AI Playbook
for Real Estate

Generate a professional Comparable Market Analysis (CMA) report for a residential property.

[PASTE: Property details, 5-7 Recent Comparable Sales]

Steps: 1) Analyze all comparables for relevance 2) Calculate price per sq ft 3) Apply qualitative adjustments (+/- 5-10%) 4) Determine adjusted values 5) Estimate market value with confidence range 6) Identify market trends 7) Format as professional report

Output: Executive summary, comparable analysis table, value estimate, market trend analysis.

Calculate income-based valuation for a rental property using multiple approaches.

[PASTE: Property address, rent roll, operating expenses, financing]

Steps: 1) Calculate GRI from rent roll 2) Apply vacancy factor to get EGI 3) Deduct expenses for NOI 4) Calculate property value using cap rate approach 5) Calculate cash-on-cash return 6) Calculate DSCR 7) Project 5-year cash flows

Output: Income table, value conclusions, return metrics, investment summary.

Estimate ARV for a distressed property purchase or renovation project.

[PASTE: Current condition, repair scope, comparable move-in ready values, offer price]

Steps: 1) Research market values for renovated comps 2) Calculate weighted average 3) Apply conservative discount 5-15% 4) Estimate total repair cost 5) Calculate profit 6) Determine break-even returns 7) Scenario test +/- 10%

Output: ARV analysis, profit estimate, risk-adjusted returns, go/no-go recommendation.

Prepare a concise property valuation summary for loan applications.

[PASTE: Property address/type, appraisal report, proposed loan amount, LTV target]

Steps: 1) Summarize three valuation approaches 2) List value drivers and risk factors 3) Identify red flags 4) Calculate proposed LTV 5) Note valuation contingencies 6) Provide single-point value estimate 7) Highlight appraisal concerns

Output: 2-page executive summary with valuation conclusion, risk assessment, underwriting recommendation.

Analyze local real estate market trends to inform pricing and investment strategies.

[PASTE: Market area, 12-24 months sales data, economic indicators]

Steps: 1) Calculate month/year appreciation rates 2) Analyze inventory-to-absorption 3) Identify trending metrics 4) Segment by property type/price 5) Note seasonal patterns 6) Correlate economic indicators 7) Forecast 6-12 month outlook

Output: Trend charts, market summary by segment, forecast, strategic recommendations.

Conduct a property audit to identify hidden value or liabilities.

[PASTE: Property description, deed/tax/listing details, inspection report]

Steps: 1) Review title/zoning/liens 2) Audit physical condition 3) Calculate deferred maintenance 4) Identify value-add opportunities 5) Adjust comparable analysis 6) Recalculate value impact 7) Reassess investment thesis

Output: Audit summary, defects and value impacts, adjusted valuation, investment decision.

Use statistical regression to validate and refine comparable sales valuations.

[PASTE: 15-20 comparable sales with square footage, age, condition ratings, sale prices]

Steps: 1) Input comp data into regression model 2) Analyze coefficient strength for key variables 3) Calculate R-squared to assess model fit 4) Identify outliers and remove 5) Rerun regression 6) Calculate predicted value for subject 7) Compare to adjusted CMA value

Output: Regression model results, coefficient analysis, predicted value, variance from CMA.

Separate land value from improvement value for valuation and tax planning.

[PASTE: Subject property, comparable land sales, replacement cost estimate]

Steps: 1) Research comparable vacant land sales 2) Calculate land value per sq ft or per acre 3) Estimate reproduction cost of improvements 4) Use cost approach: land + improvements = total value 5) Compare to market approach 6) Calculate improvement depreciation 7) Support tax basis allocation

Output: Land value estimate, improvement value, total property value, depreciation schedule.

Analyze zoning and determine highest and best use to maximize property value.

[PASTE: Property zoning, current use, permitted uses, similar property values by use]

Steps: 1) Review current zoning ordinance and permitted uses 2) Analyze feasibility of each use 3) Estimate value under each use scenario 4) Assess zoning variance/rezoning probability 5) Calculate value premium for HBU 6) Recommend value basis 7) Plan for zoning optimization

Output: Zoning summary, permitted use analysis, HBU value estimate, zoning strategy recommendations.

Value a portfolio of properties with different characteristics and markets.

[PASTE: Portfolio of 5+ properties with address, type, value estimate, NOI]

Steps: 1) Value each property individually using appropriate approach 2) Aggregate individual values 3) Analyze portfolio correlation and diversification 4) Calculate blended cap rate across portfolio 5) Identify concentration risks 6) Analyze portfolio-level refinance value 7) Create portfolio valuation summary

Output: Individual property values, portfolio aggregation, blended metrics, diversification analysis, portfolio valuation.