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CRE Templates & Workflows

Downloadable templates and AI workflows built from real deal execution

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Buyer Interview Request Email
Professional template for requesting buyer interviews
Word DocumentTMEmail_BuyerInterviewRequestEmailTemplate.docx
Client LOI Template
Letter of Intent template for client communications
Word DocumentTMEmail_ClientLOITemplate.docx
Site Visit Email Template
Professional site visit coordination email
Word DocumentTMEmail_SiteVisitEmailTemplate.docx
BizDev Scripts Collection
Complete collection of business development scripts
Text FileBizDevScriptsAll.txt
Draft Email from Screen Content
AI workflow for drafting emails from screen content
AI WorkflowDraftEmailfromScreenContent.alter
Basic Summary Template
Standard property summary spreadsheet template
Excel Spreadsheet^BasicSummaryTemplate.xlsx
Off-Market One Pager
Professional one-page property summary for off-market deals
Word DocumentOff-MarketOnePager.docx
Passive Loss Model Template
Tax passive loss modeling spreadsheet
Excel SpreadsheetPASSIVELOSSMODEL_TEMPLATE.xlsx
CRE Market Report Generator
AI workflow for generating commercial real estate market reports
AI WorkflowCommercialRealEstateMarketReportGenerator.alter
Drive Organizer & Optimizer
AI workflow for organizing and optimizing file storage
AI WorkflowDriveOrganizer&Optimizer.alter
Lead Scorecard Analyzer
AI workflow for analyzing and scoring leads
AI WorkflowLeadScorecardAnalyzer.alter
STNL Meeting Analyzer
AI workflow for analyzing single tenant net lease meetings
AI WorkflowSTNLMeetingAnalyzer.alter
Disclaimer

These templates are provided for informational purposes only and do not constitute legal, financial, or professional advice. Users should consult with qualified professionals before making any business decisions. BS AI CRE Tools makes no warranties regarding the accuracy or completeness of these templates and assumes no liability for their use.

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