Real Estate Professionals Study Guide | Alex Workshop Portal

Study Guide: Alex for Real Estate Professionals

Your reference for using Alex in real estate sales, investment, and client service. Ready-to-run prompts for listings, client communication, market analysis, and negotiation.

What This Guide Is Not

This is not a habit formation guide (see Self-Study Guide for that). This is a real estate toolkit — the specific ways Alex can accelerate your client work and business development.

Core Principle for Real Estate Professionals

Real estate is built on relationships, local expertise, and trust. Alex can help you communicate better, market properties more effectively, and analyze deals more rigorously — but the relationship, the local knowledge, and the judgment call are yours.

The key pattern: bring the specifics. Property details, client preferences, market conditions. Generic inputs produce generic outputs. The more real context you give, the more useful Alex becomes.

The Seven Use Cases

1. Listing Descriptions and Marketing Copy

When to use: Writing property listings, marketing materials, open house copy.

Prompt pattern:

Help me write a listing description:

Property type: [single family / condo / multifamily / commercial]
Key features: [the best things about this property]
Target buyer: [who will likely buy this]
Neighborhood: [area and key attributes]
Price point: [general range]
What makes it unique: [anything distinctive]

Write a listing description that:
1. Opens with the most compelling feature
2. Paints a picture, not just a list of specs
3. Uses evocative but accurate language
4. Speaks to the target buyer's lifestyle
5. Ends with a call to action

Follow-up prompts:

Make this description more emotional / more factual.

Write the Instagram caption version.

Write 3 headline options for [property address].

2. Client Communication

When to use: Buyer/seller updates, offer communications, difficult conversations.

Prompt pattern:

Help me communicate with my client:

Situation: [what's happening in the transaction]
Client: [buyer / seller, first-time / experienced]
Message: [what they need to know]
Sensitivity: [is this good news / bad news / complicated]

Create communication that:
1. Is clear about what happened and what it means
2. Manages expectations honestly
3. Recommends next steps
4. Reassures where appropriate
5. Is warm without being unprofessional

Follow-up prompts:

The offer came in low. How do I tell my seller?

The inspection found issues. Help me explain the options.

My buyer is getting cold feet. How do I talk them through it?

3. Offer and Negotiation Strategy

When to use: Preparing offers, building negotiation strategy, analyzing competing offers.

Prompt pattern:

Help me develop negotiation strategy:

Transaction: [buying / selling / representing which side]
Situation: [offer price, competing offers, motivation]
Our position: [what we want and why]
Their position: [what we know about the other side]
Constraints: [must-haves, deal-breakers, timeline]

Help me:
1. Identify our strongest leverage points
2. Anticipate their likely counters
3. Find creative structure (price vs. terms tradeoffs)
4. Determine our walk-away point
5. Draft the counter offer strategy

Follow-up prompts:

Multiple offers situation. How do we advise our buyer?

The seller wants a leaseback. How do we structure that?

The deal is falling apart over [inspection / appraisal / financing]. What are the options?

4. Market Analysis and Pricing

When to use: CMAs, pricing presentations, investment analysis.

Prompt pattern:

Help me structure a pricing analysis:

Property: [describe it]
Market: [location and conditions]
Comparables: [describe comps you've identified]
Client goal: [sell for maximum / sell quickly / investment return]
Market conditions: [buyer's market / seller's market / neutral]

Help me:
1. Structure the CMA presentation
2. Explain the pricing rationale in plain language
3. Build the strategic pricing recommendation
4. Anticipate client pushback on pricing
5. Create the listing price vs. likely sale price narrative

Follow-up prompts:

My seller thinks their home is worth more than comps support. How do I handle this?

The appraisal came in low. Help me make the value case.

Write the pricing section of the listing presentation.

5. Buyer and Seller Consultations

When to use: Preparing for consultations, listing presentations, buyer’s consultations.

Prompt pattern:

Help me prepare for a [buyer / seller] consultation:

Client situation: [what I know about them]
Their goals: [what they're trying to accomplish]
Challenges: [what might complicate this]
My value proposition: [what I offer]
Competition: [who else they might hire]

Create talking points that:
1. Demonstrate I've listened to their specific situation
2. Explain the process clearly
3. Set realistic expectations
4. Differentiate me from alternatives
5. Move toward commitment

Follow-up prompts:

They're interviewing 3 agents. How do I stand out?

Write the value proposition for working with me vs. going FSBO.

They're skeptical about using an agent. Address their objections.

6. Investment and Income Property Analysis

When to use: Evaluating investment properties, analyzing returns, advising investor clients.

Prompt pattern:

Help me analyze this investment:

Property type: [rental / flip / commercial / multi-family]
Purchase price: [range or specific]
Market rents: [current for comparable units]
Carrying costs: [taxes, insurance, HOA, maintenance estimates]
Investment goal: [cash flow / appreciation / both]

Help me:
1. Build the basic cash flow analysis framework
2. Calculate key metrics (cap rate, COC return, GRM)
3. Identify the key assumptions and risks
4. Compare to market alternatives
5. Frame the investment case for the client

Follow-up prompts:

The numbers barely work. How do I advise a client in this situation?

Create an investor education one-pager on [cap rates / leverage / 1031 exchanges].

What questions should I ask a first-time investor client?

7. Business Development and Personal Brand

When to use: Farming, social media, referral networks, sphere of influence.

Prompt pattern:

Help me grow my real estate business:

Market: [area you serve]
Specialization: [your niche or focus]
Current database: [size and relationship quality]
Goals: [transactions per year, GCI target]
Resources: [time, marketing budget]

Help me:
1. Develop a farming strategy for [neighborhood]
2. Create a 30-day content calendar
3. Write a sphere-of-influence outreach series
4. Build a referral partner development plan
5. Design the touchpoint system for past clients

Follow-up prompts:

Write a market update newsletter for my farm area.

Create a just-listed / just-sold social media post.

Write a one-year anniversary note to a past client.

Practice Progression

Week 1: Write listing descriptions for 3 properties using the prompts.

Week 2: Prepare for a listing appointment using the consultation framework.

Week 3: Develop a negotiation strategy for an active deal.

Week 4: Build a month of content using the business development prompts.

What Great Looks Like

After consistent use, you should notice:

  • More compelling listing copy with less effort
  • Better-prepared client conversations
  • Clearer negotiation strategy
  • More consistent business development activity

The goal isn’t for Alex to do your deals — it’s for Alex to help you serve more clients more effectively.

Compliance Note

Real estate is heavily regulated:

  • Ensure all marketing copy complies with fair housing laws
  • Verify all factual claims about properties
  • Follow your state’s disclosure requirements
  • Don’t represent AI-generated analysis as a formal appraisal or CMA without your professional review

Your license and reputation are your most valuable assets.