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Here are some ways to leverage AI for your syndication business.

March 14, 20241 min read

Operations:

  1. Clickup and Whimsical both have a built in AI that can help you design workflows and SOPs to standardize much of your asset management. You can then use these SOPs to replicate processes that need to happen each week, month, or year and ensure consistent tracking of KPIs and streamline your asset management across all your properties.

  2. Chat GPT can be trained to analyze and visualize a T12/Rent Roll and identify key trends in income and expenses and then make recommendations for you. This can be handy for generating investor reports and making key decisions as an asset manager. This can also provide a hand during due diligence if you train it in what to watch out for.

  3. It can interact with third party applications via Zapier. This opens up the opportunity to create your own chatbots/automated calendar booking with little to no programming knowledge.

  4. Otter can be your AI assistant and attend zoom meetings with you or on your behalf, recording and taking detailed notes and then summarizing key points for your review afterward.

Marketing:

  1. ChatGPT can be trained in your voice to help you build blog articles and social media posts more quickly to make marketing easier. You can also have it help you write lead magnets/eBooks which can be used to help build your authority in the space.

  2. It can also generate unique eye-catching images that do not require paying for any licensing for stock images.

  3. Analyze and clean up your investor database organizing large messy data sets into neat and clean excel files for easy upload.

What ways have you used to integrate AI into your business to improve efficiencies?

AIArtificial IntelligenceSyndicationAI for Syndication
blog author image

Brandon Wong

Brandon has been investing in real estate since 2010 and has a wide range of experience from managing a nationwide portfolio of non performing 1st and 2nd position liens on residential properties in 22 states to participating in the syndication of two apartment complexes totaling $40M in Value.

Back to Blog
Logo

Here are some ways to leverage AI for your syndication business.

March 14, 20241 min read

Operations:

  1. Clickup and Whimsical both have a built in AI that can help you design workflows and SOPs to standardize much of your asset management. You can then use these SOPs to replicate processes that need to happen each week, month, or year and ensure consistent tracking of KPIs and streamline your asset management across all your properties.

  2. Chat GPT can be trained to analyze and visualize a T12/Rent Roll and identify key trends in income and expenses and then make recommendations for you. This can be handy for generating investor reports and making key decisions as an asset manager. This can also provide a hand during due diligence if you train it in what to watch out for.

  3. It can interact with third party applications via Zapier. This opens up the opportunity to create your own chatbots/automated calendar booking with little to no programming knowledge.

  4. Otter can be your AI assistant and attend zoom meetings with you or on your behalf, recording and taking detailed notes and then summarizing key points for your review afterward.

Marketing:

  1. ChatGPT can be trained in your voice to help you build blog articles and social media posts more quickly to make marketing easier. You can also have it help you write lead magnets/eBooks which can be used to help build your authority in the space.

  2. It can also generate unique eye-catching images that do not require paying for any licensing for stock images.

  3. Analyze and clean up your investor database organizing large messy data sets into neat and clean excel files for easy upload.

What ways have you used to integrate AI into your business to improve efficiencies?

AIArtificial IntelligenceSyndicationAI for Syndication
blog author image

Brandon Wong

Brandon has been investing in real estate since 2010 and has a wide range of experience from managing a nationwide portfolio of non performing 1st and 2nd position liens on residential properties in 22 states to participating in the syndication of two apartment complexes totaling $40M in Value.

Back to Blog

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