AI workflow system for real estate investors

Real Estate Investor Deal-Analysis Stack

Turn property notes, rent estimates, rehab assumptions, financing terms, and risks into a structured deal memo with clear math, missing inputs, diligence questions, and facts to verify.

123 Example St Rental Deal Review
Asking$185K
Rent$1,750
Rehab$18K
RiskMedium
Assumption confidence
Educational workflow support only. This stack organizes assumptions and analysis. It does not provide financial, legal, tax, appraisal, lending, or investment advice.

Product contents

The files buyers receive

Plain markdown files designed for Claude, ChatGPT, Codex, Claude Code, and other AI project workflows.

SKILL.mdMain operating workflow
HOW_TO_USE.mdBuyer setup guide
deal-intake.mdFacts, assumptions, missing info
rental-analysis.mdRental, BRRRR, and cash flow
flip-rehab-risk.mdFlip math, rehab scope, exits
offer-memo.mdMemos, offer rationale, diligence
quality-control.mdRisk checks and advice guardrails
sample-input-output.mdExample notes to deal memo

Workflow modules

Built for the full deal review process

01

Deal Intake

Organizes messy notes into facts, assumptions, and missing inputs.

02

Comps Organizer

Structures ARV and comparable-sale assumptions without inventing market data.

03

Rent Checker

Frames rent estimates and asks for the comps needed to verify them.

04

Rental Cash Flow

Shows rough income, expenses, debt service, and estimated cash flow.

05

BRRRR Assumptions

Organizes all-in cost, ARV, refinance, cash left in deal, and stabilized rent.

06

Flip Estimate

Shows purchase, rehab, costs, selling assumptions, and rough profit view.

07

Rehab Risk

Flags roof, HVAC, foundation, permits, scope creep, and contractor-bid gaps.

08

Offer Memo

Creates a clear investor memo with caveats and next-step diligence.

09

Risk Reviewer

Calls out best-case assumptions, missing data, and professional-advice areas.

Before

Scattered property notes, rough numbers, and optimistic assumptions.

After

A structured memo with math, risks, missing info, diligence questions, and facts to verify.

How it works

From property notes to deal memo

1

Paste the deal notes

Add asking price, rents, rehab, financing, comps, risks, and strategy.

2

Choose the strategy

Rental, BRRRR, flip, wholesale, small multifamily, or short-term rental.

3

Review the memo

Get assumptions, math, risk flags, missing inputs, and diligence questions.

Example prompt

Use one prompt to structure a messy deal.

Use the Real Estate Investor Deal-Analysis Stack.

Property: 123 Example St, Greensboro, NC
Type: 3 bed / 2 bath single-family rental
Asking price: $185,000
Estimated rent: $1,750/month
Estimated rehab: $18,000
Strategy: buy-and-hold rental

Create a deal snapshot, assumptions table, rental cash flow view,
risk flags, missing information, and due diligence questions.

Launch offer

Stop reviewing deals from memory and messy notes.

Give your AI tool a structured underwriting workflow it can reuse for every property review.

FAQ

Questions buyers will ask

Does this tell me what to buy?

No. It organizes assumptions, math, risks, and diligence. You make your own investment decisions.

Can I use it for flips?

Yes. It includes flip math, rehab risk, holding costs, exit checks, and offer memo workflows.

Can I use it for rentals?

Yes. It includes rental income, expenses, debt service, cash flow, and sensitivity checks.

Does it pull live comps?

No. You provide comps or estimates. The stack organizes them and flags what needs verification.

Can agents or wholesalers use it?

Yes, as a structured memo workflow, as long as they verify data and follow local laws and professional rules.

Is this financial advice?

No. It is educational workflow support and should be reviewed by qualified professionals.