AI Skills for Real Estate Investors
Ten precision-built AI skills that encode subject-to and creative finance deal knowledge — so Claude gives you deal-specific answers, not generic advice, at every stage of a subject-to, seller finance, or co-living transaction.
A complete set of 10 Claude skills covering the full arc of your first subject-to or creative finance deal — from orienting to the strategy, through underwriting, seller conversations, closing mechanics, and disposition. Built on proven creative finance frameworks and tested against real deal scenarios.
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Get the skills packageQuestions? Email btrimble@aiadvisors.io
What's included
Each skill loads into Claude as a focused body of creative finance knowledge — ready to deploy the moment you need it in a deal.
Skill 01
Grounds Claude in the five core creative finance structures — subject-to, seller finance, hybrid, wrap, and novation — and how to think about each before diving into any specific transaction.
FoundationSkill 02
Tailors Claude's coaching style and deal guidance to the investor's experience level, market, and specific blockers — beginner, intermediate, or advanced.
CoachingSkill 03
Scripts the full seller engagement arc — cold outreach through signed contract — including objection responses, DOS disclosure language, and the subject-to equity conversation.
AcquisitionSkill 04
Runs subject-to deal math: PITI verification, equity capture, cash flow by exit type, and a weighted scorecard that flags whether a deal clears the PITI gate.
AcquisitionSkill 05
Analyzes a deal's seller situation, equity position, and exit intent to recommend the right structure — sub-to, seller finance, hybrid, wrap, or novation — with the reasoning behind it.
AcquisitionSkill 06
Walks through all six phases of a subject-to close — PSA addenda, title company vetting, authorization to release, insurance transition, settlement statement hygiene, and the 90-day DOS Defense Pack.
TransactionSkill 07
Packages any deal into a one-page brief with PITI breakdown, entry fee buckets, ALTA instructions, and a gated data room — ready to send to a buyer or agent.
DispositionSkill 08
Covers the full dispo stack: assignment fee calculators by buyer type, deal brief to data room sequencing, co-dispo JV agreements, retrade handling, and a 45-day dispo calendar.
DispositionSkill 09
Underwrites room-by-room SFR deals with subject-to pro forma math — blended rent, operating load, PITI gate, vacancy assumptions, and management cost benchmarks for co-living.
Co-LivingSkill 10
Manages the operational side of co-living — room-by-room lease structure, house rules, tenant conflict escalation, and PM vetting for operators who self-manage or hire out.
Co-LivingCommon Questions
What is a Claude skill?
A .skill file is a plugin for the Claude Cowork desktop app. When you install it, Claude gains a focused body of knowledge that it uses whenever you ask a matching question — in this case, subject-to and creative finance deal mechanics instead of generic AI answers.
Do I need creative finance experience to use these?
The skills are built around subject-to and creative finance deal mechanics and will make the most sense if you have some familiarity with how these transactions work. They're designed to make Claude a sharper tool for investors already working in this space — not a replacement for foundational education.
What do I need to run the skills?
You'll need the Claude Cowork desktop app (available from Anthropic) installed on your Mac or PC. The skills drop directly into Cowork — no coding required.
Is this a subscription?
No. One payment of $29 gives you the full Level 1 package with lifetime access. Future updates to these skills are included at no additional cost.
Get all 10 creative finance skills for a one-time investment of $29.
Get the skills package