Real Estate Finance AI Tools for Claude

Claude SKILL.md templates for CRE investors, lenders, and developers: property underwriting, rent roll analysis, DSCR calculations, offering memorandum review, and deal due diligence.

📄 7 SKILL.md templates Free for Claude users
📄 SKILL.md (7)
SKILL.md Templates — Copy & Use in Claude

SKILL.md templates are structured prompt frameworks. Copy one into Claude's Projects system prompt — Claude will then follow professional real estate finance workflows automatically, step by step, for any task you give it.

CRE Pro Forma Underwriting Model

Build a complete commercial real estate pro forma from T-12 financials and rent roll. Projects stabilized NOI, cap rate valuation, cash-on-cash return, IRR, and equity multiple across a 5–10 year hold period.

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Cap Rate & Valuation Variance Analyzer

Compare multiple CRE valuation approaches: cap rate, replacement cost, comparable sales, and DCF. Identify the range of value, explain cap rate compression/expansion drivers, and recommend pricing strategy.

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Mortgage Loan Pre-Qualification Narrative Writer

Draft a residential or commercial mortgage pre-qualification narrative. Covers borrower income analysis, DTI calculation, credit tier, eligible loan programs, and approval likelihood assessment.

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Multifamily Acquisition Underwriting Model

Underwrite a multifamily apartment acquisition. Project unit-level revenue, operating expenses, value-add renovation economics, debt service, and investor returns including IRR and equity multiple.

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Offering Memorandum Red Flag Extractor

Analyze a commercial real estate offering memorandum (OM) and extract critical red flags, inconsistencies, and questions for seller. Covers rent roll, expense analysis, capital expenditure history, and market positioning.

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Real Estate 1031 Exchange Analyzer

Calculate tax deferral under IRC Section 1031, identify like-kind exchange requirements, compute boot received, evaluate replacement property options, and draft a timeline for completing the exchange.

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Real Estate Development Feasibility Analyzer

Assess the financial feasibility of a real estate development project. Calculates total development costs, pro forma stabilized value, developer profit, development spread, and return on cost.

📄 SKILL.md

How to use Real Estate Finance AI tools with Claude

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1. Pick a SKILL.md

Choose a template from the list above. Each is a structured prompt framework for a specific real estate finance workflow.

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2. Add to Claude Projects

Open Claude → Create a Project → paste the SKILL.md into the project system prompt. Claude now follows the workflow automatically.

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3. Run your analysis

Describe your task in plain English. Claude executes the full real estate finance workflow — step by step, with professional output.

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