Resources
Practical guides for getting more done with less manual work.

How to Use AI for Rent Roll Analysis
How-toA 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-toA 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-toA 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
How-toLearn 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
How-toStreamline 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
How-toA 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-toStop 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
How-toStop 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.