Curriculum · 71 lessons

From your first AI chat to a tool your firm can use.

Learn in five clear levels. You will practice on real estate work, check the result, and keep something useful from every lesson.

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Level 1

Talk

Have a useful AI conversation.

You work in: Practice in a chat
You leave with: Prompt patterns and a simple playbook

0 of 10 complete

1Lesson5 parts

Meet the AI

Start here if AI is new to you. You will send real messages, improve the answers, and learn what AI needs from you.

2Lesson8 parts

Build a Complete Request

Learn the three parts of a useful request: task, facts, and shape. Then write one on your own for a new deal.

3Lesson8 parts

Choose Better Words

See how a verb, guardrail, reader, and example can change an answer. Then improve a weak request in your own words.

4Lesson6 parts

Fix an Answer Without Starting Over

Keep the useful part of an answer and change only what needs work. Learn when to steer the current chat and when to start a new one.

AI Literacy

Understand basic AI terms and separate facts from predictions.

5Lesson9 parts

Understand Big AI Claims

Learn what people mean by AGI, job loss, abundance, and AI risk. Practice labeling a headline as a fact, forecast, or viewpoint and naming the evidence it needs.

6Lesson7 parts

Know Models, Products, and Tools

Learn the difference between an AI model, the product around it, and the tools it can use. Choose a setup based on the job and evidence, not the brand name.

Working Habits

Put saved context and instructions in the right place.

7Lesson6 parts

Know What AI Remembers

Learn what stays in one chat, one project, or future chats. Compare threads, projects, standing instructions, templates, workflows, sources, and messages.

8Lesson7 parts

Check AI Before You Trust It

See how AI can give a confident number without enough facts. Save a rule that makes it check assumptions, then decide what happens when two saved rules conflict.

9Lesson7 parts

Put Instructions in the Right Place

Decide whether an instruction belongs to the firm, user, project, message, or source. Name which instruction controls when two rules conflict.

10Lesson7 parts

Save Reusable Prompt Patterns

Turn a useful request into a pattern you can edit and use again. Add simple notes so another person knows when and how to use it.

Level 2

Ground

Use source documents to make reliable work.

You work in: Chat, projects, and practice documents
You leave with: Checked templates and document workflows

0 of 23 complete

11Lesson6 parts

Keep Private Data Out of AI

Learn how data can leave through uploads, connected accounts, AI output, and the people who receive it. Build a report that uses only the facts the job needs.

12Lesson6 parts

Give AI the Source Document

Practice adding the exact lease file a question depends on. Keep the source name visible, separate source text from AI inference, and repeat the process with an estoppel.

13Lesson6 parts

Find Conflicts Across Documents

Compare an original lease, draft, amendments, and estoppel. Record conflicts, cite the source that controls, and update the record when a later file changes the answer.

14Lesson6 parts

Write for the Right Reader

Name who will receive the work before AI writes it. Keep private numbers out, include the facts that reader needs, and ask for the finished message without extra commentary.

15Lesson5 parts

Share Only What the Job Needs

Decide what AI may receive, open, create, share, and retain. Build a useful release packet without copying the full sensitive source into the chat.

16Lesson7 parts

Understand Agents and Their Tools

Learn what makes an AI agent different from a chat. Compare Cowork, OpenClaw, and Hermes Agent, give an agent only the tools it needs, and keep human approval on outside actions.

17Build9 parts

Set Up Projects and Scheduled Tasks

Put Harbor Point chats and sources in one project. Build and test a scheduled Monday briefing with clear sources, timing, alerts, limits, and a named owner. Then design a monthly lender report for another property.

18Build8 parts

Create Accurate AI Images and Video

Set rules that stop AI media from changing the property or making unsupported claims. Review image, video, and narration problems, write corrections, and repeat the process for another property.

19Build6 parts

Build a Cited Lease Abstract

Attach a lease PDF and extract key terms with page citations. Mark missing terms as not stated, check a draft against the source, name the reviewer, and repeat the process on an industrial NNN lease.

20Build5 parts

Check a Rent Roll

Use a real CSV export to check rent-roll totals. Trace each number to its rows, find records the export dropped or counted twice, and repeat the method on a new file.

20.1Optional clinicCraft4 parts

Fix a Messy Rent Roll

Learn to correct a confident AI answer when a source row proves it is inaccurate.

What you prove: A reconciled rent roll with every change tied to its source row, reason, and corrected value.

20.2Optional clinicJudgment4 parts

Defend an NOI

Separate sourced facts, assumptions, and questions that belong to counsel.

What you prove: A sourced NOI position that survives adversarial review, with its uncertainty named and the boundary decision escalated rather than answered.

20.3Optional clinicDiscovery4 parts

Find Portfolio Document Conflicts

Use rent-roll checks and document controls together to find portfolio problems during diligence.

What you prove: A contradiction register across a property stack, each finding tied to both the roll row and the governing document that disagrees with it.

21Build6 parts

Review an Excel Model with AI

Keep the original model unchanged while AI explains one formula and its source cells. Record the finding on a separate review sheet, name the human approver, list every change, and repeat the process on another workbook.

22Build5 parts

Check an OM Against Source Files

Pull each claim from an offering memorandum and test it against the T-12 and rent roll. Record open questions, check the math, save the claims register, and use it on another OM.

22.1Optional clinicCraft4 parts

Recast a T-12

Support every T-12 change with a document and keep unsupported lines open.

What you prove: An adjusted-NOI note listing every reprice with its source document, and the real estate tax line routed to the seller as an open question rather than a number.

23Build6 parts

Test Comparable Sales

Write comparison rules before reviewing any sales. Register each source, explain every inclusion and exclusion, and decide whether the evidence supports, challenges, or cannot settle the claimed price.

24Build8 parts

Build a Sourced Opportunity Brief

Research Chicago Loop opportunities with dated public sources. Track conflicts, rank property and occupier leads separately, name the research reviewer, and repeat the process for an LA and Orange County industrial brief.

25Build6 parts

Check Location and Market Data

Verify a property location, separate straight-line distance from drive time, and record the date and boundary used for every data layer. Label each claim as an observation, measurement, inference, or open question.

26Build5 parts

Copy a Memo Format Without Old Facts

Use an approved memo as a format reference without copying its deal facts. Catch old numbers, market claims, and deal-specific decisions that do not belong in the new memo.

27Build5 parts

Build an AI Tutor That Requires Proof

Build a tutor that checks submitted work against written evidence instead of accepting confidence or self-ratings. Give specific retry help, keep certification with the Head of Underwriting Standards, and test the process on a new skill.

28Build5 parts

Connect AI to CRE Data

Learn how an API lets one system request data from another. Protect credentials, test a known property, keep missing fields unavailable, save a work order, and repeat the process on a second property.

29Build5 parts

Use AI with Yardi Data

Learn the connection pattern without pretending the course has a live Yardi account. Keep Claude, the connector, and Voyager separate. Check permissions, trace a variance to source records, and require human approval before any write.

Level 3

Judge

Make decisions and know what AI cannot decide.

You work in: Chat, evidence, and written rules
You leave with: Decision records another person can check

0 of 9 complete

30Build5 parts

Make the Decision

Ask AI to argue both sides before you decide. Keep legal questions with counsel, separate AI advice from your decision, record conditions, and state what evidence would change your call.

30.1Optional clinicJudgment4 parts

Compare Loan Quotes

Check the sizing math and the deal plan before recommending a loan.

What you prove: A sourced comparison grid, one invented rate returned to an open question, and a recommendation tied to the deal plan.

30.2Optional clinicJudgment4 parts

Mark Up an LOI Within Your Role

Show exactly where your business judgment ends and counsel’s legal work begins.

What you prove: A marked-up LOI with the indemnification clause removed, an opposing markup, and a pre-counsel packet that names the legal boundary.

31Build5 parts

Test an AI Workflow Before Use

Test a lease workflow on clean, amended, and incomplete files with a fixed answer key. Record unsupported findings, test a changed version, and choose supervised pilot, limited use, or hold with a named owner.

32Build5 parts

Decide Whether a Site Qualifies

Use public, paid, or manual evidence for each eligibility rule. Record the value, source, date, authority, status, and limit. Keep missing evidence open and leave policy interpretation and release with the director.

33Build5 parts

Approve CRE Marketing Media

Check images, video, narration, licenses, and disclosures before marketing leaves the firm. Reject invented property features and unsupported claims, assign a release status to every asset, and keep final approval with the Marketing and Compliance Director.

34Build6 parts

Review Tenant Credit

Identify the legal tenant and anyone backing its promise. Mark credit evidence as present, partial, stale, or missing. Verify each ratio and rating, then choose rely, rely with conditions, watch, or stop with a named Credit Director.

35Build6 parts

Review Market Risk

Separate market evidence from assumptions, connect each risk to the numbers it changes, and run sensitivities before one full downside case. Recalculate the model, check concentration limits, and approve one reversible change set with a named chair.

36Build8 parts

Run an Investment Committee Decision

Bring conflicting market, credit, physical, environmental, legal, and financing positions into one record. Classify each disagreement, state the approval request, add enforceable conditions, preserve dissent, and send material changes back to committee.

Level 4

Build

Build tools for work you do more than once.

You work in: A guided Claude Code workspace
You leave with: A working skill, script, workflow, or local app

0 of 24 complete

37Build7 parts

Understand Open Source and GitHub

Learn the difference between free access, visible source, reuse permission, open weights, and closed source. Check a GitHub repository, compare OpenClaw and Hermes Agent evidence, and save a repeatable repository review.

38Build7 parts

Choose Tools for an Application

Map the parts an application needs: interface, rules, database, files, identity, permissions, connections, source code, hosting, secrets, tests, monitoring, and recovery. Then design a different app without copying one vendor stack.

39Build5 parts

Save Project Instructions

Write Claude Code project instructions once instead of repeating them in every session. Include your role, first-pass screen, source-backed math check, and legal boundary. Then use the setup on a new deal.

39.1Optional clinicJudgment3 parts

Narrow an Overly Broad Rule

Scope a rule by the claim it controls so people do not avoid the instruction file.

What you prove: A versioned CLAUDE.md whose verification gate fires on destination rather than on arithmetic, proven in both directions on the same two figures.

39.2Optional clinicSystem3 parts

Put Each Rule in the Right File

Separate a firm standard that applies everywhere from a decision that belongs to one deal.

What you prove: A root CLAUDE.md for firm rules and a deal file for asset rules, with the mixed tenant rule split between them.

40Build6 parts

Find and Fix an Instruction Problem

Trace which instruction changed missing values to zero and where that rule applies. Save a baseline, name the defect, make the smallest fix, and test both the broken workflow and a nearby workflow.

41Build5 parts

Run One Workflow Across a Folder

Use Claude Code to review a folder of industrial transaction packets. Put every deal on one source-linked comparison board, check the ownership basis, add a fourth folder, and refresh the board with one command.

42Build5 parts

Connect a Live Data Room

Give Claude Code read-only access to one project’s live diligence room. Prove the access boundary, compare a lease with its amendment, and refresh the work when a new estoppel arrives.

43Build5 parts

Build a Repeatable Valuation Tool

Build a local valuation tool that reconciles the rent roll and T-12, separates actual and projected NOI, and returns a low, base, and high range. Refresh one source without losing history, then run it on another property.

44Build8 parts

Turn Tenant Requirements into a Tour

Match tenant requirements to properties while separating required conditions from preferences. Remove duplicates, flag stale listings, separate verified contacts from guesses, plan the tour, and leave outreach for the Managing Broker to approve.

45Build7 parts

Build a Net Lease Pricing Book

Check whether each comparable sale qualifies before adjusting it. Record every exclusion and adjustment, show a value range and its drivers, and keep the conclusion pending until the Head of Net Lease approves it.

46Build7 parts

Build a Rent Market Monitor

Separate asking rent from net effective rent and control for changes in the property sample. Record coverage, bias, seasonality, and methodology, then test the signal against leases that actually signed.

47Build6 parts

Build a Construction Draw Control

Reconcile budget, commitments, invoices, retainage, and exposure without counting a dollar twice. Block payment when required insurance has expired, and update the control for a later draw with a credit memo.

48Build6 parts

Build a Closing Tracker

Build a closing tracker for a ground-lease deal instead of using a generic checklist. Give every item an owner, status, evidence, and date. Separate closing conditions, test the timeline, and leave legal sufficiency to counsel.

49Build6 parts

Preserve Site Visit Evidence

Build a site-visit record that preserves capture time, upload time, location, duplicates, and later edits. Keep the chain of custody from an offline phone to the final handoff, and escalate an urgent safety issue the same day.

50Build6 parts

Build a Site Data Connector

Keep a site-eligibility evidence base current instead of hand-editing the record. Declare a source path for every governing rule, map fields with an as-of date and authority, name credentials without storing them, and refresh only the rows a source actually changed.

51Build4 parts

Build a Reusable Claude Code Skill

Turn your rent-roll review standard into a Claude Code skill file. Add your own rules, run the skill by name on a new deal, and save a receipt showing what it used and checked.

51.1Optional clinicJudgment4 parts

Decide Whether a Tool Is Worth Building

Measure when a tool saves real time and when the manual process is safer.

What you prove: A cost and time comparison that includes manual work, the tool’s full run, its check, and one documented exception.

52Build5 parts

Test and Repair a Rent Roll Skill

Test your saved skill on a new workbook, find an inaccurate rent figure, make the smallest repair, and document what the skill still cannot do. Then test the new version on another file.

53Build5 parts

Build a Searchable Deal Database

Find all 378 source files and reconcile 375 reports plus three stubs. Build a reusable import skill, query industrial deals across market cycles, and add a new period without rewriting old records.

54Build6 parts

Build Reliable Training Cases

Build training cases that can be solved from the published packet. Declare intentional gaps, keep the generator separate from the solver, and use an independent checker to recalculate every stated total.

55Build5 parts

Connect Skills into a Pipeline

Write one source-linked contract for several lease-review skills. Run them in order, stop each outside action at human approval, save a Routine, and refresh the work when a new commencement certificate arrives.

55.1Optional clinicSystem5 parts

Check Another AI Tool’s Work

A reliable handoff includes evidence, a decision status, and an owner.

What you prove: An evidence-backed review and a pending approval register that survives a cold refresh.

56Build8 parts

Build a Permit Response Tracker

Tie every permit response to the current code authority and exact submitted sheet. Route state and local conflicts instead of deciding them, and stop design judgments at the architect of record.

Level 5

Ship

Deploy a tool that coworkers can use.

You work in: A hosted application
You leave with: A live app and instructions for running it

0 of 5 complete

57Capstone7 parts

Turn a Loan Model into a Firm App

Turn a checked loan workbook into a hosted app. Prove the math, protect each firm’s saved deals, deploy the reviewed source, and watch a coworker use it without you.

58Capstone7 parts

Build a Deal Desk for Your Firm

Deploy a deal desk that shows where every field came from. Keep firm data private, save and reopen deals, and prove a coworker can use it on a new county.

59Capstone7 parts

Build a Loan Warning System for Your Firm

Deploy a monthly loan-warning app that keeps every source and month, protects each firm’s history, shows one connected warning chain, and sends legal and credit decisions to the right people.

60Capstone7 parts

Build a Deal Room That Controls Changes

Deploy a firm deal room that keeps model and memo versions, requires independent approval, preserves open questions, and lets only the Committee Chair release a matched package.

61Capstone7 parts

Build a New Firm Tool on Your Own

Turn an unfamiliar property invoice packet into a hosted firm app. Prove the controls, protect saved data, keep payment with a person, and watch a coworker use it without you.

Your course tools

Practice and keep your work.

PracticeTry a fresh version of a lesson you finished.Saved asksFind the prompts and tools you chose to keep.GuidesOpen the checklists you earned in lessons.What we gradeSee what each graded request must include.