CRE Case Studies | Source-Cited Underwriting, BOVs & Sourcing

Westlake Realty Group

AI Underwriting AnalystMulti-Asset CRE InvestorSan Mateo, CA

18-24x

Faster per-deal underwriting

The pain

Dozens of offerings a month and 6-8 hours of senior time to underwrite each one. Marginal deals were dropped for lack of capacity, not lack of merit.

Running now

Every deal lands in the firm's own eight-tab institutional model with comps pulled and every number traced to its source. Senior review takes about 20 minutes.

6-8h → 20m

Per-deal review time

Asset classes on one engine

100%

Numbers traced to source

“We can’t speak high enough of you guys. Our team is extremely impressed.”

Brandon Rowell, Analyst, Westlake Realty Group

Deal intake & parsing
Eight-tab pro forma
Comp pulls
Return thresholds

Read the AI Analyst case study

Industrial Outdoor Storage + Self-Storage Operator

AI Underwriting AnalystIOS + Self-StorageName withheld by request

Asset classes, one workflow

The pain

Acquisitions scaling across industrial outdoor storage and a national self-storage portfolio, with a pipeline moving faster than the team could screen by hand.

Running now

Drop in a deal, get back an IC-ready model with comps pulled and every number source-traced. The same engine runs both asset classes.

IC-ready

Model from every deal drop

National

Self-storage portfolio covered

100%

Numbers traced to source

Deal intake & parsing
Submarket comps
IC-ready models

Read the AI Analyst case study

Cushman & Wakefield

Deal Origination & Market IntelligenceRetail Investment SalesFloridaScope under signed CA

Hires added to expand origination

The pain

A top-producing CCIM advisor whose pipeline was capped by manual market canvass and the time needed to stay current across a wide footprint.

Running now

AI-driven origination with continuous market-intelligence coverage, inside the advisor's existing stack. Senior time moved from canvassing to negotiation and close.

Institutional

Engagement tier

Always on

Market coverage

Signed CA

Full scope protected

Deal origination
Market intelligence
Existing-stack integration

See the broker systems

Saunders Real Estate

AI BOV AnalystLand + Commercial BrokerageLakeland, FL

8-16x

Faster BOV production

The pain

A thorough broker opinion of value ran 4-8 hours of senior broker time, several times a week. BOVs became the bottleneck on winning listings.

Running now

BOVs draft in the firm's own template with comps pulled and a cited valuation narrative. Review takes about 30 minutes, and owners hear back same-day.

4-8h → 30m

Per BOV

Same-day

Response to owner inbound

Theirs

Own templates + comp library

“We use PSV to underwrite IOS deals and produce BOVs in 1/10th the time it used to take us.”

Sid Bhatt, Commercial Advisor, CCIM SIOR, Saunders Real Estate

BOV templates
Comp library
Cited valuation narrative

See the broker systems

Stride Commercial

AI Inbound DeskBoutique BrokerageNashville, TN

>48x

Faster lead response

The pain

Inbound arrived at irregular hours across 15-25 active listings. Average response ran four hours, and overnight enquiries went cold.

Running now

Every channel monitored 24/7, responses drafted in the broker's voice, and a clean CRM record attached. First replies go out in under five minutes.

4h → <5m

Lead response time

~1 day/wk

Senior time reclaimed

24/7

Inbound coverage

Lead classification
Voice-matched replies
CRM hygiene

See the broker systems

Industry Real Estate Partners

AI Prospecting AnalystIndustrial Investment SalesAtlanta, GA

Always on

Prospecting across 100s of targets

The pain

Each principal owns a pipeline across hundreds of target properties. Hours every day went to building lead lists from a blank page.

Running now

The system watches transactions, ownership changes, and owner-occupant signals, then opens each broker's day with a prioritized queue and first-touch drafts in their voice.

Daily

Prioritized lead queue

Pre-market

Sale-leasebacks flagged early

SDR or research hires added

Ownership-change monitoring
Owner-occupant signals
Sale-leaseback flags

See the broker systems

Westlake Realty Group

AI Underwriting AnalystMulti-Asset CRE InvestorSan Mateo, CA

18-24x

Faster per-deal underwriting

The pain

Dozens of offerings a month and 6-8 hours of senior time to underwrite each one. Marginal deals were dropped for lack of capacity, not lack of merit.

Running now

Every deal lands in the firm's own eight-tab institutional model with comps pulled and every number traced to its source. Senior review takes about 20 minutes.

6-8h → 20m

Per-deal review time

Asset classes on one engine

100%

Numbers traced to source

“We can’t speak high enough of you guys. Our team is extremely impressed.”

Brandon Rowell, Analyst, Westlake Realty Group

Deal intake & parsing
Eight-tab pro forma
Comp pulls
Return thresholds

Read the AI Analyst case study

Industrial Outdoor Storage + Self-Storage Operator

AI Underwriting AnalystIOS + Self-StorageName withheld by request

Asset classes, one workflow

The pain

Acquisitions scaling across industrial outdoor storage and a national self-storage portfolio, with a pipeline moving faster than the team could screen by hand.

Running now

Drop in a deal, get back an IC-ready model with comps pulled and every number source-traced. The same engine runs both asset classes.

IC-ready

Model from every deal drop

National

Self-storage portfolio covered

100%

Numbers traced to source

Deal intake & parsing
Submarket comps
IC-ready models

Read the AI Analyst case study

Cushman & Wakefield

Deal Origination & Market IntelligenceRetail Investment SalesFloridaScope under signed CA

Hires added to expand origination

The pain

A top-producing CCIM advisor whose pipeline was capped by manual market canvass and the time needed to stay current across a wide footprint.

Running now

AI-driven origination with continuous market-intelligence coverage, inside the advisor's existing stack. Senior time moved from canvassing to negotiation and close.

Institutional

Engagement tier

Always on

Market coverage

Signed CA

Full scope protected

Deal origination
Market intelligence
Existing-stack integration

See the broker systems

Saunders Real Estate

AI BOV AnalystLand + Commercial BrokerageLakeland, FL

8-16x

Faster BOV production

The pain

A thorough broker opinion of value ran 4-8 hours of senior broker time, several times a week. BOVs became the bottleneck on winning listings.

Running now

BOVs draft in the firm's own template with comps pulled and a cited valuation narrative. Review takes about 30 minutes, and owners hear back same-day.

4-8h → 30m

Per BOV

Same-day

Response to owner inbound

Theirs

Own templates + comp library

“We use PSV to underwrite IOS deals and produce BOVs in 1/10th the time it used to take us.”

Sid Bhatt, Commercial Advisor, CCIM SIOR, Saunders Real Estate

BOV templates
Comp library
Cited valuation narrative

See the broker systems

Stride Commercial

AI Inbound DeskBoutique BrokerageNashville, TN

>48x

Faster lead response

The pain

Inbound arrived at irregular hours across 15-25 active listings. Average response ran four hours, and overnight enquiries went cold.

Running now

Every channel monitored 24/7, responses drafted in the broker's voice, and a clean CRM record attached. First replies go out in under five minutes.

4h → <5m

Lead response time

~1 day/wk

Senior time reclaimed

24/7

Inbound coverage

Lead classification
Voice-matched replies
CRM hygiene

See the broker systems

Industry Real Estate Partners

AI Prospecting AnalystIndustrial Investment SalesAtlanta, GA

Always on

Prospecting across 100s of targets

The pain

Each principal owns a pipeline across hundreds of target properties. Hours every day went to building lead lists from a blank page.

Running now

The system watches transactions, ownership changes, and owner-occupant signals, then opens each broker's day with a prioritized queue and first-touch drafts in their voice.

Daily

Prioritized lead queue

Pre-market

Sale-leasebacks flagged early

SDR or research hires added

Ownership-change monitoring
Owner-occupant signals
Sale-leaseback flags

See the broker systems

Under-promised.Over-delivered.

Owners, investors, operators.

Westlake Realty Group

Industrial Outdoor Storage + Self-Storage Operator

Brokers, investment sales, advisory.

Cushman & Wakefield

Saunders Real Estate

Stride Commercial

Industry Real Estate Partners

CRE teams already running PSV.

Resources from PSV.

Interactive Tools & Materials

AI for CRE Operators

How AI-Ready Are You?

The PSV Engagement Deck

CRE AI Operations Budget Calculator

Playbooks & Guides

Claude for Real Estate Developers

The Owner Signal Stack

AI in 15 Minutes for CRE

Claude Tag for CRE

Fable 5.0 for CRE

The Off-Market Sourcing Machine

Claude Projects for CRE

Claude Cowork for CRE

The Full Claude Playbook for CRE

Claude Code for CRE

Claude Opus 4.8 for CRE

Build an AI Team with Claude

Research & Reading

What 20 CRE Giants Really Think About AI

How to use Claude AI for CRE

PSV CRE Case Studies

AI Orchestration for Commercial Real Estate

Claude for Real Estate Underwriting

AI Agents for Commercial Real Estate

Claude MCP for CRE

Best AI Course for Commercial Real Estate

Commercial Real Estate Underwriting Software

Build the Dashboard That Reads Your Inbox

The PSV newsletter, read by CRE operators.

Let's get to work.

Under-promised.Over-delivered.

Owners, investors, operators.

Westlake Realty Group

Industrial Outdoor Storage + Self-Storage Operator

Brokers, investment sales, advisory.

Cushman & Wakefield

Saunders Real Estate

Stride Commercial

Industry Real Estate Partners

CRE teams already running PSV.

Resources from PSV.

Interactive Tools & Materials

AI for CRE Operators

How AI-Ready Are You?

The PSV Engagement Deck

CRE AI Operations Budget Calculator

Playbooks & Guides

Claude for Real Estate Developers

The Owner Signal Stack

AI in 15 Minutes for CRE

Claude Tag for CRE

Fable 5.0 for CRE

The Off-Market Sourcing Machine

Claude Projects for CRE

Claude Cowork for CRE

The Full Claude Playbook for CRE

Claude Code for CRE

Claude Opus 4.8 for CRE

Build an AI Team with Claude

Research & Reading

What 20 CRE Giants Really Think About AI

How to use Claude AI for CRE

PSV CRE Case Studies

AI Orchestration for Commercial Real Estate

Claude for Real Estate Underwriting

AI Agents for Commercial Real Estate

Claude MCP for CRE

Best AI Course for Commercial Real Estate