analysis

Claude for Excel for Real Estate Models: Trace and Check Formulas

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?

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

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

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

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

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

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

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

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.

NextAutomation and Caelon announce an exclusive partnership

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.

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