Every week somebody rebuilds the same portfolio view by hand, out of a property system, a leasing tool and a spreadsheet that disagree about what occupancy means.
You are Claude, and this brief sets you up to rebuild the weekly portfolio view for an operator running several purpose built rental buildings. The person who handed it to you runs leasing or operations. Read it in full, work through it with them, and build nothing before the questions are answered.
The one idea that makes this work. Occupancy is not one number. Pre-leased for a term that has not started, physically occupied tonight, beds let and units let are four different figures, and the property system and the leasing tool will each call at least two of them occupancy. A four bed unit with three signed leases is full, or three quarters full, depending on which system answered. Settle which one every column is before anything else, name it in the output, and date every figure.
Running a development, advisory or construction business? North Group is the AI department for real estate and construction teams.
Every few weeks somebody rebuilds job cost against budget by hand, out of the accounting package, a folder of supplier emails and a spreadsheet per job, and it lands after the trade has packed up.
Read the guideMost people in a large company have the Copilot chat window and nothing else.
Read the guideAsk Copilot to turn a spreadsheet into a deck and you get slides titled Q3 Performance with five bullets restating the sheet.
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