AI agent for real estate developers
Unit Mix and Absorption Agent
A unit mix that leases at the pace the loan allows and meets the return target
What it does
Unit mixes are often set by habit: too many two-bedrooms because the last project had them. When the market wants studios, the building leases slowly. This agent reads market demand and comparable rents for the area, then tests several unit mixes. For each one it estimates how fast the units can lease or sell, the rent or price per square foot, the construction cost and the return. It checks the absorption timeline against the loan term and carrying costs, and adjusts the mix when the timeline is too long or the return too low. It keeps the mix that meets both the pace and the return target. The developer approves the mix. Edge case: a mix with the best return needs 28 months to lease, which breaks the loan, so the agent rejects it.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Feasibility stage begins
- Gather comparable rents, vacancy and demand data by unit type
- Define several unit mixes within zoning and building limits
- Estimate lease-up pace, rent and cost for each mix
- Does lease-up fit within the loan term and carrying budget?If not: adjust unit counts toward the types that lease fastest and retest. Back to step 3.
- Calculate return for each mix
- Does the return meet the target?If not: change unit sizes or counts and rerun the pace and return. Back to step 3.
- Rank the passing mixes and note the risks
- Developer approves the chosen mixThe agent waits here for your OK.
- Recommended unit mix with absorption and return summary
How it decides
A mix qualifies only when estimated lease-up fits the loan term and the return meets the target. Among qualifying mixes it picks the highest return.
- Reject any mix whose lease-up exceeds the loan term
- Use the median of at least three comparable properties for rent
- Prefer the mix with a higher return when both pass
- Flag any mix that relies on one unit type for over 60 percent of income
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Return target (default 14%)
- Maximum lease-up months
- Unit types allowed
- Number of comparables required
What keeps you in control
It always asks you first
- Developer approves the final unit mix
- Developer approves the market assumptions used
Hard limits
- Do not treat estimates as guaranteed
- Show sources for every comparable
- Never choose a mix without approval
It stops when
- Done: one mix passes both pace and return tests
- Stop: no mix passes and the developer must change the program
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide