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Your Real Estate Underwriting Analyst

One skill, three asset classes: multifamily, self-storage, and industrial. Teach Claude how you underwrite — your buy box, return targets, expense assumptions, LP terms, and preferred model. Then just send a deal: financials, a rent roll, an OM, or even just “underwrite 123 Main St, 64 units, $8.25M.” Your analyst takes it from there.

See sample output
3Asset Classes
7Excel Tabs
500+Live Formulas
10yrPro Forma
GP-LPFull Waterfall
Asset Classes

Built for the deals you actually run

Each asset class has its own dedicated template with the right inputs, income structure, and expense categories — plus a shared 7-tab structure and the same GP-LP waterfall mechanics across all three.

🏢

Multifamily

Garden-style, mid-rise, and high-rise residential. Unit mix, rent roll parsing, and benchmarks for taxes, insurance, payroll, R&M, and management.

📦

Self-Storage

Climate-controlled and non-climate units. Unit-mix-by-size income model, occupancy ramps, and expense ratios tuned to storage operations.

🏭

Industrial

Warehouse, distribution, and flex. Single-tenant or multi-tenant rent rolls, NNN reimbursements, TI/LC reserves, and lease rollover analysis.

How It Works

Onboard once. Underwrite forever.

A 5-minute training for your new analyst teaches Claude how you operate. After setup, simply ask it to underwrite any deal and it will do it.

🧠

Learns How You Operate

Tell it your target IRR, hold period, LTV range, expense benchmarks per market, LP terms, and debt preferences. It remembers everything so you never repeat yourself.

📧

Just Send a Deal

Drop in a rent roll, T-12, OM, listing link, or just a property address with basic info. Your analyst extracts what it needs and asks about the gaps.

🔍

Does Its Own Research

Searches county assessor records for real tax data and cross-references broker numbers against your benchmarks. Flags anything that looks off.

The Model

Your template or ours

Bring your own underwriting model and the analyst learns it. Or use our built-in 7-tab model — one per asset class. Switch anytime.

📤

Bring Your Own Model

Upload your existing Excel template during onboarding. The analyst maps every input cell, then populates it automatically for each deal. Your formulas, your layout, your formatting.

📊

Or Use Our Built-In Model

A 7-tab workbook with 500+ live formulas: Executive Summary, Assumptions, 10-Year Pro Forma, Amortization, Returns, Sensitivity, and GP-LP Waterfall. Google Sheets compatible.

Capabilities

More than a spreadsheet generator

Rapid Deal Underwriting

Give it a property: address, units (or square footage), price. It pulls your stored assumptions, searches for market data, and builds a complete model.

🔍

Smart Data Sourcing

Parses rent rolls and T-12s. Searches county assessor records for real tax data. Flags when broker numbers look off.

Sample Output

What your analyst delivers

Here's what your analyst delivers when you send it a deal. Example below is a multifamily acquisition — self-storage and industrial outputs follow the same structure with asset-class-specific metrics.

Claude
You
Underwrite 4200 N Central Ave, Phoenix. 64 units, asking $8.25M. Here's the rent roll and T-12.
AI

I've built the complete underwriting model for 4200 N Central Ave, Phoenix. Here are the key metrics:

Going-In Cap Rate5.82%
Year 1 Cash-on-Cash7.8%
Deal IRR (levered)18.4%
Equity Multiple2.14x
LP IRR15.2%
LP Equity Multiple1.98x
GP IRR29.3%
Year 1 DSCR1.32x
Break-Even Occupancy82.1%
Price Per Unit$128,906

This deal is within your buy box (target IRR 15-20%). A few things I flagged:

  • Insurance is listed at $720/unit vs. your $450/unit benchmark for Phoenix. I used the broker's number but flagged it for verification.
  • Property taxes pulled from Maricopa County Assessor at $142,800/yr. Broker had $138,000 — I used the assessor number.
  • DSCR drops to 1.15x in Year 3 when the rate cap expires. Sensitivity tab shows the breakpoints.

📎Sunset_Apartments_Underwriting.xlsx (saved to your working directory)

Sunset_Apartments_Underwriting.xlsx
Executive SummaryValue
Acquisition Summary
Purchase Price$8,250,000
Total Units64
Price Per Unit$128,906
Going-In Cap Rate5.82%
Return Metrics
Deal IRR18.4%
Equity Multiple2.14x
Cash-on-Cash7.8%
LP IRR15.2%
Debt Overview
Loan Amount$5,775,000
Year 1 DSCR1.32x
Break-Even Occupancy82.1%
+ 6 more tabs: Assumptions, Pro Forma, Amortization, Returns, Sensitivity, Waterfall
Get Started

Set up in 3 steps

Requires a Claude Pro, Team, or Enterprise plan.

1

Add to Claude

Download the .skill file. We recommend the Claude desktop app for the best experience. Open the app (or claude.ai), click Customize, then Skills, then the + icon to add your new skill.

Customize > Skills > +
2

Start onboarding

Open a new chat and type the command below. Hit enter and the onboarding process walks you through your buy box, targets, and assumptions.

/gplp-match-cre-underwriting
3

Send it a deal

Drop in financials, a rent roll, an OM, or just a property description. Works for multifamily, self-storage, and industrial in any new conversation.

"underwrite 123 Main St, 64 units, $8.25M"
FAQ

Frequently asked questions

A skill is a set of instructions that teaches Claude how to perform a specific task. Think of it like a plugin: add it once, and Claude gains a new capability. This skill teaches Claude how to build commercial real estate underwriting models using your firm's assumptions.

Yes, you need a Claude Pro, Team, or Enterprise plan at claude.ai. The skill itself is completely free. You just need a Claude subscription to use it.

Yes! This skill works with Claude on the web (claude.ai) and the Claude desktop app for Mac and Windows. Just add it through the Customize menu in either one.

Multifamily, self-storage, and industrial. Each asset class has its own dedicated template with the right unit mix or rent roll format, income structure, and expense categories. It does not currently support single-family, office, or retail.

Absolutely! During onboarding, you choose between our built-in 7-tab model or uploading your own Excel template. If you bring your own, the skill learns where your inputs go and populates it automatically for every deal. You can switch between models at any time.

Your conversations and deal data are handled by Claude's standard privacy practices. Nothing is sent to GP-LP Match or any third party. The skill is just instructions that run within your Claude session.

Re-download the skill from this page to get the latest version. Sign up for email updates and we'll notify you when we ship improvements or new skills.

Ready to hire your AI analyst?

5 minutes to onboard. Then just send deals. Your first underwriting model will be ready before your coffee gets cold.