Resource · 53 Prompts

CRE Prompt Library

Battle-tested prompts for commercial real estate work — lease abstraction, market memos, listing copy, LinkedIn posts, AI adoption, and more. Copy, paste, fill in the brackets, and go. Built by the community.

Samples only

AI x CRE provides the following prompts as samples only. There is no guaranty that the output is accurate or sufficient for any purpose other than a demonstration of the potential uses of Artificial Intelligence. Prior to using any prompt, make sure to test and train for your particular use, location and risk tolerance. All use of these prompts is at the sole risk of end user who agrees to indemnify AI x CRE from any and all potential claims arising from the end users use.

Legal-implication prompts

Prompts that touch leases, clauses, estoppels, or other legal documents are intended for personal use only and should not be considered a replacement for the advice of a state licensed attorney. Use caution when sharing this information with others, as in some states it may constitute the practice of law and be subject to civil fines or criminal charges in certain jurisdictions. These prompts are not intended as anything other than a demonstration of the potential uses of Artificial Intelligence. Prior to use of any prompt for any reason, make sure to test and train your model for your particular use, location and risk tolerance. All use of these prompts is at the sole risk of the end user who agrees to indemnify AI x CREW from any and all potential claims arising from the use. These prompts are written to first ask you for the property's state, county, and city.

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Lease & Deals 1 variable

Lease Abstract — Plain English

Quickly understand any lease without reading the whole thing

Best for Before a site tour, acquisition DD, or tenant negotiation

Before you begin, ask me for the property's state, county, and city, then wait for my answer.

You are a commercial real estate analyst. I'm going to paste a lease or lease excerpt. Summarize it in plain English with these sections:

1. KEY DATES: Commencement, expiration, renewal options, notice deadlines
2. FINANCIALS: Base rent schedule, CAM/NNN structure, rent escalations, tenant allowances
3. USE & EXCLUSIVES: Permitted use, exclusivity provisions, co-tenancy clauses
4. LANDLORD/TENANT RESPONSIBILITIES: Who pays what, maintenance obligations
5. RED FLAGS: Any unusual, risky, or tenant-favorable provisions

Be concise. Flag anything that needs attorney review.

LEASE TEXT:
[PASTE LEASE EXCERPT HERE]
leaseabstractsummary
Lease & Deals 14 variables

LOI First Draft

Draft a clean LOI from deal terms in minutes

Best for After agreeing on deal economics, before sending to counsel

Before you begin, ask me for the property's state, county, and city, then wait for my answer.

Draft a Letter of Intent for a retail lease with the following terms. Professional CRE language, 1 page max. Mark unfilled fields as [TBD].

PROPERTY: [PROPERTY NAME & ADDRESS]
TENANT: [TENANT NAME & ENTITY TYPE]
PREMISES: [SUITE/SPACE, SF]
TERM: [LENGTH] commencing [DATE OR 'upon delivery']
BASE RENT: [$/SF/YR or monthly], [NNN or Gross]
RENT ESCALATIONS: [e.g. 3% annually]
TI ALLOWANCE: $[AMOUNT] per SF
DELIVERY CONDITION: [As-is / Cold dark shell / Warm shell]
PERSONAL GUARANTEE: [Yes/No, duration]
EXCLUSIVITY: [Category if any]
OTHER DEAL POINTS: [LIST ANY]

End with standard non-binding disclaimer and signature block.
LOIletter of intentdeal
Tenant Relations 7 variables

Post-Show Broker Follow-Up

Turn trade show connections into warm email threads

Best for Within 48 hours of ICSC, ReCon, or any retail conference

Write a follow-up email to a broker I met at [TRADE SHOW / EVENT]. Under 150 words. Warm but professional. Reference something specific from our conversation.

BROKER NAME: [NAME]
THEIR COMPANY: [COMPANY]
DEAL/TENANT WE DISCUSSED: [TENANT NAME OR DEAL TYPE]
KEY THING WE TALKED ABOUT: [1 SENTENCE]
MY ASK OR NEXT STEP: [e.g. send deal terms / schedule a call / share availability]
MY NAME & TITLE: [YOUR NAME, TITLE, COMPANY]

Tone: collegial, not salesy. Like a note from someone they'd actually want to hear from.
ICSCfollow-upemailbroker
Market Intel 7 variables

Tenant Mix Gap Analysis

Identify which tenants are missing and who to recruit next

Best for Annual leasing strategy, vacancy planning, board presentations

I'm analyzing the tenant mix at [PROPERTY NAME], a [TYPE: strip center / power center / lifestyle center / mixed-use] with [SF] of GLA.

Current anchor/major tenants: [LIST]
Current inline tenants: [LIST]
Trade area demographics: [KEY STATS OR DESCRIBE]
Top competitor centers nearby: [LIST]

Please:
1. Identify obvious tenant category gaps
2. Suggest 5-8 specific national or regional tenants that would perform well here, with reasoning
3. Flag any co-tenancy conflicts or cannibalization risks
4. Recommend which tenant categories to grow vs. reduce

Be specific. Skip generic advice.
tenant mixstrategyretail
Lease & Deals 11 variables

Deal Memo — Investment Committee

Structure a concise IC memo for any deal type

Best for Acquisitions, major leases, JV pitches

Write a concise IC deal memo for the following transaction. 1-2 pages max. No fluff.

DEAL TYPE: [Acquisition / Lease / Disposition / JV]
PROPERTY: [NAME, ADDRESS, TYPE]
SIZE: [SF / ACRES]
PRICE / RENT: [$ OR $/SF]
CAP RATE: [%]
KEY TENANTS: [LIST]
WALE: [YEARS]
THESIS: [1-2 sentences on why we're doing this]
RISKS: [LIST TOP 3]
RETURNS: [IRR, EM, HOLD PERIOD if available]
RECOMMENDATION: [Proceed / Pass / More DD]

Structure: Executive Summary → Property Overview → Market Context → Financial Summary → Risk/Mitigants → Recommendation
deal memoinvestmentIC
Tenant Relations 5 variables

Retailer Outreach Cold Email

Reach out to a target tenant brand with a compelling pitch

Best for Prospecting retailers you don't have a broker relationship with

Write a cold email to a retailer we want to attract. Under 120 words. Goal is to get a response, not close a deal.

RETAILER: [BRAND NAME]
MY PROPERTY: [PROPERTY NAME, CITY, SF AVAILABLE]
WHY THIS IS A FIT: [1-2 compelling reasons: demographics, traffic, co-tenants]
WHAT I WANT THEM TO DO: [Reply / Schedule a call / Review the package]
MY NAME & CONTACT: [NAME, TITLE, COMPANY]

Rules: No cliche subject lines. No jargon. Sound like a person, not a press release.
cold outreachretailerprospecting
Marketing 8 variables

Property Marketing Description

Write leasing copy that actually converts

Best for LoopNet/CoStar listings, broker packages, flyers

Write a retail property description for a leasing flyer and CoStar listing.

PROPERTY: [NAME & ADDRESS]
TYPE: [Strip / Power / Lifestyle / Pad / Inline]
AVAILABLE SPACE: [SF range or specific suite]
ANCHORS / CO-TENANTS: [LIST]
TRAFFIC COUNT: [VPD]
DEMOGRAPHICS: [3-mile pop, avg HHI, daytime pop]
KEY SELLING POINTS: [LIST 3-5]
TARGET TENANT: [Category or specific use]

Two versions:
1. SHORT (50 words) - LoopNet/CoStar headline
2. LONG (150 words) - flyer body copy

No broker-speak without specifics. Make it concrete.
marketinglistingcopyCoStar
LinkedIn 7 variables

LinkedIn Deal Announcement

Announce a signed deal in a way people actually read

Best for New leases, sales, grand openings, groundbreakings

Write a LinkedIn post announcing a completed deal. Professional but with personality — not a press release.

DEAL: [Lease signed / Sale closed / Grand opening]
TENANT/BUYER: [NAME]
PROPERTY: [NAME, CITY]
SF / DEAL SIZE: [DETAILS]
MY ROLE: [Landlord rep / Tenant rep / Owner]
INTERESTING BACKSTORY: [Optional: how long it took, why this tenant is a great fit]
TONE: [proud / grateful / excited / reflective]

Format: 3-5 short punchy paragraphs. End with question to drive comments. Include 3-5 hashtags.
linkedindealannouncement
Market Intel 3 variables

Market Rent Comp Memo

Turn raw comp data into a defensible rent recommendation

Best for Setting asking rent, renewal negotiations, appraisal support

Analyze the following lease comps and write a 1-page market rent memo for [SUBMARKET / PROPERTY TYPE].

COMPS:
[PROPERTY | TENANT | SF | DATE | BASE RENT | STRUCTURE | TI | NOTES]

SUBJECT PROPERTY: [NAME, SF, LOCATION]

Include:
1. Rent range, median, and weighted average
2. Outliers and why they're high/low
3. Recommended asking rent range for the subject
4. Trends (tightening, softening, TI compression)
5. Data quality flags
compsrentmarket analysis
Tenant Relations 8 variables

Renewal Negotiation Talking Points

Walk into a renewal conversation with a clear strategy

Best for Lease renewals 12-18 months before expiration

Prepare talking points for a lease renewal negotiation.

TENANT: [NAME]
CURRENT RENT: $[AMOUNT]/SF/YR
MARKET RENT: $[AMOUNT]/SF/YR
LEASE EXPIRY: [DATE]
TENANT HEALTH: [Strong / Stable / At risk - explain]
THEIR LEVERAGE: [e.g. below-market rent, anchor draw]
OUR LEVERAGE: [e.g. waitlist of tenants, strong sales]
OUR GOAL: [e.g. mark to market, retain at slight discount]

Give me: 3 opening positions, 3 concessions we could offer, 3 walk-away signals to watch for, and suggested deal structure.
renewalnegotiationretention
Due Diligence 4 variables

Due Diligence Checklist

Generate a complete DD checklist for any acquisition

Best for At LOI execution or start of due diligence period

Generate a detailed due diligence checklist for the following acquisition.

PROPERTY TYPE: [Retail strip / Power center / Mixed-use / Single-tenant NNN]
DEAL SIZE: [$AMOUNT]
HOLD PERIOD: [SHORT / MEDIUM / LONG]
KNOWN RISKS: [e.g. anchor vacancy, deferred maintenance, ground lease]

Organize by: Physical/Environmental | Legal/Title | Financial/Leasing | Operational | Market/Zoning

Flag each item as CRITICAL / STANDARD / NICE TO HAVE.
due diligenceacquisitionchecklist
AI Tools 1 variable

AI Prompt: Analyze a Lease Clause

Understand what a clause means and who it favors

Best for Lease review, negotiation prep, tenant education

Before you begin, ask me for the property's state, county, and city, then wait for my answer.

I'm going to paste a lease clause. Explain it in plain English, then tell me:

1. What this clause does and why landlords/tenants typically want it
2. Whether this version favors the landlord, tenant, or is neutral
3. What a more landlord-favorable version would look like
4. What a more tenant-favorable version would look like
5. Red flags or unusual language to flag for my attorney

Note: For informational purposes only, not legal advice.

CLAUSE:
[PASTE CLAUSE HERE]
leaseclauselegal
AI Tools 9 variables

AI Prompt: Site Scorecard

Score a retail site for a specific tenant type in seconds

Best for Site selection, broker proposals, investment screening

Act as a retail real estate site selection analyst. Score the following site for [RETAILER / CONCEPT TYPE] on a 1-10 scale.

Address: [ADDRESS]
Available SF: [SF]
Anchors / Co-tenants: [LIST]
Traffic Count: [VPD]
3-Mile Demographics: [Pop / HHI / Daytime Pop]
Visibility / Access: [DESCRIBE]
Rent: $[AMOUNT] NNN or Gross
Competition nearby: [LIST]

Score: Demographics fit | Traffic & access | Co-tenancy | Competitive position | Rent vs. sales potential | Visibility & signage

Final grade (A/B/C/D) + 3-sentence Go / No-Go recommendation.
site selectionscoringretail
Marketing 10 variables

Investor Update — Quarterly

Write a transparent quarterly update investors will actually read

Best for End of each quarter, LP reporting

Write a quarterly investor update for a retail property. Professional, transparent, no spin.

PERIOD: [Q and YEAR]
PROPERTY/PORTFOLIO: [NAME]
OCCUPANCY: [%] (vs [%] last quarter)
KEY LEASING ACTIVITY: [New leases, renewals, terminations]
FINANCIAL SUMMARY: [NOI, collections, notable variances]
CAPITAL PROJECTS: [Any in progress or completed]
MARKET CONDITIONS: [1-2 sentences]
CHALLENGES: [Be honest - investors respect candor]
OUTLOOK: [Key milestones, deals in negotiation]

Tone: Confident, factual, respects reader's intelligence.
investor relationsquarterlyreport
LinkedIn 4 variables

LinkedIn: Retail Trend Insight

Post a smart CRE take that builds your professional brand

Best for Weekly thought leadership content, post-conference insights

Write a LinkedIn post sharing an observation from retail real estate. NOT a deal announcement. Goal: thought leadership.

TOPIC/OBSERVATION: [e.g. 'Smaller format retail is dominating in secondary markets' / 'What I keep seeing at ICSC that no one's talking about']
MY TAKE: [Your actual opinion - the spicier the better]
EVIDENCE FROM MY EXPERIENCE: [1-2 real examples, anonymized if needed]
QUESTION FOR AUDIENCE: [Something that invites debate]

Format: Hook line -> 3-4 short paragraphs -> question -> 3 hashtags
Tone: Smart, direct, slightly opinionated.
linkedinthought leadershipretail trends
Due Diligence 1 variable

Estoppel Certificate Review

Catch tenant carve-outs and discrepancies in estoppels

Best for Acquisition due diligence, financing, lease modifications

Before you begin, ask me for the property's state, county, and city, then wait for my answer.

Review this estoppel certificate and flag:

1. Discrepancies between what the tenant is certifying and what I'd expect
2. Qualifications or carve-outs the tenant has added (red flags)
3. Missing or incomplete fields
4. Anything that could affect enforceability in a sale/financing scenario
5. Suggested follow-up questions for the tenant

Format: Summary -> Red Flags -> Missing Info -> Recommended Follow-Up

ESTOPPEL:
[PASTE HERE]
estoppelleasereview
Tenant Relations 6 variables

CAM Reconciliation — Tenant Letter

Explain a CAM true-up clearly so tenants stop pushing back

Best for Annual CAM reconciliation season (Q1)

Write a professional explanation of a CAM reconciliation to send to a retail tenant.

Lease type: [NNN / Modified Gross]
Annual CAM estimate paid: $[AMOUNT]
Actual CAM charges: $[AMOUNT]
Amount owed (or credit): $[AMOUNT]
Main cost driver(s): [e.g. snow removal, insurance increase, roof repair]
Unusual items: [DESCRIBE OR N/A]

Explain the math in plain English. Acknowledge cost surprises. Reference the lease. Under 250 words. Professional but not cold.
CAMreconciliationNNN
Market Intel 6 variables

Competitive Center SWOT

Know exactly how to position against competing centers

Best for Leasing strategy, broker presentations, ownership updates

Run a SWOT analysis on a competing retail property vs. mine.

MY PROPERTY: [NAME, TYPE, SIZE, LOCATION]
COMPETING PROPERTY: [NAME, TYPE, SIZE, LOCATION]

ABOUT THE COMPETITOR:
Anchors: [LIST]
Occupancy: [%]
Recent activity: [New tenants, renovations, rezonings]
Perceived strengths: [YOUR OBSERVATION]

Output a clean SWOT table, then write 3 strategic recommendations for how to position against this center in leasing conversations.
SWOTcompetitive analysispositioning
AI Tools 1 variable

AI Prompt: Summarize a Market Report

Extract the 10 most actionable insights from any market report

Best for Before leasing meetings, investor calls, or strategy sessions

Summarize this CRE market report for a retail landlord. Extract only what's actionable.

Focus on:
- Vacancy rates and direction (improving/softening?)
- Asking rent trends
- Absorption (positive or negative, and why)
- Active tenants in the market right now
- New supply / construction pipeline
- Submarkets performing above/below average

Skip: methodology, disclaimers, historical tables.

Output: 10-bullet executive summary I can share in a leasing meeting.

REPORT TEXT:
[PASTE HERE]
market reportsummaryresearch
Lease & Deals 3 variables

Lease Expiry Risk Memo

Prioritize which lease renewals to chase first

Best for Annual leasing planning, asset management reviews

Analyze upcoming lease expirations and recommend a retention/re-leasing strategy.

PROPERTY: [NAME, TYPE, TOTAL GLA]
EXPIRING LEASES (next 24 months):
[TENANT | SF | EXPIRY | CURRENT RENT | RENEWAL OPTION? | RENEWAL LIKELIHOOD]

MARKET CONDITIONS: [tight/soft, rent trend]

Provide:
1. Tiered risk assessment (High / Medium / Low) for each tenant
2. Priority order for outreach
3. Suggested strategy per tier
4. Overall rollover risk score and valuation implication
lease expiryrolloverrisk
AI Adoption 1 variable

AI Acceptable-Use Policy (1 Page)

Draft a plain-English one-page AI use policy

Best for Setting AI ground rules before your team runs ahead

Act as my pragmatic, risk-aware COO. Draft a one-page AI acceptable-use policy for a commercial real estate team of [SIZE]. Cover approved tools, what data must never be pasted into AI, client-confidentiality rules, when a human must review output, and where staff go to ask “is this okay.” Keep it plain English, one page, no legalese.
policygovernanceacceptable use
AI Adoption no variables

Find the First Task to Automate

Pinpoint the single highest-value task to automate first

Best for Deciding where to start with AI when everything looks automatable

You are an operations analyst. Ask me 5 sharp questions about my weekly tasks, then identify the single task that eats the most hours and is safest to automate with AI. Give me a step-by-step plan to automate it, the tools to use, and how to measure the hours saved.
automationoperationsworkflow
AI Adoption 1 variable

Redesign a Workflow Around AI

Map a before/after AI-native workflow

Best for Rebuilding a process instead of bolting AI onto the old one

Help me redesign one CRE workflow around AI instead of bolting AI onto it. The workflow is [LEAD INTAKE / LEASE ABSTRACTION / QUARTERLY REPORTING]. Map the current steps, mark which to keep human and which to automate, and define what “good output” looks like at each step. Output a before/after view in plain text.
workflowredesignautomation
AI Adoption no variables

5-Hour AI Training Plan

Five 1-hour lunch-and-learns with hands-on CRE reps

Best for Onboarding a team to AI from zero prior experience

Build me a 5-hour AI training plan for a commercial real estate team, split into five 1-hour lunch-and-learns. For each session give the topic, a hands-on exercise using real CRE tasks, and one win people should be able to do by the end. Assume zero prior AI experience.
trainingenablementlunch-and-learn
AI Adoption no variables

Lease Abstraction Starter

Extract lease terms into a clean table, no guessing

Best for Pulling key terms from any commercial lease without reading it cover to cover

Before you begin, ask me for the property's state, county, and city, then wait for my answer.

Act as a CRE analyst. I will paste a commercial lease. Extract key terms into a clean table: parties, premises, term, rent schedule, escalations, renewal options, key dates, and any unusual clauses. Flag anything ambiguous that a human must review. Do not guess; if something is not in the text, say “not stated.”

LEASE TEXT:
[PASTE LEASE HERE]
leaseabstractionextraction
AI Adoption 1 variable

One-Page Market Brief (Sourced)

One-page brief where every figure names its source

Best for Getting a fast, sourced read on a submarket or asset class

You are a CRE research assistant. Give me a one-page market brief for [SUBMARKET / ASSET CLASS]. Include recent rent and vacancy trends, notable transactions, and demand drivers. For every figure, name the source and date, and flag anything you are not confident about. Do not invent numbers.
market briefresearchsourced
AI Adoption no variables

Shadow-AI Visibility Survey

Non-judgmental 8-question survey plus red flags to watch

Best for Finding out which AI tools your team actually uses

Act as my AI governance lead. Write a short, non-judgmental survey (8 questions max) I can send my team to learn which AI tools they actually use, for what tasks, and with what data. The goal is visibility, not punishment. Then tell me what red flags to watch for in the answers.
governanceshadow AIsurvey
AI Adoption no variables

Two-Week Exec Fluency Challenge

14 days of sub-15-minute daily AI reps

Best for Building genuine hands-on AI fluency as a leader

You are an AI coach for executives. Give me a 2-week “lead from the keyboard” challenge: one small, real AI task per workday that a CRE leader can do in under 15 minutes, building toward genuine fluency. End each day with a one-line prompt I can copy. No theory, just reps.
leadershipfluencychallenge
AI Adoption no variables

ROI Quick-Math for One Automation

Hours and dollars saved plus a 3-sentence pitch

Best for Justifying one automation to leadership

Help me build the ROI case for one AI automation. Ask me for the task, hours per week it takes, and a loaded hourly rate. Then calculate annual hours and dollars saved, payback vs. the tool cost, and give me a 3-sentence version I can put in front of leadership.
ROIbusiness caseautomation
Copilot Starter 3 variables

Summarize before you read

Get the 5 things that matter out of any long document

Best for A long lease, a dense report, or a runaway email thread

You're my analyst. Read the [document / email thread] below and give me the 5 things that actually matter for [my goal], as short bullets, then one line of “so what.” Flag anything I should double-check.
[Paste text]
summarizecopilotstarter
Copilot Starter 5 variables

First draft from notes

Turn rough notes into a polished draft — in your voice

Best for Any email, summary, or post you're staring at a blank page for

Turn these rough notes into a [polished email / summary / post] for [audience]. Keep it [tone] and under [length]. Before you write, ask me anything you need.
Notes: [paste]
draftnotescopilot
Copilot Starter 1 variable

Meta-prompt for when you're stuck

Ask Copilot how to ask — it writes you a sharper prompt

Best for When you know the task but not how to phrase the ask

I want to use you for [task] but I'm not sure how to ask. Break it into steps and tell me exactly what to include in a strong prompt for this.
meta promptcopilotprompting
Copilot Starter 3 variables

Repurpose one into three

One win, three formats — post, email, and blurb

Best for Turning a single case study or update into a content set

Take this [case study / update] and give me three versions: a LinkedIn post (hook + 3 bullets + CTA), a short client email, and a one-paragraph blurb. Our voice is [describe].
Source: [paste]
repurposecontentcopilotlinkedin
Copilot Broker 2 variables

Listing description

Facts-only listing copy in two lengths

Best for LoopNet/CoStar listings and leasing flyers

You're a CRE marketer. Write a listing description using only the facts below; lead with [location / access / amenities]. Give me a 75-word and a 150-word version.
Facts: [paste fact sheet]
listingmarketingcopilotbroker
Copilot Broker 4 variables

Prospecting email

A short, warm prospecting email with one clear ask

Best for Reaching a target tenant, buyer, or referral source

Draft a short, warm prospecting email to a [role] at a [company type] about [property / service]. One clear CTA, no fluff, under 120 words.
Context: [paste]
prospectingemailcopilotbroker
Copilot Broker 1 variable

Market report to client bullets

Turn a 30-pager into what you can say on a call

Best for Before a client call or leasing meeting

Summarize this market report into 5 client-ready bullets plus 2 talking points for a call. Plain English, no jargon.
[paste/attach] (Premium: attach the file instead of pasting.)
market reportsummarycopilotbroker
Copilot Broker 3 variables

Tour follow-up

A follow-up email while the tour is still fresh

Best for Right after a property tour

Write a follow-up email after a tour with [prospect]. Recap what they liked, answer [their question], and propose a next step.
Notes: [paste]
tourfollow-upemailcopilotbroker
Copilot Property Mgmt 1 variable

Meeting recap

Decisions, action items with owners, and a follow-up email

Best for Any Teams meeting you need to turn into next steps

Summarize this meeting: decisions, action items with owners and due dates, and any risks. Then draft a short follow-up email to the team.
[paste/attach transcript]
meetingrecapcopilotteams
Copilot Property Mgmt 3 variables

Tenant notice

A courteous, clear tenant notice from your details

Best for Scheduled maintenance, access, or building updates

Draft a professional, courteous tenant notice about [topic, e.g., scheduled maintenance] at [property]. Include date/time and who to contact.
Details: [paste]
tenantnoticecopilotproperty
Copilot Property Mgmt 1 variable

Rent-roll summary (Premium)

Occupancy, expirations, and top tenants in a clean table

Best for Monthly asset reviews (Premium — attach the file)

Analyze this rent roll: total occupancy, expirations in the next 12 months, and the top 3 tenants by rent. Put it in a clean table.
[attach]
rent rollexcelcopilotpremium
Copilot Property Mgmt 2 variables

Owner report

Build the skeleton, then draft the leasing section

Best for Monthly owner/property reports

Outline this month's owner report for [property] — occupancy, financial highlights, leasing activity, capital projects, issues. Then draft the leasing section from these notes: [paste]
owner reportpropertycopilot
Copilot Marketing 2 variables

Newsletter from wins

A structured newsletter draft from your recent wins

Best for Monthly member/client newsletters

Draft our monthly newsletter from these updates. Sections: intro, 3 highlights, one client spotlight, a CTA. Voice: [describe].
Material: [paste]
newslettermarketingcopilot
Copilot Marketing 3 variables

Event promo

A LinkedIn post and invite email in one pass

Best for Promoting a webinar, conference, or open house

Write a LinkedIn post and a short invite email for [event] on [date]. Benefit-led, one CTA.
Details: [paste]
eventpromolinkedincopilot
Copilot Marketing 1 variable

Boilerplate polish

Tighten your company boilerplate — no invented claims

Best for Bios, about blurbs, press-kit copy

Tighten this company boilerplate into 60- and 100-word versions. Don't add any claim that isn't in the source.
Source: [paste]
boilerplatecopycopilotmarketing
Copilot Legal 1 variable

Lease abstraction (first pass)

A clean key-terms table you verify — not legal advice

Best for A faster starting point on any lease

Before you begin, ask me for the property's state, county, and city, then wait for my answer.

You're a CRE analyst. Abstract this lease into a clean table: Property, Tenant, Landlord, Lease type, SF, Term, Commencement, Expiration, Base rent, Escalations, Renewals, Security deposit, Permitted use, Notable clauses. Flag anything unusual or that a human must verify. Ask me anything before you start.
[attach lease]
leaseabstractionlegalcopilot
Copilot Legal 2 variables

Clause comparison

Surface what moved between two drafts — no legal advice

Best for Comparing two versions of a clause

Before you begin, ask me for the property's state, county, and city, then wait for my answer.

Compare these two versions of [clause]. Show the differences in a table (Version A / Version B / What changed / Why it matters). Just surface differences, no legal advice.
[paste both]
clausecomparisonlegalcopilot
Copilot Legal 1 variable

Key dates & obligations

A tickler list of dates, deadlines, and obligations

Best for Building a tickler from any agreement

Before you begin, ask me for the property's state, county, and city, then wait for my answer.

From this agreement, list key dates, deadlines, renewal/termination windows, and ongoing obligations in a table. Mark anything ambiguous for my review.
[attach]
datesobligationslegalcopilot
Copilot Finance 1 variable

Offering memo to one-pager

A one-page snapshot plus three questions to ask

Best for Screening an OM fast

Summarize this offering memorandum into a one-page snapshot: property, price, key metrics, tenancy, risks, and 3 questions I should ask.
[attach]
offering memofinancecopilotone-pager
Copilot Finance 2 variables

Deal comparison matrix

A column-per-deal Excel view with a verify row

Best for Comparing multiple deals side by side

Compare these [3] deals side by side in an Excel table — a column per deal, rows for the key metrics, plus a 'flags / verify' row.
[attach/paste]
deal comparisonexcelfinancecopilot
Copilot Finance 2 variables

Credit-memo outline

Frame the memo and draft the exec summary

Best for Starting a credit or IC memo

Outline a credit memo for [borrower/deal], then draft the executive summary from these facts: [paste]. Note any assumptions I should confirm.
credit memofinancecopilot
Copilot Owner 1 variable

Board prep

8 talking points and 3 likely questions with answers

Best for Walking into a board or investor meeting

Turn this deck and these financials into 8 board talking points and 3 likely questions with suggested answers. Keep it high-level.
[attach]
boardprepcopilotowner
Copilot Owner 2 variables

Weekly digest (Premium)

Decisions, open items, and what needs you

Best for A Monday-morning catch-up (Premium pulls your inbox)

Summarize my last week of emails on [project] into: decisions made, open items, and what needs me.
[On Basic: paste the threads]
digestemailcopilotpremium
Copilot Owner 1 variable

Market scan

A quick, sourced news scan with links to click

Best for A fast read on a market or asset class

Give me a quick, sourced scan of recent news on [market / asset class]. Cite links and flag anything uncertain. Then 3 implications for us.
market scanresearchcopilotsourced
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