consultance.ai
Real estate

Claude Rent Roll Underwriting Pack — Goodbye CBRE

AI now underwrites property deals that rival CBRE analysts, packaged as 10 prompts that run inside the Excel rent roll your acquisitions team already has open. Build the rent roll from raw lease data, underwrite across exit scenarios, stress test debt coverage, flag below-market rents, and draft the investment memo. An in-house analyst clears only 5 to 7 full models a month; outsourced underwriting runs 40 to 70 percent below in-house cost. This collapses both.

CBRE-grade underwriting, or an analyst who clears 5 to 7 models a month.

An in-house analyst clears only 5 to 7 full models a month, and outsourced underwriting runs 40 to 70 percent below in-house cost but still bills. This packages CBRE-grade underwriting as 10 prompts that run inside the Excel rent roll your acquisitions team already has open.

Step 1

Paste this setup prompt — Claude installs it for you

Easy mode · paste this into Claude

Claude installs it for you, step by step.

Never used Claude before? It is free to start. Open it in a new tab, copy the prompt, paste it in. It asks one question, then walks you through everything.

  1. Step 1
    Open claude.ai ↗

    Sign up free. No card. Takes 30 seconds.

  2. Step 2

    One click. Lands on your clipboard.

  3. Step 3
    Paste + send

    Claude asks what you need + guides you the rest of the way.

Open claude.ai ↗
Tune the prompt for your level (optional)
Preview the prompt (you do not need to read it)
Install Claude Rent Roll Underwriting Pack — Goodbye CBRE on my computer. Walk me through it.

Repo: https://consultance.ai/library/rent-roll-underwriting-pack
What it does: AI now underwrites property deals that rival CBRE analysts, packaged as 10 prompts that run inside the Excel rent roll your acquisitions team already has open. Build the rent roll from raw lease data, underwrite across exit scenarios, stress test debt coverage, flag below-market rents, and draft the investment memo. An in-house analyst clears only 5 to 7 full models a month; outsourced underwriting runs 40 to 70 percent below in-house cost. This collapses both.

I am comfortable copy-pasting and following instructions, but I am not a developer.

Rules:
- Plain English. Define jargon the first time it appears (repo, env var, port, dependency).
- One step at a time. Exact command in a code block. Tell me which app to paste it into (Terminal on Mac, PowerShell on Windows).
- One sentence per command explaining what it does and what success looks like.
- After each command, wait. I will tell you the output before you move on.
- If a tool is missing (git, node, docker, python), give me the one-line install for my OS first.
- If something errors, diagnose before the next step. Do not skip.

First message: ask only "What is your operating system — macOS, Windows, or Linux?" Then start step 1.

Reference steps from the public guide (adapt to my OS, do not just paste them at me):
1. Open Claude and turn on the Excel add-in for Microsoft 365. Your rent roll and lease data stay in your own tenant and never leave it.
2. Run prompt 01, the onboarding router. Choose your asset type (multifamily, office, retail, industrial) and where your data lives: upload lease schedules, paste a rent roll, or use the Excel add-in directly.
3. Run prompts 02 to 06 in order to build the full rent roll, underwrite exit scenarios, stress test debt coverage, and run cash-on-cash returns on your own numbers.
4. Run prompt 07 to draft the investment memo, then treat every figure as your own sign-off before it reaches an investment committee or lender.

Stop when the app opens and I confirm it works.
Step 2

Step 1 installed it. Now run these 10 prompts on your own data.

the vault

The 10 prompts

Tap a prompt to jump to it. Hit copy. Replace the tokens. Paste into Claude Opus 4.7.

where it breaks

Before you connect live data

  • • Run dummy data first. Real client data is not a test bed.
  • • API keys never go in a public repo. Use env vars and a secrets manager.
  • • Add logging, access control, monitoring, and a rollback path before launch.
  • • Read the license. Forking a repo without checking is how lawsuits start.
license note

Credit the original author

Prompt set authored by consultance.ai. CBRE and JLL are referenced as the incumbent being replaced, no affiliation implied. Your rent roll and deal data stay in your own Claude tenant; we never see it. This is not investment advice; a named human signs off before any IC or lender submission.

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Read this far? You want CBRE-grade underwriting without the broker fee or the bottleneck. Let us build the desk — IC-ready and yours.