Practical CRE workflow automation + off-market STNL execution

Consulting on Automation for CRE Workflows

Who it's for
  • Brokers
  • Acquisitions teams
  • Asset managers
  • Owner/operators
  • Tenants
What we build (common projects)
  • BOV/pricing guidance workflow (intake → comps/inventory → anchors → deliverable)
  • Prospecting engine (criteria → list → outreach → follow-up)
  • Deal execution hub (checklists, diligence, buyer updates)
  • AI assist (summaries, extraction, draft emails, notes → structured data)
Engagement options

First call is Free just to explore potential uses for using AI in your day to day. If you'd like more formal help and creating the system behind it, I charge $75/hour.

Help source Off-Market STNL deals across the country

What I source
  • Single tenant net lease
  • Portfolio and single assets
  • Credit/tenant focus (broad, not overly specific)
How it works
1
Define buy box
2
Target list
3
Direct outreach
4
Screen/underwrite
5
Introductions + execution support
What I need from buyer
Buy-Box Template – Active Buyer Role
  • Property Type – Specify asset class (e.g., net-lease single-tenant, multifamily, industrial, office)
  • Geographic Target – City, sub-market, or region; include distance to major transportation hubs or population centers
  • Size / Square Footage – Desired range (e.g., 20,000–150,000 sf)
  • Price Range – Minimum and maximum purchase price (e.g., $5M–$30M)
  • Cap Rate Target – Acceptable range (e.g., 5.0%–7.5%)
  • Lease Structure – Preferred lease type (e.g., credit-tenant, ground lease, triple-net, double-net)
  • Tenant Profile – Credit rating, industry, lease term (e.g., ≥A-rated tenant, ≥10-year remaining term)
  • Cash-Flow Requirement – Zero-cash-flow, positive cash-flow, or specific NOI threshold
  • Tax-Advantaged Features – Cost segregation eligibility, 1031-exchange qualification, other incentives
  • Financing Preferences – Debt-to-equity ratio, interest rate ceiling, preferred lender types
  • Return Metrics – Target IRR, equity multiple, cash-on-cash return
  • Due-Diligence Timeline – Maximum days from LOI to contract sign (e.g., 30 days)
  • Deal Size Limits – Maximum number of units or properties per transaction
  • Disposition Horizon – Desired hold period (e.g., 5–10 years) or exit strategy
  • Special Conditions – Environmental, zoning, build-to-suit potential, or other deal-specific criteria
Deliverables
  • 1-page teaser + buyer summary
  • Target buyer list + outreach sequencing
  • Weekly activity report
Engagement options
  • Option A: Quiet Market-Check (2–3 weeks)
  • Option B: Immediate Buyer Match
Minimum seller inputs
  • Address + tenant + base lease terms
  • Rent schedule / lease abstract
  • Recent NOI/expenses or owner summary
  • Capex/roof/HVAC/site notes

Find buyers for an asset or portfolio WITHOUT taking it to market

Who it's for
  • Confidentiality
  • Targeted outreach
  • Price discovery without public listing
What I do
  • Positioning (credit, lease terms, capex, upside)
  • Buyer targeting (1031, private, institutional, DST, family office)
  • Discreet outreach (no blast)
  • Process management (terms, Q&A, timeline)
  • Close support (diligence cadence)
Deliverables
  • 1-page teaser + buyer summary
  • Target buyer list + outreach sequencing
  • Weekly activity report
Engagement options
  • Option A: Quiet Market-Check (2–3 weeks)
  • Option B: Immediate Buyer Match
Minimum seller inputs
  • Address + tenant + base lease terms
  • Rent schedule / lease abstract
  • Recent NOI/expenses or owner summary
  • Capex/roof/HVAC/site notes