Discover the latest trends, strategies, and best practices for implementing AI automation in your business. From agent building to infrastructure optimization.
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Track multifamily renovations from approved scope and cost to signed rent and collections. Keep incomplete units visible with a fictional unit-level worksheet.
Compare CRE insurance quotes by coverage, limits, deductibles and total cost before changing the underwriting case. Includes a fictional quote worksheet.
Build a commercial lease rollover schedule with an as-of date, checked area and rent totals, and options kept separate. Includes a fictional CSV exercise.
Hand off off-market owner research with source records, documented roles, unresolved questions and recheck triggers. Includes a fictional CSV practice pack.
Calculate a CRE refinance cash-in gap from loan proceeds, payoff, fees and reserves. Reconcile prior payments with a fictional sources-and-uses worksheet.
Compare industrial lease renewal and re-letting over the same period. Model downtime, free rent, tenant work and commissions with a fictional monthly worksheet.
Check Excel formulas after AI underwriting. Use a synthetic cell map and input-change tests to catch hardcoded outputs, wrong ranges and missing inputs.
Use Claude for Excel to trace a real estate model, test one changed assumption and independently reconcile NOI, debt service and DSCR with a worked cell map.
Choose Claude’s Drive connector, Sheets sidebar or a scheduled API workflow for CRE deal files. Compare document access, edits, limits and review checks.
Learn what a hotel property improvement plan requires and model PIP scope, monthly cash needs and rooms out of service with a worked hotel acquisition example.
Read a land use restriction agreement before underwriting affordable housing. Build a unit register of rent limits, source references and unresolved amendments.
Use this Phase 1 ESA review checklist to track report dates, open findings and document references before closing, with an illustrative closing review register.
Learn what a ratio utility billing system is and test RUBS income against leases, utility invoices and cash collections before it enters your acquisition model.
Understand USALI 12th edition changes and compare hotel operating statements across editions with a mapping, a fictional example and reconciliation checks.
Check warehouse power claims against occupier requirements, service records and utility responses. Use a fictional evidence register and delay sensitivity.
Normalize a T-12 with a traceable adjustment register. Recompute a fictional NOI bridge, separate pending assumptions and preserve the reported operating history.
NextAutomation and Caelon bring proprietary commercial real estate data into AI workflows, with weekly research on loan maturities and distress signals.
Deduplicate a CRE owner list without merging unrelated entities. Use jurisdiction-aware keys, retained source records and a checked eight-row practice exercise.
Choose your modules, from off-market sourcing to investment documents.
Book a demoCRE research guides
Start with the asset or jurisdiction, then leave with a focused evidence task. Each guide explains what its sources establish and what still needs review.
Choose the operating model, then the evidence and working kit it needs.
Follow a jurisdiction-specific record path and keep its scope visible.
Work through source, identity and underwriting-input decisions.
