An operating system for real estate professionals

Investing playbooks for agents who mean business.

A growing library of AI-powered playbooks for real estate professionals stepping into investing, or advising the investors they already work with. Underwriting, sourcing, client advising, and portfolio ops, one capability at a time.

Scroll the library

01 / LIBRARY

Every guide is one capability you keep.

No daily drip to keep up with. Browse by what you're trying to get done this week, and come back when the next problem shows up.

Category 01
Underwriting & Analysis
01Underwrite any listing in under a minute
Turn a listing link into a full model: debt schedule, 10-year cash flow, and sensitivities, before you ever book a showing.
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09Build a bull and bear case on any deal under contract
Buyers hand a seller or developer years of payments based on a brochure. Build a Claude Project that pulls market reports, the contract, the...
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11Run an institutional-grade comparable analysis in ten minutes
A listing tells you the price. Nothing in the room tells you whether it's the right price. Build the comp desk that answers the question every...
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14Train Claude to think like an investment committee
Most agents run their next deal through a single chat reply. An investment committee asks three separate questions: what does the market say, what...
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17Automate real estate financial models with an AI coding agent
Manual underwriting in Excel eats a day. An AI coding agent builds the same model in minutes, surfaces assumptions you'd have missed, and re-runs...
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26Turn Claude into your analyst inside Excel
Claude now works inside Excel as a side panel, right next to your model. Ask in plain English what's driving your returns or which assumptions are...
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Category 02
Deal Sourcing & Market Research
02Build an investment strategy agent inside a Claude Project
Most agents brief an AI tool in one sentence and get back generic advice. Set it up as a dedicated Project, let it interview you or your client...
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08Build a grounded research stack for every submarket you cover
A general AI chat tries to shortcut serious market research with training data, and it gets things wrong in ways that look right. The fix is a...
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10The five stages of AI, and where most agents are stuck
Most agents are still using stage one of AI to advise clients on real money. Stage two, giving the tool an actual job against your real documents,...
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15Four real estate strategies to know before recommending a deal
Every property investment is one of four shapes: Core, Core Plus, Value-Add, or Opportunistic. Each shape fits a different kind of client. Two...
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18Turn messy market data into cycle insights with an AI coding agent
Years of price data compared against income growth, in under ten minutes. An AI coding agent flags every data issue, waits for your approval...
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Category 03
Client Advising & Presentation
03Create a client-ready property visual in ten minutes
Listings now lead with a cinematic flythrough. Until recently that needed a film crew. Today an AI video tool plus a properly briefed prompt...
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13Build a live portfolio dashboard for your investor clients
Most investor clients have no real idea what their portfolio is worth today, only what they paid and what a broker once told them to list it for....
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20A personal finance audit for high-earning clients
Many successful business owners and high earners are heavily concentrated in one asset: their own business or income stream. Three numbers, run...
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28Build an investor deck from one brief
Claude now builds native, editable slides inside PowerPoint. Open your branded template, describe the deck in plain English, and it turns...
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Category 04
Portfolio & Operations
04Five connectors every investor-facing agent needs
An AI chat on its own is a brain without a body. It can think and write, but it can't touch your accounting platform, your contracts, or your...
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05Set up an AI operating layer for your book of business in five minutes
Anthropic's Small Business plugin bundles workflows and skills built for teams of one to ten. For an agent managing a handful of investor clients...
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06Turn Claude into an operations coordinator for your clients' properties
Three workflows on the books you already keep, then one live dashboard that pulls it all onto a single page. The version of portfolio operations...
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12Run your practice on a 6am schedule
Most agents run AI one prompt at a time. Stack a handful of skills into a pipeline that runs while you sleep: it scans the market, screens the...
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19Run your quarter-end books in twenty minutes
Connect your accounting platform to an AI coding agent, ask for a categorised P&L, a profit chart, flagged trends, and an Excel workbook, then...
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27Run Claude in a code editor as your client workspace
A chat app hides your work inside a thread. Run Claude inside a free code editor and keep your whole client book as files you can see, open, and...
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29You are the bottleneck in your own practice
The reason a growing book of clients eats all your time isn't the amount of work. It's that you're still the system every task has to pass...
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Category 05
AI Systems & Workflow Literacy
07Pressure test any AI answer before you act on it
AI lies in three distinct ways, and most people only catch one of them. A hallucinated number, a sycophantic verdict, and a biased default can...
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16The six-level Claude roadmap for real estate professionals
From the browser tab most agents stop at, to an agent that runs the operational chains of your practice while you sleep. Six levels, each one...
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21Build AI agent loops instead of one-off prompts
A normal prompt stops the moment Claude answers, so you're the one checking the work. A loop is a standing agent that runs on a schedule, grades...
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22Why Claude gets worse the longer you use it
Claude gets vaguer the longer you run a single chat, and it isn't your prompting. It's the context window, the model's fixed working memory. Three...
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23What a new Claude model release actually changes for your practice
Every major model update gets covered as a headline. The useful question for a working agent isn't whether it's smarter in the abstract, it's...
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24Connect Claude to an automation platform and automate by describing it
Building an automation by hand means dragging nodes and wiring steps yourself. Connect Claude to an automation platform like n8n and you describe...
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25Move your AI chat history and context into Claude
Switching primary AI tools shouldn't mean losing months of accumulated context about your clients, your deals, and your preferences. A structured...
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02 / WHO IT'S FOR

Built for agents doing more than closing.

Agent-Investor

Buying your own deals

You've closed enough transactions for other people. Now you want the same rigor applied to your own portfolio, without hiring an analyst.

Investor-Facing Agent

Advising clients who invest

Your client base is shifting toward buyers who ask about cap rates and cash-on-cash. You need to speak that language credibly, fast.

Team Lead / Broker

Scaling an investor desk

You're building a repeatable process your whole team can run, not a one-off trick only you know how to use.