Resources · Prompt library · No sign-in to read a public prompt5 roles · 10 public
100original prompts, 20 for each role
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.
20 prompts
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
