A broker blast hits your inbox with a single-tenant net lease retail deal. The tenant looks solid, the cap rate is in range, and the location checks a few boxes. You want to move fast, but first you need to know: does this actually fit your buy box? So you open the OM, start pulling lease terms, look up the tenant’s credit profile, check demographics, and cross-reference it all against your criteria. By the time you have a clear answer, 30 minutes are gone, and there are four more OMs sitting in your inbox. The deals that slip through the cracks are rarely bad deals. They’re the ones you never got to. That’s exactly what this task is built to fix. sourcing 10 min Buy Box Fit Check - STNL Retail Acquisitions Upload an offering memorandum for a single-tenant net lease retail property and provide your investment criteria. The AI coworker extracts key deal details from the OM, runs location research, fills data gaps using available tools, and delivers a pass/fail screening against your buy box. Who It’s For Acquisitions professionals screening single-tenant net lease retail deals against defined investment criteria. What You Get Back A structured pass/fail fit check with a summary, criteria comparison table, rationale, and linked location analysis. Why It Matters Screen deals in 10 minutes instead of 30, so no opportunity sits unreviewed while you catch up on volume. Task Inputs Offering Memorandum Required Upload the OM, broker one-liner, or deal summary for the property being screened. Lease Terms & Structure Required Target remaining term, escalation structure, lease type, and any clause restrictions (e.g., '10+ years remaining, NNN absolute, annual bumps of 1.5% or better'). Tenant & Credit Quality Required Target tenant profile, credit rating, and business type (e.g., 'Investment grade, corporate guarantee, essential retail or QSR'). Investment Strategy & Pricing Required Target strategy, hold period, and cap rate parameters (e.g., 'Long-term hold, sub-5.5% for IG, sub-6.5% for strong franchisee'). Market(s) & Location Characteristics Required Target markets, trade area demographics, and site characteristics (e.g., 'Top 75 MSAs, hard corner, 25,000+ VPD, median HHI above $65K within 3 miles'). Tools Used Deep Location Analysis Generate Demographics Report Precisely Google Maps Search Places Web Search Web Research Quick Research Assistant What This Task Does You upload an offering memorandum (or a broker one-liner or deal summary) and fill in your buy box criteria across four dimensions: tenant and credit quality, lease terms and structure, investment strategy and pricing, and market and location characteristics. From there, the Real Estate Analyst (with Memory) takes over. It extracts every screening-relevant detail from the OM, runs a deep location analysis on the property address, and checks for gaps. If your criteria reference demographics, traffic counts, parcel details, or tenant financials that the OM doesn’t cover, the AI pulls in the right tool to fill the gap: Precisely for parcel data, Google Maps for proximity checks, web research for tenant credit profiles, and a demographics report for trade area thresholds. Nothing runs unless it’s needed. The whole process takes roughly 10 minutes of your time. The AI does the rest. Who This Task Is For If you’re acquiring single-tenant net lease retail, you already have a buy box. The challenge is not defining what you want. It’s screening every deal that crosses your desk fast enough to keep pace with deal flow. This task is built for: Acquisitions analysts who screen 5-10+ OMs per week and need a consistent, repeatable process for each one Acquisitions directors who want their team spending time on deals that fit, not on deals that don’t Independent investors and syndicators who operate without a dedicated analyst but still need disciplined screening Brokerage teams who want to pre-qualify a listing against a buyer’s known criteria before making the intro In short: if you already have a buy box and a stack of OMs, this task gives you a clear pass/fail on each one in minutes. Why It Matters The manual version of this process is not complicated. You read the OM, pull the key terms, check the tenant, look up the location, and compare it all to your criteria. You’ve done it hundreds of times. You already know how to screen a deal. That was never the problem. The problem is doing it fast enough, consistently enough, across enough deal flow to never let a good one slip. When each screen takes 30 minutes and you’re juggling LOIs, site visits, and closings, the screening backlog grows quietly. Not because you forgot, but because there aren’t enough hours. What happens is predictable: you skim instead of screen, you pass on deals you never actually evaluated, and you lose the discipline that makes a buy box useful in the first place. A