As a Real Estate Asset Manager, I handle a lot.

Leading Property management and accounting calls, responding to Investor + Lender emails, and managing the business plan of each property…

Keeping everything stored in my head and relying solely on Excel would be a disaster.

That’s why I constantly test out new tech to improve things like task management, financial reporting, data collection, and speed/accuracy on everything that I do.

Technology has literally saved me time, money and my sanity. See below for the top tools I’m using.

Here Are My Top 5 Tools That I Use Every Day

#1: Asana- Manage your team’s work, projects, & tasks online • Asana

Managing all of these teams, relationships, data, and more leads to a lot of To Dos.

Asana is my go-to project management tool (over ClickUp, Monday.com, and others.)

I’ve created 5 main Asana Boards for my AM work: Asset Management, Property Management, Leasing, Accounting and General Company.

For example, the Asset Management board is for me: My 2025 goals- broken out by quarter, Resources- Instead of going directly into G-drive, Dropbox or other places, I store links to that data here, Priority Issues (things to fix asap), To Dos, and more.

All of my teams are members on my Asana boards and I track their to dos there/use it to hold them and myself accountable.

It makes my daily work life and weekly calls much easier to manage.

#2: Claude- Home \ Anthropic

Although I’m using ChatGPT more and more these days, I use the Zapier x Claude MCP connection I set up religiously. 

The MCP connection allows me to not only pull information from my favorite apps like Gmail, Google Calendar, Dropbox, Outlook and more, but it more importantly lets me do things within those apps.

For example, I ask Claude at the end of each day to look in my Outlook and summarize all emails from principals, lenders, and investors, prioritizing those where I was the main email recipient or specifically called out my name in the body of the text.

This plus asking it to find other important emails and providing a summary gives me an incredible snapshot of my email from the previous 24 hours, many of which I missed because I try not to be glued to my email all day.

Then I have it send emails (or create drafts), schedule meetings and more.

It’s a superpower.

#3: ChatGPT- OpenAI

The King AI Tool for me.

It’s where everyone begins their AI journey. And it’s only getting better and better.

I use it the most out of anything every day. 

Basic questions, complex problem solving, creating tools in Canvas mode and pictures in image mode, sporadically using Agent mode to do basic online tasks, training it on my voice/mind/interests, and more.

It can do so much and it’s the most helpful in my work life.

Enough said.

#4: Julius- Julius AI | Your AI Data Analyst

This is my new favorite tool and I’m just scratching the surface of it.

Upload any data (pdf, excel sheet, etc.) and ask it to provide insights and do work for you.

For example, I’m currently trying to forecast distributions over the next three years.

So I uploaded a spreadsheet with all of my 2025 reforecasts (not budgets as those are stale- we just did the reforecasts this month), asked Julius to project these budgets out another 31 months (5 months left in 2025, need another 31 months to get to 36 months or 3 years), and come up with quarterly distributions using net cash flow (NOI minus debt service minus below-the-line expenses like AM fees, capital replacements, and more).

Then I asked it to create a colorful visual graph to show the trends over the 36 months for each property.

It has much better output than ChatGPT or the other main LLMs.

My analyst is starting to sweat…..

#5: Google AI Studio -Stream | Google AI Studio

I wrote about Google’s AI studio (more specifically it’s stream feature where I can share my screen and talk directly to Gemini) a few weeks ago.

Whenever I don’t know how to do something (excel formula, learn a new piece of technology, or just feel the need to ask an LLM a question), I turn this function on, and it gets me the answer I need probably 90% of the time.

Also, Gemini as a LLM is becoming a top tool of mine. I still prefer ChatGPT over it but it’s gaining on it and Google as a whole is crushing it (more on that in another newsletter)

RE professionals need their own personal tech stacks just like their organizations and properties do.

Start figuring out yours today.

AI is moving fast. My goal is to help the Real Estate Industry keep up.

Hope you enjoyed this.

Jonathan

Founder, The IndustrAI