Free CRE Playbook · 2026 Edition
A free CRE playbook from PSV. How to put Claude Code to work on the real underwriting, diligence, and reporting jobs, with the tools, skills, and deliverables that move the needle. No engineering background required.
“The team is highly impressed with the custom underwriting agent that we received.”
Brandon Rowell
Analyst · Westlake Realty Group
“The team is loving PSV AI Strategy and Build Framework.”
Kristina Chang
CEO · Westlake Realty Group
“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
Takes 10 seconds. No credit card required.
Inside the CRE playbook
01
Claude Code runs on your files and your tools, not in a chat window. See how to point it at a deal folder and have it read the OM, scrub the rent roll, tie out the T-12, and write the output back, end to end.
02
The building blocks that turn Claude Code into a CRE analyst: the tools to connect, the skills to teach it your underwriting and IC standards, and how to feed it your data without it leaking out.
03
Concrete builds, not theory. An OM screener, a diligence checklist runner, and a reporting pack generator you can stand up fast, plus a rollout so your team adopts it without turning into engineers.
At a glance
| The CRE job | How Claude Code handles it | Where the playbook covers it |
|---|---|---|
| Screen an OM | Point it at the deal folder and have it read the OM, end to end | 01 Automate the work, plus the OM screener build in 03 |
| Scrub a rent roll and T-12 | Scrubs the rent roll, ties out the T-12, and writes the output back | 01 Automate the work, not just the prompts |
| Run deal diligence | A diligence checklist runner you can stand up fast | 03 Deliverables you can ship this week |
| Produce reporting packs | A reporting pack generator, concrete builds rather than theory | 03 Deliverables you can ship this week |
| Underwrite to your standards | Skills teach it your underwriting and IC standards | 02 Tools, skills, and data that fit CRE |
| Roll it out to the team | A rollout so your team adopts it without turning into engineers | 03 Deliverables you can ship this week |
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About us
$1B+ in CRE transactions closed, $11B+ underwritten, NSF-funded AI research published. We built our careers in real estate and enterprise software, then built the AI employees we wished we’d had access to.
Partner
Former Kochava and HPE. NSF-funded research on physics-informed neural networks. Designs the autonomous agents that power every PSV AI employee.
Partner
Former PGIM and Voit Real Estate. Closed $1B+ in CRE transactions, underwrote $11B+ across every asset class. Knows which workflows to automate first.
Partner
Former Goldman Sachs engineer and AWS AI scholar. Awarded for AI battery degradation models, featured in an AWS documentary. Builds the systems that make engagements reliable.
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by PSVLiveThe CRE AI Institute is the AI MBA for commercial real estate: workflows taught end to end on real deal files, with live builds and a community of CRE operators.
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