10 Claude prompts that underwrite property deals inside your Excel rent roll. Built for acquisitions teams and investors who want analyst grade modeling without paying a firm like CBRE.
Never used Claude? It is free and takes 30 seconds to open. Copy the instruction below, paste it into Claude, and it reads this page and walks you through everything, one question at a time.
A short instruction plus a link to this page lands on your clipboard. First copy asks for your email once. That unlocks every button across the whole library.
Free account, no card, 30 seconds. This tab stays open so you can come back.
Open claude.ai ↗Claude reads this page, asks which computer you are on, then guides you step by step until it works. If anything errors, tell Claude what you see, and it fixes it with you.
Install Rent Roll Underwriting Pack for Excel on my computer. Walk me through it. Repo: https://consultance.ai/library/rent-roll-underwriting-pack What it does: 10 Claude prompts that underwrite property deals inside your Excel rent roll. Built for acquisitions teams and investors who want analyst grade modeling without paying a firm like CBRE. 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.
Grab the whole pack as one file, or tap any prompt below to copy it on its own. Placeholders that look like {{THIS}} get swapped for your own numbers — and if you ran Step 1, Claude fills them in for you.
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.
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the prompts ↑We deliver a private underwriting workspace: the 10 prompts loaded into your Claude tenant, your rent roll and lease templates wired in, debt and exit assumptions matched to your strategy, and an investment-memo format your IC already trusts — then handed over so you own it. You clear far more than 5 to 7 models a month without a number reaching IC unchecked.
Book a build call →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.
Want this wired into your stack instead of running it yourself? That is our AI workflow automation consulting service.
The AI tools, launches, and shifts that actually matter, in plain English. New library drops the moment they land.
More like this
For founders, CFOs, and deal teams: 9 Claude prompts that rebuild the cap table from the signed documents instead of the spreadsheet, run the waterfall clause by clause against the actual LPA or charter, and recompute fee and carry independently, so a stale sheet gets caught before a round closes on it.
For CFOs and finance leaders: the map of seven finance desks, deal, diligence, close, tax, underwriting, family office, and market, each one a free prompt vault that runs inside your own Claude, plus the order to install them in so a team actually adopts them.
For CFOs and controllers: 11 Claude prompts that run the month end close reconciliation itself, match bank and subledgers both directions, catch the account that will not foot, and draft the flux memo, so a 6 day close lands in 2.
The person drowning in this every week is the one who'll actually want it.
Rent Roll Underwriting Pack for Excel is a real estate build in the consultance.ai AI Build Library. 10 Claude prompts that underwrite property deals inside your Excel rent roll. Built for acquisitions teams and investors who want analyst grade modeling without paying a firm like CBRE. It fits Property investors, landlords, asset managers, and acquisitions teams at $5M to $500M portfolios who underwrite deals in Excel and want CBRE-grade analysis without the broker fee. Setup difficulty is Medium, with 4 plain-English steps.
10 Claude prompts that underwrite property deals inside your Excel rent roll. Built for acquisitions teams and investors who want analyst grade modeling without paying a firm like CBRE.
It fits Property investors, landlords, asset managers, and acquisitions teams at $5M to $500M portfolios who underwrite deals in Excel and want CBRE-grade analysis without the broker fee.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 10 ready-to-run prompts on the resource page.
We would deliver a private underwriting workspace: the 10 prompts loaded into your Claude tenant, your rent roll and lease templates wired in, debt and exit assumptions matched to your strategy, and an investment-memo format your IC already trusts. Done with you, then handed over so you own it.
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.
Rent Roll Underwriting Pack for Excel is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
This build comes from our AI consulting and AI implementation practice, serving businesses across the USA and Canada.