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Claude Code + Obsidian for CRE

Give Claude a working CRE operating system.

A self-install Obsidian vault with 16 skills for daily briefs, deal screening, meeting prep, and visible Markdown memory.

Built for a growing CRE AI audience: The AI Consulting Network newsletter has over 1,000 subscribers.

One purchase. A working system.

$149 beta: 90 shipped files, 16 Claude Code skills, and 18 native templates with instant delivery and no subscription. The purchase includes a seven-day fit guarantee and a $149 Strategy Call credit.

The package also includes six CRE document and transaction skills and requires no Obsidian community plugins.

See the Starter Vault work

The illustrated Harbor Point product tour uses fictional sample data to show each command, the local sources Claude reads, the Markdown file it writes, and the guardrail that limits the task.

Start the day

Try: Run my daily brief.

A source-linked daily note with three outcomes, commitments, blockers, quick wins, and missing information.

Intake deal files

Try: Classify the documents in 01-Deals/Harbor Point Package.

A complete file inventory with readability, confidence, conflicts, missing inputs, readiness, and a human checklist.

Screen the deal

Try: Screen Harbor Point using only files in this vault.

A preliminary advance, hold, or pass screen that separates sourced facts, assumptions, formulas, red flags, and missing inputs.

Prepare a meeting

Try: Prepare me for the Harbor Point financing call.

A prep note with verified context, prior decisions, open commitments, risks, missing information, and five focused questions.

Retain approved context

Try: Remember that I prefer one-page briefs.

One visible profile entry and one sourced memory-log row that can later be shown, corrected, reviewed, or forgotten.

All 16 included Claude Code skills

Every skill has a plain-language trigger, a named output, source rules, and a boundary on what it may change.

Personalize and control

set-up-my-vault · manage-memory · close-session · design-my-workflow · check-vault-health

Run the workday

run-daily-brief · run-weekly-review · prepare-meeting · process-meeting

Read and screen the deal

screen-deal · classify-deal-documents · parse-offering-memo · parse-rent-roll · parse-operating-statement

Move a sale process

start-sale-assignment · plan-buyer-process

Guided setup and visible memory

The first setup asks one question batch and previews proposed changes before writing the profile, company context, goals, source map, permission rules, or memory log. Approved preferences and business facts stay in readable Markdown files, not a hidden product database. The guide is designed for about 60 minutes. Actual time depends on installing and signing into Obsidian and Claude Code and how much business context the buyer enters.

Deal documents and transaction work

The six adapted CRE skills classify a named deal package, extract an offering memorandum, parse and reconcile a rent roll, parse a T-12 or operating statement, build a seller-side sale-assignment intake, and plan a staged buyer process. Unreadable cells and unresolved conflicts remain visible.

Memory, privacy, and automation limits

The vault files are stored wherever the buyer chooses. Claude Code may send content it reads to Anthropic under the buyer's account, plan, settings, and applicable terms. This product does not make model processing local.

14-Confidential is an organizational exclusion, not encryption or an access-control boundary. The Starter Vault does not run a nightly learner, scheduled task, Git commit, cloud backup, or external sync.

License and portability

The buyer receives an internal-use copy that can be edited inside one organization. The Markdown files remain readable and portable. The included license states the redistribution limits and identifies the Apache 2.0 exceptions in the included NOTICE.

Product and support boundary

This self-serve product does not include data migration, live setup, external connections, custom agents, company-specific rules, ongoing consulting, or guaranteed document readability. Support covers order and file-access problems.

Related CRE AI operating system guides

Beta price

$149 for the first 25 buyers, then $249. The purchase is a one-time payment through Gumroad with instant digital delivery and no subscription.

The beta policy is a seven-day fit guarantee. If the buyer opens the files and decides the product is not right for them, they can email info@theaiconsultingnetwork.com within seven days of purchase. The full $149 purchase price may also be applied as a credit toward one paid Strategy Call booked within 14 days of purchase.

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