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The Claude Deal SourcingOperating System.

In 2025, CBRE closed over $191B in property deals. We studied how they source, and turned it into 40 Claude skills across 8 sections: buy box, market signals, listings, off-market outreach, small deals, screening, pipeline and bidding.

40 SKILLS·8 SECTIONS·COPY & RUN·FREE
$191Bin property deals CBRE closed in 2025
25%CBRE's share of global commercial investment sales
340+new deals a month on CBRE Deal Flow
40Claude skills you can copy and run today

Set it up in 5 minutes

Every skill is a full Claude prompt: a role, what to provide, the steps, what you get and the rules. Fill in the context document once and every skill works from your buy box.

1
Create a Claude Project called "Deal Sourcing OS".
2
Fill in the context document and paste it into the Project instructions.
3
Add the ground rules underneath, then save the skill prompts as Project files.
4
Start any chat with a trigger phrase, like SCREEN THIS DEAL, and paste your deal.
INVESTOR NAME: [your name or company]
WHAT I BUY: [asset types, e.g. small residential blocks, mixed-use, light industrial]
WHERE I BUY: [cities, areas or postcodes]
DEAL SIZE: [minimum to maximum purchase price]
CAPITAL: [equity available and borrowing you can raise]
RETURN HURDLE: [minimum net yield or total return]
HOLD PERIOD: [e.g. 5 to 10 years]
STRATEGY: [buy and hold, value-add, refurb, development]
HARD EXCLUSIONS: [e.g. short leases, listed buildings, flying freeholds]
SPEED: [typical days from offer to completion]
ADVISORS: [solicitor, surveyor, broker]
CURRENCY: [GBP, USD, EUR]
TONE FOR OUTREACH: [e.g. warm, direct, formal]
Download all 40 skills (.txt)

GROUND RULES

  • Use only the data you paste in. Claude does not see live portal, title or market data unless you provide it.
  • Every output is a draft for your own review, not investment, legal or tax advice.
  • Follow data protection and marketing rules when contacting owners.
  • Have a solicitor review any NDA, contract or legal pack before you sign or bid.
  • No em dashes in any output.
SECTION 01 · 5 SKILLS

Buy Box & Investor Profile

Before you look at a single listing, write down exactly what you buy. Every other skill in this OS measures deals against this buy box.

How CBRE does itCBRE's Capital AI tracks capital by investor profile, bid activity, pricing and geography.
01BUILD MY BUY BOX

Buy Box Builder

Turns your goals, capital and experience into a one-page buy box you can share with agents.

02SET MY RETURN TARGET

Return Target Calculator

Works out the minimum yield or return a deal must hit, based on your capital and debt costs.

03MATCH MY STRATEGY

Strategy Matcher

Compares buy-and-hold, value-add, development and income strategies against your profile.

04SHORTLIST MY AREAS

Area Shortlister

Narrows a city or region down to the areas worth sourcing in, with reasons.

05WRITE MY INVESTOR PROFILE

Investor Pitch Profile

Writes the short profile agents and sellers read before they decide to send you deals.

SECTION 02 · 5 SKILLS

Proprietary Data & Market Signals

The best deals show signals before they ever hit a portal. These skills turn the data you can access into an early-warning list.

How CBRE does itCapital AI analyses billions of CBRE data points to uncover hidden opportunities.
06SCAN FOR SIGNALS

Signal Scanner

Reviews pasted listings, news and records for signs an owner may sell soon.

07TRACK PRICE SHIFTS

Price Shift Tracker

Turns listing history and sold prices into a clear view of where pricing is moving.

08SPOT DISTRESS

Distress Spotter

Flags properties showing distress, such as repeated reductions, auctions or long vacancy.

09CHECK PLANNING ACTIVITY

Planning Activity Monitor

Reads planning applications and decisions you paste in and spots deal opportunities.

10WATCH OWNER CHANGES

Owner Change Watch

Spots ownership and company changes that often come before a sale.

SECTION 03 · 5 SKILLS

Listing Platforms & Deal Marketplaces

Public deals still matter if you see them first and judge them fast. These skills turn portals, auctions and agent emails into one daily routine.

How CBRE does itCBRE Deal Flow brings 340+ new deals to market monthly, to 1.1M+ registered investors.
11RUN MY DAILY SWEEP

Daily Deal Sweep

Turns the listings you paste in each day into a short list worth your time.

12DESIGN MY ALERTS

Portal Alert Designer

Designs saved searches and alerts across portals so the right deals reach you first.

13ANALYSE AUCTION LOTS

Auction Lot Analyser

Reads an auction catalogue and legal pack notes and flags the lots worth viewing.

14TRIAGE AGENT EMAILS

Agent Email Triage

Sorts the deal emails agents send you and drafts quick replies.

15CHECK THIS LISTING

Listing Fact Checker

Checks one listing for gaps, inconsistencies and questions before you spend time on it.

SECTION 04 · 5 SKILLS

Off-Market & Relationship Network

Most of the best deals change hands through people who hear first. These skills build and work that network on purpose.

How CBRE does itCBRE has brokers in 100 countries, and handles a quarter of global investment sales.
16MAP MY NETWORK

Network Mapper

Maps the agents, solicitors, lenders and owners who hear about deals first in your areas.

17WRITE OWNER OUTREACH

Owner Outreach Writer

Writes respectful letters, emails and call scripts to owners who are not on the market.

18BUILD AGENT RELATIONSHIPS

Agent Relationship Builder

Plans how to become the first buyer an agent calls.

19PITCH REFERRAL PARTNERS

Referral Partner Pitch

Writes the pitch to solicitors, accountants and lenders who can refer deals.

20PLAN MY FOLLOW-UPS

Follow-Up Planner

Builds a 12-month follow-up plan so no owner or agent goes cold.

SECTION 05 · 5 SKILLS

Small Deals Desk

Big funds often skip smaller deals. That is where a private investor can move faster and win on certainty.

How CBRE does itCBRE set up a dedicated UK team just for deals of £10M or less.
21FIND SMALL DEALS

Small Deal Finder

Identifies smaller deals that bigger buyers usually overlook.

22PLAN MY SPEED EDGE

Speed Advantage Planner

Plans how to beat bigger buyers on speed and certainty.

23SPLIT THIS PORTFOLIO

Lot Size Splitter

Spots portfolios that could be split into smaller parts that suit you.

24FIND OVERLOOKED ASSETS

Overlooked Asset Scanner

Finds assets with short leases, odd layouts or small issues that put others off.

25APPROACH PRIVATE SELLERS

Private Seller Approach

Writes approaches for smaller private owners who are not using agents.

SECTION 06 · 5 SKILLS

Deal Screening & Triage

Fast, consistent screening is how you look at more deals without drowning. Kill bad deals in minutes so good ones get your time.

How CBRE does itCBRE feeds its listings to Dealpath, where investment teams report screening 200%+ more relevant deals.
26SCREEN THIS DEAL

10-Minute Deal Screen

Gives a go, watch or kill verdict on one deal in minutes.

27FIND RED FLAGS

Red Flag Finder

Lists every risk in a deal that could kill it later.

28SCORE THIS DEAL

Deal Scorecard

Scores a deal against your buy box so you can compare deals fairly.

29CHECK QUICK COMPS

Quick Comps Check

Compares a deal's price and rent with the comparables you paste in.

30WORK OUT MY MAX BID

Max Bid Calculator

Works back from your return hurdle to the most you should pay.

SECTION 07 · 5 SKILLS

NDAs, Deal Rooms & Pipeline Tracking

Once deals start coming, organisation wins. These skills keep every NDA, document and next step in one place.

How CBRE does itOn CBRE Deal Flow, more than one confidentiality agreement is signed every minute.
31REQUEST THE NDA

NDA Request Writer

Writes a professional request for the NDA and information pack.

32CHECK THIS NDA

NDA Review Checklist

Lists the clauses to check in an NDA before you sign.

33BUILD MY DATA ROOM CHECKLIST

Data Room Checklist

Lists every document you need from the seller for this type of deal.

34SUMMARISE THESE DOCUMENTS

Document Summariser

Summarises leases, reports and packs into the facts that matter.

35UPDATE MY PIPELINE

Pipeline Tracker

Keeps one tracker of every live deal, its stage and next step.

SECTION 08 · 5 SKILLS

Bidding & Competition

Sellers are getting better at finding buyers, so your offer has to stand out on more than price.

How CBRE does itCBRE estimates Capital AI can expand bidder pools by up to 20%.
36MAP THE COMPETITION

Competition Mapper

Works out who else is likely bidding and what they care about.

37STRUCTURE MY OFFER

Offer Structurer

Designs offer options beyond price, such as speed, deposit and conditions.

38WRITE MY OFFER LETTER

Offer Letter Writer

Writes a clear, credible offer letter.

39PREP MY NEGOTIATION

Negotiation Prep

Prepares your position, concessions and walk-away before you negotiate.

40REVIEW THE LOST DEAL

Lost Deal Review

Learns from deals you lost so the next bid is sharper.

The run order

01Buy Box
02Market Signals
03Listings
04Off-Market
05Small Deals
06Screening
07Pipeline
08Bidding
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