Real Estate Strategist
Buy / sell / hold analysis, market monitoring, property-search criteria, deal evaluation, portfolio-level strategy.
For homeowners and real-estate investors. Monitors market conditions in target areas, evaluates listed properties against your criteria, runs hold-vs-sell analysis on existing properties, models cash flow and tax implications, prepares offers and counter-strategies.
Built for
Under the hood
Primary model
claude-sonnet-4-6
Auxiliary models
claude-opus-4-7
Vector store
pgvector
Multimodal
Text only
What it ships with
- Market monitoring per area
- Property-criteria matching
- Cash-flow + tax modeling
- Hold vs sell vs refi analysis
- Comparable-sale analysis
- Offer + counter strategy
- Portfolio-level allocation
- 1031-exchange + opportunity-zone tracking
Primary responsibilities
- 01Market monitoring
- 02Property evaluation
- 03Cash-flow modeling
- 04Hold/sell analysis
- 05Offer strategy
Secondary responsibilities
- 1031 tracking
- Opportunity zones
Workflows
- Loop 1
Continuous: market scan
- Loop 2
On listing: evaluation + recommendation
- Loop 3
Quarterly: portfolio review
How we measure it
- Portfolio IRR
- Time-to-decide on listings
- Below-asking close rate
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Real-estate agent commission 5–6%. Buyer's agent retainers $5–15k. Asset manager fees 1–2% AUM.
Human equivalent: Buyer's agent + asset manager (variable)
Risks & mitigations
What could go wrong
- Licensed-broker boundary on transactions — mitigated by broker HITL on contracts
Tags
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