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Athena starters for real estate

Leases, rent rolls, deals and watchlists, tracked for you. 8 starters, 3 of which run on a schedule. Each shows what it needs, what it delivers, and the full prompt to copy.

Athena Library

Athena starters for real estate are 8 ready-made prompts grouped into Leases and critical dates, Deals and comps and Sites and zoning. 3 run on a schedule: Athena runs them once, delivers a spreadsheet, PowerPoint deck and Word document, emails them to you, and repeats on the cadence you pick. None need a connected app.

Contents
  1. 01Leases and critical dates
  2. 02Deals and comps
  3. 03Sites and zoning
  4. 04Why run it in Athena
  5. 05For your team
  6. 06Questions teams ask

01Leases and critical dates

Lease abstract

A row per lease, every value cited to its page.

Setup
No setup needed
Runs
When you ask
Outputs
spreadsheet, Word document
SheetDocNo setup needed
Show the prompt
Abstract these leases: [attach]. For each, extract tenant, premises, commencement, expiry, renewal and termination options, notice windows, base rent and escalations, expansion and contraction rights, assignment and subletting, co-tenancy, exclusives, and operating expense and tax recovery. Cite the page for every value. If there are amendments, read them in order and state what is currently in force and the clause that changed it. Compute notice deadlines. Flag pages you could not read with confidence instead of guessing. Use my abstract template if I attach one. Use my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Critical dates digest

Notice deadlines and expirations, weekly. See how it runs →

Setup
No setup needed
Runs
Every Monday at 7am, or every weekday or monthly instead
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
From my lease abstract spreadsheet [attach or pick from Athena], list every notice deadline, option window, rent step, and expiry in the next 180 days, by region and by days remaining. For each, give the lease, the clause, and the source page. Highlight anything inside 60 days. Report only what is new or changed since last run. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per date (lease, tenant, event, due date, days remaining, clause, source page); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me if I want this every Monday at 7am (or every weekday, or monthly instead). Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

CAM and operating expense reconciliation

What the lease says the tenant owes, against what was billed.

Setup
No setup needed
Runs
When you ask
Outputs
spreadsheet
SheetNo setup needed
Show the prompt
Reconcile recoveries for this tenant: [attach lease, amendments, and the billing statements]. State the recovery terms in force with the clause. Compare what the lease allows with what was billed, by line and by period. List differences with the amount, the clause, and the likely cause for an analyst to review. Use my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

02Deals and comps

Rent roll normalizer

Rent rolls from different owners, in one schema.

Setup
No setup needed
Runs
When you ask
Outputs
spreadsheet
SheetNo setup needed
Show the prompt
Normalize these rent rolls: [attach]. Map each into one schema: suite, tenant, area, lease start and end, base rent, recoveries, deposits, and status. Flag rows you could not map, duplicate suites, and expiries inside 12 months. Show every mapping decision on a log tab. Do not guess. Use my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Offering memorandum review

The OM’s financials and risks, cited.

Setup
No setup needed
Runs
When you ask
Outputs
spreadsheet, Word document
SheetDocNo setup needed
Show the prompt
Review this offering memorandum: [attach]. Extract the property summary, rent roll highlights, operating statement, capital needs, and stated risks into my underwriting input template [attach, or ask me for the fields]. Cite the page for every figure. List what the OM does not state that an underwriter would ask for. Do not value the property. Use my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Comps and availability digest

Your comps sheet, refreshed, with what moved. See how it runs →

Setup
No setup needed
Runs
Every Monday at 7am, or every weekday or monthly instead
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Using my comps and availability sheet [attach or pick from Athena], summarize what changed since last run: new availabilities, rent and OpEx changes, and deals closed. Flag stale rows with no update in 60 days. Cite the row for every change and show who changed it. Use only sources I have approved. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per change (row, address, field, old value, new value, changed by, date); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me if I want this every Monday at 7am (or every weekday, or monthly instead). Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

Proposal history brief

What this landlord has agreed to before.

Setup
No setup needed
Runs
When you ask
Outputs
Word document, spreadsheet
DocSheetNo setup needed
Show the prompt
Before a negotiation with [landlord], read our prior proposals and term sheets with them: [attach or point me to the folder]. Summarize the concessions achieved by type (free rent, tenant improvement allowance, term, escalation), where the current ask sits against history, and what is unusual. Cite every proposal. Do not predict the outcome. Use my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

03Sites and zoning

Zoning and permit watch

What changed in the municipalities you care about. See how it runs →

Setup
No setup needed
Runs
Every weekday at 7am, weekly on Mondays at 7am, or monthly on the 1st
Outputs
spreadsheet, PowerPoint deck, Word document; emailed to you after every run
Runs on a scheduleSheetDeckDocNo setup needed
Show the prompt
Watch zoning code changes, planning agendas, and permit portals for the municipalities I name. Ask me which and for the parcels or projects I care about. For the last 30 days, list what changed, the effective date, which of my sites it touches, and the source with retrieval date. Report only what is new. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per change (date, municipality, type, what changed, effective date, our sites affected, source link); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.
Open in Athena

Opens a new Athena chat with this prompt ready to send. If you're not signed in, you'll sign in first and land in the same chat.

04Why run it in Athena

A chat assistantAthena
What you getText in a chatReal Excel, Word, and PowerPoint files in your templates
Working togetherOne person, one chatYour team and the agent in the same file, live
MistakesRegenerate and start overEvery edit attributed; undo or roll back any change
Next runStarts from scratchBuilds on the last run and on your feedback
Your dataCopy and pasteDocuments, email, and warehouse, under each person's access
Where it runsTheir cloudYours, if you need it
TABLE 1Why run it in Athena: the same prompt in a chat assistant and in Athena.

05For your team

06Questions teams ask

How do I use a starter?

Open a new chat in Athena, paste the prompt, and replace anything in square brackets with your details before sending. Athena asks for anything else it needs.

Which starters run on a schedule?

These run on a schedule: Critical dates digest, Comps and availability digest, Zoning and permit watch.

Which starters need connected apps?

None. Two of the scheduled starters need a spreadsheet of lease abstracts or comps, which the Lease abstract starter can produce.

Does it send anything on its own?

No. Anything that drafts a message holds it for approval.

Can I use my own templates?

Yes. The scheduled starters ask once which of your Word, PowerPoint or Excel templates in Athena to use and build every file from them. With no template, they use your company's logo, colors and fonts.