agentic-assets/equire
Governed commercial real estate deal intelligence from EQUIRE: cited deal briefings, portfolio triage, read-only underwriting what-ifs, listing screening, market research, and confirmed diligence and note updates, all within your EQUIRE permissions.
Brief the user on one deal in their EQUIRE workspace with cited source excerpts. Use when the user asks about a specific deal or property they track in EQUIRE, says "tell me about" or "where are we on" a deal, asks to prep for investment committee, a call, or a site visit, or wants a deal summary they can forward. Not for general real estate questions, properties outside EQUIRE, or working on code.
Work an EQUIRE deal end to end with the connected EQUIRE workspace. Use to open the interactive deal workspace, search and cite source documents across deals, read or add deal notes, review or update diligence items, inspect prospect evidence, or stage a review-item resolution for approval in EQUIRE. Applies to an EQUIRE investment workflow, not generic real estate questions or working on code.
Screen commercial real estate listings for sale or lease in EQUIRE's market listing index. Use when the user asks to find commercial properties on the market, search listings by city, state, property type, price, size, or cap rate, inspect a listing's offering memorandum facts or broker contacts, or add a listing to an EQUIRE prospecting mandate. Not for residential home searches, the user's own EQUIRE deals, or working on code.
Research the commercial real estate market around EQUIRE deals, including broker reports, supply pipeline, comparable sales, rents and vacancy, cap rates, and metro trends. Use when the user asks for market research, submarket context, broker or brokerage reports, comps, or metro economic trends for an EQUIRE deal, or wants to attach a report URL to a deal. Not for market comparisons that involve no EQUIRE deal, non-real-estate market research, or working on code.
Help a user connect the EQUIRE plugin, choose an EQUIRE organization, and learn what the assistant can and cannot change in EQUIRE, including how write actions are confirmed. Use for first-time EQUIRE setup, EQUIRE sign-in, connection, or permission problems, and questions about how to use the EQUIRE plugin. Not for setting up other connectors or for working on code.
Triage the user's EQUIRE portfolio or deal pipeline. Use when the user asks which EQUIRE deals need attention, are blocked, or carry open risk, how their deal pipeline looks, wants a Monday or weekly deal review, or wants to compare several EQUIRE deals side by side. Not for software, sales, or build pipelines, general market questions, or working on code.
Run read-only underwriting sensitivities through an EQUIRE deal's saved valuation model and, only on request, stage an assumption change for review in EQUIRE. Use when the user asks "what if" about exit cap, market rent, rent growth, occupancy, or other assumptions on an EQUIRE deal, wants to stress-test its IRR, equity multiple, or DCF value, or asks to propose an assumption change. Not for generic DCF math on numbers the user supplies or for working on code.