01
Hand off the repetitive half of the deal
Cowork plus Fable 5.0 runs the monotonous 50 to 70% of your cycle: screening broker inbound and OMs, underwriting, T-12 reconciliation, variance reports. You stay on the relationships and the call.
Free CRE Guide · Cowork Edition
Claude Coworkfor CRE.
A free CRE field guide from PSV. Claude Cowork isn't a fancier chatbot. With Fable 5.0 it plans, builds, and checks its own work across a full deal, sourcing to IC. Set it up Saturday. Run a live deal Sunday. Work differently Monday. Ten field-tested plays, no engineering background required.
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Analyst · Westlake Realty Group
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CEO · Westlake Realty Group
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Commercial Advisor, CCIM SIOR · Saunders Real Estate
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Inside the field guide
What you’ll learn.
02
Set up Saturday, live by Sunday
The ten plays, in order. The first steps lay the foundation (workspace, context, house style) so the role-specific work produces your output, not a generic one. Most guides skip this. We don't.
03
Cowork drafts, you decide
Every output is a draft you skim before it leaves the building. The one rule that keeps Cowork fast and safe across sourcing, screening, underwriting, diligence, and IC.
At a glance
What does Claude Cowork actually take over on a CRE deal?
| The task | With Claude Cowork and Fable 5.0 | What stays with you |
|---|---|---|
| Screening broker inbound and OMs | Handed off as part of the monotonous 50 to 70% of your cycle | You stay on the relationships and the call |
| Underwriting | Cowork plans, builds, and checks its own work across the full deal | Every output is a draft you skim before it leaves the building |
| T-12 reconciliation | Runs inside the repetitive half Cowork takes over | You decide; Cowork only drafts |
| Variance reports | Drafted by Cowork within the same handed-off workload | You review before anything leaves the building |
| Weekend setup | Foundation first: workspace, context, house style, so output is yours, not generic | Set up Saturday, run a live deal Sunday, work differently Monday |
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Claude Cowork for CRE Guide.
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About us
We’ve closed the deals. Now we automate them.
$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.
Aidan Scudder
Partner
Former Kochava and HPE. NSF-funded research on physics-informed neural networks. Designs the autonomous agents that power every PSV AI employee.
Zed Truong
Partner
Former PGIM and Voit Real Estate. Closed $1B+ in CRE transactions, underwrote $11B+ across every asset class. Knows which workflows to automate first.
Gedeon Baende
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.
COMMON QUESTIONS
Claude Cowork for CRE, answered.
- What is Claude Cowork for CRE?
- Claude Cowork is not a fancier chatbot. With Fable 5.0 it plans, builds, and checks its own work across a full CRE deal, sourcing to IC. PSV's free field guide shows how to run it in commercial real estate with ten field-tested plays, set up in a weekend, with no engineering background required.
- Which CRE tasks can Claude Cowork take over?
- The monotonous 50 to 70 percent of your deal cycle: screening broker inbound and OMs, underwriting, T-12 reconciliation, and variance reports. You stay on the relationships and the call. With Fable 5.0, Cowork plans, builds, and checks its own work across the full deal, from sourcing through IC.
- How long does it take to set up Claude Cowork for a CRE team?
- A weekend. Set it up Saturday, run a live deal Sunday, work differently Monday. The guide's ten plays run in order: the first steps lay the foundation of workspace, context, and house style, so the role-specific work produces your output rather than a generic one. Most guides skip that step.
- Is it safe to let Claude Cowork run deal work?
- The guide's one rule keeps Cowork fast and safe across sourcing, screening, underwriting, diligence, and IC: Cowork drafts, you decide. Every output is a draft you skim, so nothing leaves the building without a human pass first.
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