Claude for Excel: Complete CRE Underwriting Masterclass

Claude for Excel: Complete CRE Underwriting Masterclass

Join the leading platform for Commercial Real Estate professionals who want to implement AI in their business: https://www.skool.com/ai-for-cre-coll... Full masterclass on using Claude for Excel to underwrite acquisitions from start to finish. Here's what I walk through step by step: 0:00 - Intro + Claude for Excel overview 2:39 - Extracting rent rolls and T12s from an OM 6:41 - Back of the napkin deal screening with red flags 14:02 - Building a 5-year value-add pro forma from scratch 18:52 - Populating your model with a new deal 23:22 - Sensitivity analysis tables 26:18 - Multi-scenario comparison (base, upside, downside, stress) 29:12 - Target price solver (what can I pay to hit 18% IRR?) 32:16 - Building a custom Claude Skill with your acquisition criteria 42:23 - Testing the skill on live deals 50:22 - How to iterate and fine-tune your skill Every workflow shown is real - real OMs, real models, real numbers. The big unlock here is Claude Skills. Without skills, you get 10 different outputs from 10 identical prompts. With skills, you get the same output every time - like a standard operating procedure for your AI analyst. I use the RTCF prompting framework throughout (Role, Task, Context, Format). If you're not using it, start. Tools used: Claude for Excel (Opus 4.6) Want to see how 650+ CRE professionals are using AI workflows like this every day? Join the AI for CRE Collective - the leading platform for Commercial Real Estate professionals who want to implement AI in their business. Role-specific workflows, tested tools, live weekly Q&A, and a 650+ tool database. https://www.skool.com/ai-for-cre-coll...