By Aidan Scudder · Updated , first published

Retail Leasing & Investment Sales, Chicago, IL
How CapRock Real Estate uses AI agents to land meetings with retail property owners for leasing assignments
The firm's contacts are screened to the owners worth approaching, approved sequences go out in the principal's name, replies land in one dashboard sorted by type, and a branded leasing brief for any property comes back by email in about four minutes.
Illustrative propertyIllustrative property, not a client asset. Photo: G. Edward Johnson, CC BY 4.0.
01Before / After
Less assembly. More judgment.
Before
Done by hand
- A principal qualifying contacts by hand
- Outreach written one email at a time
- Property briefs built one at a time
After
With PSV
- Contacts screened to the owners worth approaching
- Approved sequences sent in the principal's name
- A branded leasing brief in about four minutes
02Built around the work
How the work moves now.
01
Screen
The firm's contacts filtered against its target profile
02
Send
Client-approved sequences in the principal's name
03
Brief
Data exports emailed in, a branded brief back in about four minutes
04
Sort
Every reply classified by type in one dashboard
Nothing was sent until CapRock approved the language, and a person at the firm decides when a brief goes to an owner.
03What the team receives
Outputs the team works with.
01
Contact screening
The firm's existing contacts are filtered against its target profile, so outreach starts from qualified owners.
02
Approved outbound sequences
Client-edited, client-approved emails sent in the principal's name.
03
Branded leasing briefs
A property-specific brief returned by email in about four minutes.
04
Reply dashboard
Every send and reply in one place, classified by type, with the ability to answer from the same screen.
04The record behind the story
One engagement, in numbers.
Headline result
20
Prospect replies from AI-assisted outreach
As of late September 2026, about a month in
20
Prospect replies
Replies from real people to the leasing outreach as of late September 2026. Auto-responses are not counted.
17
Follow-up openings
Replies that opened a next step: a referral, a question, or interest in meeting.
13
Referrals
Referrals to the person who handles leasing for the property, the most common kind of opening.
2
Meeting interest
Prospects who replied ready to meet. Another 2 replied with questions.
Replies from real people. Auto-responses are not counted. Leasing cycles are long, so these are openings, not signed assignments.
Engagement notes
What was in the way
CapRock Real Estate wins leasing assignments by reaching retail property owners directly. That takes a qualified list, a message worth answering, and the persistence to keep sending it.
Done by hand, each of those lands on a principal. Qualifying contacts is slow, most of any list is not a fit, and outreach is the first thing to slip when a live deal needs attention.
The strongest opener in leasing is something specific to the owner's property, and a property-specific brief is slow to build one at a time.
What PSV built
PSV started with the firm's own contacts, screening them against its target profile so that sequences only run against owners worth a conversation.
Outreach runs as a sequence the client edited and approved, sent in the principal's name. Nothing was activated until CapRock signed off on the language.
For the leave-behind, the team emails a property's data exports to its AI employee and a CapRock-branded leasing brief comes back in the same thread, typically in about four minutes. A person at the firm decides when a brief goes to an owner, so the automation makes the document and the relationship stays with the broker.
Replies are collected in a dashboard the firm can read and answer from, sorted by what they are: a referral to the right person, a question, or a prospect ready to talk.
What changed
As of late September 2026, about a month after the first emails went out, the outreach had drawn 20 replies from real prospects.
Seventeen of those opened a next step: 13 referrals to the right contact, 2 prospects interested in meeting, and 2 questions. A referral matters in leasing because the first name on a list is rarely the person who decides.
A leasing brief that takes real time to build by hand now takes about four minutes, so it can be offered to any owner who asks.
Leasing cycles are long and this campaign is weeks old, so it is published with replies and openings, not signed assignments. We would rather show the activity than print a deal number the engagement has not earned yet.
Questions
What did PSV build for CapRock Real Estate?
The firm's contacts are screened to the owners worth approaching, approved sequences go out in the principal's name, replies land in one dashboard sorted by type, and a branded leasing brief for any property comes back by email in about four minutes.
What changed for CapRock Real Estate?
As of late September 2026, about a month after the first emails went out, the outreach had drawn 20 replies from real prospects.
Who stays in control of the work?
Nothing was sent until CapRock approved the language, and a person at the firm decides when a brief goes to an owner.
Where do these numbers come from?
As of late September 2026, about a month in. Replies from real people. Auto-responses are not counted. Leasing cycles are long, so these are openings, not signed assignments.
See what this looks like on your workflow.
See the broker systems