The job, the model, and what to check
Prompts for the work CRE professionals actually do.
Written from scratch for investors, asset managers, developers, brokers and property managers. Every page names the inputs, recommends the right model family, tells you what to verify and says where the prompt stops.
The library
Find the prompt by the work it does.
The library is organised by the professional who owns the work. Each edition is audited against that role’s decisions, source material and approval boundaries. Search narrows within the roles rather than replacing them, and a prompt marked Pro still opens — as a preview of the job it does, not the prompt itself.
100 prompts
Investor
20 prompts
Underwriting, diligence, capital structure and the evidence an investment committee needs to make a decision.
- Deal QuickScreenDecide whether a new opportunity deserves full underwriting.Deal Screening & Underwriting · Public
- Acquisition Underwriting & IRR AnalysisBuild an evidence-linked acquisition case and calculate unlevered and levered returns.Deal Screening & Underwriting · Public
- Rent-Roll ExtractionConvert a supplied rent roll into a traceable underwriting table.Financial Data & Modeling · Pro
- Operating-Statement RecastTranslate reported property results into a documented underwritten NOI.Financial Data & Modeling · Pro
- Rent-Roll AuditTest a rent roll against leases and property financial records before relying on it.Financial Data & Modeling · Pro
- Debt SizingDetermine the binding loan constraint and its effect on required equity.Capital Structure & Returns · Pro
- Sensitivity and Downside AnalysisIdentify which assumptions can break the investment case and where the breakpoints sit.Capital Structure & Returns · Pro
- Deal ComparisonCompare acquisition opportunities on a normalized basis without hiding material differences.Deal Screening & Underwriting · Pro
- Sales Comparables AnalysisUse documented transactions to frame a supportable pricing range for the subject property.Market Research · Pro
- Rent Comparables AnalysisEstimate a supportable market-rent range from current, traceable lease evidence.Market Research · Pro
- Market Cycle AssessmentTranslate dated market indicators into bounded acquisition implications.Market Research · Pro
- Supply Pipeline AnalysisMeasure when competing space may actually enter the market and affect the business plan.Market Research · Pro
- Acquisition Due DiligenceTurn a live data room into an owned, deadline-driven diligence process.Due Diligence & Risk · Pro
- Environmental Due DiligenceConvert environmental reports into decision gates, questions, and modeled exposures.Due Diligence & Risk · Pro
- Investment ThesisState why the investment should work, what must be true, and what would disprove it.Investment Committee & Strategy · Pro
- Investment Committee MemoAssemble a decision-ready investment memo with traceable facts and explicit open conditions.Investment Committee & Strategy · Pro
- Lender PackagePrepare a consistent financing request tied to the property evidence and acquisition model.Financing & Deal Execution · Pro
- Offer TermsTranslate the approved deal case into economic and diligence terms for an offer.Financing & Deal Execution · Pro
- Hold/Sell AnalysisCompare the forward return from holding an asset with the net value of selling now.Portfolio Decisions · Pro
- Return AttributionExplain what actually produced the investment return and what remains unexplained.Portfolio Decisions · Pro
Asset Manager
20 prompts
Property performance, covenant protection, annual plans and the choices that change cash flow or value.
- Budget vs. Actual Variance & Root-Cause ReviewExplain where property performance moved off plan and decide what to correct.Financial Management & Reporting · Public
- NOI Bridge AnalysisShow exactly which operating drivers moved NOI between two periods.Financial Management & Reporting · Public
- Loan Covenant Monitoring & Compliance DashboardTrack loan tests, identify emerging breaches, and prepare the next human action.Financial Management & Reporting · Pro
- Hold vs. Sell Decision AnalysisJudge whether asset-plan progress and sale readiness support holding, preparing, or launching a disposition.Acquisitions, Dispositions & Capital Markets · Pro
- Five-Year Portfolio Strategy & Investment PlanTurn asset plans and portfolio constraints into a sequenced five-year capital agenda.Acquisitions, Dispositions & Capital Markets · Pro
- Debt Refinancing Strategy & Execution RoadmapCompare refinancing paths and organize the work required before maturity.Acquisitions, Dispositions & Capital Markets · Pro
- Operating Expense Reduction PlanFind supportable expense savings without quietly reducing required service or shifting costs.Financial Management & Reporting · Pro
- Ancillary Income Opportunity AssessmentEvaluate additional property income without assuming demand, authority, or feasibility.Financial Management & Reporting · Pro
- Capital Reserve Adequacy StudyCompare expected capital needs with available reserves and future funding capacity.Portfolio Strategy, Risk & ESG · Pro
- Tenant Industry Concentration & Macro Risk ReviewMeasure tenant exposure and identify where correlated stress could affect cash flow.Portfolio Strategy, Risk & ESG · Pro
- Lease Expiration Staggering StrategyReduce concentrated rollover risk while preserving the economics of individual leases.Leasing & Tenant Management · Pro
- Tenant Credit Watch & Early Warning ReviewTurn supplied tenant evidence into a disciplined watchlist and escalation plan.Leasing & Tenant Management · Pro
- Strategic Lease Renewal Decision & Negotiation PlanSet renewal economics and fallback positions before negotiating with a tenant.Leasing & Tenant Management · Pro
- Tenant Improvement Allowance Investment AnalysisDecide whether proposed tenant-improvement spending earns an acceptable lease-level return.Leasing & Tenant Management · Pro
- Property Tax Appeal Strategy & BudgetDecide whether a property-tax appeal has enough evidence and net benefit to pursue.Financial Management & Reporting · Pro
- Net Asset Value & Portfolio Mark ReviewReconcile asset marks, debt, cash, and liabilities into a reviewable portfolio NAV.Financial Management & Reporting · Pro
- Climate Physical Risk & Resilience AssessmentPrioritize evidence-backed physical climate risks and practical resilience decisions.Portfolio Strategy, Risk & ESG · Pro
- Property Management RFP & SelectionCompare property-management proposals on normalized cost, capability, controls, and fit.Property Operations & Risk · Pro
- Disposition Broker Selection & BOV ComparisonSelect a disposition adviser after normalizing valuation assumptions and execution claims.Acquisitions, Dispositions & Capital Markets · Pro
- Vendor Contract Audit & Renegotiation PlanFind billing, performance, and contract issues worth correcting at the next decision point.Property Operations & Risk · Pro
Developer
20 prompts
Site control, feasibility, approvals, construction risk and the capital required to deliver the project.
- Development Pro FormaBuild an auditable development pro forma and decision summary.Finance, Capital Stacks & Returns · Public
- Land Valuation and Residual Land ValueCalculate a supportable land value from the proposed development economics.Land Acquisition & Site Control · Public
- Highest and Best Use AnalysisCompare feasible development concepts and identify what deserves further diligence.Developer Operations & Business Building · Pro
- Location and Site Evaluation ScorecardScore candidate sites consistently and surface deal-breaking gaps.Land Acquisition & Site Control · Pro
- Demographic and Economic Site AnalysisTest whether a location’s demand drivers support the proposed program.Land Acquisition & Site Control · Pro
- Environmental Due Diligence Decision BriefTranslate environmental reports into decision gates, cost questions, and next actions.Land Acquisition & Site Control · Pro
- Title Review and Encumbrance Decision LogOrganize title exceptions around development impact and resolution ownership.Land Acquisition & Site Control · Pro
- Entitlement Strategy and Approval PathMap the approvals, dependencies, evidence, and decision gates for a proposed project.Entitlements, Zoning & Permitting · Pro
- Site Control and Option Agreement Decision BriefAlign site-control economics and deadlines with the development diligence plan.Land Acquisition & Site Control · Pro
- Construction Schedule and Critical Path ReviewChallenge a project schedule and isolate activities that threaten delivery.Construction Management & Contracts · Pro
- Construction Cost Risk ReviewExpose budget uncertainty, escalation, exclusions, and remaining cost exposure.Construction Management & Contracts · Pro
- General Contractor Prequalification and Bid ReviewCompare contractor capability and bid completeness without hiding exceptions.Construction Management & Contracts · Pro
- Construction Change Order and Cost ControlTriage changes, preserve the audit trail, and quantify owner exposure.Construction Management & Contracts · Pro
- Schematic Design and Value Engineering ReviewCompare design alternatives on value, performance, cost, schedule, and risk.Design, Architecture & Engineering · Pro
- Replacement Cost AnalysisEstimate the all-in cost to reproduce competing supply on a comparable basis.Finance, Capital Stacks & Returns · Pro
- Construction Loan and Lender PresentationAssemble a lender-ready financing brief with reconciled economics and risks.Finance, Capital Stacks & Returns · Pro
- Development Pro Forma Stress TestFind the assumptions and combinations that break the development case.Finance, Capital Stacks & Returns · Pro
- Equity Capital Partner Sourcing PlanDefine a compliant, evidence-based capital-partner search and qualification process.Finance, Capital Stacks & Returns · Pro
- Development Lease-Up Pro FormaTranslate leasing assumptions into occupancy, revenue, concessions, costs, and cash timing.Leasing, Sales & Marketing Strategy · Pro
- Development Pipeline and Deal Flow ReviewPrioritize opportunities by evidence, resource demand, gates, and portfolio fit.Developer Operations & Business Building · Pro
Broker
20 prompts
Evidence-backed pricing, positioning, prospecting, negotiation and clear advice to the client.
- Broker Opinion of ValueDevelop an evidence-backed value range and recommended sale positioning.Listing & Client Presentations · Public
- Rent Comparables and Pricing AnalysisNormalize rent evidence and set a defensible asking-rent range.Listing & Client Presentations · Public
- Seller-Facing Comparative Market AnalysisExplain market evidence and pricing choices to a prospective seller.Listing & Client Presentations · Pro
- Competitive Property PositioningPosition a property against its actual competitive set without unsupported claims.Listing & Client Presentations · Pro
- Tenant Demand and Leasing IntelligenceTurn current leasing evidence into a practical demand and pursuit brief.Listing & Client Presentations · Pro
- Market Report for ProspectsProduce a sourced market update that helps prospects make a defined decision.Marketing & Content for Brokers · Pro
- Listing Presentation Decision DeckStructure a property-specific listing presentation around the owner’s decisions.Listing & Client Presentations · Pro
- Offering Memorandum NarrativeDraft a sourced investment narrative without overstating the property or opportunity.Marketing & Content for Brokers · Pro
- Confidential Investment-Sales TeaserCreate a concise opportunity preview that protects confidentiality and earns qualified interest.Marketing & Content for Brokers · Pro
- Disposition PlanDesign a sale process around the seller’s objectives, readiness, and market evidence.Negotiation & Deal Execution · Pro
- Letter of Intent Negotiation BriefPrepare an evidence-based negotiation plan for material LOI business terms.Negotiation & Deal Execution · Pro
- Multiple-Offer ComparisonCompare offers on economics, certainty, timing, and material conditions.Negotiation & Deal Execution · Pro
- Lease-Versus-Own AnalysisCompare occupancy strategies on cash flow, flexibility, risk, and decision constraints.Listing & Client Presentations · Pro
- Lease Renewal Versus RelocationCompare renewal and relocation paths before the tenant loses negotiating time.Negotiation & Deal Execution · Pro
- Deal Re-Trade DefenseEvaluate a proposed re-trade and prepare a factual response without bluffing.Negotiation & Deal Execution · Pro
- Stalled-Deal Recovery PlanDiagnose a stalled transaction and create an owner-specific recovery sequence.Negotiation & Deal Execution · Pro
- Property Owner Identification Research PlanBuild a lawful source trail from a property to a verified decision-making entity.Prospecting & Pipeline Building · Pro
- Target Company Research BriefQualify a company for a specific brokerage hypothesis using current evidence.Prospecting & Pipeline Building · Pro
- Owner-Occupant Outreach ScriptPrepare a truthful first conversation around a documented property decision.Prospecting & Pipeline Building · Pro
- Weekly Deal-Pipeline ReviewRun a disciplined weekly review that produces owners, dates, and honest next actions.Broker Operations & Productivity · Pro
Property Manager
20 prompts
Lease administration, budgets, tenant operations, vendors and reliable reporting to the owner or asset manager.
- Annual Operating Budget PreparationBuild a supportable property budget that ownership can review and approve.Leasing, Budgeting & Financial Strategy · Public
- Lease Abstract & Critical-Date TrackingExtract operational lease facts and turn enforceable dates into a controlled calendar.Leasing, Budgeting & Financial Strategy · Public
- Monthly Owner Financial ReportTurn the monthly property package into a concise, reconciled owner update.Financial Management & Reporting · Pro
- Accounts Receivable Aging & Collections PlanPrioritize overdue tenant balances and assign compliant next actions.Financial Management & Reporting · Pro
- Mid-Year Reforecast & Budget VarianceUpdate the expected year-end result from current property evidence.Leasing, Budgeting & Financial Strategy · Pro
- CAM / Service-Charge Recovery AuditReconcile recoverable costs and tenant allocations before billing or settlement.Financial Management & Reporting · Pro
- Utility Allocation ReviewCheck that property utility costs are complete, consistently allocated, and supportable.Financial Management & Reporting · Pro
- Capital Expenditure Approval BriefGive ownership a complete, comparable basis for a capital-spending decision.Financial Management & Reporting · Pro
- Preventive Maintenance PlanConvert equipment, warranty, and compliance requirements into a workable maintenance calendar.Building Maintenance & Operations · Pro
- Work-Order TriagePrioritize open work orders by documented safety, service, and operating consequences.Building Maintenance & Operations · Pro
- Vendor RFP & Bid LevelingCompare vendor bids on a common scope and expose exclusions before award.Leasing, Budgeting & Financial Strategy · Pro
- Insurance Incident & Claims PackagePreserve incident evidence and organize a complete, factual claims handoff.Safety, Compliance & Risk · Pro
- Tenant Satisfaction Action PlanConvert tenant feedback into prioritized service improvements and accountable follow-through.Tenant Management · Pro
- Lease Renewal & Retention PlanPrepare tenant engagement and operating actions ahead of an ownership renewal decision.Leasing, Budgeting & Financial Strategy · Pro
- Tenant Improvement OversightTrack an approved tenant-improvement project against scope, cost, schedule, and lease controls.Leasing, Budgeting & Financial Strategy · Pro
- Estoppel CoordinationCoordinate accurate estoppel facts, discrepancies, approvals, and deadlines.Leasing, Budgeting & Financial Strategy · Pro
- SNDA CoordinationTrack SNDA documents, comments, decisions, and signatures without interpreting legal rights.Leasing, Budgeting & Financial Strategy · Pro
- Move-In / Move-Out DocumentationCreate a complete condition, access, meter, and responsibility record at tenant turnover.Transactions & Property Lifecycle · Pro
- Property Management KPI ScorecardMeasure property-management performance with defined, traceable operating metrics.Team, Career & Business Development · Pro
- Acquisition Transition & Due-Diligence SupportOrganize property operations evidence and closing readiness for a change of ownership.Transactions & Property Lifecycle · Pro
