Resources

Practical guides for getting more done with less manual work.

How to Use AI for Rent Roll Analysis

How to Use AI for Rent Roll Analysis

How-to

A practical guide to using AI for rent roll analysis in commercial real estate — covering validation against source leases, stacking analysis, mark-to-market comparisons, and identifying underwriting risks.

How to Use AI for CAM Reconciliation

How to Use AI for CAM Reconciliation

How-to

A practical guide to using AI for Common Area Maintenance reconciliation in commercial real estate — covering lease extraction, expense auditing, and identifying overcharges.

How to Use AI for Lease Abstraction

How to Use AI for Lease Abstraction

How-to

A practical guide to AI-powered lease abstraction for commercial real estate — comparing purpose-built platforms like Kira and Prophia, general agents like Claude Cowork, and property management add-ons from Yardi and MRI. Covers workflows, limitations, and how to choose the right tool for your portfolio size.

Claude Cowork for 1031 Exchange Planning

Claude Cowork for 1031 Exchange Planning

How-to

Learn how to manage the strict 45-day and 180-day timelines of a Section 1031 Exchange using Claude Cowork to automate due diligence and property identification.

Automating Commercial Real Estate Due Diligence with Claude Cowork

Automating Commercial Real Estate Due Diligence with Claude Cowork

How-to

Streamline commercial real estate due diligence with AI. Discover how to use Claude Cowork for lease audits, expense reconciliation, and estoppel generation.

Analyzing Rental Property Deals with Claude Cowork

Analyzing Rental Property Deals with Claude Cowork

How-to

A guide for real estate investors on using Claude Cowork to automate rental property underwriting, normalize pro-formas, and perform cash-on-cash sensitivity analysis.

How to Build Financial Models with Claude Cowork

How to Build Financial Models with Claude Cowork

How-to

Stop copy-pasting data. Learn how to use Claude Cowork to ingest PDFs, build dynamic LBO models, and automate Excel workflows. A step-by-step guide for PE and IB analysts.

Automating Presentations with Claude Cowork

Automating Presentations with Claude Cowork

How-to

Stop spending hours aligning text boxes. Learn how Claude Cowork's new pptx agent skill creates native PowerPoint files directly from your firm's "Golden Master" templates.

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