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.
At a glance
- Tools used
- Claude CoworkClaude Skills
- Category
- Investing & underwriting
- Audience
- investor, broker
- Difficulty
- No-code setup
- Source
- We ran six CRE workflows in 21 minutes.
Jake Heller & Quinn Edwards (PLOT Daily) · Newsletter · Aug 24, 2026 - First step
- Create one folder per task containing the source files and your template.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
Act as a real estate acquisitions analyst. The folder contains [offering memorandum], my underwriting model, and my buy box. 1. Enter the relevant assumptions into the blue input cells of my model only; do not edit formulas. 2. List every assumption you entered with the OM page the assumption came from. 3. Flag missing or unclear data. 4. Screen the deal against my buy box [paste criteria] and give pass / review / fail with reasons.