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The Small-Bay Off-Market Sourcing Kit

The exact kit we use to source small-bay and industrial outdoor storage off-market: an onboarding buy-box skill that turns a call into a scoped mandate, and the installable off-market sourcing pack that screens a county's parcels, traces each LLC to a named human, and drafts outreach that could only be about that property.

Inside the kit:

Onboarding buy-box skill (installable)

Turns a discovery call or your own notes into a scoped mandate: asset type, size band, vintage, submarket, owner profile, hard no's

The single highest-leverage input. Encode your box once and every downstream agent reads from it.

The sourcing agent (installable)

The lead agent: paste it into a Claude Project, Claude Code, ChatGPT or Codex and it runs the full sourcing method against your buy box

Something you run, not only something you read. It restates your mandate as filters and waits for your confirmation before it touches a row.

Skip-trace analyst (installable)

The trace specialist: entity to named human, with a cited record behind every link in the chain

Registered agents never get reported as owners, and every resolution is graded HIGH, MEDIUM, LOW or UNRESOLVED.

Valuation analyst (installable)

The valuation specialist: comp selection with stated rejections, a line-item adjustment grid, a low/base/high range

Every number reproduces by hand, and every missing input becomes a labelled assumption instead of a guess.

Outreach writer (installable)

The outreach specialist: owner letter, email and call script for one target, with a sources block per claim

Personalized only from facts the pipeline established. No dollar figure in a first touch, no broker-speak.

Install guide

File tree plus per-tool install paths for Claude Project, Claude Code, ChatGPT and Codex

Ten minutes from download to a running agent, whichever tool you already use.

Small-bay and IOS are the least-institutionalized corners of CRE, which means the ownership is fragmented, the contact data is buried, and the list-building is manual. This kit is the step-by-step system for sourcing that inventory with Claude, with installable agent files you run against your own territory.

Bring your buy box to a call

The kit runs against a real mandate. Book a discovery call and, in the booking message, state your buy box: lot coverage, target pricing, the territory down to the counties you care about, and the asset type (small-bay flex, IOS, or both). We'll come to the call ready to talk about sourcing your exact footprint.

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