Investing & underwriting

Deal analysis, rent comps, underwriting models, and STR revenue projections. 5 use cases. RSS

Lead follow-up & inside salesListingsMarketing & contentTransaction coordinationClient communicationInvesting & underwritingSTR operationsBrokerage opsPersonal productivityAutonomous businesses

Abstract a lease, build an investor report, and screen a deal with Claude Cowork folders

PLOT Daily's Jake Heller and Quinn Edwards ran six CRE workflows through Claude Cowork in just over 20 minutes, including mapping an offering memorandum into their underwriting model, abstracting a 50-page lease against an estoppel, and producing a quarterly investor report PDF, then saved lease abstraction and deal screening as reusable skills.

Investing & underwriting Claude CoworkClaude Skills · Newsletter · Aug 24, 2026

Build a custom commercial underwriting engine with Claude instead of buying Argus

Solo GP Jeremy Apfel, with about $500 million of industrial, office, and multifamily assets, built the underwriting platform Reversion Technologies largely himself with Claude, feeding the model graduate-level real estate material plus years of historical model inputs and outputs to build a deterministic cash flow engine over several thousand hours.

Investing & underwriting ClaudeClaude Code · Article · Aug 7, 2026

Underwrite a short-term rental purchase with an AI skill that operates an Excel acquisition model

Adventures in CRE built an AI Skill for its Short-Term Rental Acquisition Model that teaches Claude, ChatGPT, or Gemini every input cell; the Skill asks whether the user is an STR buyer, an LP, or a lender and leads with the matching metrics, such as minimum DSCR for lenders because seasonal revenue can hide weak months.

Investing & underwriting Claude SkillsExcelA.CRE STR Acquisition Model · Blog · Jun 15, 2026

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