AI Agents, AI Tasks
AI Task: Compare T12 vs Broker Pro Forma
You just got the OM on a new deal. The broker’s pro forma looks clean: tight expenses, growing revenue, a compelling NOI story. But you’ve been doing this long enough...
AI Tasks
AI Task: Screen LIHTC Acquisition Opportunity
You just got a tip on a LIHTC property coming out of compliance. The unit count looks right,...
AI Task: Build Loan Amortization Schedule
You just got the term sheet back from the lender. The rate, the IO period, the amort, the...
AI Task: Draft Zoning Due Diligence Memo
You just went under contract on a mixed-use site in a submarket you haven’t worked before. The LOI...
You just got a tip on a LIHTC property coming out of compliance. The unit count looks right, the location...
You just got the term sheet back from the lender. The rate, the IO period, the amort, the balloon: it’s...
You just went under contract on a mixed-use site in a submarket you haven’t worked before. The LOI is signed,...
AI Task: Interest Rate Report SOFR, UST, and Bonds
You just got off a call with your lender. They quoted you a spread, referenced SOFR, mentioned something about the...
AI Task: Map Income Statement to Custom Chart of Accounts
You just closed on a new acquisition, and the asset management team needs the income statement mapped to your firm’s...
AI Task: Audit T12 Operating History
You just got a T12 from the broker on a deal your team wants to move on. The numbers are...
AI Task: Property Condition Report – PCR Review
You just received a 60-page Property Condition Report from the engineering firm. The deal is moving, your IC memo is...
AI Task: Phase I Environmental Review
You just got the Phase I back. It’s 60, maybe 80 pages of site history, regulatory database hits, vapor intrusion...
AI Task: Reconcile Estoppel to Lease
The estoppels are coming back. You have 14 tenants, a closing date in three weeks, and each certificate needs to...
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