AI Off-Market Deal Sourcing System

Zach Suh

Research at Caelon

Published on: August 24, 2026

Off-Market Deal Sourcing System

Most off-market pipelines run on guesswork: a "distressed" flag pulled from a generic database, an assumed loan maturity, or an "owner" contact that turns out to be the property manager. This skill pack teaches Claude a battle-tested workflow that survives contact with sophisticated sellers.

Across seven skills, it covers the complete workflow: turning vague mandates into clear buy boxes, mapping market universes, decoding public distress signals, scoring leads against real investor criteria, and tracing LLCs to true decision-makers. It ends with client-grade reporting and a single-file interactive dashboard, all powered by free public county records, with zero paid subscriptions required.

Every fact links to a dated public record, every exclusion is accounted for, and unverified data is explicitly flagged rather than quietly filled in.

What You'll Take Away

  • A disciplined buy-box process: Asks the right questions upfront and never invents arbitrary thresholds.
  • A staged sourcing pipeline: Filters leads first, ranks seller motivation second, and resolves true ownership last.
  • A distress-signal framework: Navigates the specific traps that make naive readings wrong.
  • An ownership lookup ladder: Traces parcels directly to named decision-makers so you never pitch the wrong person.
  • Institutional reporting standards: Builds dashboards where headlines state findings, colors carry intentional meaning, and data gaps remain transparent.

Building your firm’s technical edge.