Real Estate Founders

Pull every deal in Salesforce at the LOI or under-contract stage, check which ones have a lender commitment letter in Gmail, and flag any that are within 14 days of closing without a signed DocuSign package.

Find all LP and investor contacts in Salesforce who haven't received an update in more than 45 days, draft a personalized status email for each active deal they're in — pulling property address, current stage, and next milestone from the deal record.

Run a comp analysis for the Riverside Avenue property — search the web for recent comparable sales within a half-mile and a comparable cap rate range, pull our acquisition price and projected NOI from Google Sheets, and draft a one-page deal summary.

Scan my Gmail for every vendor, broker, and lender email that's been sitting unread more than 5 days, categorize them by deal and urgency, and draft replies for the time-sensitive ones in my voice.

Identify all leases in DocuSign that expire in the next 6 months, match each to the tenant record in Salesforce, and draft a renewal outreach email for every tenant we want to retain — personalized to their current terms.

Pull last month's operating expenses from Brex by property, compare them against budget in Google Sheets, and flag any property where spend is more than 8% over budget with a one-line note on what drove it.

Draft a quarterly LP update — pull net operating income by property from Google Sheets, occupancy rates, and any capital events or major expenses, then write a polished two-page update in my voice for the investor distribution list.

Build a LinkedIn outreach sequence for commercial brokers in the Phoenix market — research active brokers via the web, draft three connection request notes and a follow-up message, tailored to their recent deal activity.