Claude for Sale-Leasback Engine
What this workshop covers
This is a 1-hour hands-on session showing PE fund principals, net-lease investors, and real estate acquisition teams how to run a sale-leaseback acquisition pipeline — sourcing, valuing, and underwriting owner-occupied property deals — using Claude AI agents inside Claude Cowork.
We walk you through a production-ready multi-agent workflow that takes inbound deal data and produces a sized, stress-tested acquisition decision with a tested rent-coverage ratio, so by the end of the session you can turn a broker's deal package into a go/no-go bid recommendation without underwriting it by hand.
Limited slots available. First come, first served.
Section 1: Running the Full Sale-Leaseback Workflow How to have Claude run the entire engine in one sequence. An Orchestrator restates the deal box — the target property, the tenant business, and the fund's return hurdle. A Gmail Intake step confirms the deal folder against the broker's email thread and flags anything referenced but missing. A Property Valuer marks the real estate using only the comparable cap rates on file. A Credit Underwriter tests the tenant's rent coverage and credit quality, showing the coverage ratio and the assumptions. A Bull argues why the acquisition strengthens the portfolio. A Stress Bear on a fresh turn attacks tenant default risk, re-leasing risk, and cap rate exposure. The run ends at the Rent Watch Dog, which checks every figure to source, confirms the coverage ratio and cap rate are properly sourced, sends failures back to the Underwriter, and issues a go or no-go — producing an acquisition memo, an IC deck, and a full underwriting model.
Section 2: Turning the Workflow into a Reusable Skill
How to capture the run order as a Claude skill so it executes the same way every time. We build the skill that encodes each seat, the coverage math, and the source and downside checks, so a full acquisition read becomes a single instruction rather than a sequence you rebuild per deal.
Section 3: Root Files and Workspace Configuration
How the files driving the workflow actually work: the workspace identity and house rules, the skill file for the sale-leaseback engine, the editable criteria that hold your coverage thresholds, cap-rate bands, and portfolio concentration limits so your team can tune the bar without touching code, and the agent files behind the Bull, Stress Bear, and Rent Watch Dog. Configure these once and every acquisition you run gets valued, underwritten, and stress-tested against the same standard.
Section 4: The Scheduling Prompt
How to run the full pipeline as a standing daily scan. Configure Claude to check your inbox every morning for new deal data and run the complete workflow automatically, so opportunities reach you underwritten rather than waiting for a manual review.
What you leave with
All root files, prompts, workflows, and input templates ready to run on your own company tomorrow. 30-minute Q&A with Ayub.
Who this is for
PE fund principals, net-lease and sale-leaseback investors, and real estate acquisition teams who want to compress the time between an inbound deal and a sized, stress-tested acquisition decision with a coverage read on the table.