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FREE SKILLS + WORKING TEMPLATES

5 AI agents for real estate acquisitions

Research the owner. Screen the deal. Build the first-pass underwrite. Draft the IC memo and outreach. Five specialists, with one lead agent to keep the work connected.

5 AI agents for real estate acquisitions: free skills and templates, with a commercial property illustration and the Claude mark
The five-agent acquisition pack. Property illustration; no specific market.
Also included: the acquisition lead. It carries the same buy box, source references and open questions through all five stages. Your team approves committee circulation and any outreach.

Free files. Bring your AI access and deal data. Instructions are in English.

Get the 5-agent acquisition pack

Enter your details to download all five specialists, the coordinating lead, setup guide and working templates in one ZIP.

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A clear job for every agent

Each skill defines what it needs, what it produces and what must be checked before the next stage.

  1. 01

    Ownership researcher

    You provide

    Property records and any entity filings you hold.

    You get

    A documented ownership trail, the role each record supports and a specific research plan for missing links.

  2. 02

    Deal screener

    You provide

    Your buy box and a property list or deal summary.

    You get

    A ranked review queue with hard-filter results, evidence coverage, a fit score and the reason for each verdict.

  3. 03

    First-pass underwriter

    You provide

    The OM, rent roll, operating statements and approved assumptions.

    You get

    A sourced first-pass Excel model, missing-input list and sensitivity checks. Unsupported financial cells stay blank.

  4. 04

    IC memo writer

    You provide

    The research, screening decision and checked underwriting.

    You get

    A decision brief with the thesis, evidence, financial snapshot, risks and open questions, ready for your review.

  5. 05

    Outreach writer

    You provide

    Checked property facts, your sender details and intended recipient.

    You get

    A letter, an email and a call script with the factual basis and review checklist. Drafts only.

Open one ZIP. Start with the README.

Five specialist skills + a lead

Detailed instructions with intake, workflow, output formats, exception handling and acceptance checks. Native skill folders are included.

Your buy box, written once

A blank configuration for your markets, asset types, size, currency and criteria. No city, country or asset class is preselected.

An editable underwriting workbook

Financial inputs, source references, review fields, first-pass calculations and sensitivity checks in Excel.

Templates for the whole handoff

Ownership research, a deal-screening CSV, source ledger, IC memo and outreach review. Missing information stays visible.

Setup for your AI workspace

Separate instructions for Claude or ChatGPT projects and compatible coding agents. Use one specialist or run the complete sequence.

A documented example

50 historical public-record rows, source provenance and a worked example showing what the supplied evidence can establish.

From download to first review

  1. 01

    Set your mandate

    Extract the ZIP and open README.md. Fill in the buy box, then choose the setup path for the AI tool you use.

  2. 02

    Run the included example

    Start with the documented sample to check the output format. The financial gaps are intentional: property records do not supply an operating statement.

  3. 03

    Bring your own deal

    Attach your records and deal documents. Review the source trail, assumptions and calculations before sharing the memo or using any outreach.

See the evidence before you use the result

The sample contains 50 property records collected on August 31, 2026, from a public county dataset. Its provenance explains the fields and original filters. The worked example shows an unresolved ownership trail, missing financial inputs and a source-backed memo.

The example uses Mecklenburg County, North Carolina. Your own setup has no geographic default. The sample is historical property data, with no verified owner contacts or investment recommendation.

Get the free pack

Questions real estate teams ask

What are the five AI agents for real estate acquisitions?

The pack includes an ownership researcher, deal screener, first-pass underwriter, IC memo writer and outreach writer. A separate acquisition lead coordinates those five specialists. Each has detailed instructions, an output contract and review checks.

What do I get in the free download?

One ZIP containing the five specialist instructions and coordinating lead, installable skill folders, setup instructions, a blank buy box, source and review templates, an editable first-pass Excel workbook, and a documented 50-row public-record example. The files are free; you provide your AI access and property data.

How do I use the skills with Claude or another AI tool?

Read the included README, configure your buy box and start with the acquisition lead. Use the instructions as project context in Claude or ChatGPT, or install the provided skill folders in a compatible coding agent. File generation, browsing and delegation depend on the capabilities and permissions of your chosen tool. The setup guide explains the separate paths.

Is the pack focused on a particular market?

No market is selected in the setup template. You define your geography, asset types, currency, size and investment criteria. The included historical example uses one public US county dataset to demonstrate source handling; it is an example, not the scope of the pack. Local records and access vary by jurisdiction.

Does it provide owner contacts or automatically send outreach?

No contact database is included. The ownership skill separates the recorded entity, named representatives, beneficial ownership and authority to sell. When evidence is missing, it produces a research plan. The outreach skill drafts from checked facts and any contact information you supply; it does not send messages.

Can I underwrite a deal from public property records alone?

Public records can establish property facts, but they usually do not establish current income, operating expenses, purchase price or debt terms. The workbook leaves missing financial inputs blank. Add your rent roll, operating statements and approved assumptions to calculate a first pass, then reconcile the results before using the memo.

Where AI changes the answer

The skills organize acquisition work into reusable stages. Source references, unresolved fields and approved assumptions travel from the research through the memo, so your team can review the evidence without reconstructing every handoff.

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