The Real Estate AI Playbook
The Real Estate AI Playbook
AI Workflows You Can Run Yourself Across Sourcing, Underwriting, and LP Reporting
TL;DR
Get 10 AI workflows you can run yourself in ChatGPT or Claude across deal sourcing, underwriting, capital raising, and asset management, plus the prompts to run them and a clear picture of what the fully-built version looks like when a workflow earns a permanent seat on your team. This free 6-chapter guide covers where ai actually earns its keep in a deal team, 10 ai workflows every cre firm can run this week, deal sourcing and off-market intelligence blueprint, and more. Key insight: 15 hours to 3 minutes (NextAutomation build).
Get 10 AI workflows you can run yourself in ChatGPT or Claude across deal sourcing, underwriting, capital raising, and asset management, plus the prompts to run them and a clear picture of what the fully-built version looks like when a workflow earns a permanent seat on your team.
What's Inside
Where AI Actually Earns Its Keep in a Deal Team
The three properties of CRE work that make it high-ROI for AI, and how to tell a workflow worth running yourself from one worth building into a system.
10 AI Workflows Every CRE Firm Can Run This Week
Practical workflows ranked by time savings, from off-market deal screening to IC memo drafting and pro-forma sanity checks, each runnable in ChatGPT or Claude today.
Deal Sourcing and Off-Market Intelligence Blueprint
The 4-stage sourcing pipeline, a deal-scoring model you can run by hand, and what the built version looks like at 197 counties scored weekly.
Governance-First AI for Investment Decisions
Decision-support guardrails, data-source licensing, and the 5-Gate Investment Review Framework.
Implementation Roadmap
A week-by-week guide from your first prompt to a fully AI-assisted deal team, and when to graduate a workflow into a custom system.
Getting Started Checklist
A 10-Point AI Readiness Checklist and your first 48-hour action plan for the deal team.
What Key Statistics Should You Know?
to underwrite a deal after we built a Florida industrial value-add investor an AI deal-screening system with a 26-point checklist, 5 weighted criteria, and 3 automatic disqualifiers
Source: NextAutomation build
refreshed and scored on 14 signals with verified owners in the off-market sourcing engine we built for a Midwest manufactured-housing investor
Source: NextAutomation build
ranked and contactable overnight from the Bay Area multifamily off-market signal engine we built on nightly county-record scans
Source: NextAutomation build
the DIY versions of these workflows save per analyst on deal screening and pro-forma drafting before you ever commission a build
Source: Workflow estimate