Every property investment is one of four shapes: Core, Core Plus, Value-Add, or Opportunistic. Each shape fits a different kind of client. Two prompts pasted into Claude name every deal and show which fits your client's actual goals.
A three-dimension scoring rubric: asset stage, source of return, and execution required. Highest score sets the category.
One row per property: status, year, price, current value, rent, costs, and a one-line note on intent.
A risk-return bar, an allocation donut against reference ranges, and a card per property naming the kind of client each one fits.
A Value-Add recommendation to a passive client is a mismatch regardless of the numbers. Use the category to check fit before you check price.
Score each property 1 to 4 on: asset stage, source of return, execution required. Categories: 1=Core, 2=Core Plus, 3=Value-Add, 4=Opportunistic, assigned by the highest score. Render a card per property with the three scores and a one-line note on the kind of client it fits.
An Opportunistic deal at the right price is a winner; the same deal at twice the price is a disaster. This sorts strategy, not value. Underwrite separately.
A property is Value-Add because someone intends to renovate it. Change the plan and the category shifts.
The classifier scores the asset, not the financing. Track leverage on a separate sheet.